Ephraim Roseman Foundation Inc
Ephraim Roseman Foundation Inc is a private foundation based in Brandenburg, Kentucky. Its 2025 grants supported charitable organizations including hospitals, human-services organizations, veterans’ organizations, and other nonprofits.
Ephraim Roseman Foundation Inc at a glance
In short: Ephraim Roseman Foundation Inc gave $746K across 35 grants in 2025 (avg $21K), mostly in Kentucky. 46% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $746,000
- +27.3% vs 2024
- Grants made (2025)
- 35
- +52.2% vs 2024
- Average grant
- $21,314
- -16.3% vs 2024
- Median grant
- $10,000
- Total assets
- $11,332,301
- -24.8% vs 2024
- New grantees (estimate)
- 46% first-time grantees (16 of 35, 2025)
- Primary geography
- Kentucky (57% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Ephraim Roseman Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 2025 Fred Fackler Road, Brandenburg, KY 40108
Phone: (270) 547-5403
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Ephraim Roseman Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Mayo Clinic ($75K). Together the top 10 received $480K.
Grant Size Distribution
114 grants across all recorded years
The most common grant size was under $50K: 83 grants of 114 (73%).
Geographic Focus
Where this funder awards grants
In 2025, 57% of grant dollars went to recipients in Kentucky, 13% to Ohio, 10% to Minnesota, 3% to Tennessee, and 3% to Illinois. The listed grants also included organizations in other states, such as Florida, North Carolina, Colorado, and Washington, D.C.
Grant Distribution by State
Share of 2025 grant dollars across all 35 itemized grants.
States
Cities
Is Ephraim Roseman Foundation Inc open to new grantees?
46%
first-time grantees, 2025
In 2025, 16 of 35 grantees (46%) were first-time recipients. First grants averaged $11K; repeat grants $30K. How we count
Medians: $10K first-time, $25K repeat.
- 54% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2023 it paid out 98% 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 (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $586K (2024) to $790K (2022). In 2025 it made 35 grants totaling $746K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mayo Clinic Rochester, MN | Benevolence | $75,000 |
| James Graham Brown Cancer Center Louisville, KY | Benevolence | $75,000 |
| Home of the Innocents Louisville, KY | Benevolence | $50,000 |
| U C Health Foundation Cincinnati, OH | Benevolence | $50,000 |
| Cincinnati Childrens Hospital Cincinnati, OH | Benevolence | $50,000 |
| KY Neuroscience Institute Lexington, KY | Benevolence | $50,000 |
| Salvation Army of Louisville Louisville, KY | Benevolence | $40,000 |
| Volunteers of America of KY Louisville, KY | Benevolence | $40,000 |
| Norton Childrens Hospital Louisville, KY | Benevolence | $25,000 |
| St Jude Childrens Hospital Memphis, TN | Benevolence | $25,000 |
Ready to take the next step with Ephraim Roseman Foundation Inc?
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 | $11,332,301 | $788,567 | $726,425 | $746,000 | 35 | $726,425 | — | — |
| 2024 | $15,076,069 | $1,506,417 | $711,199 | $586,000 | 23 | $711,199 | $319,704 | — |
| 2023 | $14,756,633 | $1,176,600 | $1,316,667 | $687,200 | 21 | $682,840 | $917,168 | $697,507 |
| 2022 | $13,658,508 | $512,138 | $525,532 | $790,000 | 18 | $570,656 | $152,690 | $738,655 |
| 2021 | $17,249,409 | $259,192 | $505,000 | $720,000 | 17 | $568,109 | $295,708 | $832,478 |
| 2020 | $16,140,557 | $536,413 | $500,000 | $650,000 | 14 | — | $104,611 | $718,021 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s 2025 filing describes its giving purpose as “benevolence.” Its grants went to organizations whose own missions include health care and research, support for children and families, veterans’ well-being, and conservation. For example, Mayo Clinic describes its mission as providing patient care, education, and research to improve health and well-being. Wounded Warrior Project says it works to improve the well-being of veterans, service members, and their families; the National Park Foundation describes its work as protecting and enhancing national parks. These are the grantees’ stated missions, not a stated mission of the foundation.
Grantmaking
In 2025, the foundation reported 35 grants totaling $746,000. Grant amounts ranged from $1,000 to $75,000, with a median of $10,000. It reported 23 grants totaling $586,000 in 2024 and 21 grants totaling $687,200 in 2023.
