The Rogue Willow Foundation

Private foundation · Grantmaker Northbrook, IL EIN: 83-2908559

The Rogue Willow Foundation is a private foundation focused on Education, based in Northbrook, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.9M in total assets. In 2025, it awarded 1 grant totaling $300K. Net investment income was $736K.

Key facts about The Rogue Willow Foundation

In short: The Rogue Willow Foundation gave $300K across 1 grant in 2025 (avg $300K), mostly in Illinois. Source: 2025 IRS Form 990-PF.

EIN
83-2908559
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$300,000
Grants made (2025)
1
Average grant
$300,000
Median grant
$300,000
Total assets
$4,885,272
Primary geography
Illinois (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.9M

+9.4% YoY

Annual Giving

$300K

+13.2% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$300K

+239.6% YoY

Under IRS private-foundation payout rules, The Rogue Willow Foundation reported a distributable amount of $270K for 2025 — the minimum it must pay out in qualifying distributions.

How The Rogue Willow Foundation gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of the 2025 grant dollars on its one itemized grant.

Cities

EvanstonSturgeon BaySister BayFish CreekAlbanyChicagoSkokieEphraimGarden CityMadisonNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K3 grants2019 3 grants2020 8 grants2021 12 grants2022 8 grants2023 3 grants2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $112K (2019) to $301K (2022). In 2025 it made 1 grant totaling $300K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Roycemore School: $300KRoycemore School$300K

The largest 2025 recipient was Roycemore School ($300K).

Grant Size Distribution

32 grants across all recorded years

23<$50K4$50–100K4$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 23 grants of 32 (72%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Roycemore School Evanston, ILEducational$300,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$4,885,272$4,464,266$4,533,508
Revenue$757,629$224,620$71,141
Expenses$328,538$309,492$289,422
Qualifying Distributions$300,000$265,000$237,200
Net Investment Income$735,790$187,038$67,460
Distributable Amount$270,423$273,769$244,519

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS August 27, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS June 16, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Rogue Willow Foundation is led by Erik Anderson, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Erik Anderson

    President

    On filings since 2019

    0.3 hrs/week

    No compensation reported

  • Charles Harris

    Director

    On filings since 2019

    No compensation reported

  • Halle Aten

    Secretary

    On filings since 2019

    0.3 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Rogue Willow Foundation

How much does The Rogue Willow Foundation give each year?

The Rogue Willow Foundation gave $300K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $265K across 3 grants.

How large is The Rogue Willow Foundation?

The Rogue Willow Foundation reported $4.9M in total assets on its 2025 IRS Form 990-PF. It paid out $300K in qualifying distributions that year, against a required minimum of $270K (roughly 5% of its investment assets).

What is The Rogue Willow Foundation?

The Rogue Willow Foundation is a private foundation focused on Education, based in Northbrook, IL. It holds $4.9M in total assets as of 2025.

Where does The Rogue Willow Foundation operate?

The Rogue Willow Foundation has awarded grants in Illinois, Michigan, New York, Wisconsin.

What is The Rogue Willow Foundation's EIN?

The Rogue Willow Foundation's EIN (Employer Identification Number) is 83-2908559. IRS Form 990 filing data is available on this page for 2019–2025.

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

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