The Allison-Rosen Family Foundation
The Allison-Rosen Family Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $878K in total assets. In 2025, it awarded 1 grant totaling $53K. Net investment income was $37K.
The Allison-Rosen Family Foundation at a glance
In short: The Allison-Rosen Family Foundation gave $53K across 1 grant in 2025 (avg $53K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $52,600
- +7.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $52,600
- +7.3% vs 2024
- Median grant
- $52,600
- Total assets
- $878,496
- -2.0% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Allison-Rosen Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 15 grants of 16 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Allison-Rosen Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 122% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $49K (2024) to $53K (2023). In 2025 it made 1 grant totaling $53K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Schedule See Attached, NY | General Purpose | $52,600 |
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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 | $878,496 | $38,106 | $56,042 | $52,600 | 1 | $52,600 | $36,527 | $43,200 |
| 2024 | $896,432 | $36,074 | $57,113 | $49,000 | 1 | $49,000 | $33,426 | $44,353 |
| 2023 | $917,471 | $24,471 | $57,000 | $53,000 | 9 | $53,000 | $24,471 | $45,782 |
| 2022 | $950,000 | $1,000,000 | $50,000 | $50,000 | 5 | $50,000 | — | $46,788 |
Under IRS private-foundation payout rules, The Allison-Rosen Family Foundation reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Allison-Rosen Family Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Nancy Allison
Secretary
Trustee → Secretary, 2023
On filings since 2022
No compensation reported
Roger Rosen
Presdent
Trustee → Presdent, 2023
On filings since 2022
No compensation reported
Steven Shaw
Treasurer
Trustee → Treasurer, 2023
On filings since 2022
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "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 The Allison-Rosen Family Foundation
How much does The Allison-Rosen Family Foundation give each year?
The Allison-Rosen Family Foundation gave $53K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $49K across 1 grant.
How large is The Allison-Rosen Family Foundation?
The Allison-Rosen Family Foundation reported $878K in total assets on its 2025 IRS Form 990-PF. It paid out $53K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).
Where does The Allison-Rosen Family Foundation operate?
The Allison-Rosen Family Foundation has awarded grants in Colorado, Illinois, Minnesota, New York, Ohio, Texas.
What is The Allison-Rosen Family Foundation's EIN?
The Allison-Rosen Family Foundation's EIN (Employer Identification Number) is 92-6217824. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 23, 2026)
- IRS filings on file for fiscal years 2022–2024
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