Robert & Dale Rosen Charitable
Robert & Dale Rosen Charitable Foundation is a private charitable trust established in August 1992, based in Old Greenwich, Connecticut. The foundation operates as a 501(c)(3) tax-exempt organization and functions as a grantmaking foundation supporting various charitable causes.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$166K
-36.5% YoY
Annual Giving
$192K
-45.0% YoY
Grant Count
21
-41.7% YoY
Avg Grant Size
$9K
-5.6% YoY
Grantmaking
The foundation maintains an active grantmaking program with the following characteristics:
Grant Range
s:**
Ready to take the next step with Robert & Dale Rosen Charitable?
Geographic Focus
Where this funder awards grants
The foundation primarily supports organizations in Connecticut and New York, with a concentration in the Greenwich area and New York City.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
2023 Financial Summary:
- Total Assets: $212,000–$450,000
- Total Revenue: $410,000
- Total Expenses: $361,000
- Total Liabilities: $0
- Total Distributions: $354,000
- Contributions: $213,000
Historical Assets:
- 2022: $169,000
- 2021: $194,000
- 2020: $304,000
- 2019: $99,000
The foundation has maintained consistent grantmaking activity over the past five years with fluctuating asset levels and annual giving amounts.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $165,742 | $260,877 | $212,128 |
| Revenue | $115,642 | $409,877 | $131,574 |
| Expenses | $210,777 | $361,128 | $88,339 |
| Qualifying Distributions | $197,234 | $354,241 | $83,731 |
| Net Investment Income | $181,556 | $314,146 | $60,024 |
| Distributable Amount | $22,370 | $20,253 | $15,788 |
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
182 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Robert L. Rosen — Trustee
- Dale A. Rosen — Trustee
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT L ROSEN | TRUSTEE | 1 | — |
| DALE A ROSEN | TRUSTEE | 1 | — |
Related Funders
Similar funders by location and focus area
Christine E Moser Foundation
NEW BRITAIN, CT
Assets
$767K
Grants
7
Total Given
$36K
The Ravengate Foundation
OLD GREENWICH, CT
Assets
$1.2M
Grants
3
Total Given
$70K
Alderman Family Foundation
SALISBURY, CT
Assets
$33K
Grants
5
Total Given
$650
Calf Island Foundation
GREENWICH, CT
Assets
$172K
Grants
1
Total Given
$10K
Russel R Taylor Foundation
GREENWICH, CT
Assets
$2.6M
Grants
3
Total Given
$224K
Nancy a Larson Foundation Inc
OLD LYME, CT
Assets
$9K
Grants
8
Total Given
$12K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Robert & Dale Rosen Charitable on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities