The Rose Foundation Inc.

990PF • Fiscal year 2019 • EIN 22-2586241

Dec 01, 2018 to Nov 30, 2019 • Filed on Jun 24, 2020

Organization Profile

8 Washington StreetBeverly, MA 01915

(978) 922-5000

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.

2019 filings • $500k-$1M nonprofits • Source year 2019

No value available

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

Source year 2019

182%

Higher net margin than 100% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Higher top officer pay than 55% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet

Liabilities / Assets38th percentile

Assets

Down

$601,468

Down $50,790 (-7.8%) from 2015

Net Assets

$601,468

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$44,213

Down $45,660 (-3155%) from 2015

Expenses

Down

$36,047

Down $469 (-1.3%) from 2015

Net Income

Down

-$80,260

Down $45,191 (-129%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2019

Assets$601,468

Liabilities$0

Net Assets$601,468

Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2019

Revenue-$44,213

Expenses$36,047

Net Income-$80,260

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2018 to Nov 30, 2019
Signed: Jun 24, 2020
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay55th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARTHA G ROSE	President	-	$0	-	-
ROBERT M ROSE	Treasurer	PT	$0	-	-
JOHN GLOVSKY ESQ	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	JEWISH EDUCATION	PC	SWAMPSCOTT, MA, US	$11,000
Paid Grant	-	EDUCATION	PC	SALEM, MA, US	$10,000
Paid Grant	-	GENERAL SUPPORT	PC	BROOKLYN, NY, US	$4,000
Paid Grant	-	GENERAL SUPPORT	PC	MERIDEN, NH, US	$3,000
Paid Grant	-	GENERAL SUPPORT	PC	GILL, MA, US	$2,000
Paid Grant	-	GENERAL SUPPORT	PC	PEABODY, MA, US	$1,000

Filing and Contact Details

Filer

Filer Name: The Rose Foundation Inc
EIN: 22-2586241
Phone: 9789225000
Address: 8 WASHINGTON STREET, BEVERLY, MA 01915

Signing Officer

Name: Robert M Rose
Title: Treasurer
Signed: 2020-06-24
Discuss with paid preparer: Yes

Preparer

Firm: Farrar Gates & Green LLC
Address: 153 ANDOVER ST SUITE 108 A, DANVERS, MA 01923
Preparer: Anthony Gates CPA Pfs Cfp
Phone: 9786055030

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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BEVERLY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	01915
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	JOHN GLOVSKY ESQ
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9789225000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	MARTHA G ROSE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	ROBERT M ROSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	4000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	JEWISH EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	CHABAD HEBREW SCHOOL OF NORTH SHORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	THE JEWISH JOURNAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	FOUR WINDS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	KIMBALL UNION ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	CHABAD OF PEABODY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	5	BROOKLYN COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	67 PLEASANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	27 CONGRESS STREET SUITE 501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	54 FRENCH KING HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	64 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	682 LOWELL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	2900 BEDFORD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SWAMPSCOTT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	GILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	MERIDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	PEABODY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	01907
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	01970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	01354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	03770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	01960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	11210
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	31000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	31000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	34114
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	3114
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	1019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	14924
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	3114
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	11810
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	31000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	12829
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	15943
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	491
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	246
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	49
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	49
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	35
TaxesSchedule/TaxesDetail/Amt	0	1129
TaxesSchedule/TaxesDetail/Amt	1	1523
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1129
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1523
ReturnHeader/BuildTS	0	2021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROBERT M ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE ROSE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	ROSE
ReturnHeader/Filer/EIN	0	222586241
ReturnHeader/Filer/PhoneNum	0	9789225000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	8 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm	0	BEVERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	01915
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	263777593
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	FARRAR GATES & GREEN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	153 ANDOVER ST SUITE 108 A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	DANVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	01923
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9786055030
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ANTHONY GATES CPA PFS CFP
ReturnHeader/ReturnTs	0	2020-06-24T06:53:45-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-12-01
ReturnHeader/TaxPeriodEndDt	0	2019-11-30
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $601,468
Liabilities: $0
Net assets: $601,468
Revenue: -$44,213
Expenses: $36,047
Net income: -$80,260

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.42	$0.00	$5.42	$0.37	$0.41	$0.78
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.20	$0.00	$6.20	$0.07	$0.25	$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.36	$0.00	$6.36	$0.31	$0.32	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$6.34	$0.00	$6.34	$0.84	$0.51	$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.02	$0.00	$6.02	$0.31	$0.30	$0.00
2019Detailed filing. Detailed filing data is available for this year.	$6.01	$0.00	$6.01	$0.44	$0.36	$0.80
2015Summary only. Only limited summary data is available for this year.	$6.52	$0.00		$0.01	$0.37	$0.35
2014Summary only. Only limited summary data is available for this year.	$6.87	$0.00		$1.76	$0.60	$1.16
2013Summary only. Only limited summary data is available for this year.	$5.71	$0.00		$0.78	$0.46	$0.32
2012Summary only. Only limited summary data is available for this year.	$5.39	$0.00		$0.13	$0.33	$0.20
2011Summary only. Only limited summary data is available for this year.	$5.59	$0.00		$0.07	$0.32	$0.24