Robert Rosenheim Foundation Inc
The Robert R Rosenheim Foundation Inc is a private foundation established in 1997 and located in Bristol, Connecticut. The foundation operates with limited staffing and focuses its grantmaking on preselected charitable organizations in the Northeast, particularly Connecticut and Rhode Island.
Key facts about Robert Rosenheim Foundation Inc
- EIN
- 06-1483231
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $3,227,669
- Grants made (2024)
- 11
- Average grant
- $293,424
- Median grant
- $10,000
- New grantees (estimate)
- 9% first-time grantees (1 of 11, 2024)
- Total assets
- $26,987,511
- Primary geography
- Connecticut (100% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation operates on a preselected-only basis and does not accept unsolicited applications for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Robert Rosenheim Foundation Inc funds
By grant dollars, the top recipient states for Robert Rosenheim Foundation Inc's 11 itemized 2024 grants were Connecticut (100%). The most frequent recipient cities were Bristol, CT (5 grants) and Torrington, CT (2 grants). 9% of grants with a stated purpose were for general or operating support. Recurring purposes include "Support Work of Donee" (5 grants).
Is Robert Rosenheim Foundation Inc open to new grantees?
9%
first-time grantees, 2024
In 2024, 1 of 11 grantees (9%) were first-time recipients. First grants averaged $10K; repeat grants $322K. How we count
Medians: $10K first-time, $10K repeat.
- 64% of 2024 grantees were also funded in 2023. Method
- Giving grew 92% from 2021 to 2024. Method
- In 2024 it paid out 164% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Robert Rosenheim Foundation Inc
- How to evaluate Robert Rosenheim Foundation Inc as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$27.0M
-5.9% YoY
Annual Giving
$3.2M
+105.5% YoY
Grant Count
11
-15.4% YoY
Avg Grant Size
$293K
+142.9% YoY
Under IRS private-foundation payout rules, Robert Rosenheim Foundation Inc reported a distributable amount of $2.0M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding interests include:
- Education
- Human Services
- Philanthropy, Voluntarism & Grantmaking
- Healthcare and mental health services
- Animal welfare
Grantmaking
Grant Range
$10,000
How to Apply
**
Ready to take the next step with Robert Rosenheim Foundation Inc?
Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Connecticut and Rhode Island, with a particular emphasis on Northwest Connecticut communities.
Grant Distribution by State
Share of all 11 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $26,987,511
- Total Revenues: $1,813,542
- Total Expenses: $3,464,418
- Investment Income: $921,683
The foundation ranks in the top 10% of foundations by asset size nationally.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $26,987,511 | $28,676,301 | $29,495,123 |
| Revenue | $1,813,542 | $1,011,216 | $514,273 |
| Expenses | $3,464,418 | $1,799,863 | $2,523,708 |
| Qualifying Distributions | $3,227,669 | $1,570,368 | $2,265,600 |
| Net Investment Income | $691,393 | $754,930 | $696,125 |
| Distributable Amount | $1,968,038 | $1,794,722 | $1,865,868 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
68 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Bristol Hospital Development ($1,598,100), Little Guild of St Francis ($1,000,000), Charlotte Hungerford Hospital ($370,569).
| Recipient | Purpose | Amount |
|---|---|---|
| BRISTOL HOSPITAL DEVELOPMENT Bristol, CT | SUPPORT WORK OF DONEE | $1,598,100 |
| LITTLE GUILD OF ST FRANCIS Cornwall, CT | BUILDING | $1,000,000 |
| CHARLOTTE HUNGERFORD HOSPITAL Torrington, CT | PET THERAPY AND RESTORATIVE HEALING | $370,569 |
| SHEPARD MEADOWS THERAPEUTIC RIDING Bristol, CT | SUPPORT WORK OF DONEE | $200,000 |
| BRISTOL ADULT RESOURCE CENTER Bristol, CT | GENERAL FUND | $10,000 |
| ST JOSEPH SCHOOL Bristol, CT | SUPORT WORK OF DONEE | $10,000 |
| THE GILBERT SCHOOL Winsted, CT | SUPPORT MISSION OF DONEE | $10,000 |
| PINK ROSE FUND Torrington, CT | BREAST CANCER AWARENESS | $10,000 |
| BOYS AND GIRLS CLUB OF BRISTOL INC Bristol, CT | SUPPORT WORK OF DONEE | $9,000 |
| CHAPEL HAVEN New Haven, CT | SUPPORT WORK OF DONEE | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Michael J Samartino – President/Trustee
- Michael Adams – Vice President
- Diane Libby – Secretary
All three serve without compensation and on a limited-hours basis.
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Michael J Samartino | President/Tr | — | — |
| Michael Adams | Vice Preside | — | — |
| Diane Libby | Secretary | — | — |
Recent News & Activity
Recent developments and announcements
In 2024, the foundation awarded a $1,000,000 grant to the Little Guild of St Francis for the Welfare of Animals for building purposes, and a $370,569 grant to The Charlotte Hungerford Hospital for its Pet Therapy and Restorative Healing Program for Youth and Families.
CHH receives $120,000 Grant From Rosenheim Foundation for Youth and FamilyIn 2021, the foundation provided a $120,000 grant to the Charlotte Hungerford Hospital Center for Youth and Families to equip their conference room with technology to enhance video and telephone mental health services, addressing access barriers for families in rural Northwest Connecticut.
CHH receives $120,000 Grant From Rosenheim Foundation for Youth and FamilySubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Robert Rosenheim Foundation Inc fund?
The foundation's primary funding interests include: • Education • Human Services • Philanthropy, Voluntarism & Grantmaking • Healthcare and mental health services • Animal welfare
How do I apply for a grant from Robert Rosenheim Foundation Inc?
The foundation operates on a preselected-only basis and does not accept unsolicited applications for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Robert Rosenheim Foundation Inc make grants?
The foundation primarily funds organizations in Connecticut and Rhode Island, with a particular emphasis on Northwest Connecticut communities.
What size grants does Robert Rosenheim Foundation Inc award?
In 2024, Robert Rosenheim Foundation Inc awarded 11 grants totaling $3.2M — an average of about $293K per grant, based on its IRS Form 990 filings.
How much is Robert Rosenheim Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert Rosenheim Foundation Inc reported a distributable amount of $2.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert Rosenheim Foundation Inc's EIN?
Robert Rosenheim Foundation Inc's EIN (Employer Identification Number) is 06-1483231. IRS Form 990 filing data is available on this page for 2020–2024.
Does Robert Rosenheim Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.