Rosenstein Family Charitable Foundation
The Rosenstein Family Charitable Foundation is a private foundation based in Lexington, Kentucky, and files as a Form 990-PF (a private foundation). Its 2025 grants went primarily to Kentucky organizations and included support for education, medical outreach, community services, arts, and spiritual and educational programming.
Rosenstein Family Charitable Foundation at a glance
In short: Rosenstein Family Charitable Foundation gave $174K across 45 grants in 2025 (avg $4K), mostly in Kentucky. 11% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $174,296
- +37.9% vs 2024
- Grants made (2025)
- 45
- +12.5% vs 2024
- Average grant
- $3,873
- +22.6% vs 2024
- Median grant
- $722
- Total assets
- $4,130,940
- +102.1% vs 2024
- New grantees (estimate)
- 11% first-time grantees (5 of 45, 2025)
- Primary geography
- Kentucky (91% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Rosenstein Family Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 450 Old Vine Street 100, Lexington, KY 40507
Phone: (859) 225-8800
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rosenstein Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was UK College of Medicine ($60K). Together the top 10 received $143K.
Grant Size Distribution
233 grants across all recorded years
The most common grant size was under $50K: 232 grants of 233 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 91% of grant dollars went to recipients in Kentucky. The remaining reported shares went to Colorado (5%), Tennessee (1%), New York (1%), and New Jersey (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 45 itemized grants.
States
Cities
Is Rosenstein Family Charitable Foundation open to new grantees?
11%
first-time grantees, 2025
In 2025, 5 of 45 grantees (11%) were first-time recipients. First grants averaged $13K; repeat grants $3K. How we count
Medians: $500 first-time, $861 repeat.
- 69% of 2025 grantees were also funded in 2024. Method
- Giving grew 104% from 2022 to 2025. Method
- In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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 2019 to 2025, annual grant giving ranged from $85K (2022) to $174K (2025). In 2025 it made 45 grants totaling $174K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UK College of Medicine Lexington, KY | Post Secondary Education | $60,000 |
| University of Kentucky Lexington, KY | Academic Needs | $15,000 |
| The Lexington School Lexington, KY | Education | $13,100 |
| Temple Adath Israel Lexington, KY | Lifelong LEARNING,SPIRITUAL Growth, and Social Justice | $13,000 |
| Kentucky Childrens Hospital Philanthropy Lexington, KY | Medical Outreach | $10,000 |
| UK School of Music Lexington, KY | Post Secondary Education | $10,000 |
| Child Development Lexington, KY | Quality Home and Community Based Therapy Services | $8,000 |
| Aspen Institute Aspen, CO | Various Educational Programs | $5,000 |
| Lexington Theatre Company Lexington, KY | Community Arts Outreach | $5,000 |
| Jewish Federation of the Bluegrass Lexington, KY | Spiritual, Educational, Community Building and Social Justice | $4,000 |
Ready to take the next step with Rosenstein Family Charitable Foundation?
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 | $4,130,940 | $2,295,804 | $208,546 | $174,296 | 45 | $174,296 | $1,129,339 | $218,736 |
| 2024 | $2,043,682 | $468,930 | $151,854 | $126,398 | 40 | $126,398 | $178,117 | $169,751 |
| 2023 | $1,726,606 | $180,457 | $125,211 | $107,210 | 47 | $107,210 | $56,511 | $117,702 |
| 2022 | $1,671,360 | $62,051 | $111,380 | $85,445 | 48 | $85,445 | $15,504 | $102,371 |
| 2021 | $1,720,689 | $353,497 | $136,622 | $117,324 | 53 | $117,324 | $337,871 | $110,065 |
| 2020 | $1,503,814 | $223,799 | $120,930 | $103,658 | 42 | — | $72,263 | $89,817 |
| 2019 | $1,405,945 | $112,679 | $103,457 | $87,958 | 52 | — | $65,157 | $82,196 |
Under IRS private-foundation payout rules, Rosenstein Family Charitable Foundation reported a distributable amount of $219K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including post-secondary and other education, health and medical services, arts, community needs, and spiritual and social programming.
