Rosenstein Family Charitable Foundation

LEXINGTON, KY EIN: 61-1316211

Rosenstein Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 40 grants totaling $126K. Net investment income was $178K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

+18.4% YoY

Annual Giving

$126K

+17.9% YoY

Grant Count

-14.9% YoY

Avg Grant Size

$3K

+38.5% YoY

Under IRS private-foundation payout rules, Rosenstein Family Charitable Foundation reported a distributable amount of $170K for 2024 — the minimum it must pay out in qualifying distributions.

About Rosenstein Family Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $473K (88%)

Colorado $23K (4%)

New York $14K (3%)

Tennessee $12K (2%)

New Jersey $4K (1%)

Virginia $3K (1%)

Illinois $2K (0%)

Missouri $944 (0%)

+8 more states

States

Alabama Colorado District of Columbia Illinois Indiana Kentucky Massachusetts Maryland Michigan Missouri North Carolina New Jersey New York Tennessee Texas Virginia

Cities

AgawamAlexandriaArlingtonAspenBensoniaBethesdaBirminghamBronxCarmelCharlottesvilleChicagoDallasDavidsonFrankfortGeorgetownHendersonvilleIndianapolisIrvingIthacaKansas City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,043,682	$1,726,606	$1,671,360
Revenue	$468,930	$180,457	$62,051
Expenses	$151,854	$125,211	$111,380
Qualifying Distributions	$126,398	$107,210	$85,445
Net Investment Income	$178,117	$56,511	$15,504
Distributable Amount	$169,751	$117,702	$102,371

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

227 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Kentucky ($40,000), The Lexington School ($12,550), Temple Adath Israel ($12,162).

Recipient	Purpose	Amount
ASHLAND THE HENRY CLAY ESTATE LEXINGTON, KY	VARIOUS EDUCATIONAL PROGRAMS	$500
ASPEN INSTITUTE ASPEN, CO	VARIOUS EDUCATIONAL PROGRAMS	$5,000
BLUEGRASS CARE NAVIGATORS (HOSPICE OF THE BLUEGRASS) LEXINGTON, KY	HOSPICE	$3,000
BLUEGRASS COMMUNITY FOUNDATION LEXINGTON, KY	COMMUNITY NEEDS IN CENTRAL AND APPALACHIA KY	$1,700
CHILD DEVELOPMENT LEXINGTON, KY	QUALITY HOME AND COMMUNITY BASED THERAPY SERVICES	$8,000
CHILDREN'S INTERNATIONAL KANSAS CITY, MO	CANCER RESEARCH	$360
CHRYSALIS HOUSE LEXINGTON, KY	COMMUNITY NEEDS IN CENTRAL KY	$100
GOD'S PANTRY LEXINGTON, KY	VARIOUS PROGRAMS SERVING THE POOR	$3,500
HADASSAH NEW YORK, NY	VARIOUS PROGRAMS WOMENS EMPOWERMENT	$198
HENRY CLAY CENTER FOR STATESMANSHIP LEXINGTON, KY	VARIOUS PROGRAMS -TO TRANSFORM THE TONE OF OUR COUNTRY'S POLITICAL DISCOUSE	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ROBERT ROSENSTEIN	DIRECTOR	2.25	—
ANN ROSENSTEIN	DIRECTOR	2.25	—
ROSS ROSENSTEIN	DIRECTOR	0.25	—
KYLE ROSENSTEIN	DIRECTOR	0.25	—
JAMIE ROSENSTEIN	DIRECTOR	0.25	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Rosenstein Family Charitable Foundation?

Rosenstein Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEXINGTON, KY. It holds $2.0M in total assets as of 2024.

How large is Rosenstein Family Charitable Foundation?

As of 2024, Rosenstein Family Charitable Foundation holds $2.0M in total assets with $469K in annual revenue. It awarded 40 grants totaling $126K in 2024.

Where does Rosenstein Family Charitable Foundation operate?

Rosenstein Family Charitable Foundation has awarded grants in Alabama, Colorado, District of Columbia, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Michigan, Missouri, North Carolina, New Jersey, New York, Tennessee, Texas, Virginia.

What size grants does Rosenstein Family Charitable Foundation award?

In 2024, Rosenstein Family Charitable Foundation awarded 40 grants totaling $126K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Rosenstein Family Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rosenstein Family Charitable Foundation reported a distributable amount of $170K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Rosenstein Family Charitable Foundation's EIN?

Rosenstein Family Charitable Foundation's EIN (Employer Identification Number) is 61-1316211. IRS Form 990 filing data is available on this page for 2020–2024.