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.
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
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 |
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 include The Cleo Institute ($150,000), Farm Sanctuary ($100,000), Transplanting Traditions ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FARM SANCTUARY WATKINS GLEN, NY | GENERAL CHARITABLE | $100,000 |
| TRANSPLANTING TRADITIONS CHAPEL HILL, NC | GENERAL CHARITABLE | $75,000 |
| CLARK FORK COALITION MISSOULA, MT | GENERAL CHARITABLE | $50,000 |
| BROUHAHA CHAPEL HILL, NC | GENERAL CHARITABLE | $61,376 |
| THE CLEO INSTITUTE MIAMI, FL | GENERAL CHARITABLE | $150,000 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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.
Explore Open Grants
Browse active grant opportunities in Rose Family 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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