ROSEMARY OVENDEN CHARITABLE TR 1

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Plain text ROSEMARY OVENDEN CHARITABLE TR 1. furp.org, nonprofit organization profile, tax years 2019–2025. https://furp.org/org/rosemary-ovenden-charitable-tr-1-347163404. Retrieved 2026-11-01.

APA furp.org. (n.d.). ROSEMARY OVENDEN CHARITABLE TR 1 [Nonprofit organization profile; tax years 2019–2025]. Retrieved November 1, 2026, from https://furp.org/org/rosemary-ovenden-charitable-tr-1-347163404

MLA “ROSEMARY OVENDEN CHARITABLE TR 1.” furp.org, tax years 2019–2025, https://furp.org/org/rosemary-ovenden-charitable-tr-1-347163404. Accessed 1 Nov. 2026.

Retrieved 2026-11-01; covers tax years 2019–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $333K · expenses $164K · assets $2.4M

EIN
34-7163404
Address
PO BOX 630858, CINCINNATI, OH 45263-0858
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
November 2016 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Fifth Third Bank N A Institution TRUSTEE2019-2025 $36,146$173,394 489

People by year

2025 · 1 person listed · 1 paid, $36K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK N A FDN OFFICE Institution TRUSTEE1 $36,146-- $36,146489
2024 · 1 person listed · 1 paid, $35K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK N A FDN OFFICE Institution TRUSTEE1 $34,748-- $34,748489
2023 · 1 person listed · 1 paid, $28K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK N A FDN OFFICE Institution TRUSTEE1 $27,968-- $27,968489
2022 · 1 person listed · 1 paid, $26K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK N A FDN OFFICE Institution TRUSTEE1 $25,675-- $25,675489
2021 · 1 person listed · 1 paid, $26K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK N A FDN OFFICE Institution TRUSTEE1 $25,785-- $25,785489
2020 · 1 person listed · 1 paid, $23K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK N A FDN OFFICE Institution TRUSTEE1 $23,072-- $23,072489
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK FOUNDATION OFFICE Institution TRUSTEE1 $0-- $0489

