Rose Family Foundation
Rose Family Foundation is a private foundation, based in Chapel Hill, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 8 grants totaling $661K. Net investment income was $73K.
Rose Family Foundation at a glance
In short: Rose Family Foundation gave $661K across 8 grants in 2024 (avg $83K), top state New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $661,376
- +86.6% vs 2023
- Grants made (2024)
- 8
- +60.0% vs 2023
- Average grant
- $82,672
- +16.6% vs 2023
- Median grant
- $75,000
- Total assets
- $4,548,047
- -7.9% vs 2023
- Primary geography
- New York (38% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Rose Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was The Cleo Institute ($150K). Together the top 8 received $661K.
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 2024 grant dollars across all 8 itemized grants.
Cities
How Rose Family Foundation gives
- Giving grew 313% from 2021 to 2024. Method
- In 2024 it paid out 238% 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 2024, annual grant giving ranged from $160K (2021) to $661K (2024). In 2024 it made 8 grants totaling $661K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Cleo Institute Miami, FL | General Charitable | $150,000 |
| Farm Sanctuary Watkins Glen, NY | General Charitable | $100,000 |
| Transplanting Traditions Chapel Hill, NC | General Charitable | $75,000 |
| Seneca Lake Foundation Geneva, NY | General Charitable | $75,000 |
| Central NY Lyme and Tick Alliance Manilius, NY | General Charitable | $75,000 |
| Save the Harbor Boston, MA | General Charitable | $75,000 |
| Brouhaha Chapel Hill, NC | General Charitable | $61,376 |
| Clark Fork Coalition Missoula, MT | General Charitable | $50,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,548,047 | $281,345 | $672,559 | $661,376 | 8 | $661,376 | $73,450 | $277,884 |
| 2023 | $4,939,261 | $127,841 | $367,684 | $354,500 | 5 | $354,500 | $67,293 | $205,788 |
| 2022 | $4,387,810 | $144,295 | $468,143 | $393,500 | 7 | $400,290 | $84,873 | $280,187 |
| 2021 | $4,711,658 | $601,414 | $224,613 | $160,000 | 3 | $169,034 | $555,241 | $311,438 |
| 2020 | $4,334,857 | $485,219 | $282,075 | $207,788 | 6 | — | $444,553 | $255,686 |
Under IRS private-foundation payout rules, Rose Family Foundation reported a distributable amount of $278K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Rose Family Foundation is led by David Rose, President since 2022 (on filings since 2020); none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
David Rose
President
Director → President, 2022
On filings since 2020
No compensation reported
Marian H. Rose
Director
On filings since 2020
No compensation reported
Simon M. Rose
Director
President → Director, 2022
On filings since 2020
No compensation reported
Ann R. Podlipny
Vice President & Secretary
On filings since 2020
No compensation reported
James A. Rose
Treasurer
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Rose Family Foundation
How much does Rose Family Foundation give each year?
Rose Family Foundation gave $661K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $355K across 5 grants.
What is Rose Family Foundation's typical grant size?
Rose Family Foundation's median grant in 2024 was $75,000, and its average grant was $82,672, across 8 grants on its 2024 IRS Form 990-PF.
Where does Rose Family Foundation give grants?
Rose Family Foundation's top state is New York, with 38% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Florida (23%) and North Carolina (21%). The most frequent recipient cities were Chapel Hill, NC (2 grants).
Does Rose Family Foundation give general operating support?
Yes: 100% of Rose Family Foundation's 2024 grants with a stated purpose (8 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Rose Family Foundation's largest grantees?
Rose Family Foundation's largest 2024 grantees include The Cleo Institute ($150,000), Farm Sanctuary ($100,000) and Transplanting Traditions ($75,000), according to its 2024 IRS Form 990-PF. Together they received 49% of its itemized 2024 grant dollars.
How large is Rose Family Foundation?
Rose Family Foundation reported $4.5M in total assets on its 2024 IRS Form 990-PF. It paid out $661K in qualifying distributions that year, against a required minimum of $278K (roughly 5% of its investment assets).
What is Rose Family Foundation's EIN?
Rose Family Foundation's EIN (Employer Identification Number) is 13-4016964. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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