Arlene and Michael Rosen Foundation

Foundation · Grantmaker Santa Barbara, CA EIN: 47-3040686

The Arlene and Michael Rosen Foundation (AMRF) is a private grantmaking foundation based in Santa Barbara, California. Established in 2015 and granted tax-exempt status in April 2015, the foundation operates as a 501(c)(3) organization dedicated to philanthropic grantmaking. The foundation maintains offices in Santa Barbara, Chula Vista, and Mendocino County, California.

Key facts about Arlene and Michael Rosen Foundation

EIN
47-3040686
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,391,000
Grants made (2024)
48
Average grant
$28,979
Median grant
$10,000
Primary geography
California (39% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Arlene and Michael Rosen Foundation funds

By grant dollars, the top recipient states for Arlene and Michael Rosen Foundation's 48 itemized 2024 grants were California (39%), Oregon (33%) and Hawaii (25%). The most frequent recipient cities were San Diego, CA (13 grants), Portland, OR (6 grants), Ukiah, CA (3 grants) and South Lake Tahoe, CA (2 grants). 100% of grants with a stated purpose were for general or operating support.

How Arlene and Michael Rosen Foundation gives

  • 21% of 2024 grantees were also funded in 2023. Method
  • Giving fell 32% from 2021 to 2024. Method

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

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$1.4M

-41.4% YoY

Grant Count

48

-2.0% YoY

Avg Grant Size

$29K

-40.2% YoY

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

Mission & Focus Areas

The Arlene and Michael Rosen Foundation provides grants to local efforts supporting treatment, research, and wellness programs for vulnerable populations, with particular emphasis on:

  • Homelessness
  • Addiction
  • Mental health and mental illness

The foundation seeks to pioneer changes to current systems of care and risk reduction for people experiencing homelessness, addiction, and/or mental illness to improve overall individual and community wellness. A key organizational goal is to reduce and eliminate community reliance on institutionalized care, particularly emergency departments and incarceration.

The foundation is committed to a trust-based framework in promoting grassroots leaders' vision for their communities.

Grantmaking

The foundation supports smaller nonprofits and community-led initiatives. As part of its evolution, AMRF phased out legacy grants to large treatment centers and shifted focus toward supporting smaller organizations with direct service capacity.

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Geographic Focus

Where this funder awards grants

The foundation funds local solutions within California, with particular presence in Northern California and Southern California regions.

Grant Distribution by State

10states

Share of all 48 itemized 2024 grant dollars.

Cities

San DiegoUkiahPortlandSan FranciscoFort BraggPaiaGualalaHaileyLa JollaWernersvilleBerkeleyChula VistaHollywoodSanta BarbaraSouth Lake TahoeSpring ValleyAuburnEugeneLos AngelesNew York

Financial History

Multi-year comparison from IRS filings

2023 Financial Data:

  • Total Assets: $18.9 million
  • Revenue: $625,000
  • Expenses: $5.01 million
  • Total Liabilities: $1.21 million

2022 Financial Data:

  • Revenue: $681,252
  • Expenses: $3,445,763
  • Total Assets: $21,078,249
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

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

Giving Over Time

Total grant dollars and number of grants per year

$0$594K$1M$2M$2M10 grants202013 grants202118 grants202249 grants202348 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Aloha House: $350KAloha House$350KPeer Tribe Foundation: $310KPeer Tribe Foundation$310KMendocino Coast Hospitality Center: $106KMendocino Coast HospitalityCenter$106KAdulting Irl: $65KAdulting Irl$65KTahoe Youth & Family Center: $60KTahoe Youth & Family Center$60KOutside the Frame: $50KOutside the Frame$50KCaron Foundation: $20KCaron Foundation$20KIndigenous Wellness Alliance Inc: $20KIndigenous Wellness AllianceInc$20KTrue Colors United: $20KTrue Colors United$20KThe Center: $10KThe Center$10K

Grant Size Distribution

138 grants across all recorded years

93<$50K15$50–100K19$100–250K9$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Aloha House ($350,000), Peer Tribe Foundation ($310,000), Mendocino Coast Hospitality Center ($106,000).

RecipientPurposeAmount
ALOHA HOUSE Paia, HIGENERAL OPERATING SUPPORT$350,000
PEER TRIBE FOUNDATION Portland, ORGENERAL OPERATING SUPPORT$310,000
MENDOCINO COAST HOSPITALITY CENTER Fort Bragg, CAGENERAL OPERATING SUPPORT$106,000
ADULTING IRL Portland, ORGENERAL OPERATING SUPPORT$65,000
TAHOE YOUTH & FAMILY CENTER South Lake Tahoe, CAGENERAL OPERATING SUPPORT$60,000
OUTSIDE THE FRAME Portland, ORGENERAL OPERATING SUPPORT$50,000
CARON FOUNDATION Wernersville, PAGENERAL OPERATING SUPPORT$20,000
INDIGENOUS WELLNESS ALLIANCE INC Ukiah, CAGENERAL OPERATING SUPPORT$20,000
TRUE COLORS UNITED New York, NYGENERAL OPERATING SUPPORT$20,000
THE CENTER Hollywood, CAGENERAL OPERATING SUPPORT$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

Jason Satterfield — Executive Director (hired in 2018)

Tobi Rosen — Board President

Danielle Wildkress — Co-Executive Director

Laura Hamburg — Northern California Program Officer / Regional Director

Lucky Michael — Regional Director

Leslie Shapiro — Trustee

Sean Haleen — Trustee, Treasurer

Compensation Overview

From 2024 IRS filing

Danielle Crowell — Co-Executive Director: $332KDanielle CrowellCo-Executive Director$332KJason Satterfield — Co-Executive Director: $332KJason SatterfieldCo-Executive Director$332K

From 2024 IRS filing

NameTitleHoursCompensation
Jason SatterfieldCo-Executive Director40$332,000
Danielle CrowellCo-Executive Director40$332,125
Tobi TravisTrustee1—
Sean HaleenTrustee1—
Leslie ShapiroTrustee1—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Arlene and Michael Rosen Foundation fund?

The Arlene and Michael Rosen Foundation provides grants to local efforts supporting treatment, research, and wellness programs for vulnerable populations, with particular emphasis on: • Homelessness • Addiction • Mental health and mental illness The foundation seeks to pioneer changes to current systems of care and risk reduction for people experiencing homelessness, addiction, and/or mental illness to improve overall individual and community wellness. A key organizational goal is to reduce and…

How do I apply for a grant from Arlene and Michael Rosen Foundation?

The foundation supports smaller nonprofits and community-led initiatives. As part of its evolution, AMRF phased out legacy grants to large treatment centers and shifted focus toward supporting smaller organizations with direct service capacity. The foundation operates the Safe Haven Clinic Institute, an innovation designed to provide a low-threshold first step in the continuum of services and care for people caught in cycles of homelessness and/or addiction. Clinic services are integrated under…

Where does Arlene and Michael Rosen Foundation make grants?

The foundation funds local solutions within California, with particular presence in Northern California and Southern California regions.

What size grants does Arlene and Michael Rosen Foundation award?

In 2024, Arlene and Michael Rosen Foundation awarded 48 grants totaling $1.4M — an average of about $29K per grant, based on its IRS Form 990 filings.

What is Arlene and Michael Rosen Foundation's EIN?

Arlene and Michael Rosen Foundation's EIN (Employer Identification Number) is 47-3040686. IRS Form 990 filing data is available on this page for 2020–2024.

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

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