Nonprofit · EIN 13-4016964
ROSE FAMILY FOUNDATION
Tax-exempt · CHAPEL HILL, NC 27516
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $281,345 | $672,559 | -$391,214 | $4,548,047 | $0 | $4,548,047 |
| December 31, 2023 | 990-PF | $127,841 | $367,684 | -$239,843 | $4,939,261 | $0 | $4,939,261 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $53,001
- Interest
- $31,632
- Net gain from sales of assets
- $184,266
- Other income
- $12,446
Expenses
- Grants and similar amounts paid
- $661,376
- Disbursements for charitable purposes
- $661,376
- Excise tax on investment income
- $1,021
Balance sheet and other
- Total assets, start of year
- $4,939,261
- Total assets, end of year
- $4,548,047
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,548,047
- Fair market value of assets
- $4,548,047
- Qualifying distributions
- $661,376
- Net investment income
- $84,633
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN PODLIPNY 98 BIRCH ROAD, CHESTER, NH 03036 | VP/SECRETARY | 0 | $0 |
| SIMON ROSE 1660 TIGERTAIL AVENUE, MIAMI, FL 33133 | DIRECTOR | 0 | $0 |
| JAMES ROSE 300 MARKS LANE, CHAPEL HILL, NC 27516 | TREASURER | 0 | $0 |
| MARIAN ROSE 9 OLD CORNER ROAD, BEDFORD, NY 10506 | DIRECTOR | 0 | $0 |
| DAVID ROSE PO BOX 228, YORK, NY 14592 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN PODLIPNY 98 BIRCH ROAD, CHESTER, NH 03036 | VP/SECRETARY | 0.5 | $0 |
| SIMON ROSE 1660 TIGERTAIL AVENUE, MIAMI, FL 33133 | DIRECTOR | 0.2 | $0 |
| JAMES ROSE 300 MARKS LANE, CHAPEL HILL, NC 27516 | TREASURER | 0.2 | $0 |
| MARIAN ROSE 9 OLD CORNER ROAD, BEDFORD, NY 10506 | DIRECTOR | 0.2 | $0 |
| DAVID ROSE PO BOX 228, YORK, NY 14592 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 MARKS LN, CHAPEL HILL, NC 27516-5784
- In care of
- % CARTER LEDYARD & MILBURN
- Signed the 990-PF
- JAMES ROSE, TREASURER
- Phone
- (585) 732-3937
- Return prepared by
- NACCA & CAPIZZI 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 | Not 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
- 13-4016964
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $4,548,047
- Income (IRS master file)
- $1,207,230
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $281,345 | $672,559 | $4,548,047 | XML |
| 990-PF | December 2023 | $127,841 | $367,684 | $4,939,261 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 13-4016964).
Questions about ROSE FAMILY FOUNDATION
- What is the EIN of ROSE FAMILY FOUNDATION?
- The employer identification number (EIN) of ROSE FAMILY FOUNDATION is 13-4016964.
- Is ROSE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROSE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROSE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROSE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROSE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $281,345, expenses of $672,559 and total assets of $4,548,047 at year end.
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- SCHOOL OF GOVERNMENT FOUNDATION INC EIN 56-1966429 · last filed 990 for 2025
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- CARLSON FAMILY FOUNDATION INC EIN 31-1678303 · last filed 990-PF for 2025
All nonprofits in CHAPEL HILL · North Carolina · Philanthropy, voluntarism and grantmaking foundations