The Andrew and Sheri Rosen

DALLAS, TX EIN: 47-2273007

The Andrew and Sheri Rosen Family Foundation is a private foundation based in Dallas, Texas, established in 2015. The foundation operates as a 501(c)(3) organization with no employees and focuses on philanthropic grantmaking across multiple program areas.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$288K

+20.3% YoY

Grant Count

40

+14.3% YoY

Avg Grant Size

$7K

+5.2% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary purpose is to distribute income from partnership K-1 forms through strategic grantmaking. The foundation maintains several designated funds including:

  • General Fund
  • Rosen Scholarship Fund
  • Pettit Scholarship Fund
  • Museum Experience Fund
  • Give a Kid a Seat
  • Clinical Research Fund

Primary funding focus areas include education, philanthropy and voluntarism, and human services.

Grantmaking

The foundation made 40 grants in 2024, with total giving of $287,761. Typical grant awards range from $18,000 to $51,000.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Texas, Indiana, and Tennessee.

Grant Distribution by State

15states
+7 more states

Cities

ATLANTABLOOMINGTONBOCA RATONBOSTONDALLASDAVISGYPSUMHOUSTONINDIANAPOLISLEWISVILLELIVINGSTONLOS ANGELESMEMPHISNASHVILLENEW YORKPHILADELPHIAPLANORESTONRIDGEFIELDRYE BROOK

Financial History

Multi-year comparison from IRS filings

As of December 2024:

  • Total Assets: $3,634,274
  • Total Revenues: $414,644
  • Total Expenses: $388,509
  • Total Giving: $287,761
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$72K$144K$216K$288K32 grants202029 grants202140 grants202235 grants202340 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

IU HILLEL$51KCHILDREN'S MEDICAL CENTE…$50KCURE ALZHEIMER'S FUND$45KJEWISH FEDERATION OF GRE…$25KBROADWAY DALLAS$21KVANDERBILT HILLEL$11KAT & T PERFORMING ARTS C…$10KCHILDREN OF FALLEN PATRI…$10KDALLAS HOLOCAUST MUSEUM$10KVOGEL ALCOVE$10K

Grant Size Distribution

176 grants across all recorded years

174<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Iu Hillel ($51,000), Children's Medical Center Foundation ($50,000), Cure Alzheimer's Fund ($45,000).

RecipientPurposeAmount
AT & T PERFORMING ARTS CENTER DALLAS, TXGENERAL FUND$10,000
BOSTON UNIVERSITY SCHOOL OF LAW BOSTON, MAPETTIT SCHOLARSHIP FUND$500
BROADWAY DALLAS DALLAS, TXGENERAL FUND$21,040
CHABAD AT INDIANA UNIVERSITY BLOOMINGTON, INGENERAL FUND$500
CHILDREN OF FALLEN PATRIOTS RESTON, VAGENERAL FUND$10,000
COMMUNITIES FOUNDATION OF TEXAS DALLAS, TXGENERAL FUND$60
CURE ALZHEIMER'S FUND WELLESLY HILLS, MAGENERAL FUND$45,000
DALLAS CHILDREN'S ADVOCACY CENTER DALLAS, TXGENERAL FUND$500
DALLAS HOLOCAUST MUSEUM DALLAS, TXMUSEUM EXPERIENCE FUND$10,000
DOODLE ROCK RESCUE DALLAS, TXGENERAL FUND$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ANDREW S ROSENPRESIDENT - DIRECTOR0.5
SHERI L ROSENSECRETARY - DIRECTOR0.5
SHERI L ROSENCHIEF FINANCIAL OFFICER
BRIAN A ROSENDIRECTOR0.5
LACI E ROSENDIRECTOR0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does The Andrew and Sheri Rosen fund?

The foundation's primary purpose is to distribute income from partnership K-1 forms through strategic grantmaking. The foundation maintains several designated funds including: • General Fund • Rosen Scholarship Fund • Pettit Scholarship Fund • Museum Experience Fund • Give a Kid a Seat • Clinical Research Fund Primary funding focus areas include education, philanthropy and voluntarism, and human services.

How do I apply for a grant from The Andrew and Sheri Rosen?

**Grant Activity:** The foundation made 40 grants in 2024, with total giving of $287,761. Typical grant awards range from $18,000 to $51,000. **Recent Grants (2024):** • Children's Medical Center Foundation: $50,000 (General Fund) • Cure Alzheimer's Fund: $45,000 (General Fund) • Jewish Federation of Greater Dallas: $25,000 (General Fund) The foundation distributed an additional $197,511 across 21 additional grants in 2024.

Where does The Andrew and Sheri Rosen make grants?

The foundation primarily funds organizations in Texas, Indiana, and Tennessee.

What size grants does The Andrew and Sheri Rosen award?

In 2024, The Andrew and Sheri Rosen awarded 40 grants totaling $288K — an average of about $7K per grant, based on its IRS Form 990 filings.

What is The Andrew and Sheri Rosen's EIN?

The Andrew and Sheri Rosen's EIN (Employer Identification Number) is 47-2273007. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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