Rose Ahlbrand Charitable Trust

Hamilton, OH
Tax-exempt since April 2001
EIN: 35-1843668

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$133k (2024)

Expenses

$108k (2024)

Total Assets

$1.35M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$133,392

Expenses

$108,180

Net Income

$25,212

Net Assets

$1,347,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,314	1.0%
Dividends	$45,383	34.0%
Sales of Assets	$86,695	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,379	87.2%
Compensation of Officers*	$21,277	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,347,716
Total Liabilities	$0
Net Assets	$1,347,716

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$21,277	$0

990-PF

Filed on April 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$89,447

Expenses

$109,547

Net Income

-$20,100

Net Assets

$1,322,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,136	1.3%
Dividends	$39,703	44.4%
Sales of Assets	$48,608	54.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,286	88.8%
Compensation of Officers*	$20,183	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,322,723
Total Liabilities	$0
Net Assets	$1,322,723

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$20,183	$0

990-PF

Filed on March 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$41,961

Expenses

$115,819

Net Income

-$73,858

Net Assets

$1,342,837

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$248	0.6%
Dividends	$40,363	96.2%
Sales of Assets	$1,350	3.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,372	86.7%
Compensation of Officers*	$21,152	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,342,837
Total Liabilities	$0
Net Assets	$1,342,837

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$21,152	$0

990-PF

Filed on April 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$132,025

Expenses

$108,333

Net Income

$23,692

Net Assets

$1,416,770

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$56,472	42.8%
Sales of Assets	$75,539	57.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,962	86.7%
Compensation of Officers*	$23,619	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,416,770
Total Liabilities	$0
Net Assets	$1,416,770

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$23,619	$0

990-PF

Filed on April 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$62,801

Expenses

$104,942

Net Income

-$42,141

Net Assets

$1,393,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$186	0.3%
Dividends	$36,542	58.2%
Sales of Assets	$24,796	39.5%
Other Income	$1,277	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,620	87.3%
Compensation of Officers*	$20,163	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,393,245
Total Liabilities	$1
Net Assets	$1,393,244

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$20,163	$0

990-PF

Filed on May 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$80,220

Expenses

$104,833

Net Income

-$24,613

Net Assets

$1,435,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,034	46.2%
Sales of Assets	$42,826	53.4%
Other Income	$360	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,758	77.0%
Compensation of Officers*	$20,470	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,435,383
Total Liabilities	$1
Net Assets	$1,435,382

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$20,470	$0

990-PF

Filed on Feb. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$136,607

Expenses

$104,302

Net Income

$32,305

Net Assets

$1,459,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,650	27.6%
Sales of Assets	$98,516	72.1%
Other Income	$441	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,270	77.9%
Compensation of Officers*	$20,903	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,459,996
Total Liabilities	$0
Net Assets	$1,459,996

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$20,903	$0

990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$80,624

Expenses

$101,563

Net Income

-$20,939

Net Assets

$1,427,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,516	37.8%
Sales of Assets	$49,723	61.7%
Other Income	$385	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,778	79.5%
Compensation of Officers*	$20,286	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,427,691
Total Liabilities	$0
Net Assets	$1,427,691

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$20,286	$0

990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$50,902

Expenses

$101,707

Net Income

-$50,805

Net Assets

$1,448,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,209	63.3%
Sales of Assets	$18,693	36.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,010	80.6%
Compensation of Officers*	$18,842	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,448,630
Total Liabilities	$0
Net Assets	$1,448,630

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$18,842	$0

990-PF

Filed on Feb. 24, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$68,940

Expenses

$102,300

Net Income

-$33,360

Net Assets

$1,499,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,288	48.3%
Sales of Assets	$30,912	44.8%
Other Income	$4,740	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,773	82.9%
Compensation of Officers*	$17,023	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,499,435
Total Liabilities	$0
Net Assets	$1,499,435

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$64,870

Expenses

$112,461

Net Income

-$47,591

Net Assets

$1,532,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,797	55.2%
Sales of Assets	$29,073	44.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,560	76.1%
Compensation of Officers*	$17,543	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,532,743
Total Liabilities	$0
Net Assets	$1,532,743

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$273,408

Expenses

$96,301

Net Income

$177,107

Net Assets

$1,580,334

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,339	11.5%
Sales of Assets	$242,069	88.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,153	81.2%
Compensation of Officers*	$16,726	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,580,334
Total Liabilities	$0
Net Assets	$1,580,334

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$63,949

Expenses

$88,848

Net Income

-$24,899

Net Assets

$1,403,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,913	48.3%
Sales of Assets	$33,036	51.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,647	81.8%
Compensation of Officers*	$15,821	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,403,227
Total Liabilities	$0
Net Assets	$1,403,227

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$40,437

Expenses

$94,714

Net Income

-$54,277

Net Assets

$1,428,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,418	67.8%
Sales of Assets	$13,019	32.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,293	83.7%
Compensation of Officers*	$14,399	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,428,126
Total Liabilities	$0
Net Assets	$1,428,126

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Rose Ahlbrand Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $133k (2024)

Expenses $108k (2024)

Total Assets $1.35M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$133k (2024)

Expenses

$108k (2024)

Total Assets

$1.35M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2016

Fiscal Year Ending Dec.
2015

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2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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2011

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2010

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2001