Beverly Rose Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OCEANSIDE, CA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it made $24K in qualifying distributions. Net investment income was $1.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
-0.5% YoY
Revenue
$21K
-98.8% YoY
Qualifying Distributions
$24K
Expenses
$30K
Under IRS private-foundation payout rules, Beverly Rose Foundation reported a distributable amount of $69K for 2024 — the minimum it must pay out in qualifying distributions.
About Beverly Rose Foundation
Based on IRS filings
Beverly Rose Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OCEANSIDE, CA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it made $24K in qualifying distributions. Net investment income was $1.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $1,809,243 | $1,818,111 |
| Revenue | $21,001 | $1,818,111 |
| Expenses | $29,869 | — |
| Qualifying Distributions | $23,743 | — |
| Net Investment Income | $1 | $1 |
| Distributable Amount | $69,224 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DILLON JAMES | SECRETARY AN | — | — |
| ANN VAUGHN | CEO | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Beverly Rose Foundation?
Beverly Rose Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OCEANSIDE, CA. It holds $1.8M in total assets as of 2024.
How large is Beverly Rose Foundation?
As of 2024, Beverly Rose Foundation holds $1.8M in total assets with $21K in annual revenue.
How much is Beverly Rose Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Beverly Rose Foundation reported a distributable amount of $69K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Beverly Rose Foundation's EIN?
Beverly Rose Foundation's EIN (Employer Identification Number) is 92-2603747. IRS Form 990 filing data is available on this page for 2023–2024.
Explore Open Grants
Browse active grant opportunities in Beverly Rose Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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