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
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.
Grantmaking
The foundation maintains an active grantmaking program with the following characteristics:
Grant Range
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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
Among its reported 2024 grants, the largest include Adl ($104,600), Temple Sholom ($41,804), Jumpstart for Young Children ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADL NEW YORK, NY | TO STOP DEFAMATION OF THE JEWISH PEOPLE | $104,600 |
| AMERICAN HEART ASSOCIATION NEW YORK, NY | TO FIGHT CARDIOVASCULAR DISEASES AND STROKE | $50 |
| CONGREGATION EMANU-EL OF WESTCHESTER RYE, NY | TO SUPPORT A DIVERSE CONGREGATION WELCOMING ALL WHO WISH TO PARTICIPATE IN JEWISH LIFE: SINGLES, COUPLES AND FAMILIES IN ALL THEIR FORMS: INTERFAITH COUPLES; INDIVIDUALS WITH DISABILITIES; ALL PEOPLE REGARDLESS OF AGE, RACE, SEXUAL ORIENTATION, GENDER IDENTITY, OR FINANCIAL MEANS. | $72 |
| COUNCIL ON FOREIGN RELATIONS INC NEW YORK, NY | TO ASSIST WITH EFFORTS TO RAISE THE LEVEL OF FOREIGN AWARENESS. | $7,500 |
| CROHN'S & COLITIS FOUNDATION NEW YORK, NY | TO CURE CROHN'S DISEASE AND ULCERATIVE COLITIS, AND TO IMPROVE THE QUALITY OF LIFE OF CHILDREN AND ADULTS AFFECTED BY THESE DISEASES. | $250 |
| CT AGAINST GUN VIOLENCE RIDGEFIELD, CT | TO REDUCE GUN VIOLENCE IN CONNECTICUT BY ENACTING AND PROTECTING CT GUN SAFETY LAWS, ENSURING EFFECTIVE ADMINISTRATION OF CT GUN SAFETY LAWS AND SUPPORTING NON-LEGISLATIVE MEANS TO REDUCE GUN VIOLENCE. | $500 |
| FLORIDA HEBREW UNIVERSITY AVENTURA, FL | TO SUPPORT PRGRAMS WITH A UNIQUE APPROACH TO TORAH-BASED EDUCATION. | $540 |
| FRIENDS OF GREENWICH POINT PARK OLD GREENWICH, CT | ADVOCATE AND SUPPORT GREENWICH POINT PARK. | $100 |
| 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 |
| GREENWICH HOSPITAL GREENWICH, CT | SUPPORT FOR COMMUNITY HOSPITAL | $8,400 |
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 | — |
Frequently Asked Questions
How do I apply for a grant from Robert & Dale Rosen Charitable?
The foundation maintains an active grantmaking program with the following characteristics: **Grant Activity:** • Does not accept applications • 2023: 38 grants totaling $81,000 • 2022: 47 grants totaling $166,000 • 2021: 40 grants totaling $147,000 • 2020: 27 grants totaling $194,000 • 2019: 33 grants totaling $105,000 **Grant Sizes:** • Median grant: $225–$500 (varies by year) • Grant range: $50–$105,000 • Recent notable grants: $30,000 (Temple Sholom), $20,000 (Teachers College Fund), $8,000 …
Where does Robert & Dale Rosen Charitable make grants?
The foundation primarily supports organizations in Connecticut and New York, with a concentration in the Greenwich area and New York City.
What size grants does Robert & Dale Rosen Charitable award?
In 2024, Robert & Dale Rosen Charitable awarded 21 grants totaling $192K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Robert & Dale Rosen Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert & Dale Rosen Charitable reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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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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