Robert & Dale Rosen Charitable
Robert & Dale Rosen Charitable is a private foundation based in Old Greenwich, Connecticut. Its 2024 filing reports grants to charitable organizations including a Jewish civil-rights organization, a temple, early-childhood education and literacy organizations, a community hospital, and cultural institutions.
Robert & Dale Rosen Charitable at a glance
In short: Robert & Dale Rosen Charitable gave $192K across 21 grants in 2024 (avg $9K), mostly in New York. 62% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $192,026
- -45.0% vs 2023
- Grants made (2024)
- 21
- -41.7% vs 2023
- Average grant
- $9,144
- -5.6% vs 2023
- Median grant
- $500
- Total assets
- $165,742
- -36.5% vs 2023
- New grantees (estimate)
- 62% first-time grantees (13 of 21, 2024; small sample)
- Primary geography
- New York (62% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Robert & Dale Rosen Charitable
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 41 Shore Road, Old Greenwich, CT 06870
Phone: (203) 625-3162
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Robert & Dale Rosen Charitable funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was ADL ($105K). Together the top 10 received $189K.
Grant Size Distribution
182 grants across all recorded years
The most common grant size was under $50K: 176 grants of 182 (97%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars were distributed primarily to recipients in New York (62%) and Connecticut (27%), followed by Massachusetts (8%) and Florida (3%). Examples include grants to organizations in New York City and East Hampton, Greenwich-area organizations in Connecticut, and Jumpstart for Young Children in Boston.
Grant Distribution by State
Share of 2024 grant dollars across all 21 itemized grants.
States
Cities
Is Robert & Dale Rosen Charitable open to new grantees?
62%
first-time grantees, 2024
In 2024, 13 of 21 grantees (62%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $702; repeat grants $23K. How we count
Medians: $250 first-time, $8K repeat.
- 29% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+15%). Method
- In 2024 it paid out 882% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $81K (2022) to $349K (2023). In 2024 it made 21 grants totaling $192K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ADL New York, NY | To Stop Defamation of the Jewish People | $104,600 |
| Temple Sholom Greenwich, CT | Support the Temple and Its Programs | $41,804 |
| Jumpstart for Young Children Boston, MA | Help Children Develop Language and Literacy Skills | $15,000 |
| Greenwich Hospital Greenwich, CT | Support for Community Hospital | $8,400 |
| Council on Foreign Relations Inc New York, NY | To assist with efforts to raise the level of foreign awareness. | $7,500 |
| Mt Sinai Medical Center Foundation Miami Beach, FL | To support a not-for-profit hospital where jewish physicians can practice medicine and all persons regardless of "race, creed or color" could receive high quality medical care. To meet the public's expectation for quality medicine, regardless of a patient's ability to pay, mount sinai medical center foundation preserves the hospital's rich tradition of philanthropy and community support. | $5,000 |
| NY Historical Society New York, NY | Dedicated to fostering research, presenting history and art exhibitions, and pubic programs that reveal the dynamism of history and its influence on the world today. | $4,550 |
| Fundacion Memoria Del Holocausto | To keep alive the memory of the shoah and disseminate what happened during the genocide of the jewish people to argentine society, it collects an extensive archive of documents and personal objects donated by those who suffered persecution and immigrated from europe. | $1,000 |
| Guild Hall East Hampton, NY | To support a museum, theater, and education space which are all under one roof. The multidisciplinary center is a gathering place for community where an appreciation for the arts serves to encourage greater civic participation. | $1,000 |
| Florida Hebrew University Aventura, FL | To support prgrams with a unique approach to torah-based education. | $540 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $165,742 | $115,642 | $210,777 | $192,026 | 21 | $197,234 | $181,556 | $22,370 |
| 2023 | $260,877 | $409,877 | $361,128 | $348,838 | 36 | $354,241 | $314,146 | $20,253 |
| 2022 | $212,128 | $131,574 | $88,339 | $80,528 | 38 | $83,731 | $60,024 | $15,788 |
| 2021 | $168,893 | $147,617 | $173,052 | $166,454 | 47 | $168,754 | $105,663 | $16,777 |
| 2020 | $194,328 | $47,069 | $156,668 | $146,718 | 40 | — | $105,362 | $14,147 |
Under IRS private-foundation payout rules, Robert & Dale Rosen Charitable reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas including Jewish community and Holocaust-related causes, education, health care, foreign affairs, arts and culture, and gun-violence reduction.
