Rose Lafferty Educational Fund XXXXX9006
Rose Lafferty Educational Fund XXXXX9006 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $3.4M in total assets. In 2026, it awarded 1 grant totaling $264K. Net investment income was $263K.
Rose Lafferty Educational Fund XXXXX9006 at a glance
In short: Rose Lafferty Educational Fund XXXXX9006 gave $264K across 1 grant in 2026 (avg $264K), mostly in Texas. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $263,660
- +15.8% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $263,660
- +15.8% vs 2025
- Median grant
- $263,660
- Total assets
- $3,420,125
- -0.5% vs 2025
- Primary geography
- Texas (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Rose Lafferty Educational Fund XXXXX9006 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was St Andrews Episcopal Church Rose Lafferty Educational Fund ($264K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Rose Lafferty Educational Fund XXXXX9006 gives
- Giving held roughly steady from 2023 to 2026 (+6%). Method
- In 2026 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2026, annual grant giving ranged from $184K (2020) to $264K (2026). In 2026 it made 1 grant totaling $264K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Andrews Episcopal Church Rose Lafferty Educational Fund Fort Worth, TX | General | $263,660 |
Ready to take the next step with Rose Lafferty Educational Fund XXXXX9006?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $3,420,125 | $292,781 | $309,730 | $263,660 | 1 | $275,688 | $262,710 | $295,795 |
| 2025 | $3,437,080 | $250,848 | $270,336 | $227,736 | 1 | $238,887 | $222,971 | $274,811 |
| 2024 | $3,456,566 | $185,375 | $248,885 | $215,402 | 1 | $224,969 | $160,310 | $237,303 |
| 2023 | $3,520,078 | $80,062 | $284,687 | $249,419 | 1 | $258,574 | $63,525 | $224,557 |
| 2022 | $3,724,701 | $236,064 | $249,501 | $208,439 | 1 | $218,988 | $209,692 | $259,968 |
| 2021 | $3,738,664 | $212,432 | $224,891 | $191,121 | 1 | — | $187,112 | $219,974 |
| 2020 | $3,751,120 | $128,430 | $222,260 | $183,896 | 1 | — | $106,297 | $207,352 |
Under IRS private-foundation payout rules, Rose Lafferty Educational Fund XXXXX9006 reported a distributable amount of $296K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Rose Lafferty Educational Fund XXXXX9006's only listed officer is Jpmorgan Chase Bank NA, Trustee on filings since 2021 (compensated).
Officers on the 2026 filing
Jpmorgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$34K (2021) → $42K (2026)
Former officers (1)
- Former: JP Morgan Chase Bank NA (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $42K, to JPMorgan Chase Bank NA (Trustee).
Frequently asked questions about Rose Lafferty Educational Fund XXXXX9006
How much does Rose Lafferty Educational Fund XXXXX9006 give each year?
Rose Lafferty Educational Fund XXXXX9006 gave $264K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $228K across 1 grant.
How large is Rose Lafferty Educational Fund XXXXX9006?
Rose Lafferty Educational Fund XXXXX9006 reported $3.4M in total assets on its 2026 IRS Form 990-PF. It paid out $276K in qualifying distributions that year, against a required minimum of $296K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Rose Lafferty Educational Fund XXXXX9006 operate?
Rose Lafferty Educational Fund XXXXX9006 has awarded grants in Texas.
What is Rose Lafferty Educational Fund XXXXX9006's EIN?
Rose Lafferty Educational Fund XXXXX9006's EIN (Employer Identification Number) is 75-6370839. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 10, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 12, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 8, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 7, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 8, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 7, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 30, 2026)
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Illinois
Illinois Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Rose Lafferty Educational Fund XXXXX9006's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Illinois
Risdal Family Foundation Inc
Springfield, MO
The Risdal Family Foundation supports organizations working in areas such as youth services, education, food assistance, veterans’ well-being, and conservation, with most of its giving in Missouri. In 2025, it made 21 grants totaling $242,000; grants ranged from $500 to $121,000, with a median of $5,000. Its filing names Robert J Helm as an application contact but does not state whether unsolicited requests are accepted.
Assets
$5.4M
Grants
21
Total Given
$242K
The James & Theodore Pedas Family
Washington, DC
The James & Theodore Pedas Family funds education, health care, arts and entertainment, Greek-American relations, and other charitable organizations. In 2025, grants ranged from $1,000 to $510,000, with a median of $5,250, and were concentrated in Pennsylvania and Washington, DC; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$13.4M
Grants
54
Total Given
$1.3M
The Curry Family Foundation
Prairie Village, KS
The Curry Family Foundation funds Kansas City-area nonprofits working with endangered children and disadvantaged people, as well as education and cultural enrichment. Recent grants ranged from $10,000 to $45,000, with a median of $20,000; it primarily serves Missouri and Kansas. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$13.6M
Grants
19
Total Given
$410K
Crozier Family Charitable Foundation
Wellesley, MA
The Crozier Family Charitable Foundation supports a range of charitable organizations, including hospitals, educational institutions, churches, and cultural groups, primarily in Massachusetts, with some grants in Pennsylvania and elsewhere. In 2025, grants ranged from $100 to $10,000, with a median of $1,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$808K
Grants
29
Total Given
$58K
The Greater New Orleans Foundation
New Orleans, LA
The Greater New Orleans Foundation funds arts and culture, education, youth development, health, social services, and other regional priorities across the 13 parishes of Southeast Louisiana. Its stated average grant is about $20,000; its IMPACT grants are invitation-only, while the Foundation encourages nonprofits to share information about their work through a form.
Assets
$513.0M
Grants
623
Total Given
$34.6M
Jean Lykes Grace Foundation
Houston, TX
The Jean Lykes Grace Foundation funds charitable organizations working in areas such as religion, education, health, community services, animal welfare, and international relief. In 2024, it made grants of $1,000–$32,000, with a median of $5,000; most funding went to Texas, with some grants elsewhere. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.9M
Grants
29
Total Given
$150K
More similar funders
More Funders in Illinois
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Rose Lafferty Educational Fund XXXXX9006's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Rose Lafferty Educational Fund XXXXX9006 down — hundreds of funders to go?