Jonathan D Rosen Family Foundation

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

1

Avg Grant Size

$3.3M

About Jonathan D Rosen Family Foundation

Based on IRS filings

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.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Atlanta

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$915K$2M$3M$4M20202021202220232024
Metric202420232022
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

$0$814K$2M$2M$3M0 grants20200 grants20210 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

WEALTHY HABITS$3.3M

Grant Size Distribution

1 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

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

RecipientPurposeAmount
WEALTHY HABITS Atlanta, GATEACH 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

NameTitleHoursCompensation
TRACY TANNEREXECUTIVE DIRECTOR40
GINGER GALLAGHERTRUSTEE
COLIN O LEARYTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

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.

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

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