Jonathan D Rosen Family Foundation

Private 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 2025. In 2025, it made $3K in qualifying distributions.

Jonathan D Rosen Family Foundation at a glance

Revenue (2025)
$110
-99.7% vs 2024
Qualifying distributions (2025)
$2,674
-92.6% vs 2024
Expenses (2025)
$10,068
-99.7% vs 2024
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Jonathan D Rosen Family Foundation funds

How this funder distributes its grants

Grant Size Distribution

1 grant across all recorded years

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

The most common grant size was in the $1–5M range: 1 grant of 1 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Atlanta

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M0 grants2020 0 grants2021 0 grants2022 0 grants2023 1 grant2024 0 grants2025

In 2024 it made 1 grant totaling $3.3M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Wealthy Habits Atlanta, GATeach Wealth Habits to Youths$3,255,083
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment Income
2025—$110$10,068——$2,674—
2024$15,695$34,916$3,327,843$3,255,0831$36,270$68,498
2023$3,389,523$251,034$384,441——$303,357$35,587
2022$3,524,699$1,692,891$369,319——$309,491$38,502
2021$2,200,606$290,949$348,119———$25,318
2020$2,299,201$598,751$386,558———$28,705

Leadership & Key People

Officers and directors from IRS filings

Jonathan D Rosen Family Foundation is led by Tracy Tanner, Executive Director since 2023 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Tracy Tanner

    Executive Director

    Executive Di → Executive Director, 2023

    On filings since 2020

    $87K (2020) → $0 (2025)

  • Colin O. Leary

    Trustee

    On filings since 2020

    No compensation reported

  • Ginger Gallagher

    Trustee

    On filings since 2020

    No compensation reported

Former officers (5)
  • Former: Andy Trotti (2020–2021) — Trustee
  • Former: James Miller (2020–2021) — Trustee
  • Former: Jonathan D. Rosen (2020–2021) — Trustee
  • Former: Michelle S. Spiro (2020–2021) — Trustee
  • Former: Mike Davis (2020–2021) — Trustee

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.

Compensation Overview

From 2023 IRS filing

Tracy Tanner — Executive Director: $116KTracy TannerExecutive Director$116K

The highest reported compensation on the 2023 filing was $116K, to Tracy Tanner (Executive Director).

Frequently asked questions about Jonathan D Rosen Family Foundation

What is Jonathan D Rosen Family Foundation?

Jonathan D Rosen Family Foundation is a private foundation focused on Human Services, based in Atlanta, GA.

Where does Jonathan D Rosen Family Foundation operate?

Jonathan D Rosen Family Foundation has awarded grants in Georgia.

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 2020–2025.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS August 18, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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Assets

—

Grants

69

Total Given

$1.2M

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Jonathan D Rosen Family Foundation'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.

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