Funder DirectoryTHE ROCKWERN CHARITABLE FOUNDATION
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Private foundation (trust)EIN 311590504Est. 1999-12

THE ROCKWERN CHARITABLE FOUNDATION

MASON, OH 45040

Accepts unsolicited proposals

Total Assets

$15.0M

FY 2023

Annual Giving

$593K

FY 2023

Grants Made

12

FY 2023

Avg Grant

$49K

FY 2023

Grant Range

$4K–$125K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$418K

Total Expenses

$813K

Qualifying Distributions

$685K

Distributable Amount

$691K

Min. Investment Return

$696K

Undistributed Income

$575K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

12 grants

Grant sizes from minimum $4K through median $45K to maximum $125K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2017 to 2023. Peak $689K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

53 grants

CET
$758K
5 grants
HOLOCAUST AND HUMANITY CENTER
$400K
2 grants
CAMP LIVINGSTON
$243K
5 grants
MAYERSON JCC
$205K
5 grants
JEWISH FEDERATION OF CINCINNATI - HHC FUND
$200K
1 grant
JEWISH FAMILY SERVICE
$165K
4 grants
ISH FESTIVAL
$165K
3 grants
ISRAEL GUIDE DOG CENTER FOR THE BLIND
$144K
4 grants

Grant Size Distribution

53 grants

<$10K
10
grants
$10–50K
26
grants
$50–250K
17
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Ohio
$2.8M
93% of total
Pennsylvania
$144K
5% of total
New York
$60K
2% of total

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THE ROCKWERN CHARITABLE FOUNDATION — Grants, Financials & Contact | Grantivo