Nonprofit · EIN 73-1193406
ROSE FAMILY FOUNDATION TRUST
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $10,892 | $9,723 | $1,169 | $65,983 | $0 | $65,983 |
| June 30, 2024 | 990-PF | $13,585 | $15,015 | -$1,430 | $64,813 | $0 | $64,813 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $10,738
- Interest
- $154
Expenses
- Grants and similar amounts paid
- $4,000
- Compensation of officers, directors and key employees
- $2,452
- Disbursements for charitable purposes
- $4,000
- Excise tax on investment income
- $72
Balance sheet and other
- Total assets, start of year
- $64,814
- Total assets, end of year
- $65,983
- Total liabilities, end of year
- $0
- Net assets, end of year
- $65,983
- Fair market value of assets
- $368,661
- Qualifying distributions
- $4,000
- Net investment income
- $10,892
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| The Trust Company of Oklahoma PO Box 3627, Tulsa, OK 741013627 | Co-Trustee | 2 | $2,452 |
| Sam Rose P O Box 405, Stigler, OK 74462 | Co-Trustee | 1 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| The Trust Company of Oklahoma PO Box 3627, Tulsa, OK 741013627 | Co-Trustee | 2 | $2,167 |
| Sam Rose P O Box 405, Stigler, OK 74462 | Co-Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3627, TULSA, OK 74101-3627
- In care of
- % THE TRUST COMPANY OF OKLAHOMA
- Signed the 990-PF
- The Trust Company of Oklahoma, Co-Trustee
- Phone
- (918) 744-0553
- Return prepared by
- SANFORD & COMPANY CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 73-1193406
- 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
- 1984
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $65,983
- Income (IRS master file)
- $10,892
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $10,892 | $9,723 | $65,983 | IRS |
| 990-PF | June 2024 | $13,585 | $15,015 | $64,813 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 73-1193406).
Questions about ROSE FAMILY FOUNDATION TRUST
- What is the EIN of ROSE FAMILY FOUNDATION TRUST?
- The employer identification number (EIN) of ROSE FAMILY FOUNDATION TRUST is 73-1193406.
- Is ROSE FAMILY FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to ROSE FAMILY FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSE FAMILY FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSE FAMILY FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROSE FAMILY FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ROSE FAMILY FOUNDATION TRUST?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 1 received compensation from the organization, the highest $2,452 (The Trust Company of Oklahoma, Co-Trustee).
- How much revenue does ROSE FAMILY FOUNDATION TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $10,892, expenses of $9,723 and total assets of $65,983 at year end.
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