Herbert Rose Trust Consolidation
EIN 366010130 Private FoundationTotal Given 2016–2024
$3.8M
14 grants · $425K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$254K
typical big bets · $21K–$504K
grant size
100%
deep partner · 3/3 multi-year
repeat
$14.3M
Assets (2024)
3
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $508K | $10.6M | $530K | 2 |
| 2018 | $504K | $10.3M | $893K | 2 |
| 2020 | $512K | $12.7M | $269K | 2 |
| 2021 | $530K | $14.0M | $877K | 2 |
| 2022 | $625K | $11.7M | $253K | 2 |
| 2023 | $577K | $13.1M | $799K | 2 |
| 2024 | $572K | $14.3M | $715K | 2 |
Grant Size Distribution
Based on 14 grants on record
Minimum
$20K
25th Pctl
$21K
Median
$254K
Average
$273K
75th Pctl
$504K
Maximum
$604K
Geographic Distribution
Officers & Directors
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America N a
3 yrs
Trustee
BA
Bank of America N a
3 yrs
Trustee
BA
Bank of America N a
3 yrs
Trustee
Grants Awarded (14 total)
| Purpose | ||||
|---|---|---|---|---|
| Children's Home & Aid Society | Chicago, IL | $603,757 | UUNRESTRICTED GENERAL | 2022 |
| Children's Home & Aid Society Illinois | Chicago, IL | $552,334 | UNRESTRICTED GENERAL | 2023 |
| Children's Home & Aid Society Illinois | Chicago, IL | $546,775 | UNRESTRICTED GENERAL | 2024 |
| Children's Home & Aid Society | Chicago, IL | $508,771 | UUNRESTRICTED GENERAL | 2021 |
| Children's Home & Aid Society | Chicago, IL | $491,367 | UUNRESTRICTED GENERAL | 2020 |
| Children's Home & Aid Society | Chicago, IL | $487,905 | UUNRESTRICTED GENERAL | 2016 |
| Children's Home & Aid Society | Chicago, IL | $483,139 | UUNRESTRICTED GENERAL | 2018 |
| Chicago Foundlings Home | Chicago, IL | $25,000 | UNRESTRICTED GENERAL | 2023 |
| Chicago Foundlings Home | Chicago, IL | $25,000 | UNRESTRICTED GENERAL | 2024 |
| Chicago Foundlings Home | Chicago, IL | $21,000 | UUNRESTRICTED GENERAL | 2018 |
| Chicago Foundlings Home | Chicago, IL | $21,000 | UUNRESTRICTED GENERAL | 2020 |
| Chicago Foundlings Home | Chicago, IL | $21,000 | UUNRESTRICTED GENERAL | 2021 |
| Chicago Foundlings Home | Chicago, IL | $21,000 | UUNRESTRICTED GENERAL | 2022 |
| Chicago Foundlings Home | Chicago, IL | $20,000 | UUNRESTRICTED GENERAL | 2016 |
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