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 grants totaling $1.0M. Net investment income was $1.4M.
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
1
+0.0% YoY
Avg Grant Size
$1.0M
-2.2% YoY
About Joshua Rosenthal Charitable Trust
Based on IRS filings
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 grants totaling $1.0M. Net investment income was $1.4M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSHUA ROSENTHAL | TRUSTEE | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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