Marshall Rose Family Foundation Inc

New York, NY
Tax-exempt since Sept. 1981
EIN: 13-3036439

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$132k (2023)

Expenses

$142k (2023)

Total Assets

$2.8M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2023

Revenue

$131,629

Expenses

$141,841

Net Income

-$10,212

Net Assets

$2,799,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,426	54.3%
Sales of Assets	-$18,350
Other Income	$78,553	59.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,647	85.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,799,282
Total Liabilities	$0
Net Assets	$2,799,282

Compensation

Key Employees and Officers	Compensation	Other
Andrew Rose (Director)	$0	$0
Wendi Rose (Director)	$0	$0
Michael Dooley (Treasury)	$0	$0

990-PF

Filed on Oct. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$127,268

Expenses

$93,449

Net Income

$33,819

Net Assets

$2,809,494

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,441	47.5%
Sales of Assets	-$12,273
Other Income	$79,100	62.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,010	77.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,809,494
Total Liabilities	$0
Net Assets	$2,809,494

Compensation

Key Employees and Officers	Compensation	Other
Andrew Rose (Director)	$0	$0
Wendi Rose (Director)	$0	$0
Michael Dooley (Treasury)	$0	$0

990-PF

Filed on Oct. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2021

Revenue

$142,517

Expenses

$269,138

Net Income

-$126,621

Net Assets

$2,825,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,531	16.5%
Dividends	$36,777	25.8%
Sales of Assets	$15,250	10.7%
Other Income	$66,959	47.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$258,295	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,825,875
Total Liabilities	$0
Net Assets	$2,825,875

Compensation

Key Employees and Officers	Compensation	Other
Andrew Rose (Director)	$0	$0
Wendi Rose (Director)	$0	$0
Michael Dooley (Treasury)	$0	$0

990-PF

Filed on April 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$94,828

Expenses

$120,654

Net Income

-$25,826

Net Assets

$2,950,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,329	56.2%
Sales of Assets	$41,499	43.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,807	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,950,375
Total Liabilities	$1
Net Assets	$2,950,374

Compensation

Key Employees and Officers	Compensation	Other
Marshall Rose (Director)	$0	$0
Andrew Rose (Director)	$0	$0
Wendi Rose (Director)	$0	$0

990-PF

Filed on Jan. 18, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$48,292

Expenses

$284,645

Net Income

-$236,353

Net Assets

$2,976,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,292	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$284,545	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,976,201
Total Liabilities	$1
Net Assets	$2,976,200

Compensation

Key Employees and Officers	Compensation	Other
Marshall Rose (Director)	$0	$0
Andrew Rose (Director)	$0	$0
Wendi Rose (Director)	$0	$0

990-PF

Filed on Jan. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$48,084

Expenses

$390,360

Net Income

-$342,276

Net Assets

$3,212,554

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,084	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$389,360	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,212,554
Total Liabilities	$0
Net Assets	$3,212,554

Compensation

Key Employees and Officers	Compensation	Other
Marshall Rose (Director)	$0	$0
Andrew Rose (Director)	$0	$0
Wendi Rose (Director)	$0	$0

990-PF

Filed on Feb. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$45,898

Expenses

$372,086

Net Income

-$326,188

Net Assets

$3,554,830

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,898	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$328,988	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,554,830
Total Liabilities	$0
Net Assets	$3,554,830

Compensation

Key Employees and Officers	Compensation	Other
Marshall Rose (Director)	$0	$0
Andrew Rose (Director)	$0	$0
Wendi Rose (Director)	$0	$0

990-PF

Filed on Feb. 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2016

Revenue

$2,692,657

Expenses

$313,920

Net Income

$2,378,737

Net Assets

$3,881,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$175,000	6.5%
Interest Revenue	$0
Dividends	$43,757	1.6%
Sales of Assets	$2,473,900	91.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,167	95.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,881,018
Total Liabilities	$0
Net Assets	$3,881,018

Compensation

Key Employees and Officers	Compensation	Other
Andrew Rose (Director)	$0	$0
Wendi Rose (Director)	$0	$0
Marshall Rose (Director)	$0	$0

990-PF

Filed on April 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$414,168

Expenses

$419,918

Net Income

-$5,750

Net Assets

$1,502,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,626	10.1%
Sales of Assets	$372,542	89.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$416,577	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,502,281
Total Liabilities	$0
Net Assets	$1,502,281

Compensation

Key Employees and Officers	Compensation	Other
Marshall Rose (Director)	$0	$0
Simeon Brinberg (Director)	$0	$0

990-PF

Filed on April 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2014

Revenue

$273,442

Expenses

$427,719

Net Income

-$154,277

Net Assets

$1,508,031

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,000	27.4%
Interest Revenue	$0
Dividends	$67,258	24.6%
Sales of Assets	$131,184	48.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,915	97.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,508,031
Total Liabilities	$0
Net Assets	$1,508,031

Compensation

Key Employees and Officers	Compensation	Other
Marshall Rose (Director)	$0	$0
Simeon Brinberg (Director)	$0	$0

990-PF

Filed on Feb. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$271,431

Expenses

$553,180

Net Income

-$281,749

Net Assets

$1,662,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,000	14.7%
Interest Revenue	$0
Dividends	$71,342	26.3%
Sales of Assets	$160,089	59.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$553,060	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,662,308
Total Liabilities	$1
Net Assets	$1,662,307

990-PF

Filed on April 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2012

Revenue

$542,044

Expenses

$545,378

Net Income

-$3,334

Net Assets

$1,944,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$455,000	83.9%
Interest Revenue	$0
Dividends	$87,044	16.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$542,165	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,944,057
Total Liabilities	$0
Net Assets	$1,944,057

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$437,064

Expenses

$574,200

Net Income

-$137,136

Net Assets

$1,947,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$350,000	80.1%
Interest Revenue	$21	0.0%
Dividends	$87,043	19.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$573,851	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,947,391
Total Liabilities	$0
Net Assets	$1,947,391

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Marshall Rose Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $132k (2023)

Expenses $142k (2023)

Total Assets $2.8M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Revenue

$132k (2023)

Expenses

$142k (2023)

Total Assets

$2.8M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Nov.
2023

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2022

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2021

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2020

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2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
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2006

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Fiscal Year Ending Nov.
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