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· Private foundation

Stuart Rose Family Foundation Stuart Rose

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.9M
Granted FY2024still arriving
11
Grants FY2024still arriving
3
States reached
$1.4M
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$5.0MArts & Culture$3.2MPhilanthropy$2.8MPublic Benefit$1.6MHuman Services$772kReligion$259kHealth$245kFood & Nutrition$25kOther$0
02FY2024 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k3 grants · $2k
  • $10k–50k3 grants · $77k
  • $50k–250k4 grants · $400k
  • $250k+1 grant · $1.4M
$40,000
Median grant
3
States reached
$1.4M
Total assets

Anchored by a single position: about 98% of reported assets are held in Rex American.

Largest grants
RecipientAmount
EMORY UNIVERSITY$1,375,000
CITY OF HUBER HEIGHTS$200,000
MIAMI VALLEY SCHOOL$100,000
THE SEEDLING FOUNDATION$50,000
THE OHIO STATE UNIVERSITY FOUNDATION$50,000
UNITED REHABILATION SERVICES$40,000
MIAMI VALLEY PUBLIC MEDIA$25,000
HABITAT FOR HUMANITY$12,000
STATE DEMOCRACY FUND$1,000
SPRINGBORO COMMUNITY ASSISTANCE CENTER$1,000
THE HUNDRED CLUB OF DAYTON$400
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–23, $760k) land where the poverty rate runs at 14%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%DAYBREAK: $350k → 14%DAYBREAK: $275k → 14%DAYBREAK: $108k → 14%DAYBREAK: $27k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WA
IL
IN
OH
CA
KY
VA
SC
DC
LA
AL
GA
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 12% of Stuart Rose Family Foundation Stuart Rose’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 60% of the giving stays in OH; by stated purpose, 55%.

Stuart Rose Family Foundation Stuart Roselessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

98%of every dollar goes to organizations it has funded before.
$11M · 25 repeat orgs$279k to everyone else

25 repeat relationships: 9 still active in FY2024, 16 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

25
21

Total granted

$11M
$277k

Median revenue growth · since first grant

+20%
+23%

Still filing today

56%
33%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationHealthArts & CultureHuman ServicesMembership BenefitAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • EU
    Emory University
    3× · 2022–2024 · $1.4M · revenue +15%
  • UO
    University of Dayton
    5× · 2017–2021 · $564k · revenue +38%
  • ER
    EDUCATIONAL RESOURCES INCORPORATED DBA THE MIAMI VALLEY SCHOOL
    2× · 2020–2024 · $425k · revenue +80%

Funded once

  • RB
    RARE BOOK SCHOOL
    one grant, 2021 · $50k
  • University of South Carolina Educational Foundation
    one grant, 2020 · $50k · revenue +21%
  • MA
    MUSIC AND EVENT MANAGEMENT INCgraduated
    one grant, 2023 · $35k · revenue +27%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Delaware Valley University

See schedule o.we are inspired by the ideals of our founder who, in 1896, emphasized respect for all people and ideas, who honored knowledge with practice, progress and the common good. our historical commitment to experiential learning…

—
2
Dayton Area Chamber of Commerce

The chamber is a member association designed to be the leading advocate for the business community of the greater dayton region. its mission is to work shoulder to shoulder with businesses to help them succeed.

—
3
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
4
Thomas University

Thomas university is an independent, not for profit, institution of higher education with undergraduate and graduate programs that prepare students for successful careers and responsible citizenship in a rapidly changing and complex world.

Education
5
Dallas International University

As a christian university, we provide education and research opportunities preparing global leaders to partner with local communities.

Education
6
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
7
Dunwoody College of Technology

Dunwoody college changes lives by building opportunities for graduates to have successful careers, to develop into leaders and entrepreneurs, and to engage in "the better performance of life's duties." quote is from the last will and…

Education
8
Miami University Foundation

Support of miami university

Education
9
Vanderbilt University

See Disclosure Above.

Education
10
University Family Physicians Inc

Engage actively and continuously in medical research, education and training in the practice of medicine in conjunction with the department of family medicine of the indiana university school of medicine and indiana university…

—
11
Daemen University

Private, independent university providing higher education to students. The mission of Daemen University is to prepare creative, ethically-minded leaders for a diverse and interconnected world by integrating the intellectual strengths…

Education
12
Madonna University

The mission of madonna university, a catholic and franciscan institution of higher learning, is to instill in its students christain humanistic values, intellectual inquiry, a respect for university and a committment to serving others…

Education
How this is measured
The grantee most central to the portfolio’s shape is Jewish Federation of Greater Dayton Inc; the most unlike its peers is Knights of Columbus 3864 Marian. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

24 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 24 of the 49 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
22/24
Grantees still filing
18/24
Grew since first funded

