Rosebud Foundation FY2024 filing

Tax-deductible

Forsyth, MT501(c)(3)Foundations & GrantmakersEIN 81-0518967

Fundraising for non profit organizations

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $20K a year · 60% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
595 mo
of spending, in cash
Looks good: 594.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$32K
+54% vs prior year
Spent
$11K
To programs
76%
Net assets
$547K
By yearFY2021–FY2025
Revenue
$32K
FY2024▲ +54%
Revenue by fiscal year
FY2021$32K
FY2022$50K
FY2023$21K
FY2024$32K
FY2025$34K
Expenses
$11K
FY2024▼ -58%
Expenses by fiscal year
FY2021$10K
FY2022$12K
FY2023$26K
FY2024$11K
FY2025$9K
Net assets
$547K
FY2024▲ +6%
Net assets by fiscal year
FY2021$505K
FY2022$512K
FY2023$515K
FY2024$547K
FY2025$582K

From the FY2024 Form 990 (year ending June 2024) · see the original

You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $8K Management & general 24% · $3K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Rosebud Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Raises money to support other charitable groups.

Provided by the organization

This section is blank until Rosebud Foundation claims this page.

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1 program service account for $8K of program spending, described in the organization's own filed words · FY2023.
01

Fundraising for non profit organizations

$8Kprogram expense

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By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$32K
Ln 12
Investment incomeLn 3$16K
Gifts and grantsLn 1h$8K
Fees for servicesLn 2g$8K
Money outPt IX
$11K
Ln 25
Programscol B$8K
Managementcol C$3K
Owns and owesPt X
$547K
net assets · Ln 32
Cash and savingsLn 1–2$547K
Total assetsLn 16$547K
LiabilitiesLn 26$0
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8K
Fees for servicesLn 2g$8K
Investment incomeLn 3$16K
Gains on assetsLn 7$713
Total revenueLn 12$32K
Assets in detailPt X, end of year
SavingsLn 2$547K
Cash and savings togetherLn 1–2$547K
Total assetsLn 16$547K
LiabilitiesLn 26$0
Net assetsLn 32$547K
OperationsPt I, VI
EmployeesI 50
VolunteersI 615
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$515K$547K
Total assetsLn 16$515K$547K
LiabilitiesLn 26$0$0
Net assetsLn 32$515K$547K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$750$750
Investment management feesLn 11f$2K$2K
Other expenses (24a–d)Ln 24$863$788$75
All other expensesLn 24e$8K$8K
Total functional expensesLn 25$11K$8K$3K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $34K$9K$25K$582K 990 PDF
FY2024 Viewing $32K$11K$21K$547K 990 PDF
FY2023 $21K$26K−$5K$515K 990 PDF
FY2022 $50K$12K$38K$512K 990 PDF
FY2021 $32K$10K$22K$505K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $32,427 across 6 lines filed
VIII-1f All other contributions, gifts and grants$8,245
VIII-1h Total contributions, gifts and grants$8,245
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,053$8,053
VIII-3 Investment incomeRelated to mission $15,416$15,416
VIII-7 Net gain or loss on sales of assetsRelated to mission $713$713
VIII-12 Total revenueRelated to mission $24,182 · Unrelated business $0 · Excluded from tax $0$32,427
Part IX · Statement of functional expenses $11,047 across 4 lines filed
IX-11c Accounting feesManagement $750$750
IX-11f Investment management feesManagement $1,802$1,802
IX-24 Other expenses (24a–d)Programs $788 · Management $75$863
IX-24e All other expensesPrograms $7,632$7,632
IX-25 Total functional expensesPrograms $8,420 · Management $2,627 · Fundraising $0$11,047
Part X · Balance sheet $547,335 assets, 5 lines filed
X-2 Savings and temporary cash investmentsStart of year $515,066$547,335
X-16 Total assetsStart of year $515,066$547,335
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $515,066$547,335
X-33 Total liabilities and net assetsStart of year $515,066$547,335
Part XI · Reconciliation of net assets $547,335 net assets at year end
XI-1 Total revenue$32,427
XI-2 Total expenses$11,047
XI-3 Revenue less expenses$21,380
XI-4 Net assets at start of year$515,066
XI-5 Net unrealized gains (losses) on investments$10,889
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$547,335

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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