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Rose Family Foundation is a private corporation based in CHAPEL HILL, NC. The foundation received its IRS ruling in 1998. The principal officer is Carter Ledyard & Milburn. It holds total assets of $4.5M. Annual income is reported at $1.2M. The foundation is governed by 5 officers and trustees. 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 2020 to 2024. The foundation primarily funds organizations in Montana and New York. According to available records, Rose Family Foundation has made 10 grants totaling $554K, with a median grant of $50K. Annual giving has grown from $160K in 2021 to $394K in 2022. Individual grants have ranged from $30K to $89K, with an average award of $55K. The foundation has supported 6 unique organizations. Grants have been distributed to organizations in New York and Montana and Massachusetts. Contributions to this foundation are tax-deductible.
Rose Family Foundation reported 10 individual grants totaling $553,500 between 2021 and 2022 across its IRS Form 990-PF filings, with a median grant of $50,000. Half of those grants fell between $50,000 and $65,000. Its largest single grant in the record was $88,500. Its most recent available filing, for fiscal year 2023, reports $367,684 in total giving.
The largest share of grants went to organizations in MT (4 of 10), followed by MA (3) and NY (3). Of its 6 distinct grantees, 50 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Equicenter Inc ($158,500), Eastie Farm Inc ($130,000) and Clark Fork Coalition ($100,000).
Computed from 10 individual grant records (2021–2022) in this foundation's IRS Form 990-PF Part XV filings, reaching 3 states. Source: IRS 990-PF.
Smallest Grant
$40K
Median Grant
$50K
Average Grant
$53K
Largest Grant
$70K
Based on 3 grants from the most recent 990-PF filing.
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.
Rose Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 10 grants. Its grantmaking reaches organizations primarily in NY, MT, MA.
Rose Family Foundation has distributed a total of $554K across 10 grants. The median grant size is $50K, with an average of $55K. Individual grants have ranged from $30K to $89K.
Rose Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Rose Family Foundation is headquartered in CHAPEL HILL, NC. While based in NC, the foundation distributes grants to organizations across 3 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Simon Rose | DIRECTOR | $0 | $0 | N/A |
| Ann Podlipny | VP/SECRETARY | $0 | $0 | N/A |
| James Rose | TREASURER | $0 | $0 | N/A |
| Marian Rose | DIRECTOR | $0 | $0 | N/A |
| David Rose | PRESIDENT | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$4.5M
Fair Market Value
N/A
Net Worth
$4.5M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
10
Total Giving
$554K
Average Grant
$55K
Median Grant
$50K
Unique Recipients
6
Most Common Grant
$50K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Equicenter IncGENERAL SUPPORT | Honeoye Falls, NY | $89K | 2022 |
| Farm SanctuaryGENERAL SUPPORT | Watkins Glen, NY | $75K | 2022 |
| Eastie Farm IncGENERAL SUPPORT | East Boston, MA | $50K | 2022 |
| Missoula Butterfly House & InsectariumGENERAL SUPPORT | Missoula, MT | $50K | 2022 |
| Clark Fork CoalitionGENERAL SUPPORT | Missoula, MT | $50K | 2022 |
| Missoula Butterfly HouseGENERAL SUPPORT | Missoula, MT | $40K | 2021 |