The Andrew and Sheri Rosen Family Foundation
THE ANDREW AND SHERI ROSEN is a private foundation based in Dallas, Texas. It made 40 grants totaling $287,761 in 2024 to charitable organizations, including recipients in Texas, Indiana, Massachusetts, Tennessee, and Virginia.
Key facts about The Andrew and Sheri Rosen Family Foundation
In short: The Andrew and Sheri Rosen Family Foundation gave $288K across 40 grants in 2024 (avg $7K), mostly in Texas. 25% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 47-2273007
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $287,761
- Grants made (2024)
- 40
- Average grant
- $7,194
- Median grant
- $1,000
- New grantees (estimate)
- 25% first-time grantees (10 of 40, 2024)
- Total assets
- $3,634,274
- Primary geography
- Texas (50% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
+0.7% YoY
Annual Giving
$288K
+20.3% YoY
Grant Count
40
+14.3% YoY
Avg Grant Size
$7K
+5.2% YoY
Under IRS private-foundation payout rules, The Andrew and Sheri Rosen Family Foundation reported a distributable amount of $210K for 2024 — the minimum it must pay out in qualifying distributions.
Is The Andrew and Sheri Rosen Family Foundation open to new grantees?
25%
first-time grantees, 2024
In 2024, 10 of 40 grantees (25%) were first-time recipients. First grants averaged $3K; repeat grants $9K. How we count
Medians: $1K first-time, $1K repeat.
- 63% of 2024 grantees were also funded in 2023. Method
- Giving grew 33% from 2021 to 2024. Method
- In 2024 it paid out 137% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas that include children’s health, Jewish community services, performing arts, medical research, and services for children and families. For example, Children’s Medical Center Foundation says it raises philanthropic contributions to support Children’s Health System of Texas and related entities in making life better for children. Jewish Federation of Greater Dallas describes its work as coordinating fundraising, social planning, leadership development, and community relations for the Jewish community locally and abroad.
Other recipients describe their work as presenting musical theater and other shows with educational value (Broadway Dallas), advancing research and treatment for pediatric catastrophic diseases (St. Jude Children’s Research Hospital), and helping young children and families address the effects of homelessness and poverty (Vogel Alcove).
Grantmaking
In 2024, the foundation made 40 grants totaling $287,761. Awards ranged from $60 to $51,000, with a median grant of $1,000.
Among the largest 2024 grants were $51,000 to IU Hillel, $50,000 to Children’s Medical Center Foundation, $45,000 to Cure Alzheimer’s Fund, $25,000 to Jewish Federation of Greater Dallas, and $21,040 to Broadway Dallas. Other grants included $11,042 to Vanderbilt Hillel and $10,000 each to AT&T Performing Arts Center, Children of Fallen Patriots, Dallas Holocaust Museum, Vogel Alcove, and St. Jude Children’s Research Hospital. The listed grant purposes were generally “General Fund”; the Dallas Holocaust Museum grant was for its “Museum Experience Fund.”
How to Apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The Andrew and Sheri Rosen Family Foundation?
Geographic Focus
Where this funder awards grants
In 2024, the largest shares of grant dollars by recipient state were Texas (50%), Indiana (18%), Massachusetts (16%), Tennessee (7%), and Virginia (3%).
Grant Distribution by State
Share of 2024 grant dollars across all 40 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $175K (2020) to $288K (2024). In 2024 it made 40 grants totaling $288K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Iu Hillel ($51K). Together the top 10 received $243K.
Organizations only. It also paid 1 grant to individuals ($4,000), which are not listed by name.
