Leon V and Marilyn L Rosenberg Family Foundation
Leon V and Marilyn L Rosenberg Family Foundation is a private foundation, based in Newton Centre, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.8M in total assets. In 2024, it awarded 1 grant totaling $1.0M. Net investment income was $394K.
Key facts about Leon V and Marilyn L Rosenberg Family Foundation
In short: Leon V and Marilyn L Rosenberg Family Foundation gave $1.0M across 1 grant in 2024 (avg $1.0M), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- EIN
- 38-7028578
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,000,000
- Grants made (2024)
- 1
- Average grant
- $1,000,000
- Median grant
- $1,000,000
- Total assets
- $16,842,669
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16.8M
+33.6% YoY
Annual Giving
$1.0M
-47.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.0M
-47.0% YoY
Under IRS private-foundation payout rules, Leon V and Marilyn L Rosenberg Family Foundation reported a distributable amount of $777K for 2024 — the minimum it must pay out in qualifying distributions.
How Leon V and Marilyn L Rosenberg Family Foundation gives
- Giving fell 47% from 2021 to 2024. Method
- In 2024 it paid out 132% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1.0M (2024) to $1.9M (2023). In 2024 it made 1 grant totaling $1.0M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Beth Israel Deaconess Medical Center ($1.0M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beth Israel Deaconess Medical Center Boston, MA | Support Cancer Research & Cancer Treatment Facilities | $1,000,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,842,669 | $12,603,439 | $7,464,612 |
| Revenue | $5,270,448 | $7,027,309 | $1,299,441 |
| Expenses | $1,031,218 | $1,888,482 | $1,888,430 |
| Qualifying Distributions | $1,026,267 | $1,888,390 | $1,887,890 |
| Net Investment Income | $393,621 | $176,848 | $80,770 |
| Distributable Amount | $776,678 | $600,070 | $280,174 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Leon V and Marilyn L Rosenberg Family Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Diane Rosenberg
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Richard Rosenberg
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Susan Rosenberg
Trustee
On filings since 2020
0.5 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.
Frequently asked questions about Leon V and Marilyn L Rosenberg Family Foundation
How much does Leon V and Marilyn L Rosenberg Family Foundation give each year?
Leon V and Marilyn L Rosenberg Family Foundation gave $1.0M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.9M across 1 grant.
How large is Leon V and Marilyn L Rosenberg Family Foundation?
Leon V and Marilyn L Rosenberg Family Foundation reported $16.8M in total assets on its 2024 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $777K (roughly 5% of its investment assets).
Where does Leon V and Marilyn L Rosenberg Family Foundation operate?
Leon V and Marilyn L Rosenberg Family Foundation has awarded grants in Massachusetts.
What is Leon V and Marilyn L Rosenberg Family Foundation's EIN?
Leon V and Marilyn L Rosenberg Family Foundation's EIN (Employer Identification Number) is 38-7028578. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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