Skip to content
ProPublica Donate
ProPublica Donate

Rose Family Foundation

  • Chicago, IL
  • Tax-exempt since Feb. 2013
  • EIN: 61-6408392

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$613k (2024)

Expenses
$629k (2024)

Total Assets
$9.4M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$613,492
Expenses
$628,607
Net Income
-$15,115
Net Assets
$9,402,725
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $350,122
57.1%
Sales of Assets $263,370
42.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $579,599
92.2%
Compensation of Officers* $153,078
24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,402,725
Total Liabilities $0
Net Assets $9,402,725
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $81,078 $0
Phillip Rose (Committee Member) $18,000 $0
Mackenzie Rose (Committee Member) $18,000 $0
Megan Nauta Rose (Committee Member) $18,000 $0
Matt Rose (Co Trustee) $18,000 $0
Robert H Smith Iii (Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on May 7, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$452,744
Expenses
$624,004
Net Income
-$171,260
Net Assets
$9,434,456
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $276,311
61.0%
Sales of Assets $176,433
39.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $573,997
92.0%
Compensation of Officers* $145,373
23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,434,456
Total Liabilities $0
Net Assets $9,434,456
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $73,373 $0
Phillip Rose (Committee Member) $18,000 $0
Mackenzie Rose (Committee Member) $18,000 $0
Megan Nauta Rose (Committee Member) $18,000 $0
Robert H Smith Iii (Committee Member) $18,000 $0
Matt Rose (Co Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on April 22, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$334,251
Expenses
$662,812
Net Income
-$328,561
Net Assets
$9,606,516
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $263,707
78.9%
Sales of Assets $70,523
21.1%
Other Income $21
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $608,359
91.8%
Compensation of Officers* $149,803
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,606,516
Total Liabilities $0
Net Assets $9,606,516
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $77,803 $0
Phillip Rose (Committee Member) $18,000 $0
Mackenzie Rose (Committee Member) $18,000 $0
Megan Nauta Rose (Committee Member) $18,000 $0
Robert H Smith Iii (Committee Member) $18,000 $0
Matt Rose (Co Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 1, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,186,348
Expenses
$623,695
Net Income
$562,653
Net Assets
$9,934,853
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $278,504
23.5%
Sales of Assets $907,844
76.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $574,331
92.1%
Compensation of Officers* $154,889
24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,934,853
Total Liabilities $0
Net Assets $9,934,853
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $82,889 $0
Phillip Rose (Committee Member) $18,000 $0
Mackenzie Rose (Committee Member) $18,000 $0
Megan Nauta Rose (Committee Member) $18,000 $0
Robert H Smith Iii (Committee Member) $18,000 $0
Matt Rose (Co Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on April 25, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$380,891
Expenses
$566,407
Net Income
-$185,516
Net Assets
$9,368,042
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $205,004
53.8%
Sales of Assets $175,887
46.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $523,523
92.4%
Compensation of Officers* $145,806
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,368,043
Total Liabilities $1
Net Assets $9,368,042
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $73,806 $0
Phillip Rose (Committee Member) $18,000 $0
Mackenzie Rose (Committee Member) $18,000 $0
Megan Nauta Rose (Committee Member) $18,000 $0
Robert H Smith Iii (Committee Member) $18,000 $0
Matt Rose (Co Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on April 27, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$454,563
Expenses
$651,353
Net Income
-$196,790
Net Assets
$9,554,394
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $263,672
58.0%
Sales of Assets $190,891
42.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $584,935
89.8%
Compensation of Officers* $139,227
21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,554,395
Total Liabilities $1
Net Assets $9,554,394
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $67,227 $0
Phillip Rose (Committee Member) $18,000 $0
Mackenzie Rose (Committee Member) $18,000 $0
Megan Beatrice Nauta (Committee Member) $18,000 $0
Trevor Smith (Committee Member) $18,000 $0
Matt Rose (Co Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on June 10, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$800,628
Expenses
$636,606
Net Income
$164,022
Net Assets
$9,755,785
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $219,500
27.4%
Sales of Assets $581,128
72.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $585,678
92.0%
Compensation of Officers* $137,446
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,755,785
Total Liabilities $0
Net Assets $9,755,785
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $65,446 $0
Phillip Rose (Committee Member) $18,000 $0
Mackenzie Rose (Committee Member) $18,000 $0
Megan Beatrice Nauta (Committee Member) $18,000 $0
Trevor Smith (Committee Member) $18,000 $0
Matt Rose (Co Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 5, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$595,511
Expenses
$626,149
Net Income
-$30,638
Net Assets
$9,593,572
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $225,221
37.8%
Sales of Assets $371,409
62.4%
Other Income -$1,119
Notable Expenses Percent of Total Expenses
Charitable Disbursements $546,561
87.3%
Compensation of Officers* $124,277
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,593,572
Total Liabilities $0
Net Assets $9,593,572
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $62,777 $0
Mackenzie Rose (Committee Member) $36,000 $0
Phillip Rose (Committee Member) $18,000 $0
Megan Beatrice Nauta (Committee Member) $7,500 $0
+ View more people

Document Links

990-PF
Filed on May 9, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$162,200
Expenses
$655,640
Net Income
-$493,440
Net Assets
$10,204,858
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $161,721
99.7%
Sales of Assets $0
Other Income $26,965
16.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $589,062
89.8%
Compensation of Officers* $89,776
13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,204,858
Total Liabilities $0
Net Assets $10,204,858

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$689,681
Expenses
$557,155
Net Income
$132,526
Net Assets
$10,681,552
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $227,879
33.0%
Sales of Assets $457,382
66.3%
Other Income $4,420
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $472,416
84.8%
Compensation of Officers* $96,327
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,681,552
Total Liabilities $0
Net Assets $10,681,552

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$507,516
Expenses
$640,529
Net Income
-$133,013
Net Assets
$10,549,211
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $189,875
37.4%
Sales of Assets $292,980
57.7%
Other Income $24,661
4.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $568,717
88.8%
Compensation of Officers* $102,868
16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,549,211
Total Liabilities $0
Net Assets $10,549,211

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,494,362
Expenses
$617,532
Net Income
$1,876,830
Net Assets
$10,672,314
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $135,278
5.4%
Sales of Assets $2,359,084
94.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $486,499
78.8%
Compensation of Officers* $86,142
13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,672,314
Total Liabilities $0
Net Assets $10,672,314

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,966,073
Expenses
$120,133
Net Income
$2,845,940
Net Assets
$8,805,442
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $706,304
23.8%
Interest Revenue $134
0.0%
Dividends $75,771
2.6%
Sales of Assets $2,183,485
73.6%
Other Income $379
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,979
44.9%
Compensation of Officers* $86,617
72.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,805,442
Total Liabilities $0
Net Assets $8,805,442

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated