Rose Family Foundation
- Assets
- $4.9m
- Revenue
- $127.8k
- Investments
- $4.1m
- Employees
- 0
- Location
- Chapel Hill, NC
- Founding
- 11/1998
- Data as of
- 12/2023
- EIN
- 13-4016964
Organization Overview
Rose Family Foundation is located in Chapel Hill, NC. The organization was established in 1998. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Rose Family 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 12/2023, Rose Family Foundation generated $127.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (7.5%) each year. All expenses for the organization totaled $367.7k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Rose Family Foundation has awarded 25 individual grants totaling $1,285,788. 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 |
|---|---|---|---|
Ann Podlipny Vp/secretary | 0.5 | $0 | |
Simon Rose Director | 0.2 | $0 | |
James Rose Treasurer | 0.2 | $0 | |
Marian Rose Director | 0.2 | $0 | |
David Rose President | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $76,162 |
| Dividends & Interest | $4,310 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $45,938 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,431 |
| Total Revenue | $127,841 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $13,184 |
| Contributions, gifts, grants paid | $354,500 |
| Total expenses and disbursements | $367,684 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $103,201 |
| 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 | $278,168 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $710,644 |
| Total assets | $4,939,261 |
| 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, Rose Family Foundation has awarded $354,500 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
SENECA LAKE GUARDIAN PURPOSE: GENERAL CHARITABLE | $50,000 |
CENTRAL NY LYME & TICKBORNE PURPOSE: GENERAL CHARITABLE | $75,000 |
SENECA LAKE PURE WATERS PURPOSE: GENERAL CHARITABLE | $43,500 |
SAVE THE HARBOURSAVE THE BAY PURPOSE: GENERAL CHARITABLE | $50,000 |
EASTIE FARMS PURPOSE: GENERAL CHARITABLE | $136,000 |