Grant Size Distribution
176 grants across all recorded years
The most common grant size was under $50K: 174 grants of 176 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Iu Hillel Bloomington, IN | General Fund | $51,000 |
| Children's Medical Center Foundation Dallas, TX | General Fund | $50,000 |
| Cure Alzheimer's Fund Wellesly Hills, MA | General Fund | $45,000 |
| Jewish Federation of Greater Dallas Dallas, TX | General Fund | $25,000 |
| Broadway Dallas Dallas, TX | General Fund | $21,040 |
| Vanderbilt Hillel Nashville, TN | General Fund | $11,042 |
| At & T Performing Arts Center Dallas, TX | General Fund | $10,000 |
| Children of Fallen Patriots Reston, VA | General Fund | $10,000 |
| Dallas Holocaust Museum Dallas, TX | Museum Experience Fund | $10,000 |
| Vogel Alcove Dallas, TX | General Fund | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grant total | Number of grants |
|---|---|---|
| 2024 | $287,761 | 40 |
| 2023 | $239,271 | 35 |
| 2022 | $209,452 | 40 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,634,274 | $3,608,139 | $3,782,678 |
| Revenue | $414,644 | $140,479 | $373,279 |
| Expenses | $388,509 | $315,018 | $288,014 |
| Qualifying Distributions | $287,761 | $239,271 | $209,452 |
| Net Investment Income | $414,644 | $208,166 | $373,279 |
| Distributable Amount | $210,220 | $194,762 | $194,266 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 8, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 29, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 6, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Andrew S. Rosen as president and director; Sheri L. Rosen as secretary, director, and chief financial officer; and Brian A. Rosen and Laci E. Rosen as directors.
The Andrew and Sheri Rosen Family Foundation is led by Andrew S. Rosen, President - Director since 2022 (on filings since 2020); none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Andrew S. Rosen
President - Director
President → President - Director, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Sheri L. Rosen
Secretary - Director & Chief Financial Officer
Secretary → Secretary - Director & Chief Financial Officer, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Brian A. Rosen
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Laci E. Rosen
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: Kerry L. Welch (2020–2021) — Treasurer
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 3925 Marquette Street, Dallas, TX 75225-5432
Phone: (214) 459-4512
Frequently asked questions about The Andrew and Sheri Rosen Family Foundation
How much does The Andrew and Sheri Rosen Family Foundation give each year?
The Andrew and Sheri Rosen Family Foundation gave $288K across 40 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $239K across 35 grants.
What is The Andrew and Sheri Rosen Family Foundation's typical grant size?
The Andrew and Sheri Rosen Family Foundation's median grant in 2024 was $1,000, and its average grant was $7,194, across 40 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Andrew and Sheri Rosen Family Foundation that year got $3K on average.
Where does The Andrew and Sheri Rosen Family Foundation give grants?
The Andrew and Sheri Rosen Family Foundation gives mostly in Texas: 50% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Indiana (18%) and Massachusetts (16%). The most frequent recipient cities were Dallas, TX (19 grants), Bloomington, IN (2 grants), Atlanta, GA (2 grants) and Indianapolis, IN (2 grants).
Does The Andrew and Sheri Rosen Family Foundation give general operating support?
Yes: 95% of The Andrew and Sheri Rosen Family Foundation's 2024 grants with a stated purpose (38 of 40) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Andrew and Sheri Rosen Family Foundation's largest grantees?
The Andrew and Sheri Rosen Family Foundation's largest 2024 grantees include Iu Hillel ($51,000), Children's Medical Center Foundation ($50,000) and Cure Alzheimer's Fund ($45,000), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($4,000), which are not listed by name. Together they received 51% of its itemized 2024 grant dollars.
How large is The Andrew and Sheri Rosen Family Foundation?
The Andrew and Sheri Rosen Family Foundation reported $3.6M in total assets on its 2024 IRS Form 990-PF. It paid out $288K in qualifying distributions that year, against a required minimum of $210K (roughly 5% of its investment assets).
What does The Andrew and Sheri Rosen Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas that include children’s health, Jewish community services, performing arts, medical research, and services for children and families. See mission & focus areas ↑
How do I apply for a grant from The Andrew and Sheri Rosen Family Foundation?
The foundation 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 The Andrew and Sheri Rosen Family Foundation's EIN?
The Andrew and Sheri Rosen Family Foundation's EIN (Employer Identification Number) is 47-2273007. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Andrew and Sheri Rosen Family 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.
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