Nonprofit · EIN 02-6175078
THISTLE & ROSE FOUNDATION
Also known as HAUPT FAMILY FOUNDATION
Tax-exempt · MONTECITO, CA 93108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $55,020 | $160,360 | -$105,340 | $1,606,035 | $0 | $1,606,035 |
| December 31, 2024 | 990-PF | $57,964 | $136,004 | -$78,040 | $1,711,375 | $0 | $1,711,375 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $69,253
- Interest
- $4
- Net gain from sales of assets
- -$14,237
Expenses
- Grants and similar amounts paid
- $150,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $152,562
- Excise tax on investment income
- $878
Balance sheet and other
- Total assets, start of year
- $1,711,375
- Total assets, end of year
- $1,606,035
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,606,035
- Fair market value of assets
- $1,971,325
- Qualifying distributions
- $152,562
- Net investment income
- $69,257
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER A HAUPT 513 CROCKER SPERRY DR, MONTECITO, CA 93108 | TRUSTEE | 0.5 | $0 |
| GAIL H HAUPT 513 CROCKER SPERRY DR, MONTECITO, CA 93108 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER A HAUPT 513 CROCKER SPERRY DR, MONTECITO, CA 93108 | TRUSTEE | 0.5 | $0 |
| GAIL H HAUPT 513 CROCKER SPERRY DR, MONTECITO, CA 93108 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 513 CROCKER SPERRY DR, MONTECITO, CA 93108-2214
- In care of
- % ROGER A HAUPT TTEE
- Signed the 990-PF
- ROGER A HAUPT, TRUSTEE
- Phone
- (805) 565-1848
- Return prepared by
- HUTCHINSON & BLOODGOOD LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 02-6175078
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,606,035
- Income (IRS master file)
- $662,373
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $55,020 | $160,360 | $1,606,035 | IRS |
| 990-PF | December 2024 | $57,964 | $136,004 | $1,711,375 | IRS |
| 990-PF | December 2023 | $74,135 | $181,002 | $1,789,415 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about THISTLE & ROSE FOUNDATION
- What is the EIN of THISTLE & ROSE FOUNDATION?
- The employer identification number (EIN) of THISTLE & ROSE FOUNDATION is 02-6175078.
- Is THISTLE & ROSE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to THISTLE & ROSE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THISTLE & ROSE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THISTLE & ROSE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THISTLE & ROSE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THISTLE & ROSE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THISTLE & ROSE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $55,020, expenses of $160,360 and total assets of $1,606,035 at year end.
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