Rose M Rondeau Trust Account

DALLAS, TX EIN: 04-6067105

Rose M Rondeau Trust Account is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $352K in total assets. In 2025, it awarded 3 grants totaling $15K. Net investment income was $30K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$352K

+3.7% YoY

Annual Giving

$15K

-31.6% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$5K

-8.8% YoY

About Rose M Rondeau Trust Account

Based on IRS filings

Rose M Rondeau Trust Account is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $352K in total assets. In 2025, it awarded 3 grants totaling $15K. Net investment income was $30K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Chestnut HillGardnerProvidenceSee AttachedWestfieldWorcester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$19K$38K$58K$77K20212022202320242025
Metric202520242023
Total Assets$352,115$339,397$344,214
Revenue$34,031$14,445$-153
Expenses$22,477$30,588$27,244
Qualifying Distributions$18,317$26,755$22,183
Net Investment Income$29,732$9,688$4,409
Distributable Amount$20,917$19,763$18,364

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$11K$17K$22K2 grants20211 grants20221 grants20234 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

BOSTON COLLEGE$5KASSUMPTION UNIVERSITY$5KMOUNT WACHUSETTS COLLEGE$5K

Grant Size Distribution

11 grants across all recorded years

11<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$5K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$4,570

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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