Jonathan D Rosen Family Foundation

Foundation · Grantmaker ATLANTA, GA EIN: 27-1263846

Jonathan D Rosen Family Foundation is a private foundation focused on Human Services, based in ATLANTA, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16K in total assets. In 2024, it awarded 1 grants totaling $3.3M. Net investment income was $68K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$16K

-99.5% YoY

Annual Giving

$3.3M

Grant Count

Avg Grant Size

$3.3M

About Jonathan D Rosen Family Foundation

Based on IRS filings

Focus Areas

Human Services

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $3.3M (100%)

States

Georgia

Cities

Atlanta

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$15,695	$3,389,523	$3,524,699
Revenue	$34,916	$251,034	$1,692,891
Expenses	$3,327,843	$384,441	$369,319
Qualifying Distributions	$36,270	$303,357	$309,491
Net Investment Income	$68,498	$35,587	$38,502
Distributable Amount	—	—	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Wealthy Habits ($3,255,083).

Recipient	Purpose	Amount
WEALTHY HABITS Atlanta, GA	TEACH WEALTH HABITS TO YOUTHS	$3,255,083

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRACY TANNER	EXECUTIVE DIRECTOR	40	—
GINGER GALLAGHER	TRUSTEE	—	—
COLIN O LEARY	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Human Services

Frequently Asked Questions

What is Jonathan D Rosen Family Foundation?

Jonathan D Rosen Family Foundation is a private foundation focused on Human Services, based in ATLANTA, GA. It holds $16K in total assets as of 2024.

How large is Jonathan D Rosen Family Foundation?

As of 2024, Jonathan D Rosen Family Foundation holds $16K in total assets with $35K in annual revenue. It awarded 1 grants totaling $3.3M in 2024.

Where does Jonathan D Rosen Family Foundation operate?

Jonathan D Rosen Family Foundation has awarded grants in Georgia.

What size grants does Jonathan D Rosen Family Foundation award?

In 2024, Jonathan D Rosen Family Foundation awarded 1 grants totaling $3.3M — an average of about $3.3M per grant, based on its IRS Form 990 filings.

What is Jonathan D Rosen Family Foundation's EIN?

Jonathan D Rosen Family Foundation's EIN (Employer Identification Number) is 27-1263846. IRS Form 990 filing data is available on this page for 2020–2024.