Rose Foundation

990PF • Fiscal year 2011 • EIN 20-4647579

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 09, 2012

Organization Profile

C/O Goulston Storrs 400 AtlanticAve02110

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $5M-$10M nonprofits • Source year 2011

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Higher top officer pay than 60% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

-4.4%

Faster asset growth than 23% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets18th percentile

Assets

Down

$8,076,942

Down $370,627 (-4.4%) from 2010

Net Assets

Down

$8,076,942

Down $370,627 (-4.4%) from 2010

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$481,177

Up $20,307 (+4.4%) from 2010

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2011

Assets$8,076,942

Liabilities$0

Net Assets$8,076,942

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2011

Revenue-

Expenses$481,177

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Nov 9, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay60th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ADAM STEIN	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	SOUTHERN COALITION FOR SOCIAL JUSTICE	NORTH CAROLINA FAIR REDISTRICTING PROJECT	509(A)(1)	DURHAM, NC, US	$60,000
Paid Grant	OKLAHOMA POLICY INC	GENERAL OPERATIONS	509(A)(2)	TULSA, OK, US	$50,000
Paid Grant	PUBLIC ASSETS INSTITUTE	GENERAL OPERATIONS	509(A)(1)	MONTPELIER, VT, US	$50,000
Paid Grant	WEST VIRGINIA CENTER ON BUDGET AND POLICY INC	GENERAL OPERATIONS	509(A)(2)	CHARLSTON, WV, US	$50,000
Paid Grant	DEMOCRACY PROJECT II	NON-PARTISAN LITIGATION CHALLENGING ELECTORAL DISTRICTS	501(C)(4)	RALEIGH, NC, US	$50,000
Paid Grant	PROGRESSNOW EDUCATION FUND	GENERAL OPERATIONS	509(A)(1)	ST PAUL, MN, US	$50,000
Paid Grant	LEADERSHIP CENTER FOR THE COMMON GOOD	CIVIC ENGAGEMENT PROJECT	509(A)(2)	WASHINGTON, DC, US	$50,000

Filing and Contact Details

Filer

EIN: 20-4647579

Raw XML AppendixShowing 400 of 419 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	2	DOMINI SOCIAL INDEX FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	3	EII INTERNATIONAL PROPERTY FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	4	IRM CORE BOND FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	5	PIMCO COMMODITY
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	6	T ROWE PRICE NEW ERA
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	7	VANGUARD ENTERGY FUND ADMIRAL SHARES
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	3	AT COST
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
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IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	MA
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
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IRS990PF/SummaryOfDirectCharitableActy/Description1	0	NONE - GRANT MAKING ORGANIZATION
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IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	50000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	50000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	50000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	50000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	60000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	50000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	6	50000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	NON-PARTISAN LITIGATION CHALLENGING ELECTORAL DISTRICTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	NORTH CAROLINA FAIR REDISTRICTING PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	6	CIVIC ENGAGEMENT PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	OKLAHOMA POLICY INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	PUBLIC ASSETS INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	WEST VIRGINIA CENTER ON BUDGET AND POLICY INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	DEMOCRACY PROJECT II
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	SOUTHERN COALITION FOR SOCIAL JUSTICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	5	PROGRESSNOW EDUCATION FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	6	LEADERSHIP CENTER FOR THE COMMON GOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	509(A)(2)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	509(A)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	509(A)(2)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	501(C)(4)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	509(A)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	5	509(A)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	6	509(A)(2)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	5	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	6	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	PO BOX 14347
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	PO BOX 942
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	723 KANAWHA BLVD SUITE 300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	434 FAYETTEVILLE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	1415 WEST HIGHWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	SUITE 309B
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	11 DUPONT CIRCLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	MONTPELIER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	CHARLSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	RALEIGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	DURHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	ST PAUL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	VT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	WV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	74159
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	05601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	25301
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	27601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	27707
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	55104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	20036
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	360000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	195998
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	191002
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	426508
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	387000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	230510
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	191002
OtherExpensesSchedule/OtherExpenses/Description	0	OTHER EXPENSES (PARTNERSHIP)
OtherExpensesSchedule/OtherExpenses/Description	1	MA FILING FEES
OtherExpensesSchedule/OtherExpenses/Description	2	BAD DEBT
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	2	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	6954
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	70
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	2	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	6954
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	70
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	2	1610
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	47618
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	1	17361
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	2	27000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	1	CUSTODIAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	2	MOTT PHILANTHROPIC
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	2	27000
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	47618
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	1	17361
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	2	0
TaxesSchedule/Taxes/Amount	0	8564
TaxesSchedule/Taxes/Amount	1	5000
TaxesSchedule/Taxes/Category	0	FOREIGN TAXES
TaxesSchedule/Taxes/Category	1	FEDERAL EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	8564
TaxesSchedule/Taxes/NetInvestmentIncome	1	0
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	204647579
ReturnHeader/Filer/Name/BusinessNameLine1	0	ROSE FOUNDATION
ReturnHeader/Filer/NameControl	0	ROSE
ReturnHeader/Filer/Phone	0	6174821776
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O GOULSTON STORRS 400 ATLANTIC
ReturnHeader/Filer/USAddress/AddressLine2	0	AVE
ReturnHeader/Filer/USAddress/City	0	BOSTON
ReturnHeader/Filer/USAddress/State	0	MA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $8,076,942
Liabilities: $0
Net assets: $8,076,942
Revenue: -
Expenses: $481,177
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.02	$0.07	$0.04
2021Detailed filing. Detailed filing data is available for this year.	$0.04	$0.00	$0.04	$2.35	$7.05	$4.69
2020Detailed filing. Detailed filing data is available for this year.	$4.73	$0.00	$4.73	$0.28	$0.05	$0.24
2019Detailed filing. Detailed filing data is available for this year.	$4.83	$0.00	$4.83	$0.16	$0.57	$0.41
2018Detailed filing. Detailed filing data is available for this year.	$5.24	$0.00	$5.24	$0.48	$2.10	$1.62
2017Detailed filing. Detailed filing data is available for this year.	$6.87	$0.00	$6.87	$0.67	$0.23	$0.44
2016Detailed filing. Detailed filing data is available for this year.	$6.43	$0.00	$6.43	$0.19	$1.10	$0.92
2015Detailed filing. Detailed filing data is available for this year.	$7.34	$0.00	$7.34	$0.39	$1.27	$0.88
2014Summary only. Only limited summary data is available for this year.	$8.22	$0.00		$0.90	$0.55	$0.35
2013Detailed filing. Detailed filing data is available for this year.	$7.87	$0.00	$7.87	$0.48	$0.47	$0.01
2012Detailed filing. Detailed filing data is available for this year.	$7.91	$0.04	$7.87		$0.49
2011Detailed filing. Detailed filing data is available for this year.	$8.08	$0.00	$8.08		$0.48
2010Detailed filing. Detailed filing data is available for this year.	$8.45	$0.00	$8.45		$0.46