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Nonprofit · EIN 62-1450062

ROSE FOUNDATION

Tax-exempt · GERMANTOWN, TN 38138

Financials

$1.1M$1.3M2023$16.4M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of ROSE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$16,406,050$1,417,884$14,988,166$30,983,295$0$30,983,295
December 31, 2023990-PF$1,090,780$1,306,406-$215,626$24,159,117$0$24,159,117
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5,256,735
Dividends
$364,160
Interest
$420,496
Net gain from sales of assets
$10,291,517
Other income
$73,142

Expenses

Grants and similar amounts paid
$1,160,000
Compensation of officers, directors and key employees
$66,000
Disbursements for charitable purposes
$1,226,000
Excise tax on investment income
$152,560

Balance sheet and other

Total assets, start of year
$24,159,117
Total assets, end of year
$30,983,295
Total liabilities, end of year
$0
Net assets, end of year
$30,983,295
Fair market value of assets
$30,983,295
Qualifying distributions
$1,226,000
Net investment income
$11,149,315

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.

NameTitleHours / weekCompensation
GABRIELLE E ROSE
3019 OCEAN PARK BLVD 242, SANTA MONICA, CA 90405
PRESIDENT20$66,000
MORGAN D ROSE
3019 OCEAN PARK BLVD 242, SANTA MONICA, CA 90405
TREASURER1$0
MATTHEW D ROSE
3019 OCEAN PARK BLVD 242, SANTA MONICA, CA 90405
SECRETARY1$0
ELIZABETH ROSE
3019 OCEAN PARK BLVD 242, SANTA MONICA, CA 90405
CHAIRPERSON1$0
MCKENZIE FIELDS
3019 OCEAN PARK BLVD 242, SANTA MONICA, CA 90405
SECRETARY1$0
DEBRA J FIELDS
3019 OCEAN PARK BLVD 242, SANTA MONICA, CA 90405
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
GABRIELLE R CHANG
3019 OCEAN PARK BLVD 242, SANTA MONICA, CA 90405
PRESIDENT20$66,000
MORGAN D ROSE
3019 OCEAN PARK BLVD 242, SANTA MONICA, CA 90405
TREASURER1$0
MATTHEW D ROSE
3019 OCEAN PARK BLVD 242, SANTA MONICA, CA 90405
SECRETARY1$0
ELIZABETH ROSE
3019 OCEAN PARK BLVD 242, SANTA MONICA, CA 90405
CHAIRPERSON1$0
MCKENZIE FIELDS
3019 OCEAN PARK BLVD 242, SANTA MONICA, CA 90405
SECRETARY1$0
DEBRA J FIELDS
3019 OCEAN PARK BLVD 242, SANTA MONICA, CA 90405
DIRECTOR1$0

Address and contacts

Address (IRS master file)
1779 KIRBY PKWY STE 1 PMB 320, GERMANTOWN, TN 38138-0631
Signed the 990-PF
GABRIELLE E ROSE, PRESIDENT
Phone
(310) 998-7685
Return prepared by
CHALMERS & POOLE PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
62-1450062
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$30,983,295
Income (IRS master file)
$29,432,794

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$16,406,050$1,417,884$30,983,295XML
990-PFDecember 2023$1,090,780$1,306,406$24,159,117XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 62-1450062).

Questions about ROSE FOUNDATION

What is the EIN of ROSE FOUNDATION?
The employer identification number (EIN) of ROSE FOUNDATION is 62-1450062.
Is ROSE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to ROSE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROSE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROSE 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 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 FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $66,000 (GABRIELLE E ROSE, PRESIDENT).
How much revenue does ROSE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $16,406,050, expenses of $1,417,884 and total assets of $30,983,295 at year end.

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