Rose Family Foundation Trust

Tulsa, OK
Tax-exempt since Jan. 1984
EIN: 73-1193406

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.

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 June
2025

Revenue

$10,892

Expenses

$9,723

Net Income

$1,169

Net Assets

$65,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$154	1.4%
Dividends	$10,738	98.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,000	41.1%
Compensation of Officers*	$2,452	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,983
Total Liabilities	$0
Net Assets	$65,983

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Co Trustee)	$2,452	$0
Sam Rose (Co Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2025

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

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Fiscal Year Ending June
2024

Revenue

$13,585

Expenses

$15,015

Net Income

-$1,430

Net Assets

$64,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$197	1.5%
Dividends	$10,024	73.8%
Sales of Assets	$3,364	24.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,812	58.7%
Compensation of Officers*	$2,167	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$64,813
Total Liabilities	$0
Net Assets	$64,813

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Co Trustee)	$2,167	$0
Sam Rose (Co Trustee)	$0	$0

990-PF

Filed on Nov. 18, 2024

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

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Fiscal Year Ending June
2023

Revenue

$9,790

Expenses

$10,302

Net Income

-$512

Net Assets

$66,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$230	2.3%
Dividends	$9,560	97.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,000	58.2%
Compensation of Officers*	$2,097	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$68,243
Total Liabilities	$2,000
Net Assets	$66,243

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Co Trustee)	$2,097	$0
Sam Rose (Co Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2023

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

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Fiscal Year Ending June
2022

Revenue

$19,100

Expenses

$9,275

Net Income

$9,825

Net Assets

$66,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	52.4%
Interest Revenue	$14	0.1%
Dividends	$9,017	47.2%
Sales of Assets	$69	0.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,000	64.7%
Compensation of Officers*	$2,194	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$66,755
Total Liabilities	$0
Net Assets	$66,755

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Co Trustee)	$2,194	$0
Sam Rose (Co Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2022

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

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Fiscal Year Ending June
2021

Revenue

$18,626

Expenses

$18,755

Net Income

-$129

Net Assets

$57,990

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	53.7%
Interest Revenue	$8	0.0%
Dividends	$8,565	46.0%
Sales of Assets	$53	0.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,000	80.0%
Compensation of Officers*	$1,831	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$57,991
Total Liabilities	$1
Net Assets	$57,990

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Co Trustee)	$1,831	$0
Sam Rose (Co Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2021

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

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Fiscal Year Ending June
2020

Revenue

$18,263

Expenses

$9,863

Net Income

$8,400

Net Assets

$59,771

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	54.8%
Interest Revenue	$134	0.7%
Dividends	$8,129	44.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,000	71.0%
Compensation of Officers*	$1,717	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$59,772
Total Liabilities	$1
Net Assets	$59,771

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Co Trustee)	$1,717	$0
Sam Rose (Co Trustee)	$0	$0

990-PF

Filed on Nov. 6, 2020

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

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Fiscal Year Ending June
2019

Revenue

$12,339

Expenses

$9,726

Net Income

$2,613

Net Assets

$52,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$96	0.8%
Dividends	$7,941	64.4%
Sales of Assets	$4,302	34.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,000	72.0%
Compensation of Officers*	$1,586	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$52,801
Total Liabilities	$0
Net Assets	$52,801

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Co Trustee)	$1,586	$0
Sam Rose (Co Trustee)	$0	$0

990-PF

Filed on Nov. 4, 2019

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

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Fiscal Year Ending June
2018

Revenue

$12,035

Expenses

$9,619

Net Income

$2,416

Net Assets

$51,447

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.3%
Dividends	$7,360	61.2%
Sales of Assets	$4,644	38.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,000	72.8%
Compensation of Officers*	$1,566	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$51,447
Total Liabilities	$0
Net Assets	$51,447

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Co Trustee)	$1,566	$0
Sam Rose (Co Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2018

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

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Fiscal Year Ending June
2017

Revenue

$7,643

Expenses

$11,580

Net Income

-$3,937

Net Assets

$49,149

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.1%
Dividends	$6,931	90.7%
Sales of Assets	$706	9.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,000	77.7%
Compensation of Officers*	$1,534	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,149
Total Liabilities	$0
Net Assets	$49,149

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Co Trustee)	$1,534	$0
Sam Rose (Co Trustee)	$0	$0

990-PF

Filed on Aug. 21, 2017

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

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Fiscal Year Ending June
2016

Revenue

$7,149

Expenses

$10,432

Net Income

-$3,283

Net Assets

$53,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.1%
Dividends	$6,915	96.7%
Sales of Assets	$230	3.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,000	76.7%
Compensation of Officers*	$1,398	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$53,086
Total Liabilities	$0
Net Assets	$53,086

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Co Trustee)	$1,398	$0
Sam Rose (Co Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2016

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

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Fiscal Year Ending June
2015

Revenue

$6,625

Expenses

$8,609

Net Income

-$1,984

Net Assets

$56,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$6,565	99.1%
Sales of Assets	$59	0.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,000	69.7%
Compensation of Officers*	$1,469	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,369
Total Liabilities	$0
Net Assets	$56,369

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Co Trustee)	$1,469	$0
Sam Rose (Co Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2015

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

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Fiscal Year Ending June
2014

Revenue

$11,856

Expenses

$10,419

Net Income

$1,437

Net Assets

$58,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$5,819	49.1%
Sales of Assets	$6,036	50.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,000	76.8%
Compensation of Officers*	$1,399	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,353
Total Liabilities	$0
Net Assets	$58,353

Compensation

Key Employees and Officers	Compensation	Other
The Trust Company Of Oklahoma (Co Trustee)	$1,399	$0
Sam Rose (Co Trustee)	$0	$0

990-PF

Filed on Oct. 31, 2014

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

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Fiscal Year Ending June
2013

Revenue

$5,731

Expenses

$10,285

Net Income

-$4,554

Net Assets

$56,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$5,617	98.0%
Sales of Assets	$113	2.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,000	77.8%
Compensation of Officers*	$1,274	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,916
Total Liabilities	$1
Net Assets	$56,915

990-PF

Filed on Sept. 26, 2013

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

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Fiscal Year Ending June
2012

Revenue

$5,146

Expenses

$10,166

Net Income

-$5,020

Net Assets

$61,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$5,145	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,000	78.7%
Compensation of Officers*	$1,157	11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$61,470
Total Liabilities	$1
Net Assets	$61,469

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

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Rose Family Foundation Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

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2003

Fiscal Year Ending June
2002