Agt Sue Perel Rosefsky Fdn
Agt Sue Perel Rosefsky Fdn is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 19 grants totaling $51K. Net investment income was $92K.
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.
About Agt Sue Perel Rosefsky Fdn
Based on IRS filings
Agt Sue Perel Rosefsky Fdn is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 19 grants totaling $51K. Net investment income was $92K.
Ready to take the next step with Agt Sue Perel Rosefsky Fdn?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
33 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Charlottesville Albemarle Community Fdn ($17,000), Friends of Fondation De France Inc ($10,698), The Gateway School ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MAYO CLINIC ROCHESTER, MN | CANCER RESEARCH SUPPORT | $1,000 |
| THE GATEWAY SCHOOL WYNNEWOOD, PA | CAPITAL IMPROVEMENTS | $5,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM NEW YORK, NY | UNRESTRICTED GENERAL | $500 |
| TAFT SCHOOL WATERTOWN, CT | UNRESTRICTED GENERAL | $300 |
| FRIENDS OF FONDATION DE FRANCE INC NEW YORK CITY, NY | FBO FONDATION JEANNINE | $10,698 |
| CROHNS & COLITIS FOUNDATION NEW YORK, NY | UNRESTRICTED GENERAL | $3,000 |
| PRINCETON UNIVERSITY PRINCETON, NJ | ANNUAL GIVING FOR CLASS OF | $1,000 |
| CHOP CLINICAL ASSOCIATES INC PHILADELPHIA, PA | FOR GI HEPATOLOGY & | $1,500 |
| PRINCETON PROSPECT FOUNDATION PRINCETON, NJ | SUPPORT FOR TOWER FUND | $1,000 |
| SWARTHMORE COLLEGE SWARTHMORE, PA | FOR WOMEN'S ULTIMATE | $864 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT L GORMAN ESQ | SECRETARY | 2 | — |
| DOUGLAS P ROSEFSKY | VP/TREASURER | 2 | — |
| KATHERINE R LEIBOWITZ | PRESIDENT | 2 | — |
| MATTHEW P ROSEFSKY | DIRECTOR | 1 | — |
Frequently Asked Questions
How large is Agt Sue Perel Rosefsky Fdn?
As of 2024, Agt Sue Perel Rosefsky Fdn holds $1.9M in total assets with $1.1M in annual revenue. It awarded 19 grants totaling $51K in 2024.
Where does Agt Sue Perel Rosefsky Fdn operate?
Agt Sue Perel Rosefsky Fdn has awarded grants in California, Connecticut, District of Columbia, Minnesota, North Carolina, New Jersey, New York, Oklahoma, Pennsylvania, Virginia.
What size grants does Agt Sue Perel Rosefsky Fdn award?
In 2024, Agt Sue Perel Rosefsky Fdn awarded 19 grants totaling $51K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Agt Sue Perel Rosefsky Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Agt Sue Perel Rosefsky Fdn reported a distributable amount of $88K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Agt Sue Perel Rosefsky Fdn's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Bristol-myers Squibb Foundation Inc
PRINCETON, NJ
Assets
$83.3M
Grants
144
Total Given
$67.7M
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Jpmorgan Chase Foundation
NEW YORK, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Silicon Valley Community Foundation
MOUNTAIN VIEW, CA
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
The Goldman Sachs Charitable Gift Fund
NEW YORK, NY
Assets
$518.0M
Grants
2,485
Total Given
$212.1M
The Ayco Charitable Foundation
COHOES, NY
Assets
$1.2B
Grants
4,719
Total Given
$287.7M
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Agt Sue Perel Rosefsky Fdn on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities