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Nonprofit · EIN 31-1274967

STUART ROSE FAMILY FOUNDATION

Tax-exempt · SPRINGBORO, OH 45066

Financials

$40K$2.4M2022$2.1M$2.2M2023$885K$2.9M2024
Revenue Expenses · by fiscal year end
Financials of STUART ROSE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$885,377$2,907,990-$2,022,613$1,208,153$0$1,208,153
November 30, 2024990-PF$2,066,932$2,232,731-$165,799$1,425,493$0$1,425,493
November 30, 2023990-PF$39,833$2,382,570-$2,342,737$1,591,292$0$1,591,292
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$862,295
Dividends
$23,082

Expenses

Grants and similar amounts paid
$2,465,526
Compensation of officers, directors and key employees
$375,000
Disbursements for charitable purposes
$2,837,896

Balance sheet and other

Total assets, start of year
$1,425,493
Total assets, end of year
$1,208,153
Total liabilities, end of year
$0
Net assets, end of year
$1,208,153
Fair market value of assets
$77,559,253
Qualifying distributions
$2,837,896
Net investment income
$23,082

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
STUART ROSE
215 EAST STATE ROUTE 73, SPRINGBORO, OH 45066
PRESIDENT, TREASURER20$375,000
JACQUELINE T ROSE
215 EAST STATE ROUTE 73, SPRINGBORO, OH 45066
SECRETARY1$0
990-PF for the year ended November 30, 2024: 2 people
NameTitleHours / weekCompensation
STUART ROSE
215 EAST STATE ROUTE 73, SPRINGBORO, OH 45066
PRESIDENT, TREASURER20$350,000
JACQUELINE T ROSE
215 EAST STATE ROUTE 73, SPRINGBORO, OH 45066
SECRETARY1$0
990-PF for the year ended November 30, 2023: 2 people
NameTitleHours / weekCompensation
STUART ROSE
215 EAST STATE ROUTE 73, SPRINGBORO, OH 45066
PRESIDENT, TREASURER20$275,000
JACQUELINE T ROSE
215 EAST STATE ROUTE 73, SPRINGBORO, OH 45066
SECRETARY1$0

Address and contacts

Address (IRS master file)
215 E STATE ROUTE 73, SPRINGBORO, OH 45066-9784
Signed the 990-PF
STUART ROSE, PRESIDENT
Phone
(937) 276-3931
Return prepared by
BRADY WARE & SCHOENFELD INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
31-1274967
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
1989
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$1,208,153
Income (IRS master file)
$885,377

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$885,377$2,907,990$1,208,153XML
990-PFNovember 2024$2,066,932$2,232,731$1,425,493XML
990-PFNovember 2023$39,833$2,382,570$1,591,292XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 2018–––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 31-1274967).

Questions about STUART ROSE FAMILY FOUNDATION

What is the EIN of STUART ROSE FAMILY FOUNDATION?
The employer identification number (EIN) of STUART ROSE FAMILY FOUNDATION is 31-1274967.
Is STUART ROSE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to STUART ROSE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STUART ROSE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of STUART ROSE FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STUART ROSE FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of STUART ROSE FAMILY FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 2 people; 1 received compensation from the organization, the highest $375,000 (STUART ROSE, PRESIDENT, TREASURER).
How much revenue does STUART ROSE FAMILY FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $885,377, expenses of $2,907,990 and total assets of $1,208,153 at year end.

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