AGT Sue Perel Rosefsky Fdn

Private foundation · Grantmaker Dallas, TX EIN: 23-2675269

AGT Sue Perel Rosefsky Fdn is a private foundation based in Dallas, Texas. In its 2024 filing, the foundation reported giving $51,000 through 19 grants to qualifying public charities.

Key facts about AGT Sue Perel Rosefsky Fdn

In short: AGT Sue Perel Rosefsky Fdn gave $51K across 19 grants in 2024 (avg $3K), top state Virginia. Source: 2024 IRS Form 990-PF.

EIN
23-2675269
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$51,000
Grants made (2024)
19
Average grant
$2,684
Median grant
$1,000
Total assets
$1,863,658
Primary geography
Virginia (33% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

+130.0% YoY

Annual Giving

$51K

+2.7% YoY

Grant Count

19

+90.0% YoY

Avg Grant Size

$3K

-46.0% YoY

Under IRS private-foundation payout rules, AGT Sue Perel Rosefsky Fdn reported a distributable amount of $88K for 2024 — the minimum it must pay out in qualifying distributions.

How AGT Sue Perel Rosefsky Fdn gives

  • 39% of 2024 grantees were also funded in 2023. Method
  • Giving fell 49% from 2021 to 2024. Method
  • In 2024 it paid out 59% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation does not state a mission in the provided information. Its 2024 grants show support for organizations with varied missions. For example, The Gateway School says it teaches young children ages 3 to 6; the Crohn’s & Colitis Foundation says it works to find cures for Crohn’s disease and ulcerative colitis and improve quality of life for people affected by them; and Nova Ukraine says it supports Ukraine and its people, including vulnerable populations, through essential aid.

Other 2024 recipients describe missions related to health and well-being (Mayo Clinic), historic preservation of Princeton eating clubs and education of their student members (Princeton Prospect Foundation), lifesaving efforts in Israel (American Friends of Magen David Adom), and nature conservation (World Wildlife Fund).

Grantmaking

In 2024, the foundation gave $51,000 through 19 grants. Grant amounts ranged from $136 to $17,000, with a median of $1,000.

Among the largest listed 2024 grants were $17,000 to Charlottesville Albemarle Community Foundation for the Eco Living Fund; $10,698 to Friends of Fondation de France Inc. for Fondation Jeannine; $5,000 to The Gateway School for capital improvements; and $3,000 each to the Crohn’s & Colitis Foundation for unrestricted general support and the University of Pennsylvania for Wharton School annual giving. Other listed grants included $1,502 to Nova Ukraine for unrestricted general support; $1,500 each to CHOP Clinical Associates for GI hepatology and to Children’s Hospital of Philadelphia for its emergency department; and $1,000 each to Mayo Clinic for cancer research support, Princeton University for annual giving, Princeton Prospect Foundation for the Tower Fund, and Swarthmore College for the Swarthmore Fund.

How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

The 2024 grant dollars were distributed primarily to recipients in Virginia (33%), New York (28%), and Pennsylvania (25%), with smaller shares going to New Jersey (4%) and California (3%). Listed recipients also include organizations in Minnesota and Washington, DC.

Grant Distribution by State

10states

Share of 2024 grant dollars across all 19 itemized grants.

Cities

PhiladelphiaPrincetonCharlottesvilleDevonNew YorkNew York CitySan JoseSwarthmoreWatertownBala CynwydDurhamRochesterTulsaWashingtonWynnewood

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2020 2 grants2021 1 grant2022 10 grants2023 19 grants2024

From 2020 to 2024, annual grant giving ranged from $5K (2022) to $100K (2021). In 2024 it made 19 grants totaling $51K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Charlottesville Albemarle Community Fdn: $17KCharlottesville AlbemarleCommunity Fdn$17KFriends of Fondation De France Inc: $11KFriends of Fondation De FranceInc$11KThe Gateway School: $5KThe Gateway School$5KCrohns & Colitis Foundation: $3KCrohns & Colitis Foundation$3KUniversity of Pennsylvania: $3KUniversity of Pennsylvania$3KSwarthmore College: $2K across 2 grantsSwarthmore College$2K · 2 grantsNova Ukraine: $2KNova Ukraine$2KChop Clinical Associates Inc: $2KChop Clinical Associates Inc$2KChildren's Hospital of Philadelphia (Chop): $2KChildren's Hospital ofPhiladelphia (Chop)$2KMayo Clinic: $1KMayo Clinic$1K

The largest 2024 recipient was Charlottesville Albemarle Community Fdn ($17K). Together the top 10 received $46K.

