Public Charity

THE STEPHEN C ROSE LEGACY FOUNDATION

Based in OLNEY, MD, THE STEPHEN C ROSE LEGACY FOUNDATION operates as a Public Charity. The organization reported $5.6M in revenue, $4.5M in expenses, $13.9M in total assets for fiscal year 2024. Imperigo tracks 36 reported grant relationships connected to this organization totaling approximately $10.9M.

EIN: 474730275 OLNEY, MD Personal Social Services NTEE: P50 Latest filing: 2024
Total Revenue$5.6M
Total Expenses$4.5M
Total Assets$13.9M
Grant Records36
Funding Total$10.9M
Filing Years2020–2024

Mission

THE FOUNDATION IS A LEADING NATIONAL ORGANIZATION FOCUSED ON SUPPORTING THE MENTAL HEALTH AND EMOTIONAL WELL-BEING OF YOUNG PEOPLE. THE STEVE FUND'S MISSION IS TO PROMOTE THE MENTAL HEALTH AND EMOTIONAL WELLBEING OF UNDERSERVED YOUNG PEOPLE AS THEY TRANSITION FROM ADOLESCENCE INTO HIGHER EDUCATION, THROUGHOUT THEIR HIGHER EDUCATION EXPERIENCE, AND AS THEY TRANSITION INTO THE WORKFORCE SO THEY CAN ATTAIN PERSONAL, ACADEMIC, AND CAREER SUCCESS AND ACHIEVE THEIR FULL POTENTIAL. THE STEVE FUND WORKS WITH COLLEGES AND UNIVERSITIES, NONPROFITS, RESEARCHERS, MENTAL HEALTH EXPERTS, FAMILIES, AND YOUNG PEOPLE TO PROMOTE PROGRAMS AND STRATEGIES THAT BUILD UNDERSTANDING AND ASSISTANCE FOR THE MENTAL AND EMOTIONAL HEALTH OF THE NATION'S UNDERSERVED YOUNG PEOPLE.

Where $100 goes at The Stephen C Rose Legacy Foundation

How The Stephen C Rose Legacy Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$81 Programs the work itself
$15 Management running the organization
$4 Fundraising raising the next dollar

Inside the $81 for programs

$38
Transforming environments:the steve fund transforms educational, organizational, and workplace environments so that they enhance the mental health and emotional wellbeing of all young people.Through this work, over 500k+…
47% of program spending
$16
Providing resources and skillbuilding directly to young people and their families:the steve fund provides resources and skill building directly to underserved young people and their families to improve…
19% of program spending
$14
Shaping the field:we shape the field to drive improvements and broad delivery of high-quality supports for the mental health and emotional wellbeing of young people, especially underserved young…
17% of program spending

Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

DIRECTOR Alexandra Williams
DIRECTOR Byron Clift Breland
EXECUTIVE DIRECTOR THRU 8/9/24 David Mcghee
DIRECTOR Dr Carlota Ocampo
SECRETARY Dr Christopher Rose
DIRECTOR Dr David Henderson

Officer compensation and complete director data available with membership.

Top Grant Purposes

Human & Social Services
$5,050,000 3 grants
General Support
$4,402,143 25 grants
Education
$721,250 3 grants
Youth Development
$5,000 1 grant
Unspecified
$700,000 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $5.6M $4.5M $13.9M
2023 $8.3M $5.0M $13.8M
2022 $10.3M $5.3M $11.7M
2021 $4.2M $2.9M $6.2M
2020 $1.4M $1.6M $2.2M

Between 2020 and 2024, reported annual revenue grew from $1.4M to $5.6M (+290%), with total assets most recently reported at $13.9M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for THE STEPHEN C ROSE LEGACY FOUNDATION

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