Among its grantees, Lexington Theatre Company says it creates professional theatre and trains the next generation of theatre artists. Jewish Federation of the Bluegrass describes its work as serving Jewish people and ideals through fundraising, community programming, social services, and educational activities. Surgery on Sunday says it provides medically necessary outpatient surgical services at no cost to eligible uninsured or underinsured individuals.
Grantmaking
In 2025, the foundation reported 45 grants totaling $174,296. Grant amounts ranged from $100 to $60,000, with a median of $722.
The largest reported grants included $60,000 to UK College of Medicine for post-secondary education; $15,000 to the University of Kentucky for academic needs; $13,100 to The Lexington School for education; $13,000 to Temple Adath Israel for lifelong learning, spiritual growth, and social justice; and $10,000 each to Kentucky Children’s Hospital Philanthropy for medical outreach and UK School of Music for post-secondary education. Other grants included $8,000 to Child Development for quality home- and community-based therapy services, $5,000 to Lexington Theatre Company for community arts outreach, and $4,000 to Jewish Federation of the Bluegrass for spiritual, educational, community-building, and social justice work.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Robert Rosenstein, Ann Rosenstein, Ross Rosenstein, Kyle Rosenstein, and Jamie Rosenstein as directors.
Rosenstein Family Charitable Foundation's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ann Rosenstein
Director
On filings since 2019
2.3 hrs/week
No compensation reported
Jamie Rosenstein
Director
On filings since 2019
0.3 hrs/week
No compensation reported
Kyle Rosenstein
Director
On filings since 2019
0.3 hrs/week
No compensation reported
Robert Rosenstein
Director
On filings since 2019
2.3 hrs/week
No compensation reported
Ross Rosenstein
Director
On filings since 2019
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Rosenstein Family Charitable Foundation
How much does Rosenstein Family Charitable Foundation give each year?
Rosenstein Family Charitable Foundation gave $174K across 45 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $126K across 40 grants.
What is Rosenstein Family Charitable Foundation's typical grant size?
Rosenstein Family Charitable Foundation's median grant in 2025 was $722, and its average grant was $3,873, across 45 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Rosenstein Family Charitable Foundation that year got $13K on average.
Where does Rosenstein Family Charitable Foundation give grants?
Rosenstein Family Charitable Foundation gives mostly in Kentucky: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Colorado (5%). The most frequent recipient cities were Lexington, KY (24 grants), New York, NY (4 grants), Aspen, CO (2 grants) and Charlottesville, VA (2 grants).
Does Rosenstein Family Charitable Foundation give general operating support?
Not in 2025: none of the 45 grants with a stated purpose on Rosenstein Family Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Post Secondary Education" (9 grants).
Who are Rosenstein Family Charitable Foundation's largest grantees?
Rosenstein Family Charitable Foundation's largest 2025 grantees include UK College of Medicine ($60,000), University of Kentucky ($15,000) and The Lexington School ($13,100), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.
How large is Rosenstein Family Charitable Foundation?
Rosenstein Family Charitable Foundation reported $4.1M in total assets on its 2025 IRS Form 990-PF. It paid out $174K in qualifying distributions that year, against a required minimum of $219K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Rosenstein Family Charitable Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including post-secondary and other education, health and medical services, arts, community needs, and spiritual and social programming. See mission & focus areas ↑
How do I apply for a grant from Rosenstein Family Charitable Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Rosenstein Family Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 5, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 24, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Rosenstein Family Charitable Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Rosenstein Family Charitable Foundation funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/rosenstein-family-charitable-foundation-morg_020cfaf93e2c4ce59259248c59fa32d9
BibTeX
@misc{grantable_611316211_2026,
author = {{Grantable}},
title = {{Rosenstein Family Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/rosenstein-family-charitable-foundation-morg_020cfaf93e2c4ce59259248c59fa32d9},
note = {Accessed 2026-10-13. 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 Rosenstein Family Charitable Foundation'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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