Rose Lafferty Educational Fund Trust

Chicago, IL
Tax-exempt since Nov. 1988
EIN: 75-6370839

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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

$185k (2024)

Expenses

$249k (2024)

Total Assets

$3.46M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2012 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 March
2024

Revenue

$185,375

Expenses

$248,885

Net Income

-$63,510

Net Assets

$3,456,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,223	55.1%
Sales of Assets	$82,003	44.2%
Other Income	$1,149	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,969	90.4%
Compensation of Officers*	$33,483	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,456,566
Total Liabilities	$0
Net Assets	$3,456,566

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$33,483	$0

990-PF

Filed on Aug. 8, 2024

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

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Schedules ▼

XML

Fiscal Year Ending March
2023

Revenue

$80,062

Expenses

$284,687

Net Income

-$204,625

Net Assets

$3,520,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,397	> 100%
Sales of Assets	-$6,349
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$258,574	90.8%
Compensation of Officers*	$32,041	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,520,078
Total Liabilities	$0
Net Assets	$3,520,078

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$32,041	$0

990-PF

Filed on Aug. 7, 2023

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

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Schedules ▼

XML

Fiscal Year Ending March
2022

Revenue

$236,064

Expenses

$249,501

Net Income

-$13,437

Net Assets

$3,724,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,018	30.5%
Sales of Assets	$164,046	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,988	87.8%
Compensation of Officers*	$36,921	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,724,701
Total Liabilities	$0
Net Assets	$3,724,701

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$36,921	$0

990-PF

Filed on Aug. 8, 2022

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

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Schedules ▼

XML

Fiscal Year Ending March
2021

Revenue

$212,432

Expenses

$224,891

Net Income

-$12,459

Net Assets

$3,738,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,804	39.4%
Sales of Assets	$125,543	59.1%
Other Income	$3,085	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$202,656	90.1%
Compensation of Officers*	$33,770	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,738,664
Total Liabilities	$1
Net Assets	$3,738,663

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$33,770	$0

990-PF

Filed on July 12, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2020

Revenue

$128,430

Expenses

$222,260

Net Income

-$93,830

Net Assets

$3,751,119

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,591	72.9%
Sales of Assets	$34,839	27.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,127	90.0%
Compensation of Officers*	$38,364	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	$3,751,120
Total Liabilities	$1
Net Assets	$3,751,119

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$38,364	$0

990-PF

Filed on June 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2019

Revenue

$127,426

Expenses

$191,669

Net Income

-$64,243

Net Assets

$3,844,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,296	67.7%
Sales of Assets	$41,130	32.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,353	83.1%
Compensation of Officers*	$30,040	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,844,950
Total Liabilities	$0
Net Assets	$3,844,950

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$30,040	$0

990-PF

Filed on Aug. 6, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2018

Revenue

$753,889

Expenses

$226,046

Net Income

$527,843

Net Assets

$3,909,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,785	9.3%
Sales of Assets	$682,609	90.5%
Other Income	$1,495	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,231	94.3%
Compensation of Officers*	$21,358	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,909,194
Total Liabilities	$0
Net Assets	$3,909,194

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$21,358	$0

990-PF

Filed on Aug. 8, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2016

Revenue

$258,468

Expenses

$159,556

Net Income

$98,912

Net Assets

$3,496,049

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,565	18.4%
Sales of Assets	$202,095	78.2%
Other Income	$8,808	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,709	90.1%
Compensation of Officers*	$24,983	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,496,049
Total Liabilities	$0
Net Assets	$3,496,049

990-PF

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

PDF

Fiscal Year Ending March
2015

Revenue

$172,220

Expenses

$169,449

Net Income

$2,771

Net Assets

$3,390,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,647	49.2%
Sales of Assets	$95,455	55.4%
Other Income	-$7,882

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,828	83.1%
Compensation of Officers*	$24,687	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,390,782
Total Liabilities	$0
Net Assets	$3,390,782

990-PF

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

PDF

Fiscal Year Ending March
2014

Revenue

$225,774

Expenses

$148,951

Net Income

$76,823

Net Assets

$3,388,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,907	41.6%
Sales of Assets	$131,867	58.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,663	87.7%
Compensation of Officers*	$22,795	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,388,008
Total Liabilities	$0
Net Assets	$3,388,008

990-PF

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

PDF

Fiscal Year Ending March
2013

Revenue

$49,924

Expenses

$116,844

Net Income

-$66,920

Net Assets

$3,312,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$38,139	76.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$11,785	23.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$19,940	17.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,312,090
Total Liabilities	$0
Net Assets	$3,312,090

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2012

Revenue

$18,540

Expenses

$119,000

Net Income

-$100,460

Net Assets

$3,360,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$59,669	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$41,129
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$20,346	17.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,360,565
Total Liabilities	$0
Net Assets	$3,360,565

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.

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Types of Nonprofits

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Updated June 30, 2025

Rose Lafferty Educational Fund Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $185k (2024)

Expenses $249k (2024)

Total Assets $3.46M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending March 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending March 2011

No Extracted Financial Data

Document Links

990

Revenue

$185k (2024)

Expenses

$249k (2024)

Total Assets

$3.46M (2024)

Total Liabilities

$0 (2024)

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2024

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2023

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