The Rose Education Foundation
The Rose Education Foundation is a private foundation focused on Education, based in Springville, UT. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $766K in total assets. In 2021, it awarded 7 grants totaling $126K. Net investment income was $34K.
The Rose Education Foundation at a glance
In short: The Rose Education Foundation gave $126K across 7 grants in 2021 (avg $18K), mostly in Utah. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $125,500
- -3.6% vs 2020
- Grants made (2021)
- 7
- +40.0% vs 2020
- Average grant
- $17,929
- -31.1% vs 2020
- Median grant
- $15,000
- Total assets
- $766,391
- -10.7% vs 2020
- Primary geography
- Utah (100% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
Who The Rose Education Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2021
The largest 2021 recipient was The Heritage Community ($40K). Together the top 6 received $124K.
Organizations only. It also paid 1 individual scholarship ($2,000), which are not listed by name.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 11 grants of 12 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 7 itemized grants.
Cities
How The Rose Education Foundation gives
- In 2021 it paid out 395% of its IRS minimum distribution (the 5% rule). 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 2021, annual grant giving ranged from $126K (2021) to $130K (2020). In 2021 it made 7 grants totaling $126K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Heritage Community Provo, UT | Educational Assistance | $40,000 |
| American Indian Services Cottonwood Heights, UT | Provide Educational Opportunities | $33,000 |
| Utah Valley University Orem, UT | Scholarships | $30,000 |
| Churchjesus Christ Latter Day STS Salt Lake City, UT | Humanitarian & Missionary Work | $15,000 |
| Ensign College Salt Lake City, UT | Scholarships | $3,000 |
| University of Utah Salt Lake City, UT | Scholarships | $2,500 |
| 1 individual scholarship Recipients not named | — | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2021 | $766,391 | $33,974 | $125,570 | $125,500 | 7 | $125,500 | $33,905 | $31,790 |
| 2020 | $857,987 | $7,968 | $133,185 | $130,200 | 5 | — | $4,983 | $46,294 |
Under IRS private-foundation payout rules, The Rose Education Foundation reported a distributable amount of $32K for 2021 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Rose Education Foundation's 2021 filing lists 2 officers; none of the 2 officers listed in 2021 report compensation.
Officers on the 2021 filing
Robert T. McKell
Trustee
On filings since 2020
No compensation reported
Kade McKell
Trustee
New on the 2021 filing
No compensation reported
Former officers (2)
- Former: David R. Simpson (2020) — Trustee
- Former: Nedra Roney McKell (2020) — Founder Trustee
Data from IRS Form 990 filings, 2020–2021. "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 Rose Education Foundation
How much does The Rose Education Foundation give each year?
The Rose Education Foundation gave $126K across 7 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $130K across 5 grants.
What is The Rose Education Foundation's typical grant size?
The Rose Education Foundation's median grant in 2021 was $15,000, and its average grant was $17,929, across 7 grants on its 2021 IRS Form 990-PF.
Where does The Rose Education Foundation give grants?
The Rose Education Foundation gives mostly in Utah: 100% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Salt Lake City, UT (3 grants).
Does The Rose Education Foundation give general operating support?
Not in 2021: none of the 7 grants with a stated purpose on The Rose Education Foundation's 2021 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (4 grants).
Who are The Rose Education Foundation's largest grantees?
The Rose Education Foundation's largest 2021 grantees include The Heritage Community ($40,000), American Indian Services ($33,000) and Utah Valley University ($30,000), according to its 2021 IRS Form 990-PF. It also paid 1 individual scholarship ($2,000), which are not listed by name. Together they received 82% of its itemized 2021 grant dollars.
How large is The Rose Education Foundation?
The Rose Education Foundation reported $766K in total assets on its 2021 IRS Form 990-PF. It paid out $126K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets).
What is The Rose Education Foundation?
The Rose Education Foundation is a private foundation focused on Education, based in Springville, UT. It holds $766K in total assets as of 2021.
What is The Rose Education Foundation's EIN?
The Rose Education Foundation's EIN (Employer Identification Number) is 87-0638731. IRS Form 990 filing data is available on this page for 2020–2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
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