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Herbert N Rose Trust Consolidation is a private corporation based in DALLAS, TX. The foundation received its IRS ruling in 2005. It holds total assets of $7.6M. Annual income is reported at $714K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Herbert N Rose Trust Consolidation has made 6 grants totaling $1.8M, with a median grant of $265K. Annual giving has grown from $530K in 2021 to $1.2M in 2022. Individual grants have ranged from $21K to $604K, with an average award of $297K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Illinois. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Herbert N Rose Trust Consolidation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in IL.
Herbert N Rose Trust Consolidation has distributed a total of $1.8M across 6 grants. The median grant size is $265K, with an average of $297K. Individual grants have ranged from $21K to $604K.
Herbert N Rose Trust Consolidation typically selects its grantees rather than accepting unsolicited proposals.
Herbert N Rose Trust Consolidation is headquartered in DALLAS, TX.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $96K | $0 | $96K |
Total Giving
$690K
Total Assets
$7.7M
Fair Market Value
$13.1M
Net Worth
$7.7M
Grants Paid
$577K
Contributions
N/A
Net Investment Income
$727K
Distribution Amount
$611K
Total: $7.5M
Total Grants
6
Total Giving
$1.8M
Average Grant
$297K
Median Grant
$265K
Unique Recipients
2
Most Common Grant
$21K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Children'S Home & Aid SocietyUUNRESTRICTED GENERAL | Chicago, IL | $604K | 2022 |
| Chicago Foundlings HomeUUNRESTRICTED GENERAL | Chicago, IL | $21K | 2022 |