Ernest & Irma Rose Foundation
Ernest & Irma Rose Foundation is a private foundation, based in Irvine, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.8M in total assets. In 2025, it awarded 5 grants totaling $220K. Net investment income was $122K.
Ernest & Irma Rose Foundation at a glance
In short: Ernest & Irma Rose Foundation gave $220K across 5 grants in 2025 (avg $44K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $220,000
- +10.0% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $44,000
- -12.0% vs 2024
- Median grant
- $50,000
- Total assets
- $4,846,290
- +9.0% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ernest & Irma Rose Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Orange County Music & Dance ($120K across 3 grants). Together the top 2 received $220K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was in the $50–100K range: 19 grants of 29 (66%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Ernest & Irma Rose Foundation gives
- Giving fell 23% from 2022 to 2025. Method
- In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $200K (2024) to $286K (2022). In 2025 it made 5 grants totaling $220K.
Grants by year
Grant recipients and amounts by year
| 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 & Dance Irvine, CA | General Operating Support | $50,000 |
| Orange County Music & Dance Irvine, CA | General Operating Support | $50,000 |
| Orange County Music & Dance Irvine, CA | General Operating Support | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,846,290 | $175,923 | $303,854 | $220,000 | 5 | $253,883 | $121,849 | $225,345 |
| 2024 | $4,445,288 | $370,559 | $259,541 | $200,000 | 4 | $229,246 | $326,581 | $213,674 |
| 2023 | $4,271,223 | $46,591 | $290,448 | $210,000 | 7 | $245,614 | $60,871 | $206,228 |
| 2022 | $4,088,357 | $48,552 | $359,090 | $286,000 | 7 | $317,913 | $74,752 | $219,900 |
| 2021 | $5,220,766 | $462,723 | $312,926 | $238,750 | 6 | $268,355 | $406,120 | $250,013 |
| 2020 | $5,001,414 | $168,265 | $324,590 | $237,244 | 4 | — | $82,109 | $254,969 |
Under IRS private-foundation payout rules, Ernest & Irma Rose Foundation reported a distributable amount of $225K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ernest & Irma Rose Foundation is led by Douglas K. Freeman, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Douglas K. Freeman
President
On filings since 2020
1 hr/week
No compensation reported
Lynn Freeman
Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Ernest & Irma Rose Foundation
How much does Ernest & Irma Rose Foundation give each year?
Ernest & Irma Rose Foundation gave $220K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 4 grants.
What is Ernest & Irma Rose Foundation's typical grant size?
Ernest & Irma Rose Foundation's median grant in 2025 was $50,000, and its average grant was $44,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does Ernest & Irma Rose Foundation give grants?
Ernest & Irma Rose Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Irvine, CA (5 grants).
Does Ernest & Irma Rose Foundation give general operating support?
Yes: 100% of Ernest & Irma Rose Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Ernest & Irma Rose Foundation?
Ernest & Irma Rose Foundation reported $4.8M in total assets on its 2025 IRS Form 990-PF. It paid out $254K in qualifying distributions that year, against a required minimum of $225K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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