Where the money sits, by cause and then by grantee

FOLGER SHAKESPEARE LIBRARY: $2,512,000 · OtherFOLGER SHAKESPEARE LIBRARYCITY OF HUBER HEIGHTS: $1,601,000 · OtherCITY OF HUBER HEIGHTSEMORY UNIVERSITY: $1,035,000 · OtherEMORY UNIVERSITYMIAMI VALLEY SCHOOLS: $481,000 · OtherMIAMI VALLEY SCHOOLSEDUCATIONAL RESOURCES INCORPORATED DBA THE MIAMI VALLEY SCHOOL: $425,000 · OtherEDUCATIONAL RESOURCES INCORPORATED DBA THE MIAMI VALL…+26 more: $548,167 · Other+26 moreEmory University: $1,395,000 · EducationEmory UniversityUniversity of Dayton: $564,432 · EducationUniversity of DaytonTHE SEEDLING FOUNDATION OF DAYTON OHIO: $507,000 · EducationTHE SEEDLING FOUNDATION O…THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND: $346,000 · EducationTHE ADMINISTRATORS OF THE…CINCINNATI COUNTRY DAY SCHOOL: $115,000 · EducationOHIO STATE UNIVERSITY FOUNDATION: $110,000 · Education+2 more: $60,000 · EducationJEWISH FEDERATION OF GREATER DAYTON INC: $2,774,625 · PhilanthropyJEWISH FEDERATION OF G…+1 more: $1,000 · PhilanthropyDAYBREAK INC: $759,500 · Human ServicesTHE DAYTON ART INSTITUTE: $503,750 · Arts & CultureMIAMI VALLEY PUBLIC MEDIA INC: $75,000 · Arts & CultureMUSIC AND EVENT MANAGEMENT INC: $35,000 · Arts & CultureDAYTON CHILDREN'S HOSPITAL: $80,000 · HealthRUBI GIRLS INC: $10,000 · Health+1 more: $1,000 · HealthHUMANE SOCIETY OF GREATER DAYTON: $10,000 · Animals
Other$6,602,167Education$3,097,432Philanthropy$2,775,625Human Services$759,500Arts & Culture$613,750Health$91,000Animals$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetJEWISH FEDERATION OF GREATER DAYTON INC: $2,774,625 over 2y, 30% of budgetEmory University: $1,395,000 over 3y, 0.0% of budgetDAYBREAK INC: $759,500 over 4y, 3.3% of budgetUniversity of Dayton: $564,432 over 5y, 0.1% of budgetTHE SEEDLING FOUNDATION OF DAYTON OHIO: $507,000 over 6y, 39% of budgetTHE DAYTON ART INSTITUTE: $503,750 over 3y, 5.2% of budgetEDUCATIONAL RESOURCES INCORPORATED DBA THE MIAMI VALLEY SCHOOL: $425,000 over 2y, 3.6% of budgetTHE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND: $346,000 over 3y, 0.0% of budgetCINCINNATI COUNTRY DAY SCHOOL: $115,000 over 3y, 0.2% of budgetOHIO STATE UNIVERSITY FOUNDATION: $110,000 over 3y, 0.0% of budgetDAYTON CHILDREN'S HOSPITAL: $80,000 over 4y, 0.0% of budgetMIAMI VALLEY PUBLIC MEDIA INC: $75,000 over 2y, 1.8% of budgetUNITED REHABILITATION SERVICES OF GREATER DAYTON: $67,667 over 3y, 0.6% of budgetUniversity of South Carolina Educational Foundation: $50,000 over 1y, 0.1% of budgetMUSIC AND EVENT MANAGEMENT INC: $35,000 over 1y, 0.1% of budgetSPRING HILL COLLEGE: $10,000 over 1y, 0.0% of budgetCATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY: $10,000 over 1y, 0.1% of budgetHUMANE SOCIETY OF GREATER DAYTON: $10,000 over 1y, 0.3% of budgetRUBI GIRLS INC: $10,000 over 1y, 6.5% of budgetMIAMI VALLEY FAIR HOUSING CENTER INC: $2,000 over 2y, 0.1% of budgetHARKHAM-GAON ACADEMY: $1,800 over 1y, 0.1% of budgetTHE HUNDRED CLUB OF DAYTON: $1,000 over 2y, 0.5% of budgetTHE GALA OF HOPE FOUNDATION INC: $1,000 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds JEWISH FEDERATION OF GREATER DAYTON INC ↗
  • Who funds Emory University ↗
  • Who funds DAYBREAK INC ↗
  • Who funds University of Dayton ↗
  • Who funds THE SEEDLING FOUNDATION OF DAYTON OHIO ↗
  • Who funds THE DAYTON ART INSTITUTE ↗
  • Who funds EDUCATIONAL RESOURCES INCORPORATED DBA THE MIAMI VALLEY SCHOOL ↗
  • Who funds THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND ↗
  • Who funds CINCINNATI COUNTRY DAY SCHOOL ↗
  • Who funds OHIO STATE UNIVERSITY FOUNDATION ↗
  • Who funds DAYTON CHILDREN'S HOSPITAL ↗
  • Who funds MIAMI VALLEY PUBLIC MEDIA INC ↗
  • Who funds UNITED REHABILITATION SERVICES OF GREATER DAYTON ↗
  • Who funds University of South Carolina Educational Foundation ↗
  • Who funds MUSIC AND EVENT MANAGEMENT INC ↗
  • Who funds SPRING HILL COLLEGE ↗
  • Who funds CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY ↗
  • Who funds HUMANE SOCIETY OF GREATER DAYTON ↗
  • Who funds RUBI GIRLS INC ↗
  • Who funds KNIGHTS OF COLUMBUS 3864 MARIAN ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Dayton FoundationOH33.4× affinity14 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Dayton Foundation · Dayton Foundation Depository · Dayton Foundation Plus Inc · Levin Family Foundation · Synchrony Foundation · Jewish Federation of Greater Dayton Inc · The Berry Family Foundation · Mathile Family Foundation · Virginia W Kettering Foundation Xxxxx3003 · Miami Valley Hospital · Ge Aerospace Foundation · The Greater Cincinnati Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Stuart Rose Family Foundation Stuart Rose funds: left to right is the share of its income from government, bottom to top the share from Stuart Rose Family Foundation Stuart Rose. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%10%23%40%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    7report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Stuart Rose Family Foundation Stuart Rose?

    Find your warmest path to Stuart Rose Family Foundation Stuart Rose through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 49 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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