Rockwern Charitable Foundation
- Assets
- $13.0m
- Revenue
- $268.6k
- Investments
- $12.4m
- Employees
- 0
- Location
- Mason, OH
- Founding
- 12/1999
- Data as of
- 05/2023
- EIN
- 31-1590504
Organization Overview
Rockwern Charitable Foundation is located in Mason, OH. The organization was established in 1999. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rockwern Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2023, Rockwern Charitable Foundation generated $268.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (4.3%) each year. All expenses for the organization totaled $841.1k during the year ending 05/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Rockwern Charitable Foundation has awarded 57 individual grants totaling $3,429,959. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stephanie R Amlung President | 40 | $78,250 | |
Charlotte Goering Trustee | 0 | $0 | |
Barbara Kellar Trustee | 0 | $0 | |
Barbara Hild Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $27,922 |
| Dividends & Interest | $270,019 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$30,642 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,288 |
| Total Revenue | $268,587 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $78,250 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $14,726 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $41,929 |
| Total operating and administrative expenses | $193,973 |
| Contributions, gifts, grants paid | $647,100 |
| Total expenses and disbursements | $841,073 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $14,202 |
| Savings and temporary cash investments | $397,910 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $12,413,231 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $186,108 |
| Total assets | $13,011,451 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Rockwern Charitable Foundation has awarded $647,100 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
CAMP LIVINGSTON PURPOSE: GENERAL OPERATING | $75,000 |
CET PURPOSE: GENERAL OPERATING | $125,000 |
CINCINNATI PUBLIC RADIO - WGUC PURPOSE: GENERAL OPERATING | $20,000 |
CIRCLE TAIL SUPPORT DOGS PURPOSE: GENERAL OPERATING | $10,000 |
ISH FESTIVAL PURPOSE: GENERAL OPERATING | $125,000 |
ISRAEL GUIDE DOG CENTER FOR THE BLIND PURPOSE: GENERAL OPERATING | $32,000 |