Robert Rosenheim Foundation Inc

BRISTOL, CT EIN: 06-1483231

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.

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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding interests include:

  • Education
  • Human Services
  • Philanthropy, Voluntarism & Grantmaking
  • Healthcare and mental health services
  • Animal welfare

Grantmaking

The foundation operates on a preselected-only basis and does not accept unsolicited applications for funds. The foundation only makes contributions to organizations it has already identified.

Grant Range

$10,000

How to Apply

**

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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

2states

Cities

AshfordAvonBristolCantonCentral FallsCornwallFarmingtonHartfordLitchfieldNew HartfordNew HavenNewtownSharonSouthingtonThomastonTorringtonWaterburyWinsted

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.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$953K$2M$3M$4M20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$807K$2M$2M$3M14 grants202014 grants202116 grants202213 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BRISTOL HOSPITAL DEVELOP…$1.6MLITTLE GUILD OF ST FRANCIS$1.0MCHARLOTTE HUNGERFORD HOS…$371KSHEPARD MEADOWS THERAPEU…$200KBRISTOL ADULT RESOURCE C…$10KST JOSEPH SCHOOL$10KTHE GILBERT SCHOOL$10KPINK ROSE FUND$10KBOYS AND GIRLS CLUB OF B…$9KCHAPEL HAVEN$5K

Grant Size Distribution

68 grants across all recorded years

32<$50K8$50–100K16$100–250K6$250–500K3$500K–1M3$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bristol Hospital Development ($1,598,100), Little Guild of St Francis ($1,000,000), Charlotte Hungerford Hospital ($370,569).

RecipientPurposeAmount
BRISTOL ADULT RESOURCE CENTER BRISTOL, CTGENERAL FUND$10,000
BOYS AND GIRLS CLUB OF BRISTOL INC BRISTOL, CTSUPPORT WORK OF DONEE$9,000
BRISTOL HOSPITAL DEVELOPMENT BRISTOL, CTSUPPORT WORK OF DONEE$1,598,100
CHAPEL HAVEN NEW HAVEN, CTSUPPORT WORK OF DONEE$5,000
KIDS IN THE CANYON CENTRAL FALLS, RISUPPORT WORK OF DONEE$5,000
LITTLE GUILD OF ST FRANCIS CORNWALL, CTBUILDING$1,000,000
SHEPARD MEADOWS THERAPEUTIC RIDING BRISTOL, CTSUPPORT WORK OF DONEE$200,000
ST JOSEPH SCHOOL BRISTOL, CTSUPORT WORK OF DONEE$10,000
THE GILBERT SCHOOL WINSTED, CTSUPPORT MISSION OF DONEE$10,000
CHARLOTTE HUNGERFORD HOSPITAL TORRINGTON, CTPET THERAPY AND RESTORATIVE HEALING$370,569

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

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MICHAEL J SAMARTINOPRESIDENT/TR
MICHAEL ADAMSVICE PRESIDE
DIANE LIBBYSECRETARY

Recent News & Activity

Recent developments and announcements

2024

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 Family
2021

In 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 Family

Subject 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?

**Grant Activity:** • The foundation made 11-14 grants in recent years • Median grant size: $10,000 • Grant range: $5,000 to $1,598,100 • Total giving in 2024: $3,227,669 **Application Process:** The foundation operates on a preselected-only basis and does not accept unsolicited applications for funds. The foundation only makes contributions to organizations it has already identified. **Recent Grants (2024):** • Bristol Hospital Development Foundation: $1,598,100 • Little Guild of St Francis fo…

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.

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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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