LIL & Julie Rosenberg Foundation Inc

Private foundation · Grantmaker Trumbull, CT EIN: 06-6064351

LIL & Julie Rosenberg Foundation Inc is a private foundation based in Trumbull, Connecticut. Its 2024 filing reports $200,000 in grants to 22 organizations, including charities providing social services, medical or other research, and religious services.

Key facts about LIL & Julie Rosenberg Foundation Inc

In short: LIL & Julie Rosenberg Foundation Inc gave $200K across 22 grants in 2024 (avg $9K), mostly in Connecticut. 14% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
06-6064351
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$200,000
Grants made (2024)
22
Average grant
$9,091
Median grant
$4,500
New grantees (estimate)
14% first-time grantees (3 of 22, 2024)
Total assets
$3,114,536
Primary geography
Connecticut (84% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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.

Is LIL & Julie Rosenberg Foundation Inc open to new grantees?

14%

first-time grantees, 2024

In 2024, 3 of 22 grantees (14%) were first-time recipients. First grants averaged $4K; repeat grants $10K. How we count

Medians: $2K first-time, $5K repeat.

  • 86% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+18%). Method
  • In 2024 it paid out 146% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The available sources do not state a mission for the foundation. Its 2024 grants include support for social-service organizations, research, and a religious congregation. Among its grantees, Israel Cancer Research Fund says its mission is “to support cancer research in Israel, for the benefit of Israel and all mankind.” Boy Scouts of America’s Circle Ten Council says it works to promote and extend Scouting in northeast Texas and southeast Oklahoma, with programs intended to build character, participatory citizenship, and personal fitness.

Grantmaking

In 2024, the foundation made 22 grants totaling $200,000. Grant amounts ranged from $1,500 to $70,000, with a median of $4,500. The largest grants listed were $70,000 to The Jewish Home for the Elderly for social services, $34,500 to FJP (UJAFederation) for social services, and $20,000 to CT Food Bank for social services. Other notable grants included $7,500 to Israel Cancer Research Fund for medical research and $7,000 to Memorial Sloan Kettering for research.

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Geographic Focus

Where this funder awards grants

In 2024, 84% of grant dollars went to recipients in Connecticut and 12% to recipients in New York. Nebraska, the District of Columbia, and Texas each accounted for 1%.

Grant Distribution by State

6states

Share of 2024 grant dollars across all 22 itemized grants.

Cities

New YorkBridgeportNorwalkBoys TownFairfieldFarmingtonHartfordIrvingNew HavenNewtownWallingfordWashingtonWest HartfordWest NyackMemphisStamford

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K19 grants2020 19 grants2021 19 grants2022 19 grants2023 22 grants2024

From 2020 to 2024, annual grant giving ranged from $170K (2021) to $200K (2024). In 2024 it made 22 grants totaling $200K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

The Jewish Home for the Elderly: $70KThe Jewish Home for theElderly$70KFJP (Ujafederation): $35KFJP (Ujafederation)$35KCT Food Bank: $20KCT Food Bank$20KIsrael Cancer Research Fund: $8KIsrael Cancer Research Fund$8KMozaic Senior Living: $8KMozaic Senior Living$8KMemorial Sloan Kettering: $7KMemorial Sloan Kettering$7KBoys Town Jerusalem: $6KBoys Town Jerusalem$6KFairfield County Community Foundation: $6KFairfield County CommunityFoundation$6KJewish Family Services: $6KJewish Family Services$6KAnti Defamation League: $5KAnti Defamation League$5K

The largest 2024 recipient was The Jewish Home for the Elderly ($70K). Together the top 10 received $169K.

Grant Size Distribution

98 grants across all recorded years

93<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 93 grants of 98 (95%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Jewish Home for the Elderly Fairfield, CTSocial Services$70,000
FJP (Ujafederation) Bridgeport, CTSocial Services$34,500
CT Food Bank Bridgeport, CTSocial Services$20,000
Israel Cancer Research Fund New York, NYMedical Research$7,500
Mozaic Senior Living Stamford, CTSocial Services$7,500
Memorial Sloan Kettering New York, NYResearch$7,000
Boys Town Jerusalem New York, NYSocial Services$6,000
Fairfield County Community Foundation Norwalk, CTSocial Services$6,000
Jewish Family Services West Hartford, CTSocial Services$5,500
Anti Defamation League New Haven, CTSocial Services$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $3,114,536 $606,431 $237,440 $200,000
2023 $2,745,545 $177,647 $185,138 $170,000
2022 $2,753,036 $161,680 $215,997 $180,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Jerry Rosenberg as president, Mindy Rosenberg as vice president, and David Roseberg as secretary.

LIL & Julie Rosenberg Foundation Inc is led by Jerry Rosenberg, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Jerry Rosenberg

    President

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • David Roseberg

    Secretary

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Mindy Rosenberg

    Vice President

    Treasurer → Vice President, 2024

    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.

Contact

Mailing address: 105 Putting Green Road North, Trumbull, CT 06611
Phone: (203) 581-5508

Frequently asked questions about LIL & Julie Rosenberg Foundation Inc

How much does LIL & Julie Rosenberg Foundation Inc give each year?

LIL & Julie Rosenberg Foundation Inc gave $200K across 22 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $170K across 19 grants.

What is LIL & Julie Rosenberg Foundation Inc's typical grant size?

LIL & Julie Rosenberg Foundation Inc's median grant in 2024 was $4,500, and its average grant was $9,091, across 22 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from LIL & Julie Rosenberg Foundation Inc that year got $4K on average.

Where does LIL & Julie Rosenberg Foundation Inc give grants?

LIL & Julie Rosenberg Foundation Inc gives mostly in Connecticut: 84% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (12%). The most frequent recipient cities were New York, NY (4 grants), Bridgeport, CT (3 grants) and Norwalk, CT (2 grants).

Does LIL & Julie Rosenberg Foundation Inc give general operating support?

Not in 2024: none of the 22 grants with a stated purpose on LIL & Julie Rosenberg Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Social Services" (13 grants) and "Medical Research" (6 grants).

Who are LIL & Julie Rosenberg Foundation Inc's largest grantees?

LIL & Julie Rosenberg Foundation Inc's largest 2024 grantees include The Jewish Home for the Elderly ($70,000), FJP (Ujafederation) ($34,500) and CT Food Bank ($20,000), according to its 2024 IRS Form 990-PF. Together they received 62% of its itemized 2024 grant dollars.

How large is LIL & Julie Rosenberg Foundation Inc?

LIL & Julie Rosenberg Foundation Inc reported $3.1M in total assets on its 2024 IRS Form 990-PF. It paid out $200K in qualifying distributions that year, against a required minimum of $137K (roughly 5% of its investment assets).

What does LIL & Julie Rosenberg Foundation Inc fund?

The available sources do not state a mission for the foundation. Its 2024 grants include support for social-service organizations, research, and a religious congregation. See mission & focus areas ↑

How do I apply for a grant from LIL & Julie Rosenberg Foundation Inc?

The foundation states 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 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.

Does LIL & Julie Rosenberg Foundation Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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