Sollie Rosen Memorial Foundation

CHAGRIN FALLS, OH EIN: 34-1788999

Sollie Rosen Memorial Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHAGRIN FALLS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $459K in total assets. In 2024, it awarded 10 grants totaling $31K. Net investment income was $38K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$459K

+2.3% YoY

Annual Giving

$31K

+13.3% YoY

Grant Count

+25.0% YoY

Avg Grant Size

$3K

-9.3% YoY

Under IRS private-foundation payout rules, Sollie Rosen Memorial Foundation reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.

About Sollie Rosen Memorial 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

Ohio $144K (100%)

Pennsylvania $100 (0%)

States

Ohio Pennsylvania

Cities

BeachwoodChagrin FallsChardonCincinnatiClevelandCuyahoga FallsGates MillsMoreland HillsPittsburgh

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$458,966	$448,555	$470,019
Revenue	$42,288	$7,348	$29,651
Expenses	$31,877	$28,812	$26,590
Qualifying Distributions	$30,600	$27,000	$26,000
Net Investment Income	$38,253	$6,558	$26,051
Distributable Amount	$34,139	$28,670	$29,899

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

47 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University Hospital ($22,000), Greater Cleveland Food Bank ($2,000), Chagrin Falls Park Comm Ct ($1,500).

Recipient	Purpose	Amount
CHAGRIN FALLS POLICE DEPARTMENT CHAGRIN FALLS, OH	COMMUNITY PROGRAMS	$1,000
HOWARD HANNA CHILDRENS FREE CARE FN PITTSBURGH, PA	HEALTH AND WELLNESS	$100
NEXT STEP CHARDON, OH	FAMILY AND COMMUNITY SERVICES	$500
CF FIREFIGHTERS CHARITABLE FUND CHAGRIN FALLS, OH	COMMUNITY PROGRAMS	$1,000
JOHN MURTAUGH BENEVOLENT FUND CHAGRIN FALLS, OH	COMMUNITY OUTREACH	$1,000
HAWKEN UPPER SCHOOL GATES MILLS, OH	EDUCATION AND DEVELOPMENT	$1,000
CHAGRIN FALLS PARK COMM CT CHAGRIN FALLS, OH	PROGRAMS OF FAMILY AND COMMUNITY SERVICES	$1,500
CHAGRIN VALLEY JAYCEES CHAGRIN FALLS, OH	COMMUNITY PROGRAMS	$500
GREATER CLEVELAND FOOD BANK CLEVELAND, OH	PROGRAM SUPPORT	$2,000
UNIVERSITY HOSPITAL CLEVELAND, OH	HEALTH AND WELLNESS	$22,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KENNETH R ROSEN	TRUSTEE	4	—
SHELBY RAUEN	TRUSTEE	4	—
TAB A KEPLINGER	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Sollie Rosen Memorial Foundation?

Sollie Rosen Memorial Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHAGRIN FALLS, OH. It holds $459K in total assets as of 2024.

How large is Sollie Rosen Memorial Foundation?

As of 2024, Sollie Rosen Memorial Foundation holds $459K in total assets with $42K in annual revenue. It awarded 10 grants totaling $31K in 2024.

Where does Sollie Rosen Memorial Foundation operate?

Sollie Rosen Memorial Foundation has awarded grants in Ohio, Pennsylvania.

What size grants does Sollie Rosen Memorial Foundation award?

In 2024, Sollie Rosen Memorial Foundation awarded 10 grants totaling $31K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Sollie Rosen Memorial Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sollie Rosen Memorial Foundation reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.