Rose Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Rose Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 13-4016964

Foundation Overview

Based in Chapel Hill, NC, Rose Family Foundation has awarded 48 grants totaling $2,918,664 to organizations in Montana, New York and 3 other states across the US. Individual grants range from $788 to $150,000, with a median award of $50,000.

Latest Tax Year
2024
Total Giving (all years)
$2,918,664
Total Assets
$4,548,047
Median Grant (all grants)
$50,000

Latest Form 990-PF Snapshot

Total Grants
8
Median Grant
$75,000
% Median Grant Growth
+50% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Highly Accessible: 75%

6 of 8 recipients (75%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.

Geographic Focus
New York

Grants are geographically diversified with 38% in New York and funding distributed across 5 total locations. This foundation values broad geographic impact and diverse community partnerships. Within New York, funding concentrates in Watkins Glen (33%), Honeoye Falls (28%), Manilius (17%).

Funding Trajectory
+218%

Strong 218% growth in annual giving over 4 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Community Projects + General Purposes

Dual focus on community projects (67%) and general purposes, indicating strategic concentration in complementary program areas.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into Rose Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Farm Sanctuary $100,000 Watkins Glen, NY, US General Charitable 2024
Transplanting Traditions $75,000 Chapel Hill, NC, US General Charitable 2024
Clark Fork Coalition $50,000 Missoula, MT, US General Charitable 2024
Brouhaha $61,376 Chapel Hill, NC, US General Charitable 2024
The Cleo Institute $150,000 Miami, FL, US General Charitable 2024
Seneca Lake Foundation $75,000 Geneva, NY, US General Charitable 2024
Central Ny Lyme And Tick Alliance $75,000 Manilius, NY, US General Charitable 2024
Save The Harbor $75,000 Boston, MA, US General Charitable 2024
Seneca Lake Guardian $50,000 Watkins Glen, NY, US General Charitable 2023
Central Ny Lyme & Tickborne $75,000 Manilius, NY, US General Charitable 2023
Save The Harboursave The Bay $50,000 Boston, MA, US General Charitable 2023
Eastie Farms $136,000 East Boston, MA, US General Charitable 2023
Seneca Lake Pure Waters $43,500 Geneva, NY, US General Charitable 2023
Seneca Lake Guardian $50,000 Watkins Glen, NY, US General Charitable 2023
Central Ny Lyme & Tickborne $75,000 Manilius, NY, US General Charitable 2023
Save The Harboursave The Bay $50,000 Boston, MA, US General Charitable 2023
Eastie Farms $136,000 East Boston, MA, US General Charitable 2023
Seneca Lake Pure Waters $43,500 Geneva, NY, US General Charitable 2023
Clark Fork Coalition $50,000 Missoula, MT, US General Support 2022
Equicenter Inc $88,500 Honeoye Falls, NY, US General Support 2022
Eastie Farm Inc $50,000 East Boston, MA, US General Support 2022
Eastie Farm Inc $30,000 East Boston, MA, US General Support 2022
Eastie Farm Inc $50,000 East Boston, MA, US General Support 2022
Farm Sanctuary $75,000 Watkins Glen, NY, US General Support 2022
Missoula Butterfly House & Insectarium $50,000 Missoula, MT, US General Support 2022
Clark Fork Coalition $50,000 Missoula, MT, US General Support 2022
Equicenter Inc $88,500 Honeoye Falls, NY, US General Support 2022
Eastie Farm Inc $50,000 East Boston, MA, US General Support 2022
Eastie Farm Inc $30,000 East Boston, MA, US General Support 2022
Eastie Farm Inc $50,000 East Boston, MA, US General Support 2022
Farm Sanctuary $75,000 Watkins Glen, NY, US General Support 2022
Missoula Butterfly House & Insectarium $50,000 Missoula, MT, US General Support 2022
Clark Fork Coalition $50,000 Missoula, MT, US General Support 2022
Equicenter Inc $88,500 Honeoye Falls, NY, US General Support 2022
Eastie Farm Inc $50,000 East Boston, MA, US General Support 2022
Eastie Farm Inc $30,000 East Boston, MA, US General Support 2022
Eastie Farm Inc $50,000 East Boston, MA, US General Support 2022
Farm Sanctuary $75,000 Watkins Glen, NY, US General Support 2022
Missoula Butterfly House & Insectarium $50,000 Missoula, MT, US General Support 2022
Clark Fork Coalition $50,000 Missoula, MT, US General Support 2021
Equicenter Inc $70,000 Honeoye Falls, NY, US General Support 2021
Missoula Butterfly House $40,000 Missoula, MT, US General Support 2021
Buzzards Bay Coalition $35,000 New Bedford, MA, US General Support 2020
Clark Fork Coalition $50,000 Missoula, MT, US General Support 2020
Missoula Butterfly House $40,000 Missoula, MT, US General Support 2020
Transplanting Traditions Community Farm $12,000 Chapel Hill, NC, US General Support 2020
Equicenter Inc $70,000 Honeoye Falls, NY, US General Support 2020
Hudsonia Ltd $788 Annandale, NY, US General Support 2020

Foundations Similar to Rose Family Foundation

Discover 5 foundations with comparable assets ($4,300,457-$4,904,415), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 83-6709544 | 58 grants awarded
$4,594,888
(≈ Similar)
$25,000
median grant
Charlotte, NC
Same state
99%
Excellent match

EIN: 46-1592255 | 84 grants awarded
$4,389,554
(≈ Similar)
$25,000
median grant
Cornelius, NC
Same state
98%
Excellent match

EIN: 34-6572724 | 33 grants awarded
$4,309,922
(≈ Similar)
$30,000
median grant
Charlotte, NC
Same state
97%
Excellent match

EIN: 46-1536745 | 31 grants awarded
$4,300,457
(≈ Similar)
$50,000
median grant
Wilmington, NC
Same state
97%
Excellent match

EIN: 81-4710242 | 44 grants awarded
$4,904,415
(≈ Similar)
$100,000
median grant
Chapel Hill, NC
Same state
96%
Excellent match

Contact Information

Official contact details for Rose Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 13-4016964
Website N/A
Address 300 MARKS LANE Chapel Hill, NC 27516-0000

Key People (5)

Board members, trustees, and key staff who oversee Rose Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Vp/secretary Ann Podlipny
Director Simon Rose
Treasurer James Rose
Director Marian Rose
President David Rose

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Rose Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.