Grant Size Distribution

33 grants across all recorded years

31<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 31 grants of 33 (94%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Charlottesville Albemarle Community Fdn Charlottesville, VAFor Eco Living Fund$17,000
Friends of Fondation De France Inc New York City, NYFBO Fondation Jeannine$10,698
The Gateway School Wynnewood, PACapital Improvements$5,000
Crohns & Colitis Foundation New York, NYUnrestricted General$3,000
University of Pennsylvania Philadelphia, PAFor Wharton School Annual$3,000
Nova Ukraine San Jose, CAUnrestricted General$1,502
Chop Clinical Associates Inc Philadelphia, PAFor Gi Hepatology &$1,500
Children's Hospital of Philadelphia (Chop) Philadelphia, PAEmergency Department$1,500
Mayo Clinic Rochester, MNCancer Research Support$1,000
Princeton University Princeton, NJAnnual Giving for Class of$1,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $1,863,658 $1,120,215 $62,224 $51,000
2023 $810,308 $210,050 $55,477 $49,667
2022 $655,504 $40,946 $13,060 $5,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,863,658$810,308$655,504
Revenue$1,120,215$210,050$40,946
Expenses$62,224$55,477$13,060
Qualifying Distributions$51,745$50,192$5,535
Net Investment Income$91,972$204,765$35,547
Distributable Amount$87,930$49,937$51,145

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Katherine R. Leibowitz as president, Douglas P. Rosefsky as vice president and treasurer, Robert L. Gorman, Esq. as secretary, and Matthew P. Rosefsky as director.

AGT Sue Perel Rosefsky Fdn is led by Katherine R. Leibowitz, President on every filing since 2023; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Katherine R. Leibowitz

    President

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Matthew P. Rosefsky

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Robert L. Gorman Esq.

    Secretary

    Secretary & Director → Secretary, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Douglas P. Rosefsky

    Vice President & Treasurer

    On filings since 2023

    2 hrs/week

    No compensation reported

Former officers (1)
  • Former: Sue Perel Rosefsky (2020–2022) — President, Treasurer & Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275

Frequently asked questions about AGT Sue Perel Rosefsky Fdn

How much does AGT Sue Perel Rosefsky Fdn give each year?

AGT Sue Perel Rosefsky Fdn gave $51K across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $50K across 10 grants.

What is AGT Sue Perel Rosefsky Fdn's typical grant size?

AGT Sue Perel Rosefsky Fdn's median grant in 2024 was $1,000, and its average grant was $2,684, across 19 grants on its 2024 IRS Form 990-PF.

Where does AGT Sue Perel Rosefsky Fdn give grants?

AGT Sue Perel Rosefsky Fdn's top state is Virginia, with 33% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were New York (28%) and Pennsylvania (25%). The most frequent recipient cities were Philadelphia, PA (4 grants), New York, NY (2 grants), Princeton, NJ (2 grants) and Swarthmore, PA (2 grants).

Does AGT Sue Perel Rosefsky Fdn give general operating support?

Yes: 37% of AGT Sue Perel Rosefsky Fdn's 2024 grants with a stated purpose (7 of 19) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are AGT Sue Perel Rosefsky Fdn's largest grantees?

AGT Sue Perel Rosefsky Fdn's largest 2024 grantees include Charlottesville Albemarle Community Fdn ($17,000), Friends of Fondation De France Inc ($10,698) and The Gateway School ($5,000), according to its 2024 IRS Form 990-PF. Together they received 64% of its itemized 2024 grant dollars.

How large is AGT Sue Perel Rosefsky Fdn?

AGT Sue Perel Rosefsky Fdn reported $1.9M in total assets on its 2024 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $88K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does AGT Sue Perel Rosefsky Fdn fund?

The foundation does not state a mission in the provided information. Its 2024 grants show support for organizations with varied missions. See mission & focus areas ↑

How do I apply for a grant from AGT Sue Perel Rosefsky Fdn?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is AGT Sue Perel Rosefsky Fdn's EIN?

AGT Sue Perel Rosefsky Fdn's EIN (Employer Identification Number) is 23-2675269. IRS Form 990 filing data is available on this page for 2020–2024.

Does AGT Sue Perel Rosefsky Fdn accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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