The Charlie Rose Foundation Inc

MILLWOOD, NY EIN: 13-4080925

The Charlie Rose Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILLWOOD, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $156K in total assets. In 2024, it awarded 2 grants totaling $8K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$156K

-0.5% YoY

Annual Giving

$8K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+0.0% YoY

Under IRS private-foundation payout rules, The Charlie Rose Foundation Inc reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About The Charlie Rose Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $42K (100%)

States

New York

Cities

BellportNew YorkPatchogue

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$156,443	$157,233	$158,811
Revenue	$7,803	$6,846	$1,688
Expenses	$8,593	$8,424	$8,406
Qualifying Distributions	$8,000	$8,000	$8,000
Net Investment Income	$7,410	$6,422	$1,286
Distributable Amount	$7,823	$7,846	$8,098

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hospital for Special Surgery ($4,000), Every Mother Counts ($4,000).

Recipient	Purpose	Amount
HOSPITAL FOR SPECIAL SURGERY NEW YORK, NY	CHARITABLE	$4,000
EVERY MOTHER COUNTS NEW YORK, NY	CHARITALBE	$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CHARLES P ROSE	PRESIDENT	1	—
BETH G ZELONY	SECRETARY	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Charlie Rose Foundation Inc?

The Charlie Rose Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILLWOOD, NY. It holds $156K in total assets as of 2024.

How large is The Charlie Rose Foundation Inc?

As of 2024, The Charlie Rose Foundation Inc holds $156K in total assets with $8K in annual revenue. It awarded 2 grants totaling $8K in 2024.

Where does The Charlie Rose Foundation Inc operate?

The Charlie Rose Foundation Inc has awarded grants in New York.

What size grants does The Charlie Rose Foundation Inc award?

In 2024, The Charlie Rose Foundation Inc awarded 2 grants totaling $8K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is The Charlie Rose Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Charlie Rose Foundation Inc reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Charlie Rose Foundation Inc's EIN?

The Charlie Rose Foundation Inc's EIN (Employer Identification Number) is 13-4080925. IRS Form 990 filing data is available on this page for 2020–2024.