Ronnie & Jerrold Rosenbaum Family
Ronnie & Jerrold Rosenbaum Family is a private foundation based in Ponte Vedra Beach, Florida. Its 2025 filing lists grants to charitable organizations, including health, community, and other organizations.
Key facts about Ronnie & Jerrold Rosenbaum Family
In short: Ronnie & Jerrold Rosenbaum Family gave $85K across 15 grants in 2025 (avg $6K), mostly in Florida. 33% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 59-3695159
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $85,250
- Grants made (2025)
- 15
- Average grant
- $5,683
- Median grant
- $5,000
- New grantees (estimate)
- 33% first-time grantees (5 of 15, 2025; small sample)
- Total assets
- $2,646,039
- Primary geography
- Florida (81% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.6M
+5.8% YoY
Annual Giving
$85K
+20.1% YoY
Grant Count
15
+36.4% YoY
Avg Grant Size
$6K
-11.9% YoY
Under IRS private-foundation payout rules, Ronnie & Jerrold Rosenbaum Family reported a distributable amount of $149K for 2025 — the minimum it must pay out in qualifying distributions.
Is Ronnie & Jerrold Rosenbaum Family open to new grantees?
33%
first-time grantees, 2025
In 2025, 5 of 15 grantees (33%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $5K; repeat grants $6K. How we count
Medians: $5K first-time, $5K repeat.
- 53% of 2025 grantees were also funded in 2024. Method
- Giving fell 50% from 2022 to 2025. Method
- In 2025 it paid out 59% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included organizations whose stated missions address health and well-being, mental health support, and child safety. For example, Baptist Health System Foundation says its mission is to make hope, healing, and well-being accessible to every person. Here Tomorrow describes its mission as building a community where mental healthcare is acceptable and accessible, including support for people at risk for suicide and their families. Monique Burr Foundation says it works to protect children from bullying, digital dangers, abuse, and exploitation through prevention education.
Grantmaking
In filing year 2025, the foundation gave $85,250 through 15 grants. Grant amounts ranged from $500 to $10,000, with a median of $5,000.
Among its largest 2025 grants were $10,000 each to Mayo Clinic Fund, United Way of Northeast Florida, Baptist Health System Foundation, and UF Health Jacksonville. Other notable grants included $6,500 each to Donna Foundation and Here Tomorrow; and $5,000 each to Hospice of Northeast Florida, Jewish Family & Community Services, Jewish Federation & Foundation of Northeast Florida, Tulane University Annual Fund, Monique Burr Foundation, and Arc of St. Johns.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Ronnie & Jerrold Rosenbaum Family?
Geographic Focus
Where this funder awards grants
In 2025, 81% of grant dollars went to recipients in Florida, 12% to Minnesota, 6% to Louisiana, 1% to Tennessee, and 1% to Connecticut.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $71K (2024) to $187K (2023). In 2025 it made 15 grants totaling $85K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Mayo Clinic Fund ($10K). Together the top 10 received $73K.
Grant Size Distribution
60 grants across all recorded years
The most common grant size was under $50K: 57 grants of 60 (95%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mayo Clinic Fund Rochester, MN | General Fund | $10,000 |
| United Way of Ne Florida Jacksonville, FL | General Fund | $10,000 |
| Baptist Health System Foundation Jacksonville, FL | General Fund | $10,000 |
| Uf Health Jacksonville Jacksonville, FL | General Fund | $10,000 |
| Donna Foundation Atlantic Beach, FL | General Fund | $6,500 |
| Here Tomorrow Neptune Beach, FL | General Fund | $6,500 |
| Hospice of Ne Florida Jacksonville, FL | General Fund | $5,000 |
| Jewish Family & Community Services Jacksonville, FL | General Fund | $5,000 |
| Jewish Federation & Foundation of Ne FL Jacksonville, FL | General Fund | $5,000 |
| Tulane Unversity Annual Fund New Orleans, LA | General Fund | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $2,646,039 | $246,745 | $101,603 | $85,250 (15 grants) |
| 2024 | $2,500,897 | $185,889 | $86,225 | $71,000 (11 grants) |
| 2023 | $2,401,233 | $153,808 | $199,941 | $186,500 (13 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,646,039 | $2,500,897 | $2,401,233 |
| Revenue | $246,745 | $185,889 | $153,808 |
| Expenses | $101,603 | $86,225 | $199,941 |
| Qualifying Distributions | $87,802 | $73,430 | $188,901 |
| Net Investment Income | $235,816 | $175,517 | $144,253 |
| Distributable Amount | $148,821 | $143,075 | $129,261 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 30, 2024)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Beth Angelo as president and Laurie Bauguss as vice president.
Ronnie & Jerrold Rosenbaum Family is led by Beth Angelo, President since 2022 (on filings since 2019); none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Beth Angelo
President
Vice President & Treasurer → President, 2022
On filings since 2019
1 hr/week
No compensation reported
Laurie Bauguss
Vice President
Vice President & Secretary → Vice President, 2022
On filings since 2019
1 hr/week
No compensation reported
Former officers (1)
- Former: Jerrold Rosenbaum (2019–2021) — President
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 1283 Ponte Vedra Blvd, Ponte Vedra Beach, FL 32082
Phone: (904) 285-0828
Frequently asked questions about Ronnie & Jerrold Rosenbaum Family
How much does Ronnie & Jerrold Rosenbaum Family give each year?
Ronnie & Jerrold Rosenbaum Family gave $85K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $71K across 11 grants.
What is Ronnie & Jerrold Rosenbaum Family's typical grant size?
Ronnie & Jerrold Rosenbaum Family's median grant in 2025 was $5,000, and its average grant was $5,683, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Ronnie & Jerrold Rosenbaum Family that year got $5K on average.
Where does Ronnie & Jerrold Rosenbaum Family give grants?
Ronnie & Jerrold Rosenbaum Family gives mostly in Florida: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Minnesota (12%) and Louisiana (6%). The most frequent recipient cities were Jacksonville, FL (8 grants).
Does Ronnie & Jerrold Rosenbaum Family give general operating support?
Yes: 100% of Ronnie & Jerrold Rosenbaum Family's 2025 grants with a stated purpose (15 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Ronnie & Jerrold Rosenbaum Family's largest grantees?
Ronnie & Jerrold Rosenbaum Family's largest 2025 grantees include Mayo Clinic Fund ($10,000), United Way of Ne Florida ($10,000) and Baptist Health System Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 35% of its itemized 2025 grant dollars.
How large is Ronnie & Jerrold Rosenbaum Family?
Ronnie & Jerrold Rosenbaum Family reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $88K in qualifying distributions that year, against a required minimum of $149K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Ronnie & Jerrold Rosenbaum Family fund?
No mission statement for the foundation is provided. Its 2025 grants included organizations whose stated missions address health and well-being, mental health support, and child safety. See mission & focus areas ↑
How do I apply for a grant from Ronnie & Jerrold Rosenbaum Family?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Ronnie & Jerrold Rosenbaum Family's EIN?
Ronnie & Jerrold Rosenbaum Family's EIN (Employer Identification Number) is 59-3695159. IRS Form 990 filing data is available on this page for 2019–2025.
Does Ronnie & Jerrold Rosenbaum Family 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.
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