Leona Z Rosenberg Charitable Trust
The Leona Z Rosenberg Charitable Trust is a private foundation based in Fort Wayne, Indiana. Its 2025 filing reports grants to charitable organizations, including Indiana organizations and recipients in other states.
Leona Z Rosenberg Charitable Trust at a glance
In short: Leona Z Rosenberg Charitable Trust gave $608K across 18 grants in 2025 (avg $34K), mostly in Indiana. 89% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $607,500
- +39.2% vs 2024
- Grants made (2025)
- 18
- +80.0% vs 2024
- Average grant
- $33,750
- -22.7% vs 2024
- Median grant
- $25,000
- Total assets
- $4,579,643
- -8.0% vs 2024
- New grantees (estimate)
- 89% first-time grantees (16 of 18, 2025; small sample)
- Primary geography
- Indiana (63% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Leona Z Rosenberg Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust states on its 2025 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 7012 Bittersweet Moors Ct, Fort Wayne, IN 46814
Phone: (260) 438-6543
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Leona Z Rosenberg Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Community Fdn of Greater Fort Wayne ($100K). Together the top 10 received $495K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 24 grants of 33 (73%).
Geographic Focus
Where this funder awards grants
In 2025, 63% of grant dollars went to recipients in Indiana. Other reported recipient-state shares were California, 12%; New Jersey, 8%; New York, 4%; and New Mexico, 4%.
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
States
Cities
Is Leona Z Rosenberg Charitable Trust open to new grantees?
89%
first-time grantees, 2025
In 2025, 16 of 18 grantees (89%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $33K; repeat grants $38K. How we count
Medians: $25K first-time, $38K repeat.
- 6% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out 236% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2023–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $120K (2023) to $608K (2025). In 2025 it made 18 grants totaling $608K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Fdn of Greater Fort Wayne Fort Wayne, IN | Women's Fund | $100,000 |
| Indiana University Foundation Bloomington, IN | Summer Internships | $100,000 |
| La Jewish Fed Los Angeles, CA | Fire Relief | $50,000 |
| The Good People Fund Milbourn, NJ | Operating Funds | $50,000 |
| Purdue Fort Wayne Foundation Fort Wayne, IN | Scholarships | $50,000 |
| Ne Indiana Public Radio Fort Wayne, IN | Operating Funds | $40,000 |
| Allen Co Drug & Alcohol Consortium Fort Wayne, IN | Operating Funds | $30,000 |
| Wellspring Interfaith Social Servic Fort Wayne, IN | Building Remodel | $25,000 |
| Boys & Girls Clubs of Fort Wayne Fort Wayne, IN | Operating Funds | $25,000 |
| Tomorrows Women Santa Fe, NM | Operating Funds | $25,000 |
Ready to take the next step with Leona Z Rosenberg Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,579,643 | $218,657 | $632,451 | $607,500 | 18 | $607,500 | $218,657 | $257,306 |
| 2024 | $4,979,298 | $203,365 | $448,227 | $436,500 | 10 | $436,500 | $203,365 | — |
| 2023 | $5,223,626 | $5,255,339 | $144,039 | $120,000 | 5 | $120,000 | $308,943 | — |
Under IRS private-foundation payout rules, Leona Z Rosenberg Charitable Trust reported a distributable amount of $257K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants supported organizations with varied purposes, including women’s initiatives, summer internships, scholarships, operating costs, building renovations, and fire relief. For example, the Indiana University Foundation says it raises philanthropic support for Indiana University; Tomorrow’s Women says it trains young women from Palestine, Israel, and the United States to partner in resolving conflicts and promoting equality, peace, and justice. The grant list also includes Advocates for Trans Equality, which says it works for transgender people’s legal and political rights, and GLSEN, which says it works to make K–12 education safe and affirming for all students.
Grantmaking
In filing year 2025, the trust reported 18 grants totaling $607,500. Grants ranged from $12,500 to $100,000, with a median of $25,000.
Among the largest reported grants were $100,000 to the Community Foundation of Greater Fort Wayne for its Women’s Fund and $100,000 to the Indiana University Foundation for summer internships. Other grants included $50,000 to the LA Jewish Federation for fire relief, $50,000 to the Good People Fund for operating funds, and $50,000 to the Purdue Fort Wayne Foundation for scholarships. The trust also awarded $40,000 to Northeast Indiana Public Radio for operating funds and $30,000 to the Allen County Drug & Alcohol Consortium for operating funds. In addition, it gave $25,000 each to Wellspring Interfaith Social Services for a building remodel, the Boys & Girls Clubs of Fort Wayne for operating funds, Tomorrow’s Women for operating funds, and Friends Forever International for operating funds.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David Zweig and Daniel Zweig as trustees.
Leona Z Rosenberg Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Daniel Zweig
Trustee
On filings since 2023
7 hrs/week
No compensation reported
David Zweig
Trustee
On filings since 2023
7 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2023–2025. "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 Leona Z Rosenberg Charitable Trust
How much does Leona Z Rosenberg Charitable Trust give each year?
Leona Z Rosenberg Charitable Trust gave $608K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $437K across 10 grants.
What is Leona Z Rosenberg Charitable Trust's typical grant size?
Leona Z Rosenberg Charitable Trust's median grant in 2025 was $25,000, and its average grant was $33,750, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Leona Z Rosenberg Charitable Trust that year got $33K on average.
Where does Leona Z Rosenberg Charitable Trust give grants?
Leona Z Rosenberg Charitable Trust gives mostly in Indiana: 63% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (12%) and New Jersey (8%). The most frequent recipient cities were Fort Wayne, IN (7 grants), Santa Rosa, CA (2 grants) and New York, NY (2 grants).
Does Leona Z Rosenberg Charitable Trust give general operating support?
Yes: 67% of Leona Z Rosenberg Charitable Trust's 2025 grants with a stated purpose (12 of 18) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Leona Z Rosenberg Charitable Trust's largest grantees?
Leona Z Rosenberg Charitable Trust's largest 2025 grantees include Community Fdn of Greater Fort Wayne ($100,000), Indiana University Foundation ($100,000) and La Jewish Fed ($50,000), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.
How large is Leona Z Rosenberg Charitable Trust?
Leona Z Rosenberg Charitable Trust reported $4.6M in total assets on its 2025 IRS Form 990-PF. It paid out $608K in qualifying distributions that year, against a required minimum of $257K (roughly 5% of its investment assets).
What does Leona Z Rosenberg Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants supported organizations with varied purposes, including women’s initiatives, summer internships, scholarships, operating costs, building renovations, and fire relief. See mission & focus areas ↑
How do I apply for a grant from Leona Z Rosenberg Charitable Trust?
The trust states on its 2025 filing 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 Leona Z Rosenberg Charitable Trust's EIN?
Leona Z Rosenberg Charitable Trust's EIN (Employer Identification Number) is 36-7251850. IRS Form 990 filing data is available on this page for 2023–2025.
Does Leona Z Rosenberg Charitable Trust 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 September 2026.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2023 (received by the IRS April 11, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
- IRS filings on file for fiscal year 2024
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Cite this profile
Grantable. (2026). Leona Z Rosenberg Charitable Trust funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/leona-z-rosenberg-charitable-trust-morg_e1532c84fbee484fb931d26bd25895ac
BibTeX
@misc{grantable_367251850_2026,
author = {{Grantable}},
title = {{Leona Z Rosenberg Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/leona-z-rosenberg-charitable-trust-morg_e1532c84fbee484fb931d26bd25895ac},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Leona Z Rosenberg Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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