Joseph Rosen Foundation Inc
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.
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
Share of 2024 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2024 recipient was Northwell ($2.0M). Together the top 3 received $2.0M.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 28 grants of 39 (72%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northwell Ithaca, NY | Further Donee's Exempt Purpose | $2,000,000 |
| Cornell Lab of Ornithology New York, NY | Further Donee's Exempt Purpose | $15,000 |
| The Educational Alliance New York, NY | Further 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 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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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