Ernest & Irma Rose Foundation
Ernest & Irma Rose Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in IRVINE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 4 grants totaling $200K. Net investment income was $327K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.4M
+4.1% YoY
Annual Giving
$200K
-4.8% YoY
Grant Count
4
-42.9% YoY
Avg Grant Size
$50K
+66.7% YoY
Under IRS private-foundation payout rules, Ernest & Irma Rose Foundation reported a distributable amount of $214K for 2024 — the minimum it must pay out in qualifying distributions.
About Ernest & Irma Rose Foundation
Based on IRS filings
Ernest & Irma Rose Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in IRVINE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 4 grants totaling $200K. Net investment income was $327K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,445,288 | $4,271,223 | $4,088,357 |
| Revenue | $370,559 | $46,591 | $48,552 |
| Expenses | $259,541 | $290,448 | $359,090 |
| Qualifying Distributions | $229,246 | $245,614 | $317,913 |
| Net Investment Income | $326,581 | $60,871 | $74,752 |
| Distributable Amount | $213,674 | $206,228 | $219,900 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Federation of Orange County ($50,000), Jewish Federation of Orange County ($50,000), Orange County Music and Dance ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH FEDERATION OF ORANGE COUNTY IRVINE, CA | GENERAL OPERATING SUPPORT | $50,000 |
| JEWISH FEDERATION OF ORANGE COUNTY IRVINE, CA | GENERAL OPERATING SUPPORT | $50,000 |
| ORANGE COUNTY MUSIC AND DANCE IRVINE, CA | GENERAL OPERATING SUPPORT | $50,000 |
| ORANGE COUNTY MUSIC AND DANCE IRVINE, CA | BUILDING FUND | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DOUGLAS K FREEMAN | PRESIDENT | 1 | — |
| LYNN FREEMAN | SECRETARY, TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ernest & Irma Rose Foundation?
Ernest & Irma Rose Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in IRVINE, CA. It holds $4.4M in total assets as of 2024.
How large is Ernest & Irma Rose Foundation?
As of 2024, Ernest & Irma Rose Foundation holds $4.4M in total assets with $371K in annual revenue. It awarded 4 grants totaling $200K in 2024.
Where does Ernest & Irma Rose Foundation operate?
Ernest & Irma Rose Foundation has awarded grants in California.
What size grants does Ernest & Irma Rose Foundation award?
In 2024, Ernest & Irma Rose Foundation awarded 4 grants totaling $200K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Ernest & Irma Rose Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ernest & Irma Rose Foundation reported a distributable amount of $214K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ernest & Irma Rose Foundation's EIN?
Ernest & Irma Rose Foundation's EIN (Employer Identification Number) is 20-0677267. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Ernest & Irma 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.