Joseph Rosen Foundation Inc

Private foundation · Grantmaker New York, NY EIN: 13-6158412

Joseph Rosen Foundation Inc is a private foundation based in New York, NY. In 2024, it reported three grants totaling $2,020,000, all to organizations in New York.

Key facts about Joseph Rosen Foundation Inc

In short: Joseph Rosen Foundation Inc gave $2.0M across 3 grants in 2024 (avg $673K), mostly in New York. Source: 2024 IRS Form 990-PF.

EIN
13-6158412
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$2,020,000
Grants made (2024)
3
Average grant
$673,333
Median grant
$15,000
Total assets
$18,065,037
Primary geography
New York (100% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$18.1M

-10.0% YoY

Annual Giving

$2.0M

+24.9% YoY

Grant Count

3

-76.9% YoY

Avg Grant Size

$673K

+441.2% YoY

Under IRS private-foundation payout rules, Joseph Rosen Foundation Inc reported a distributable amount of $2.0M for 2024 — the minimum it must pay out in qualifying distributions.

How Joseph Rosen Foundation Inc gives

  • Giving fell 37% from 2021 to 2024. Method
  • In 2024 it paid out 110% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

No formal mission statement is provided in the available information. The 2024 grants went to Northwell, Cornell Lab of Ornithology, and The Educational Alliance, with each grant’s stated purpose being to further the recipient’s exempt purpose.

The Educational Alliance describes its work as serving New Yorkers through programs including preschools, camps, after-school programs, senior centers, health and wellness programs, arts and culture classes, counseling, and addiction recovery services.

Grantmaking

In 2024, the foundation reported three grants totaling $2,020,000. Grants ranged from $5,000 to $2,000,000, with a median grant of $15,000. Recipients included Northwell ($2,000,000), Cornell Lab of Ornithology ($15,000), and The Educational Alliance ($5,000).

How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

All reported 2024 grant dollars went to recipients in New York.

Grant Distribution by State

8states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

New YorkIthacaProvidenceWashingtonBaltimoreFairfaxFairfieldJersey CityNew Hyde Park

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M0 grants2020 15 grants2021 8 grants2022 13 grants2023 3 grants2024

From 2021 to 2024, annual grant giving ranged from $1.6M (2023) to $3.2M (2021). In 2024 it made 3 grants totaling $2.0M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Northwell: $2.0MNorthwell$2.0MCornell Lab of Ornithology: $15KCornell Lab of Ornithology$15KThe Educational Alliance: $5KThe Educational Alliance$5K

The largest 2024 recipient was Northwell ($2.0M). Together the top 3 received $2.0M.

Grant Size Distribution

39 grants across all recorded years

28<$50K3$50–100K4$100–250K$250–500K$500K–1M4$1–5M$5M+

The most common grant size was under $50K: 28 grants of 39 (72%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Northwell Ithaca, NYFurther Donee's Exempt Purpose$2,000,000
Cornell Lab of Ornithology New York, NYFurther Donee's Exempt Purpose$15,000
The Educational Alliance New York, NYFurther Donee's Exempt Purpose$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $18,065,037 $2,871,471 $4,289,910 $2,020,000
2023 $20,062,970 $2,571,274 $3,149,204 $1,617,500
2022 $20,142,448 $2,127,089 $3,617,147 $1,739,500
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$18,065,037$20,062,970$20,142,448
Revenue$2,871,471$2,571,274$2,127,089
Expenses$4,289,910$3,149,204$3,617,147
Qualifying Distributions$2,182,651$1,617,500$1,755,937
Net Investment Income$593,976$705,116—
Distributable Amount$1,982,334$1,983,974$1,927,744

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Jonathan P Rosen as president, secretary, treasurer, and “treasure,” and Jeannette Rosen as vice president and treasurer.

Joseph Rosen Foundation Inc is led by Jonathan P. Rosen, President, Secretary & Treasurer since 2024 (on filings since 2020); none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Jonathan P. Rosen

    President, Secretary & Treasurer

    President & Secretary → President, Secretary & Treasurer, 2024

    On filings since 2020

    10 hrs/week

    No compensation reported

  • Jeannette D. Rosen

    Vice President & Treasurer

    On filings since 2020

    10 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: PO Box 334 Lenox Hill Station, New York, NY 10021
Phone: (212) 249-1550

Frequently asked questions about Joseph Rosen Foundation Inc

How much does Joseph Rosen Foundation Inc give each year?

Joseph Rosen Foundation Inc gave $2.0M across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.6M across 13 grants.

What is Joseph Rosen Foundation Inc's typical grant size?

Joseph Rosen Foundation Inc's median grant in 2024 was $15,000, and its average grant was $673,333, across 3 grants on its 2024 IRS Form 990-PF.

Where does Joseph Rosen Foundation Inc give grants?

Joseph Rosen Foundation Inc gives mostly in New York: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (2 grants).

How large is Joseph Rosen Foundation Inc?

Joseph Rosen Foundation Inc reported $18.1M in total assets on its 2024 IRS Form 990-PF. It paid out $2.2M in qualifying distributions that year, against a required minimum of $2.0M (roughly 5% of its investment assets).

What does Joseph Rosen Foundation Inc fund?

No formal mission statement is provided in the available information. The 2024 grants went to Northwell, Cornell Lab of Ornithology, and The Educational Alliance, with each grant’s stated purpose being to further the recipient’s exempt purpose. See mission & focus areas ↑

How do I apply for a grant from Joseph Rosen Foundation Inc?

The foundation states that it 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 Joseph Rosen Foundation Inc's EIN?

Joseph Rosen Foundation Inc's EIN (Employer Identification Number) is 13-6158412. IRS Form 990 filing data is available on this page for 2020–2024.

Does Joseph Rosen Foundation Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

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