Bertha & Jacob Rosenberg Foundation
Bertha & Jacob Rosenberg Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $909K in total assets. In 2025, it awarded 8 grants totaling $51K. Net investment income was $88K.
Bertha & Jacob Rosenberg Foundation at a glance
In short: Bertha & Jacob Rosenberg Foundation gave $51K across 8 grants in 2025 (avg $6K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $50,600
- +0.2% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $6,325
- +0.2% vs 2024
- Median grant
- $3,750
- Total assets
- $909,089
- +4.2% vs 2024
- Primary geography
- New York (88% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bertha & Jacob Rosenberg Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was St Judes Children's Research Hospital ($15K). Together the top 8 received $51K.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 43 grants of 43 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Bertha & Jacob Rosenberg Foundation gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $51K (2022) to $55K (2021). In 2025 it made 8 grants totaling $51K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| Wounded Warrior Foundation New York, NY | For General Charitable Purposes | $8,000 |
| Shadow Jumpers Bethesda, MD | For General Charitable Purposes | $5,000 |
| Wilderstein Historic Site Rhinebeck, NY | For General Charitable Purposes | $2,500 |
| Jewish Fund for the Righteous New York, NY | For General Charitable Purposes | $2,000 |
| Jewish Braille Institute Brooklyn, NY | For General Charitable Purposes | $2,000 |
| Impact Fairfield County Greenwich, CT | For General Charitable Purposes | $1,100 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $909,089 | $111,097 | $74,162 | $50,600 | 8 | $50,600 | $87,535 | $50,806 |
| 2024 | $872,154 | $82,388 | $68,572 | $50,500 | 8 | $50,500 | $64,316 | $50,276 |
| 2023 | $858,338 | $10,443 | $73,219 | $50,500 | 8 | $50,500 | — | $49,272 |
| 2022 | $921,114 | $-43,163 | $71,626 | $50,500 | 8 | $50,500 | — | $50,873 |
| 2021 | $1,035,903 | $126,727 | $74,501 | $55,000 | 11 | $55,000 | $107,224 | $55,495 |
| 2020 | $983,677 | $42,623 | $66,328 | $52,000 | 9 | — | $28,295 | $49,637 |
| 2019 | $1,007,382 | $54,585 | $63,557 | $52,250 | 9 | — | $43,278 | $51,814 |
Under IRS private-foundation payout rules, Bertha & Jacob Rosenberg Foundation reported a distributable amount of $51K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertha & Jacob Rosenberg Foundation is led by Susan Charet, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Susan Charet
President
On filings since 2019
No compensation reported
Arthur H Brown Jr.
Vice President & Treasurer
On filings since 2019
No compensation reported
Tracy A. Dunne
Vice President & Secretary
On filings since 2022
No compensation reported
Former officers (1)
- Former: Janet Callea (2019–2021) — Vice President & Secretary
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bertha & Jacob Rosenberg Foundation
How much does Bertha & Jacob Rosenberg Foundation give each year?
Bertha & Jacob Rosenberg Foundation gave $51K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 8 grants.
What is Bertha & Jacob Rosenberg Foundation's typical grant size?
Bertha & Jacob Rosenberg Foundation's median grant in 2025 was $3,750, and its average grant was $6,325, across 8 grants on its 2025 IRS Form 990-PF.
Where does Bertha & Jacob Rosenberg Foundation give grants?
Bertha & Jacob Rosenberg Foundation gives mostly in New York: 88% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (10%). The most frequent recipient cities were New York, NY (4 grants).
Does Bertha & Jacob Rosenberg Foundation give general operating support?
Yes: 100% of Bertha & Jacob Rosenberg Foundation's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bertha & Jacob Rosenberg Foundation's largest grantees?
Bertha & Jacob Rosenberg Foundation's largest 2025 grantees include St Judes Children's Research Hospital ($15,000), Lighthouse Guild ($15,000) and Wounded Warrior Foundation ($8,000), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Bertha & Jacob Rosenberg Foundation?
Bertha & Jacob Rosenberg Foundation reported $909K in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $51K (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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 29, 2024)
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