The grantees describe their own work in varied terms. Jumpstart for Young Children says it provides language, literacy, and social-emotional programming for preschool children from underserved communities. CT Against Gun Violence says its mission is to reduce gun violence through education and legislative advocacy. The Blue Card says it assists needy Holocaust survivors and provides education and outreach.
Grantmaking
In 2024, the foundation made 21 grants totaling $192,026. Grant amounts ranged from $50 to $104,600, with a median of $500. Its largest grants were $104,600 to ADL for work to stop defamation of the Jewish people; $41,804 to Temple Sholom to support the temple and its programs; $15,000 to Jumpstart for Young Children to help children develop language and literacy skills; and $8,400 to Greenwich Hospital for community-hospital support.
Other 2024 grants included $7,500 to the Council on Foreign Relations, $5,000 to Mount Sinai Medical Center Foundation, and $4,550 to the New York Historical Society. In 2023, it made 36 grants totaling $348,838; in 2022, it made 38 grants totaling $80,528.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Robert L. Rosen and Dale A. Rosen as trustees.
Robert & Dale Rosen Charitable's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Dale A. Rosen
Trustee
On filings since 2020
1 hr/week
No compensation reported
Robert L. Rosen
Trustee
On filings since 2020
1 hr/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.
Frequently asked questions about Robert & Dale Rosen Charitable
How much does Robert & Dale Rosen Charitable give each year?
Robert & Dale Rosen Charitable gave $192K across 21 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $349K across 36 grants.
What is Robert & Dale Rosen Charitable's typical grant size?
Robert & Dale Rosen Charitable's median grant in 2024 was $500, and its average grant was $9,144, across 21 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Robert & Dale Rosen Charitable that year got $702 on average.
Where does Robert & Dale Rosen Charitable give grants?
Robert & Dale Rosen Charitable gives mostly in New York: 62% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (27%) and Massachusetts (8%). The most frequent recipient cities were New York, NY (6 grants) and Greenwich, CT (3 grants).
Does Robert & Dale Rosen Charitable give general operating support?
Not in 2024: none of the 21 grants with a stated purpose on Robert & Dale Rosen Charitable's 2024 IRS Form 990-PF were described as general or operating support.
Who are Robert & Dale Rosen Charitable's largest grantees?
Robert & Dale Rosen Charitable's largest 2024 grantees include ADL ($104,600), Temple Sholom ($41,804) and Jumpstart for Young Children ($15,000), according to its 2024 IRS Form 990-PF. Together they received 84% of its itemized 2024 grant dollars.
How large is Robert & Dale Rosen Charitable?
Robert & Dale Rosen Charitable reported $166K in total assets on its 2024 IRS Form 990-PF. It paid out $197K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
What does Robert & Dale Rosen Charitable fund?
No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas including Jewish community and Holocaust-related causes, education, health care, foreign affairs, arts and culture, and gun-violence reduction. See mission & focus areas ↑
How do I apply for a grant from Robert & Dale Rosen Charitable?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Robert & Dale Rosen Charitable's EIN?
Robert & Dale Rosen Charitable's EIN (Employer Identification Number) is 13-6997530. IRS Form 990 filing data is available on this page for 2020–2024.
Does Robert & Dale Rosen Charitable accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Robert & Dale Rosen Charitable funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/robert-and-dale-rosen-charitable-morg_fdbe09119f8b400b8b66be5695450d39
BibTeX
@misc{grantable_136997530_2026,
author = {{Grantable}},
title = {{Robert \& Dale Rosen Charitable funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/robert-and-dale-rosen-charitable-morg_fdbe09119f8b400b8b66be5695450d39},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Robert & Dale Rosen Charitable's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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