Funder DirectorySTUART ROSE FAMILY FOUNDATION
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Private foundation (trust)EIN 311274967Est. 1989-08

STUART ROSE FAMILY FOUNDATION

SPRINGBORO, OH 45066

Total Assets

$56.3M

FY 2023

Annual Giving

$1.9M

FY 2023

Grants Made

11

FY 2023

Avg Grant

$169K

FY 2023

Grant Range

$400–$1.4M

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$2.1M

Total Expenses

$2.2M

Qualifying Distributions

$2.2M

Distributable Amount

$2.7M

Min. Investment Return

$2.7M

Undistributed Income

$2.4M

Payout rate 81%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.81%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

11 grants

Grant sizes from minimum $400 through median $40K to maximum $1.4M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2017 to 2023. Peak $2.1M in 2022. Hover bars for details.

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

Top Recipients

78 grants

JEWISH FEDERATION OF GREATER DAYTON
$2.8M
2 grants
EMORY UNIVERSITY
$1.9M
5 grants
FOLGER SHAKESPEARE LIBRARY
$1.5M
2 grants
CITY OF HUBER HEIGHTS
$1.2M
5 grants
UNIVERSITY OF DAYTON
$522K
3 grants
DAYTON ART INSTITUTE
$504K
3 grants
MIAMI VALLEY SCHOOL
$425K
2 grants
DAYBREAK
$410K
3 grants

Grant Size Distribution

78 grants

<$10K
33
grants
$10–50K
24
grants
$50–250K
11
grants
$250K–1M
8
grants
$1–5M
2
grants
$5M+

Geographic Focus

11 states

Ohio
$6.8M
65% of total
Georgia
$1.9M
18% of total
District of Columbia
$1.5M
14% of total
Washington
$100K
1% of total
Virginia
$61K
1% of total
South Carolina
$50K
0% of total
Kentucky
$11K
0% of total
Alabama
$10K
0% of total
Louisiana
$6K
0% of total
California
$1K
0% of total

+1 more states

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STUART ROSE FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo