Funder DirectoryHERBERT ROSE TRUST CONSOLIDATION
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Private foundation (trust)EIN 366010130Est. 2005-10

HERBERT ROSE TRUST CONSOLIDATION

DALLAS, TX 752653067

Total Assets

$14.3M

FY 2024

Annual Giving

$572K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$286K

FY 2024

Grant Range

$25K–$547K

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$715K

Total Expenses

$694K

Qualifying Distributions

$616K

Distributable Amount

$691K

Min. Investment Return

$700K

Undistributed Income

$647K

Payout rate 89%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.89%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $625K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

12 grants

CHILDREN'S HOME & AID SOCIETY
$2.1M
4 grants
CHILDREN'S HOME & AID SOCIETY ILLINOIS
$1.1M
2 grants
CHICAGO FOUNDLINGS HOME
$134K
6 grants

Grant Size Distribution

12 grants

<$10K
$10–50K
6
grants
$50–250K
$250K–1M
6
grants
$1–5M
$5M+

Geographic Focus

1 states

Illinois
$3.3M
100% of total

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