Sollie Rosen Memorial Foundation

Private foundation · Grantmaker Chagrin Falls, OH EIN: 34-1788999

Sollie Rosen Memorial Foundation is a private foundation, based in Chagrin Falls, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $434K in total assets. In 2025, it awarded 9 grants totaling $36K. Net investment income was $7K.

Key facts about Sollie Rosen Memorial Foundation

In short: Sollie Rosen Memorial Foundation gave $36K across 9 grants in 2025 (avg $4K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

EIN
34-1788999
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$35,600
Grants made (2025)
9
Average grant
$3,956
Median grant
$1,000
Total assets
$434,237
Primary geography
Ohio (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$434K

-5.4% YoY

Annual Giving

$36K

+16.3% YoY

Grant Count

9

-10.0% YoY

Avg Grant Size

$4K

+29.3% YoY

Under IRS private-foundation payout rules, Sollie Rosen Memorial Foundation reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.

How Sollie Rosen Memorial Foundation gives

  • Giving grew 37% from 2022 to 2025. Method
  • In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

Chagrin FallsClevelandChardonGates MillsBeachwoodCincinnatiCuyahoga FallsMoreland HillsPittsburgh

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K9 grants2020 12 grants2021 8 grants2022 8 grants2023 10 grants2024 9 grants2025

From 2020 to 2025, annual grant giving ranged from $26K (2022) to $36K (2025). In 2025 it made 9 grants totaling $36K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Rainbow Babies and Childrens: $25KRainbow Babies and Childrens$25KGreater Cleveland Food Bank: $4KGreater Cleveland Food Bank$4KChagrin Falls Parks Comm CT: $2KChagrin Falls Parks Comm CT$2KCF Firefighters Charitable Fund: $1KCF Firefighters CharitableFund$1KJohn Murtaugh Benevolent Fund: $1KJohn Murtaugh Benevolent Fund$1KHawken Upper School: $1KHawken Upper School$1KUniversity Hospital: $1KUniversity Hospital$1KNext Step: $600Next Step$600Chagrin Valley Jaycees: $500Chagrin Valley Jaycees$500

The largest 2025 recipient was Rainbow Babies and Childrens ($25K). Together the top 9 received $36K.

Grant Size Distribution

47 grants across all recorded years

47<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 47 grants of 47 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Rainbow Babies and Childrens Cleveland, OHPrograms of Family and Community Health Services$24,900
Greater Cleveland Food Bank Cleveland, OHProgram Support$4,000
Chagrin Falls Parks Comm CT Chagrin Falls, OHCommunity Programs$1,600
CF Firefighters Charitable Fund Chagrin Falls, OHCommunity Programs$1,000
John Murtaugh Benevolent Fund Chagrin Falls, OHCommunity Outreach$1,000
Hawken Upper School Gates Mills, OHEducation and Development$1,000
University Hospital Cleveland, OHHealth and Wellness$1,000
Next Step Chardon, OHFamily and Community Services$600
Chagrin Valley Jaycees Chagrin Falls, OHCommunity Programs$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$434,237$458,966$448,555
Revenue$12,190$42,288$7,348
Expenses$36,919$31,877$28,812
Qualifying Distributions$35,600$30,600$27,000
Net Investment Income$6,531$38,253$6,558
Distributable Amount$40,309$34,139$28,670

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 30, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS September 7, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 15, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)

Leadership & Key People

Officers and directors from IRS filings

Sollie Rosen Memorial Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Kenneth R. Rosen

    Trustee

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Shelby Rauen

    Trustee

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Tab A. Keplinger

    Trustee

    On filings since 2020

    1 hr/week

    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 Sollie Rosen Memorial Foundation

How much does Sollie Rosen Memorial Foundation give each year?

Sollie Rosen Memorial Foundation gave $36K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $31K across 10 grants.

What is Sollie Rosen Memorial Foundation's typical grant size?

Sollie Rosen Memorial Foundation's median grant in 2025 was $1,000, and its average grant was $3,956, across 9 grants on its 2025 IRS Form 990-PF.

Where does Sollie Rosen Memorial Foundation give grants?

Sollie Rosen Memorial Foundation gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Chagrin Falls, OH (4 grants) and Cleveland, OH (3 grants).

Does Sollie Rosen Memorial Foundation give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on Sollie Rosen Memorial Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Programs" (3 grants).

Who are Sollie Rosen Memorial Foundation's largest grantees?

Sollie Rosen Memorial Foundation's largest 2025 grantees include Rainbow Babies and Childrens ($24,900), Greater Cleveland Food Bank ($4,000) and Chagrin Falls Parks Comm CT ($1,600), according to its 2025 IRS Form 990-PF. Together they received 86% of its itemized 2025 grant dollars.

How large is Sollie Rosen Memorial Foundation?

Sollie Rosen Memorial Foundation reported $434K in total assets on its 2025 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $40K (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 is Sollie Rosen Memorial Foundation's EIN?

Sollie Rosen Memorial Foundation's EIN (Employer Identification Number) is 34-1788999. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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