Nonprofit · EIN 31-1590504
ROCKWERN CHARITABLE FOUNDATION
Also known as GETTLER BENJAMIN TTEE
Tax-exempt · MASON, OH 45040
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $844,350 | $838,682 | $5,668 | $12,737,322 | $0 | $12,737,322 |
| May 31, 2024 | 990-PF | $417,770 | $812,643 | -$394,873 | $12,645,768 | $0 | $12,645,768 |
| May 31, 2023 | 990-PF | $268,587 | $841,073 | -$572,486 | $13,011,451 | $0 | $13,011,451 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $239,887
- Interest
- $37,185
- Net gain from sales of assets
- $565,625
- Other income
- $1,653
Expenses
- Grants and similar amounts paid
- $605,025
- Compensation of officers, directors and key employees
- $111,000
- Disbursements for charitable purposes
- $700,600
- Excise tax on investment income
- $10,244
Balance sheet and other
- Total assets, start of year
- $12,645,768
- Total assets, end of year
- $12,737,322
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,737,322
- Fair market value of assets
- $15,613,177
- Qualifying distributions
- $700,600
- Net investment income
- $844,350
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE R AMLUNG 4930 LAURELWOOD COURT, MASON, OH 45040 | PRESIDENT | 40 | $111,000 |
| CHARLOTTE GOERING 220 W THIRD STREET, CINCINNATI, OH 45202 | TRUSTEE | 0.01 | $0 |
| BARBARA KELLAR 8499 RIDGE ROAD, CINCINNATI, OH 45236 | TRUSTEE | 0.01 | $0 |
| BARBARA HILD 41201 EDGECLIFF PL APT 1220, CINCINNATI, OH 45206 | TRUSTEE | 0.01 | $0 |
990-PF for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE R AMLUNG 4930 LAURELWOOD COURT, MASON, OH 45040 | PRESIDENT | 40 | $107,500 |
| CHARLOTTE GOERING 220 W THIRD STREET, CINCINNATI, OH 45202 | TRUSTEE | 0.01 | $0 |
| BARBARA KELLAR 8499 RIDGE ROAD, CINCINNATI, OH 45236 | TRUSTEE | 0.01 | $0 |
| BARBARA HILD 41201 EDGECLIFF PL APT 1220, CINCINNATI, OH 45206 | TRUSTEE | 0.01 | $0 |
990-PF for the year ended May 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE R AMLUNG 4930 LAURELWOOD COURT, MASON, OH 45040 | PRESIDENT | 40 | $78,250 |
| CHARLOTTE GOERING 220 W THIRD STREET, CINCINNATI, OH 45202 | TRUSTEE | 0 | $0 |
| BARBARA KELLAR 8499 RIDGE ROAD, CINCINNATI, OH 45236 | TRUSTEE | 0 | $0 |
| BARBARA HILD 41201 EDGECLIFF PL APT 1220, CINCINNATI, OH 45206 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6338 SNIDER RD, MASON, OH 45040-5100
- In care of
- % BENJAMIN GETTLER
- Signed the 990-PF
- STEPHANIE R AMLUNG, PRESIDENT
- Phone
- (513) 236-6799
- Return prepared by
- CLARK SCHAEFER HACKETT & CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1590504
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $12,737,322
- Income (IRS master file)
- $5,410,531
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $844,350 | $838,682 | $12,737,322 | XML |
| 990-PF | May 2024 | $417,770 | $812,643 | $12,645,768 | XML |
| 990-PF | May 2023 | $268,587 | $841,073 | $13,011,451 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1590504).
Questions about ROCKWERN CHARITABLE FOUNDATION
- What is the EIN of ROCKWERN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROCKWERN CHARITABLE FOUNDATION is 31-1590504.
- Is ROCKWERN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ROCKWERN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROCKWERN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROCKWERN CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROCKWERN CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of ROCKWERN CHARITABLE FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $111,000 (STEPHANIE R AMLUNG, PRESIDENT).
- How much revenue does ROCKWERN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $844,350, expenses of $838,682 and total assets of $12,737,322 at year end.
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All nonprofits in MASON · Ohio · Philanthropy, voluntarism and grantmaking foundations