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
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
No grants recorded for .
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
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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