Its largest reported 2025 grants included $75,000 each to Mayo Clinic and James Graham Brown Cancer Center; $50,000 each to Home of the Innocents, UC Health Foundation, Cincinnati Children’s Hospital, and Kentucky Neuroscience Institute; and $40,000 each to the Salvation Army of Louisville and Volunteers of America of Kentucky. Other listed grants included $25,000 to Norton Children’s Hospital, St. Jude Children’s Hospital, and Alzheimer’s Association Kentucky and Southern Indiana, and $20,000 to Kentucky Humane Society.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Linda K. Shelman as president and Leslie Ory, Dana Flaherty, Alicia Tinelli, Joseph L. Shelman, Chet A. Flaherty, Zack E. Flaherty, and Evan Flaherty as directors.
Ephraim Roseman Foundation Inc is led by Linda K. Shelman, President on every filing since 2020; none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Linda K. Shelman
President
On filings since 2020
30 hrs/week
No compensation reported
Alicia Tinelli
Director
On filings since 2020
15 hrs/week
No compensation reported
Dana Flaherty
Director
On filings since 2020
15 hrs/week
No compensation reported
Joseph L. Shelman
Director
On filings since 2020
15 hrs/week
No compensation reported
Leslie Ory
Director
On filings since 2020
15 hrs/week
No compensation reported
Chet A. Flaherty
Director
On filings since 2023
5 hrs/week
No compensation reported
Zack E. Flaherty
Director
On filings since 2023
5 hrs/week
No compensation reported
Evan Flaherty
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Ephraim Roseman Foundation Inc
How much does Ephraim Roseman Foundation Inc give each year?
Ephraim Roseman Foundation Inc gave $746K across 35 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $586K across 23 grants.
What is Ephraim Roseman Foundation Inc's typical grant size?
Ephraim Roseman Foundation Inc's median grant in 2025 was $10,000, and its average grant was $21,314, across 35 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Ephraim Roseman Foundation Inc that year got $11K on average.
Where does Ephraim Roseman Foundation Inc give grants?
Ephraim Roseman Foundation Inc gives mostly in Kentucky: 57% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Ohio (13%) and Minnesota (10%). The most frequent recipient cities were Louisville, KY (14 grants), Lexington, KY (3 grants), Cincinnati, OH (2 grants) and Washington, DC (2 grants).
Does Ephraim Roseman Foundation Inc give general operating support?
Not in 2025: none of the 35 grants with a stated purpose on Ephraim Roseman Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Benevolence" (35 grants).
Who are Ephraim Roseman Foundation Inc's largest grantees?
Ephraim Roseman Foundation Inc's largest 2025 grantees include Mayo Clinic ($75,000), James Graham Brown Cancer Center ($75,000) and Home of the Innocents ($50,000), according to its 2025 IRS Form 990-PF. Together they received 27% of its itemized 2025 grant dollars.
How large is Ephraim Roseman Foundation Inc?
Ephraim Roseman Foundation Inc reported $11.3M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $789K.
What does Ephraim Roseman Foundation Inc fund?
The foundation’s 2025 filing describes its giving purpose as “benevolence.” Its grants went to organizations whose own missions include health care and research, support for children and families, veterans’ well-being, and conservation. See mission & focus areas ↑
How do I apply for a grant from Ephraim Roseman Foundation Inc?
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 Ephraim Roseman Foundation Inc's EIN?
Ephraim Roseman Foundation Inc's EIN (Employer Identification Number) is 61-6027248. IRS Form 990 filing data is available on this page for 2020–2025.
Does Ephraim Roseman Foundation Inc 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 22, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
Explore Open Grants
Browse active grant opportunities in Ephraim Roseman Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
Gannett Foundation Inc
New York, NY
Gannett Foundation’s 2025 grants supported a range of organizations, with listed awards generally between $1,500 and $2,500, though the available figures do not establish a typical grant size or geographic focus. The foundation has wound down: its 2026 filing reports no grants or assets, and no current application process or acceptance of unsolicited requests is stated.
Assets
—
Grants
32
Total Given
$65K
McKesson Foundation Inc
Dallas, TX
The McKesson Foundation funds cancer support and care, healthcare workforce pathways, and emergency response, with grants mainly supporting organizations in the United States and Canada. Its 2025 grants had a median of $100,000, though amounts ranged from $10,000 to about $2.47 million. Its filing says it does not accept unsolicited requests, while its application page describes an online application process with stated submission windows.
Assets
$1.6M
Grants
76
Total Given
$16.6M
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
More similar funders
More Funders in Kentucky
Cite this profile
Grantable. (2026). Ephraim Roseman Foundation Inc funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/ephraim-roseman-foundation-inc-morg_3d662836f6ac4a6e9740922cb85e68f9
BibTeX
@misc{grantable_616027248_2026,
author = {{Grantable}},
title = {{Ephraim Roseman Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ephraim-roseman-foundation-inc-morg_3d662836f6ac4a6e9740922cb85e68f9},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Ephraim Roseman Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Ephraim Roseman Foundation Inc down — hundreds of funders to go?