Lil & Julie Rosenberg Foundation Inc

TRUMBULL, CT EIN: 06-6064351

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.

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

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

6states

States

ConnecticutDistrict of ColumbiaNebraskaNew YorkTennesseeTexas

Cities

Boys TownBridgeportFairfieldFarmingtonHartfordIrvingMemphisNew HavenNew YorkNewtownNorwalkStamfordWallingfordWashingtonWest HartfordWest Nyack

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $3,114,536
  • Total Annual Giving: $200,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$167K$334K$500K$667K20202021202220232024
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

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K19 grants202019 grants202119 grants202219 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THE JEWISH HOME FOR THE …$70KFJP (UJAFEDERATION)$35KCT FOOD BANK$20KISRAEL CANCER RESEARCH F…$8KMOZAIC SENIOR LIVING$8KMEMORIAL SLOAN KETTERING$7KBOYS TOWN JERUSALEM$6KFAIRFIELD COUNTY COMMUNI…$6KJEWISH FAMILY SERVICES$6KANTI DEFAMATION LEAGUE$5K

Grant Size Distribution

98 grants across all recorded years

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

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).

RecipientPurposeAmount
AMERICAN CANCER SOCIETY NORWALK, CTMEDICAL RESEARCH$2,000
AMERICAN HEART ASSOCIATION WALLINGFORD, CTMEDICAL RESEARCH$2,000
AMERICAN RED CROSS FARMINGTON, CTSOCIAL SERVICES$2,000
ANTI DEFAMATION LEAGUE NEW HAVEN, CTSOCIAL SERVICES$5,000
BOY SCOUTS OF AMERICA IRVING, TXSOCIAL SERVICES$1,500
BOYS TOWN FATHER FLANAGAN BOYS TOWN, NESOCIAL SERVICES$2,500
BOYS TOWN JERUSALEM NEW YORK, NYSOCIAL SERVICES$6,000
CONGREGATION ADATH ISRAEL NEWTOWN, CTRELIGIOUS$4,500
CT FOOD BANK BRIDGEPORT, CTSOCIAL SERVICES$20,000
DAUGHTERS OF CHARITY BRIDGEPORT, CTSOCIAL SERVICES$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JERRY ROSENBERGPRESIDENT0.5—
MINDY ROSENBERGVICE PRESIDENT0.5—
DAVID ROSEBERGSECRETARY0.5—

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.

Explore Open Grants

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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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