Rosenlund Family Foundation INV MGR
Rosenlund Family Foundation INV MGR is a private foundation based in Philadelphia, Pennsylvania. Its 2025 filing reports 47 grants totaling $226,000, primarily to organizations in Pennsylvania.
Rosenlund Family Foundation INV MGR at a glance
In short: Rosenlund Family Foundation INV MGR gave $226K across 47 grants in 2025 (avg $5K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $226,000
- +9.7% vs 2024
- Grants made (2025)
- 47
- +9.3% vs 2024
- Average grant
- $4,809
- +0.4% vs 2024
- Median grant
- $5,000
- Total assets
- $2,592,332
- +6.2% vs 2024
- Primary geography
- Pennsylvania (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Rosenlund Family Foundation INV MGR
- How to Apply
-
The 2024 filing describes an application process and states that giving is not restricted to preselected organizations. It specifies the materials to include and limits awards to organizations exempt under IRC Section 501(c)(3).
- Review Cycle
- None stated on the 2024 filing.
- Deadline
- None stated on the 2024 filing.
- Next open deadline
- February 26, 2027 (Rosenlund Family Foundation Grants)
- Contact
Application contact: Stephanie Rosenlund Shim
Mailing address: C/O Glenmede Trust Co Na 1650, Philadelphia, PA 19103
Phone: (215) 419-6000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Rosenlund Family Foundation INV MGR
Who Rosenlund Family Foundation INV MGR funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Clay Studio ($5K). Together the top 10 received $50K.
Grant Size Distribution
220 grants across all recorded years
The most common grant size was under $50K: 216 grants of 220 (98%).
Geographic Focus
Where this funder awards grants
In 2025, 98% of grant dollars went to recipients in Pennsylvania and 2% to recipients in New Jersey. Listed Pennsylvania recipients include organizations in Philadelphia and surrounding communities.
Grant Distribution by State
Share of 2025 grant dollars across all 47 itemized grants.
Cities
How Rosenlund Family Foundation INV MGR gives
- 79% of 2025 grantees were also funded in 2024. Method
- Giving fell 62% from 2022 to 2025. Method
- In 2025 it paid out 146% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $182K (2020) to $590K (2022). In 2025 it made 47 grants totaling $226K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Clay Studio Philadelphia, PA | 8 WK. Residencies IN | $5,000 |
| American Swedish Historical Museum Philadelphia, PA | Cultural History | $5,000 |
| Awbury Arboretum Philadelphia, PA | Environmental Education | $5,000 |
| Art Reach Philadelphia, PA | Provide Opportunities for | $5,000 |
| Art Sphere Philadelphia, PA | In School and After School | $5,000 |
| Art Well Philadelphia, PA | Poetry Writing Program | $5,000 |
| Bartram's Gardens Philadelphia, PA | Study of Natural Sciences, | $5,000 |
| Chester Children's Chorus Swarthmore, PA | Develop Musical Skills | $5,000 |
| Community Arts Center Wallingford, PA | Visual and Performing Arts | $5,000 |
| Centro Nueva Creacion Philadelphia, PA | Educational Enrichment IN | $5,000 |
Ready to take the next step with Rosenlund Family Foundation INV MGR?
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 | $2,592,332 | $406,795 | $255,467 | $226,000 | 47 | $238,269 | $389,597 | $163,202 |
| 2024 | $2,441,522 | $21,511 | $232,189 | $206,000 | 43 | $217,711 | $44,046 | $159,937 |
| 2023 | $2,652,196 | $400,510 | $225,250 | $200,500 | 42 | $211,886 | $133,790 | $147,290 |
| 2022 | $2,474,037 | $652,071 | $627,302 | $589,900 | 49 | $600,339 | $249,532 | $161,350 |
| 2021 | $2,450,160 | $208,100 | $243,119 | $218,000 | 39 | — | $194,145 | $163,829 |
| 2020 | $2,480,182 | $133,107 | $212,168 | $181,500 | 1 | — | $120,498 | $146,033 |
Under IRS private-foundation payout rules, Rosenlund Family Foundation INV MGR reported a distributable amount of $163K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose own missions address arts and culture, music education, environmental education, urban farming, and children’s play.
