Rose Family Foundation
Rose Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Key facts about Rose Family Foundation
- EIN
- 13-4016964
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $661,376
- Grants made (2024)
- 8
- Average grant
- $82,672
- Median grant
- $75,000
- Total assets
- $4,548,047
- Primary geography
- New York (38% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
Who Rose Family Foundation funds
By grant dollars, the top recipient states for Rose Family Foundation's 8 itemized 2024 grants were New York (38%), Florida (23%) and North Carolina (21%). The most frequent recipient cities were Chapel Hill, NC (2 grants). 100% of grants with a stated purpose were for general or operating support.
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.
Next steps with Rose Family Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.5M
-7.9% YoY
Annual Giving
$661K
+86.6% YoY
Grant Count
8
+60.0% YoY
Avg Grant Size
$83K
+16.6% YoY
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.
About Rose Family Foundation
Based on IRS filings
Rose Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 8 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,548,047 | $4,939,261 | $4,387,810 |
| Revenue | $281,345 | $127,841 | $144,295 |
| Expenses | $672,559 | $367,684 | $468,143 |
| Qualifying Distributions | $661,376 | $354,500 | $400,290 |
| Net Investment Income | $73,450 | $67,293 | $84,873 |
| Distributable Amount | $277,884 | $205,788 | $280,187 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include The Cleo Institute ($150,000), Farm Sanctuary ($100,000), Transplanting Traditions ($75,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Ann Podlipny | VP/Secretary | — | — |
| Simon Rose | Director | — | — |
| James Rose | Treasurer | — | — |
| Marian Rose | Director | — | — |
| David Rose | President | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Rose Family Foundation?
Rose Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chapel Hill, NC. It holds $4.5M in total assets as of 2024.
How large is Rose Family Foundation?
As of 2024, Rose Family Foundation holds $4.5M in total assets with $281K in annual revenue. It awarded 8 grants totaling $661K in 2024.
Where does Rose Family Foundation operate?
Rose Family Foundation has awarded grants in Florida, Massachusetts, Montana, North Carolina, New York.
What size grants does Rose Family Foundation award?
In 2024, Rose Family Foundation awarded 8 grants totaling $661K — an average of about $83K per grant, based on its IRS Form 990 filings.
How much is Rose Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rose Family Foundation reported a distributable amount of $278K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.