Rosenstein Family Charitable Foundation
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
40
-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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
Explore Open Grants
Browse active grant opportunities in Rosenstein Family Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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