Thistle & Rose Foundation
Thistle & Rose Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTECITO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 8 grants totaling $127K. Net investment income was $59K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7M
-4.4% YoY
Annual Giving
$127K
-26.4% YoY
Grant Count
8
-33.3% YoY
Avg Grant Size
$16K
+10.4% YoY
Under IRS private-foundation payout rules, Thistle & Rose Foundation reported a distributable amount of $96K for 2024 — the minimum it must pay out in qualifying distributions.
About Thistle & Rose Foundation
Based on IRS filings
Thistle & Rose Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTECITO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 8 grants totaling $127K. Net investment income was $59K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,711,375 | $1,789,415 | $1,896,282 |
| Revenue | $57,964 | $74,135 | $80,119 |
| Expenses | $136,004 | $181,002 | $84,701 |
| Qualifying Distributions | $129,443 | $174,425 | $77,610 |
| Net Investment Income | $59,462 | $68,146 | $71,087 |
| Distributable Amount | $95,894 | $95,102 | $101,425 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
57 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lake Forest Academy ($50,000), Santa Barbara Foundation ($30,000), Casa Del Herrero ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CASA DEL HERRERO MONTECITO, CA | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 |
| DOCTORS WITHOUT BORDERS NEW YORK, NY | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,000 |
| KCET (PBS SOCAL) BURBANK, CA | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 |
| LAKE FOREST ACADEMY LAKE FOREST, IL | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $50,000 |
| PLANNED PARENTHOOD SANTA BARBARA, CA | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 |
| SANTA BARBARA FOUNDATION SANTA BARBARA, CA | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE; FEED THE VALLEY | $30,000 |
| SOCIAL GOOD RICHMOND, CA | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 |
| WOMENS FUND OF SANTA BARBARA SANTA BARBARA, CA | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROGER A HAUPT | TRUSTEE | 0.5 | — |
| GAIL H HAUPT | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Thistle & Rose Foundation?
Thistle & Rose Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTECITO, CA. It holds $1.7M in total assets as of 2024.
How large is Thistle & Rose Foundation?
As of 2024, Thistle & Rose Foundation holds $1.7M in total assets with $58K in annual revenue. It awarded 8 grants totaling $127K in 2024.
Where does Thistle & Rose Foundation operate?
Thistle & Rose Foundation has awarded grants in California, District of Columbia, Florida, Illinois, Maryland, New York.
What size grants does Thistle & Rose Foundation award?
In 2024, Thistle & Rose Foundation awarded 8 grants totaling $127K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is Thistle & Rose Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Thistle & Rose Foundation reported a distributable amount of $96K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Thistle & Rose Foundation's EIN?
Thistle & Rose Foundation's EIN (Employer Identification Number) is 02-6175078. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Thistle & Rose Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.