For example, Asian Arts Initiative describes itself as a Philadelphia community-based arts center that engages artists and community members to create art exploring Asian American experiences and affecting positive community change. Greener Partners says its mission is to strengthen community health through urban farming, fresh food access, and food education. Musicopia describes its mission as providing equitable access to music education and enrichment for pre-K through grade 12 students and their communities.
Grantmaking
In 2025, the foundation gave $226,000 across 47 grants. Individual grants ranged from $3,500 to $5,000, with a median of $5,000. Listed $5,000 recipients include The Clay Studio, American Swedish Historical Museum, Awbury Arboretum, Art Reach, Art Sphere, and Chester Children’s Chorus. Other 2025 recipients include Greener Partners, Asian Arts Initiative, Spiral Q Puppet Theater, and Musicopia, each listed with a $5,000 grant.
The foundation’s 2024 filing states that it does not restrict giving to preselected organizations. It lists no prescribed application form and no deadlines. Applicants should provide evidence of exempt status, financial data, information about the project or specific needs, and the organization’s name, address, and telephone number. Awards are restricted to organizations exempt under IRC Section 501(c)(3).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists the following trustees: Alark A Rosenlund J, April Rosenlund Ford, Stephanie Rosenlund Shim, Kristin Rosenlund Turrill, and Stephen D Rosenlund.
Rosenlund Family Foundation INV MGR's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alark A. Rosenlund J.
Trustee
On filings since 2020
No compensation reported
April Rosenlund Ford
Trustee
On filings since 2020
No compensation reported
Kristin Rosenlund Turrill
Trustee
On filings since 2020
No compensation reported
Stephanie Rosenlund Shim
Trustee
On filings since 2020
No compensation reported
Stephen D. Rosenlund
Trustee
On filings since 2020
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 Rosenlund Family Foundation INV MGR
How much does Rosenlund Family Foundation INV MGR give each year?
Rosenlund Family Foundation INV MGR gave $226K across 47 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $206K across 43 grants.
What is Rosenlund Family Foundation INV MGR's typical grant size?
Rosenlund Family Foundation INV MGR's median grant in 2025 was $5,000, and its average grant was $4,809, across 47 grants on its 2025 IRS Form 990-PF.
Where does Rosenlund Family Foundation INV MGR give grants?
Rosenlund Family Foundation INV MGR gives mostly in Pennsylvania: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Philadelphia, PA (36 grants) and Norristown, PA (2 grants).
Does Rosenlund Family Foundation INV MGR give general operating support?
Not in 2025: none of the 47 grants with a stated purpose on Rosenlund Family Foundation INV MGR's 2025 IRS Form 990-PF were described as general or operating support.
Who are Rosenlund Family Foundation INV MGR's largest grantees?
Rosenlund Family Foundation INV MGR's largest 2025 grantees include The Clay Studio ($5,000), American Swedish Historical Museum ($5,000) and Awbury Arboretum ($5,000), according to its 2025 IRS Form 990-PF. Together they received 7% of its itemized 2025 grant dollars.
How large is Rosenlund Family Foundation INV MGR?
Rosenlund Family Foundation INV MGR reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $238K in qualifying distributions that year, against a required minimum of $163K (roughly 5% of its investment assets).
What does Rosenlund Family Foundation INV MGR fund?
No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose own missions address arts and culture, music education, environmental education, urban farming, and children’s play. See mission & focus areas ↑
How do I apply for a grant from Rosenlund Family Foundation INV MGR?
The 2024 filing describes an application process and states that giving is not restricted to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Rosenlund Family Foundation INV MGR's EIN?
Rosenlund Family Foundation INV MGR's EIN (Employer Identification Number) is 23-6243642. 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. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Rosenlund Family Foundation INV MGR funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/rosenlund-family-foundation-inv-mgr-morg_99bab276977d4ecea6cd288c86c300be
BibTeX
@misc{grantable_236243642_2026,
author = {{Grantable}},
title = {{Rosenlund Family Foundation INV MGR funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/rosenlund-family-foundation-inv-mgr-morg_99bab276977d4ecea6cd288c86c300be},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Rosenlund Family Foundation INV MGR's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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