Bertha & Jacob Rosenberg Foundation
Bertha & Jacob Rosenberg Foundation is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $872K in total assets. In 2024, it awarded 8 grants totaling $51K. Net investment income was $64K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$872K
+1.6% YoY
Annual Giving
$51K
+0.0% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$6K
+0.0% YoY
Under IRS private-foundation payout rules, Bertha & Jacob Rosenberg Foundation reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.
About Bertha & Jacob Rosenberg Foundation
Based on IRS filings
Bertha & Jacob Rosenberg Foundation is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $872K in total assets. In 2024, it awarded 8 grants totaling $51K. Net investment income was $64K.
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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 | $872,154 | $858,338 | $921,114 |
| Revenue | $82,388 | $10,443 | $-43,163 |
| Expenses | $68,572 | $73,219 | $71,626 |
| Qualifying Distributions | $50,500 | $50,500 | $50,500 |
| Net Investment Income | $64,316 | — | — |
| Distributable Amount | $50,276 | $49,272 | $50,873 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Judes Children's Research Hospital ($15,000), Lighthouse Guild ($15,000), Wounded Warrior Foundation ($8,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ONE CATALYST FOUNDATION MANALAPAN, NJ | FOR GENERAL CHARITABLE PURPOSES | $2,500 |
| WOUNDED WARRIOR FOUNDATION NEW YORK, NY | FOR GENERAL CHARITABLE PURPOSES | $8,000 |
| JEWISH FUND FOR THE RIGHTEOUS NEW YORK, NY | FOR GENERAL CHARITABLE PURPOSES | $2,000 |
| IBLA Foundation NEW YORK, NY | FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| ROCCO L DIANTONIO MEMORIAL FOUNDATION INC BAYVILLE, NJ | FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL NEW YORK, NY | FOR GENERAL CHARITABLE PURPOSES | $15,000 |
| LIGHTHOUSE GUILD NEW YORK, NY | FOR GENERAL CHARITABLE PURPOSES | $15,000 |
| JEWISH BRAILLE INSTITUTE BROOKLYN, NY | FOR GENERAL CHARITABLE PURPOSES | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN CHARET | PRESIDENT | — | — |
| Arthur H Brown Jr | VICE PRESIDENT/TREASURER | — | — |
| TRACY A DUNNE | Vice President/Secretary | — | — |
Frequently Asked Questions
How large is Bertha & Jacob Rosenberg Foundation?
As of 2024, Bertha & Jacob Rosenberg Foundation holds $872K in total assets with $82K in annual revenue. It awarded 8 grants totaling $51K in 2024.
Where does Bertha & Jacob Rosenberg Foundation operate?
Bertha & Jacob Rosenberg Foundation has awarded grants in California, New Jersey, New York.
What size grants does Bertha & Jacob Rosenberg Foundation award?
In 2024, Bertha & Jacob Rosenberg Foundation awarded 8 grants totaling $51K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Bertha & Jacob Rosenberg Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertha & Jacob Rosenberg Foundation reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bertha & Jacob Rosenberg Foundation's EIN?
Bertha & Jacob Rosenberg Foundation's EIN (Employer Identification Number) is 47-2492753. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bertha & Jacob Rosenberg Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.