John E Rosenthal Charitable Trust

Foundation · Grantmaker BEVERLY, MA EIN: 22-2775612

John E Rosenthal Charitable Trust is a private foundation focused on Philanthropy, based in BEVERLY, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $713K in total assets. In 2024, it awarded 6 grants totaling $36K. Net investment income was $12K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$713K

-1.3% YoY

Annual Giving

$36K

-66.3% YoY

Grant Count

6

-53.8% YoY

Avg Grant Size

$6K

-26.9% YoY

Under IRS private-foundation payout rules, John E Rosenthal Charitable Trust reported a distributable amount of $38K for 2024 — the minimum it must pay out in qualifying distributions.

About John E Rosenthal Charitable Trust

Based on IRS filings

John E Rosenthal Charitable Trust is a private foundation focused on Philanthropy, based in BEVERLY, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $713K in total assets. In 2024, it awarded 6 grants totaling $36K. Net investment income was $12K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

ActonArlingtonBeverlyBostonChicagoConcordCoral SpringsEmmausGloucesterNew YorkRembertRivertonSpringfieldWashingtonWenham

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$279K$557K$836K$1M20202021202220232024
Metric202420232022
Total Assets$712,878$722,215$829,759
Revenue$19,160$-2,017$56,366
Expenses$43,425$116,199$127,143
Qualifying Distributions$38,250$108,300$120,771
Net Investment Income$11,911$10,937$49,994
Distributable Amount$37,764$50,249$42,016

Giving Over Time

Total grant dollars and number of grants per year

$0$51K$102K$152K$203K11 grants202016 grants202114 grants202213 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

WELLSPRING COMMUNITY INC$10KTHE PHOENIX$10KNEW VENTURE FUND$10KGLOBAL INITIATIVES INC$5KWENHAM CENTER FOR MINDFU…$500BACKYARD GROWERS$250

Grant Size Distribution

60 grants across all recorded years

59<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Wellspring Community Inc ($10,000), The Phoenix ($10,000), New Venture Fund ($10,000).

RecipientPurposeAmount
GLOBAL INITIATIVES INC GLOUCESTER, MAGENERAL SUPPORT$5,000
WELLSPRING COMMUNITY INC SPRINGFIELD, MAGENERAL SUPPORT$10,000
THE PHOENIX BOSTON, MAGENERAL SUPPORT$10,000
NEW VENTURE FUND WASHINGTON, DCGENERAL SUPPORT$10,000
BACKYARD GROWERS GLOUCESTER, MAGENERAL SUPPORT$250
WENHAM CENTER FOR MINDFULNESS & INSIGHT MEDITATION WENHAM, MAGENERAL SUPPORT$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN E ROSENTHALTRUSTEE0.1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is John E Rosenthal Charitable Trust?

John E Rosenthal Charitable Trust is a private foundation focused on Philanthropy, based in BEVERLY, MA. It holds $713K in total assets as of 2024.

How large is John E Rosenthal Charitable Trust?

As of 2024, John E Rosenthal Charitable Trust holds $713K in total assets with $19K in annual revenue. It awarded 6 grants totaling $36K in 2024.

Where does John E Rosenthal Charitable Trust operate?

John E Rosenthal Charitable Trust has awarded grants in District of Columbia, Florida, Illinois, Massachusetts, Maryland, New York, Pennsylvania, South Carolina.

What size grants does John E Rosenthal Charitable Trust award?

In 2024, John E Rosenthal Charitable Trust awarded 6 grants totaling $36K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is John E Rosenthal Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John E Rosenthal Charitable Trust reported a distributable amount of $38K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John E Rosenthal Charitable Trust's EIN?

John E Rosenthal Charitable Trust's EIN (Employer Identification Number) is 22-2775612. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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