Rosen Foundation Relyance Bank Trustee
Rosen Foundation Relyance Bank Trustee is a private foundation, based in White Hall, AR. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $428K in total assets. In 2025, it awarded 5 grants totaling $36K. Net investment income was $65K.
Rosen Foundation Relyance Bank Trustee at a glance
In short: Rosen Foundation Relyance Bank Trustee gave $36K across 5 grants in 2025 (avg $7K), mostly in Arkansas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $35,728
- -13.1% vs 2024
- Grants made (2025)
- 5
- -16.7% vs 2024
- Average grant
- $7,146
- +4.3% vs 2024
- Median grant
- $3,500
- Total assets
- $428,058
- +7.2% vs 2024
- Primary geography
- Arkansas (55% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Rosen Foundation Relyance Bank Trustee funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Marbridge Foundation ($16K). Together the top 5 received $36K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Rosen Foundation Relyance Bank Trustee gives
- Giving held roughly steady from 2022 to 2025 (+12%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $32K (2020) to $41K (2024). In 2025 it made 5 grants totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marbridge Foundation Manchaca, TX | Charitable | $15,963 |
| Southeast Arkansas Behavioral Heathcare Pine Bluff, AR | Charitable | $14,662 |
| Temple Anshe Emeth Pine Bluff, AR | Charitable | $3,500 |
| Neighbor to Neighbor Pine Bluff, AR | Charitable | $1,003 |
| Jewish Federation of Arkansas Little Rock, AR | Charitable | $600 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $428,058 | $73,497 | $44,946 | $35,728 | 5 | $36,641 | $65,191 | $35,726 |
| 2024 | $399,331 | $16,800 | $49,854 | $41,120 | 6 | $42,008 | $9,626 | $33,423 |
| 2023 | $432,389 | $16,236 | $38,484 | $32,019 | 4 | $32,019 | $10,839 | $31,616 |
| 2022 | $454,916 | $13,860 | $40,258 | $32,019 | 6 | $32,019 | $5,621 | $33,512 |
| 2021 | $482,272 | $13,764 | $43,707 | $34,292 | 6 | $34,292 | $4,349 | $32,019 |
| 2020 | $512,215 | $12,210 | $39,920 | $31,687 | 6 | — | $3,977 | $32,451 |
Under IRS private-foundation payout rules, Rosen Foundation Relyance Bank Trustee reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Rosen Foundation Relyance Bank Trustee's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bill Rubenstein
Committee Member
On filings since 2020
1 hr/week
No compensation reported
Clarence Perkins
Comittee Member
Committee Member → Comittee Member, 2023
On filings since 2020
1 hr/week
No compensation reported
Richard Metcalf
Comittee Member
Committee Member → Comittee Member, 2023
On filings since 2020
No compensation reported
Robert Rosen
Comittee Member
Committee Member → Comittee Member, 2023
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Rosen Foundation Relyance Bank Trustee
How much does Rosen Foundation Relyance Bank Trustee give each year?
Rosen Foundation Relyance Bank Trustee gave $36K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $41K across 6 grants.
What is Rosen Foundation Relyance Bank Trustee's typical grant size?
Rosen Foundation Relyance Bank Trustee's median grant in 2025 was $3,500, and its average grant was $7,146, across 5 grants on its 2025 IRS Form 990-PF.
Where does Rosen Foundation Relyance Bank Trustee give grants?
Rosen Foundation Relyance Bank Trustee gives mostly in Arkansas: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Texas (45%). The most frequent recipient cities were Pine Bluff, AR (3 grants).
Does Rosen Foundation Relyance Bank Trustee give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Rosen Foundation Relyance Bank Trustee's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (5 grants).
Who are Rosen Foundation Relyance Bank Trustee's largest grantees?
Rosen Foundation Relyance Bank Trustee's largest 2025 grantees include Marbridge Foundation ($15,963), Southeast Arkansas Behavioral Heathcare ($14,662) and Temple Anshe Emeth ($3,500), according to its 2025 IRS Form 990-PF. Together they received 96% of its itemized 2025 grant dollars.
How large is Rosen Foundation Relyance Bank Trustee?
Rosen Foundation Relyance Bank Trustee reported $428K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets).
What is Rosen Foundation Relyance Bank Trustee's EIN?
Rosen Foundation Relyance Bank Trustee's EIN (Employer Identification Number) is 20-1072057. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Live grants for the work Rosen Foundation Relyance Bank Trustee funds
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Assets
—
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Total Given
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