LEE AND STUART ROLFE FAMILY FOUNDATION
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DURING THE YEAR, GIVEN THE COMPOSITION OF THE FOUNDATION'S ASSETS, THE FOUNDATION'S DIRECTORS DETERMINED THAT IT WAS APPROPRIATE TO SIMPLIFY AND REDUCE THE COST OF THE ADMINISTRATION OF THE FOUNDATION'S ACTIVITIES IN SATISFYING THE FOUNDATION'S MISSION. ACCORDINGLY, IT WAS AGREED THAT THIS COULD BE BEST ACCOMPLISHED BY TRANSFERRING THE SIGNIFICANT MAJORITY OF THE ASSETS TO THE GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT, INC. ("GS DAF".) THE FOUNDATION'S MANAGERS, CONSIDERED DISQUALIFIED PERSONS, HAVE ADVISORY PRIVILEGES WITH RESPECT TO THE GS DAF. ATTACHED IS THE CONSENT OF DIRECTORS IN LIEU OF ANNUAL MEETING AUTHORIZING THE ASSET TRANSFER. AT DECEMBER 31, 2024, THE ONLY ASSET REMAINING WAS A DIVIDEND RECEIVABLE THAT WAS COLLECTED AND TRANSFERRED TO THE GS DAF ON JANUARY 9, 2025. THE FOUNDATION WILL NOT BE TERMINATING DUE TO THE NEED TO BE AVAILABLE TO RECIEVE VARIOUS BEQUESTS EXPECTED IN THE FUTURE.
Focus Areas
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | N/A | $743K | $40K | N/A |
| 2019 | N/A | $862K | $39K | N/A |
| 2020 | N/A | $638K | $16K | N/A |
| 2022 | $135K | $946K | $552K | 4 |
| 2023 | $53K | $1.2M | $30K | 2 |
| 2024 | $1.4M | $21K | $65K | 4 |
Grant Size Distribution
Based on 10 grants on record
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| THEILINE WRIGHT ROLFE | SECRETARY/TREASURER | — |
| STUART T ROLFE | PRESIDENT | — |
Grants Awarded (10 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC | ALBANY, NY | $740,042 | TO CONTINUE MISSION OF LEE AND STUART ROLFE FAMILY FOUNDATION | 2024 |
| GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC | ALBANY, NY | $594,548 | TO CONTINUE MISSION OF LEE AND STUART ROLFE FAMILY FOUNDATION | 2024 |
| JESUITS WEST | LOS GATOS, CA | $100,000 | SECURING THE FUTURE INITIATIVE | 2022 |
| JESUITS WEST | LOS GATOS, CA | $50,075 | SECURING THE FUTURE INITIATIVE | 2023 |
| GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC | ALBANY, NY | $37,141 | TO CONTINUE MISSION OF LEE AND STUART ROLFE FAMILY FOUNDATION | 2024 |
| SEATTLE REPERTORY THEATRE | SEATTLE, WA | $15,000 | GENERAL SUPPORT | 2022 |
| RAINIER SCHOLARS | SEATTLE, WA | $10,000 | EDUCATIONAL OPPORTUNITIES FOR STUDENTS OF COLOR | 2022 |
| SEATTLE UNIVERSITY | SEATTLE, WA | $10,000 | WOMEN'S ROWING PROGRAM SUPPORT | 2022 |
| CLASSICAL KING FM 981 | SEATTLE, WA | $2,500 | GENERAL SUPPORT | 2023 |
| GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC | ALBANY, NY | $114 | TO CONTINUE MISSION OF LEE AND STUART ROLFE FAMILY FOUNDATION | 2024 |