Lil & Julie Rosenberg Foundation Inc
Lil & Julie Rosenberg Foundation Inc is a private family foundation based in Trumbull, Connecticut. The foundation was established in 1963 and operates as a grantmaking organization focused on supporting charitable causes aligned with its donors' philanthropic interests.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.1M
+13.4% YoY
Annual Giving
$200K
+17.6% YoY
Grant Count
22
+15.8% YoY
Avg Grant Size
$9K
+1.6% YoY
Under IRS private-foundation payout rules, Lil & Julie Rosenberg Foundation Inc reported a distributable amount of $137K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's giving primarily supports Jewish organizations and charities. Beyond this core focus, the foundation also makes grants in the areas of:
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Health Care
Grantmaking
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Geographic Focus
Where this funder awards grants
The foundation primarily directs its grantmaking to organizations in:
- Connecticut
- New York
- Texas
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $3,114,536
- Total Annual Giving: $200,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,114,536 | $2,745,545 | $2,753,036 |
| Revenue | $606,431 | $177,647 | $161,680 |
| Expenses | $237,440 | $185,138 | $215,997 |
| Qualifying Distributions | $200,000 | $170,000 | $180,000 |
| Net Investment Income | $468,991 | $111,455 | $55,102 |
| Distributable Amount | $136,974 | $130,619 | $134,255 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
98 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Jewish Home for the Elderly ($70,000), Fjp (ujafederation) ($34,500), Ct Food Bank ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY NORWALK, CT | MEDICAL RESEARCH | $2,000 |
| AMERICAN HEART ASSOCIATION WALLINGFORD, CT | MEDICAL RESEARCH | $2,000 |
| AMERICAN RED CROSS FARMINGTON, CT | SOCIAL SERVICES | $2,000 |
| ANTI DEFAMATION LEAGUE NEW HAVEN, CT | SOCIAL SERVICES | $5,000 |
| BOY SCOUTS OF AMERICA IRVING, TX | SOCIAL SERVICES | $1,500 |
| BOYS TOWN FATHER FLANAGAN BOYS TOWN, NE | SOCIAL SERVICES | $2,500 |
| BOYS TOWN JERUSALEM NEW YORK, NY | SOCIAL SERVICES | $6,000 |
| CONGREGATION ADATH ISRAEL NEWTOWN, CT | RELIGIOUS | $4,500 |
| CT FOOD BANK BRIDGEPORT, CT | SOCIAL SERVICES | $20,000 |
| DAUGHTERS OF CHARITY BRIDGEPORT, CT | SOCIAL SERVICES | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JERRY ROSENBERG | PRESIDENT | 0.5 | — |
| MINDY ROSENBERG | VICE PRESIDENT | 0.5 | — |
| DAVID ROSEBERG | SECRETARY | 0.5 | — |
Contact Information
- Address: 105 Putting Green Rd N, Trumbull, CT 06611-2522
- Telephone: 203-581-5508
- EIN: 06-6064351
Frequently Asked Questions
What does Lil & Julie Rosenberg Foundation Inc fund?
The foundation's giving primarily supports Jewish organizations and charities. Beyond this core focus, the foundation also makes grants in the areas of: • Philanthropy, Voluntarism & Grantmaking • Human Services • Health Care
How do I apply for a grant from Lil & Julie Rosenberg Foundation Inc?
**Grant Amounts:** Typical awards range from $1,000 to $70,000. **Annual Giving:** The foundation distributed $200,000 in grants based on its most recent IRS Form 990 filing (2024).
Where does Lil & Julie Rosenberg Foundation Inc make grants?
The foundation primarily directs its grantmaking to organizations in: • Connecticut • New York • Texas
What size grants does Lil & Julie Rosenberg Foundation Inc award?
In 2024, Lil & Julie Rosenberg Foundation Inc awarded 22 grants totaling $200K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Lil & Julie Rosenberg Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lil & Julie Rosenberg Foundation Inc reported a distributable amount of $137K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lil & Julie Rosenberg Foundation Inc's EIN?
Lil & Julie Rosenberg Foundation Inc's EIN (Employer Identification Number) is 06-6064351. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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