Rosenlund Family Foundation Inv MGR

Foundation · Grantmaker Philadelphia, PA EIN: 23-6243642

The Rosenlund Family Foundation is a private foundation based in Philadelphia, Pennsylvania. Established in September 1963, it operates as a 501(c)(3) tax-exempt organization and maintains its status as a charitable foundation serving the Philadelphia region and beyond.

Key facts about Rosenlund Family Foundation Inv MGR

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.

EIN
23-6243642
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$226,000
Grants made (2025)
47
Average grant
$4,809
Median grant
$5,000
Total assets
$2,592,332
Primary geography
Pennsylvania (98% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Quick answers 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 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.

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.6M

+6.2% YoY

Annual Giving

$226K

+9.7% YoY

Grant Count

47

+9.3% YoY

Avg Grant Size

$5K

+0.4% YoY

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 April 2026.

Mission & Focus Areas

The foundation supports religion-related nonprofits and arts education initiatives. Recent grantmaking demonstrates a commitment to community arts education and in-school and after-school programming for youth in underserved communities.

Grantmaking

The foundation has demonstrated consistent annual giving activity. Recent grants include:

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in the Philadelphia, Pennsylvania area and surrounding regions.

Grant Distribution by State

4states

Share of all 47 itemized 2025 grant dollars.

Cities

PhiladelphiaNorristownGladwyneJenkintownSwarthmoreWallingfordBostonBryn MawrLafayette HillMediaNarberthPrincetonVirginia Beach

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending June 2025:

  • Total Assets: $2,592,332
  • Annual Revenue: $406,795
  • Annual Expenses: $255,467
  • Net Income: $151,328
  • Total Liabilities: $0

Annual Giving: Approximately $226,000 in total giving based on recent activity data

The foundation maintains a healthy financial position with no outstanding liabilities and consistent revenue generation to support its grantmaking activities.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K202020212022202320242025
Metric202520242023
Total Assets$2,592,332$2,441,522$2,652,196
Revenue$406,795$21,511$400,510
Expenses$255,467$232,189$225,250
Qualifying Distributions$238,269$217,711$211,886
Net Investment Income$389,597$44,046$133,790
Distributable Amount$163,202$159,937$147,290

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K1 grants202039 grants202149 grants202242 grants202343 grants202447 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

The Clay Studio: $5KThe Clay Studio$5KAmerican Swedish Historical Museum: $5KAmerican Swedish HistoricalMuseum$5KAwbury Arboretum: $5KAwbury Arboretum$5KArt Reach: $5KArt Reach$5KArt Sphere: $5KArt Sphere$5KArt Well: $5KArt Well$5KBartram's Gardens: $5KBartram's Gardens$5KChester Children's Chorus: $5KChester Children's Chorus$5KCommunity Arts Center: $5KCommunity Arts Center$5KCentro Nueva Creacion: $5KCentro Nueva Creacion$5K

Grant Size Distribution

220 grants across all recorded years

216<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Rosenlund Family Foundation Inv MGR

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Clay Studio Philadelphia, PA8 WK. RESIDENCIES IN$5,000
American Swedish Historical Museum Philadelphia, PACULTURAL HISTORY$5,000
Awbury Arboretum Philadelphia, PAENVIRONMENTAL EDUCATION$5,000
Art Reach Philadelphia, PAPROVIDE OPPORTUNITIES FOR$5,000
Art Sphere Philadelphia, PAIN SCHOOL AND AFTER SCHOOL$5,000
Art Well Philadelphia, PAPOETRY WRITING PROGRAM$5,000
Bartram's Gardens Philadelphia, PASTUDY OF NATURAL SCIENCES,$5,000
Chester Children's Chorus Swarthmore, PADEVELOP MUSICAL SKILLS$5,000
Community Arts Center Wallingford, PAVISUAL AND PERFORMING ARTS$5,000
Centro Nueva Creacion Philadelphia, PAEDUCATIONAL ENRICHMENT IN$5,000

Leadership & Key People

Officers and directors from IRS filings

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

What does Rosenlund Family Foundation Inv MGR fund?

The foundation supports religion-related nonprofits and arts education initiatives. Recent grantmaking demonstrates a commitment to community arts education and in-school and after-school programming for youth in underserved communities.

How do I apply for a grant from Rosenlund Family Foundation Inv MGR?

The foundation has demonstrated consistent annual giving activity. Recent grants include: • **Art Sphere** (Philadelphia, PA): $5,000 grant in fiscal year 2024 for in-school and after-school programming The foundation appears to support organizations focused on arts education and community development, particularly those serving youth in low-income neighborhoods.

How much is Rosenlund Family Foundation Inv MGR required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Rosenlund Family Foundation Inv MGR reported a distributable amount of $163K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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