Rosenberg William E Fdn

ORLANDO, FL EIN: 65-0382178

Rosenberg William E Fdn is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $190K in total assets. In 2024, it awarded 7 grants totaling $6K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$190K

-2.1% YoY

Annual Giving

$6K

-4.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$816.714

-4.7% YoY

Under IRS private-foundation payout rules, Rosenberg William E Fdn reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Rosenberg William E Fdn

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $26K (87%)

Pennsylvania $4K (13%)

States

Florida Pennsylvania

Cities

Bala CynwydCooper CityDavieFort LauderdaleGainesvilleMiamiPlantationScrantonSunrise

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$189,621	$193,738	$214,181
Revenue	$13,572	$-7,605	$9,636
Expenses	$17,793	$12,871	$16,640
Qualifying Distributions	$12,487	$10,171	$10,838
Net Investment Income	$8,253	$2,681	$4,734
Distributable Amount	$10,319	$9,865	$10,605

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Grant Size Distribution

31 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jafco ($1,517), Lev Children's Museum Inc ($1,200), The Miami Foundation ($1,000).

Recipient	Purpose	Amount
JAFCO SUNRISE, FL	GENERAL OPERATING	$1,517
JEWISH FEDERATION OF BROWARD COUNTY DAVIE, FL	GENERAL OPERATING	$500
LEV CHILDREN'S MUSEUM INC COOPER CITY, FL	GENERAL OPERATING	$1,200
UNIVERSITY OF FLORIDA FOUNDATION Gainesville, FL	GENERAL OPERATING	$500
NOVA SOUTHEASTERN UNIVERSITY FORT LAUDERDALE, FL	GENERAL OPERATING	$500
TEMPLE KOL AMI EMANU-EL PLANTATION, FL	GENERAL OPERATING	$500
THE MIAMI FOUNDATION MIAMI, FL	GENERAL OPERATING	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$5,270
GREENSPOON MARDER	CO-TRUSTEE	1	$5,271

Frequently Asked Questions

How large is Rosenberg William E Fdn?

As of 2024, Rosenberg William E Fdn holds $190K in total assets with $14K in annual revenue. It awarded 7 grants totaling $6K in 2024.

Where does Rosenberg William E Fdn operate?

Rosenberg William E Fdn has awarded grants in Florida, Pennsylvania.

What size grants does Rosenberg William E Fdn award?

In 2024, Rosenberg William E Fdn awarded 7 grants totaling $6K — an average of about $816.714 per grant, based on its IRS Form 990 filings.

How much is Rosenberg William E Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rosenberg William E Fdn reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.