Joshua Rosenthal Charitable Trust

Foundation · Grantmaker Lee, MA EIN: 81-4661049

Joshua Rosenthal Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lee, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $20.7M in total assets. In 2024, it awarded 1 grant totaling $1.0M. Net investment income was $1.4M.

Key facts about Joshua Rosenthal Charitable Trust

EIN: 81-4661049
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $1,027,339
Grants made (2024): 1
Average grant: $1,027,339
Median grant: $1,027,339
Total assets: $20,739,181
Primary geography: Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

How Joshua Rosenthal Charitable Trust gives

Giving held roughly steady from 2021 to 2024 (−5%). Method
In 2024 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Next steps with Joshua Rosenthal Charitable Trust

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$20.7M

+3.8% YoY

Annual Giving

$1.0M

-2.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1.0M

-2.2% YoY

Under IRS private-foundation payout rules, Joshua Rosenthal Charitable Trust reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.

About Joshua Rosenthal Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $1.0M (100%)

Share of all 1 itemized 2024 grant dollars.

States

Arizona California District of Columbia Georgia Massachusetts Maryland Maine New York Virginia

Cities

BostonNew YorkConcordAdamsAptosBaltimoreCotatiGreat BarringtonLaguna HillsLos AngelesNew CityPeachtree CityPittsfieldRockportRosevilleSan FranciscoSanta ClaritaScottsdaleSouth DeerfieldWarrenton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$20,739,181	$19,988,484	$20,511,654
Revenue	$2,500,098	$616,370	$507,623
Expenses	$1,105,147	$1,139,540	$1,231,307
Qualifying Distributions	$1,027,339	$1,050,603	$1,110,220
Net Investment Income	$1,423,918	$541,398	$421,012
Distributable Amount	$1,081,074	$1,027,339	$1,050,603

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2024

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

29 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Fidelity Investments Charitable Gift Fund ($1,027,339).

Recipient	Purpose	Amount
FIDELITY INVESTMENTS CHARITABLE GIFT FUND Boston, MA	FOR GRANTS	$1,027,339

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Joshua Rosenthal	Trustee	0.1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Joshua Rosenthal Charitable Trust?

Joshua Rosenthal Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lee, MA. It holds $20.7M in total assets as of 2024.

How large is Joshua Rosenthal Charitable Trust?

As of 2024, Joshua Rosenthal Charitable Trust holds $20.7M in total assets with $2.5M in annual revenue. It awarded 1 grant totaling $1.0M in 2024.

Where does Joshua Rosenthal Charitable Trust operate?

Joshua Rosenthal Charitable Trust has awarded grants in Arizona, California, District of Columbia, Georgia, Massachusetts, Maryland, Maine, New York, Virginia.

What size grants does Joshua Rosenthal Charitable Trust award?

In 2024, Joshua Rosenthal Charitable Trust awarded 1 grant totaling $1.0M — an average of about $1.0M per grant, based on its IRS Form 990 filings.

How much is Joshua Rosenthal Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joshua Rosenthal Charitable Trust reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joshua Rosenthal Charitable Trust's EIN?

Joshua Rosenthal Charitable Trust's EIN (Employer Identification Number) is 81-4661049. IRS Form 990 filing data is available on this page for 2020–2024.