The Rosewood Charitable Foundation
The Rosewood Charitable Foundation is a private foundation, based in Wilmington, DE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $559K in total assets. In 2025, it awarded 2 grants totaling $23K. Net investment income was $84K.
The Rosewood Charitable Foundation at a glance
In short: The Rosewood Charitable Foundation gave $23K across 2 grants in 2025 (avg $11K), mostly in South Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,500
- -5.5% vs 2024
- Grants made (2025)
- 2
- -71.4% vs 2024
- Average grant
- $11,250
- +230.9% vs 2024
- Median grant
- $11,250
- Total assets
- $558,876
- +12.2% vs 2024
- Primary geography
- South Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Rosewood Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Parish Church at Habersham ($13K). Together the top 2 received $23K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How The Rosewood Charitable Foundation gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 89% 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 2025, annual grant giving ranged from $11K (2023) to $24K (2024). In 2025 it made 2 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Parish Church at Habersham Beaufort, SC | General & Unrestricted | $12,500 |
| Jumpstart Spartanburg, SC | General & Unrestricted | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $558,876 | $95,129 | $34,223 | $22,500 | 2 | $28,507 | $83,948 | $32,033 |
| 2024 | $497,970 | $22,743 | $38,086 | $23,800 | 7 | $33,553 | $18,388 | $32,434 |
| 2023 | $513,313 | $17,723 | $23,639 | $11,000 | 5 | $18,650 | $12,827 | $30,178 |
| 2022 | $519,229 | $4,769 | $32,893 | $22,000 | 11 | $29,263 | $6,717 | $28,595 |
| 2021 | $547,353 | $130,121 | $29,658 | $19,500 | 10 | $25,215 | $25,678 | $26,075 |
| 2020 | $446,890 | $5,041 | $31,777 | $21,500 | 13 | — | $3,192 | $23,501 |
Under IRS private-foundation payout rules, The Rosewood Charitable Foundation reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Rosewood Charitable Foundation is led by Alison Burris, Director & President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alison Burris
Director & President
On filings since 2020
1 hr/week
No compensation reported
Annslie Burris
Vice President
On filings since 2020
1 hr/week
No compensation reported
Chloe Burris
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Reiley Burris
Vice President
On filings since 2020
1 hr/week
No compensation reported
Chelsea Berkey
Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (1)
- Former: Chelsea Burris (2020–2024) — Secretary
Data from IRS Form 990 filings, 2020–2025. "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 Rosewood Charitable Foundation
How much does The Rosewood Charitable Foundation give each year?
The Rosewood Charitable Foundation gave $23K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 7 grants.
How large is The Rosewood Charitable Foundation?
The Rosewood Charitable Foundation reported $559K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $32K (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 The Rosewood Charitable Foundation operate?
The Rosewood Charitable Foundation has awarded grants in California, District of Columbia, Florida, Georgia, North Carolina, South Carolina, Tennessee, Virginia, Washington.
What is The Rosewood Charitable Foundation's EIN?
The Rosewood Charitable Foundation's EIN (Employer Identification Number) is 81-4549842. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Explore Open Grants
Browse active grant opportunities in The Rosewood Charitable Foundation's focus areas in our free grants database
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