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 12 grants to organizations · $121K
2024 · 12 grants to organizations · $108K
2023 · 12 grants to organizations · $141K
2022 · 12 grants to organizations · $125K
2021 · 12 grants to organizations · $119K
2020 · 12 grants to organizations · $108K
2019 · 12 grants to organizations · $90K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$332,799$163,669 $2,425,237$2,425,237 -- $36,146--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$232,306$148,344 $2,256,202$2,256,202 -- $34,748--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$148,780$171,771 $2,172,056$2,172,056 -- $27,968--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$16,479$157,042 $2,195,377$2,195,377 -- $25,675--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$240,260$147,846 $2,336,244$2,336,244 -- $25,785--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$108,289$167,649 $2,243,414$2,243,414 -- $23,072--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$1,039,272$125,864 $2,303,731$2,303,731 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
DONALD HAGAR RESIDUARY CHARITABLE TRUSTOHT20 $354,053$204,508 TRUSTEE$29,908 Same NTEE code T20, revenue within 2x, same state
JANE LAMB CHARITABLE FOUNDATIONOHT20 $330,243$331,890 CO TRUSTEE$5,636 Same NTEE code T20, revenue within 2x, same state
THE THOMAS W BUSSE CHARITABLE TRUST ATTN PAUL RECKEROHT20 $350,566$307,874 TRUSTEE$56,071 Same NTEE code T20, revenue within 2x, same state
DOROTHY B FRANCIS CHARITABLE FOUNDA TIONOHT20 $311,493$450,356 Executive Dir.$31,108 Same NTEE code T20, revenue within 2x, same state
JOHNSON-KAZAR CHARITABLE FOUNDATIONINCOHT20 $313,565$176,604 Director$0 Same NTEE code T20, revenue within 2x, same state
JOHN AND ALISON QUAGLIATA FAMILY CHARITABLE FOUNDATIONOHT20 $344,145$11,500 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
REVOCABLE TRUST OF JOSEPHINE JOWOODWARD SOLEMOHT20 $319,630$229,558 TRUSTEE$23,235 Same NTEE code T20, revenue within 2x, same state
G RICHARD AND JANE S THOMAS FOUNDATIONOHT20 $311,637$355,798 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CROSSCOUNTRY MORTGAGE FOUNDATIONOHT20 $344,781$345,967 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
MARION G WEEKS FOUNDATIONOHT20 $319,979$135,644 TRUSTEE$31,398 Same NTEE code T20, revenue within 2x, same state
EQUITY IN THE ARTS FUNDOHT20 $322,812$42,638 TREASURER$226,500 Same NTEE code T20, revenue within 2x, same state
KLABEN FAMILY FOUNDATIONOHT20 $349,658$320,862 Assistant Treasurer$1,500 Same NTEE code T20, revenue within 2x, same state
THROCKMORTON FOUNDATIONOHT20 $311,258$450,868 Trustee$10,000 Same NTEE code T20, revenue within 2x, same state
TUCK & HAM-HI LEE FOUNDATION INCOHT20 $351,253$8,067 Director$0 Same NTEE code T20, revenue within 2x, same state
OAK HILLS EDUCATIONAL FOUNDATIONOHT20 $315,282$176,397 Trustee$0 Same NTEE code T20, revenue within 2x, same state
THE SIMMONS FAMILY FOUNDATIONOHT20 $312,570$106,453 ADMINISTRATIVE ASSISTANT$18,000 Same NTEE code T20, revenue within 2x, same state
GREGORY AND LYN KURTZ FOUNDATIONOHT20 $350,134$117,108 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
MERSHAD FAMILY FOUNDATIONOHT20 $334,226$324,664 Director$0 Same NTEE code T20, revenue within 2x, same state
GRIMM FAMILY FOUNDATIONOHT20 $334,399$160,010 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
WADDELL FAMILY FOUNDATIONOHT20 $336,476$267,550 OFFICER$0 Same NTEE code T20, revenue within 2x, same state
GORMAN FAMILY FOUNDATIONOHT20 $339,856$634,443 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
FICKS FAMILY FOUNDATIONOHT20 $315,085$150,111 PresidentTreasurer$0 Same NTEE code T20, revenue within 2x, same state
BERLIN FAMILY EDUCATIONAL FOUNDATIONOHT20 $354,350$260,198 TRUSTEE/CO-PRESIDENT$11,500 Same NTEE code T20, revenue within 2x, same state
JEANANN GRAY DUNLAP FOUNDATIONOHT20 $354,925$393,706 TRUSTEE$30,000 Same NTEE code T20, revenue within 2x, same state
A CARL & MARY H HEINRICH CHARITABLE TRFLT20 $344,616$178,559 TRUSTEE$23,519 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DONOR ADVISED CHARITABLE GIVING DAF sponsor$120,9006 22014–2024 OAK HILLS EDUCATIONAL FOUNDATION; JDJ CHARITABLE FOUNDATION
HAGERTY FAMILY FOUNDATION Private foundation$100,0001 12020–2020 THL CHARITABLE FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$93,8843 22020–2022 JDJ CHARITABLE FOUNDATION; OAK HILLS EDUCATIONAL FOUNDATION
GREATER CINCINNATI FOUNDATION DAF sponsor$25,0002 12021–2024 OAK HILLS EDUCATIONAL FOUNDATION
GULF COAST COMMUNITY FOUNDATION INC DAF sponsor$15,0003 12010–2012 OKEEFE CHARITABLE FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$12,5001 12022–2022 JDJ CHARITABLE FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$7,2361 12023–2023 JDJ CHARITABLE FOUNDATION
JPMORGAN CHASE FOUNDATION Private foundation$2,3502 12023–2025 JDJ CHARITABLE FOUNDATION
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$2,1303 12020–2023 JDJ CHARITABLE FOUNDATION
AMAZONSMILE FOUNDATION Private foundation$1,8526 22020–2023 OAK HILLS EDUCATIONAL FOUNDATION; JDJ CHARITABLE FOUNDATION
CELANESE FOUNDATION Private foundation$2251 12024–2024 OAK HILLS EDUCATIONAL FOUNDATION
THE DUKE ENERGY FOUNDATION Private foundation$1302 12020–2021 OAK HILLS EDUCATIONAL FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $163,669 spent · pay $36,146 · grants $121,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $121,100 74.0%
Pay: officers, directors, trustees $36,146 22.1%
Taxes $4,723 2.9%
Fees: accounting $1,500 0.9%
Other expenses $200 0.1%
Total$163,669100%

View the filing

2024 · Form 990PF · $148,344 spent · pay $34,748 · grants $108,002 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $108,002 72.8%
Pay: officers, directors, trustees $34,748 23.4%
Taxes $3,924 2.6%
Fees: accounting $1,470 1.0%
Other expenses $200 0.1%
Total$148,344100%

View the filing

2023 · Form 990PF · $171,771 spent · pay $27,968 · grants $141,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $141,000 82.1%
Pay: officers, directors, trustees $27,968 16.3%
Fees: accounting $1,410 0.8%
Taxes $1,193 0.7%
Other expenses $200 0.1%
Total$171,771100%

View the filing

2022 · Form 990PF · $157,042 spent · pay $25,675 · grants $125,002 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $125,002 79.6%
Pay: officers, directors, trustees $25,675 16.3%
Taxes $4,990 3.2%
Fees: accounting $1,175 0.7%
Other expenses $200 0.1%
Total$157,042100%

View the filing

2021 · Form 990PF · $147,846 spent · pay $25,785 · grants $119,030 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $119,030 80.5%
Pay: officers, directors, trustees $25,785 17.4%
Taxes $1,656 1.1%
Fees: accounting $1,175 0.8%
Other expenses $200 0.1%
Total$147,846100%

View the filing

2020 · Form 990PF · $167,649 spent · pay $23,072 · grants $107,850 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $107,850 64.3%
Taxes $35,352 21.1%
Pay: officers, directors, trustees $23,072 13.8%
Fees: accounting $1,175 0.7%
Other expenses $200 0.1%
Total$167,649100%

View the filing

2019 · Form 990PF · $125,864 spent · pay $0 · grants $90,288 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $90,288 71.7%
Other expenses $23,064 18.3%
Taxes $11,512 9.1%
Fees: accounting $1,000 0.8%
Total$125,864100%

View the filing

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