The Dr A Everett and Ruth E Rosen
The Dr A Everett and Ruth E Rosen is a private foundation based in Dayton, Maine. Its 2025 filing reports 25 grants totaling $136,500, including support for student scholarships, religious and educational purposes, medical research and care, and human-rights education.
The Dr A Everett and Ruth E Rosen at a glance
In short: The Dr A Everett and Ruth E Rosen gave $137K across 25 grants in 2025 (avg $5K), mostly in Maine. 16% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $136,500
- +27.6% vs 2024
- Grants made (2025)
- 25
- +4.2% vs 2024
- Average grant
- $5,460
- +22.5% vs 2024
- Median grant
- $2,000
- Total assets
- $2,037,691
- -9.4% vs 2024
- New grantees (estimate)
- 16% first-time grantees (4 of 25, 2025)
- Primary geography
- Maine (51% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Dr A Everett and Ruth E Rosen
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 42 Sokokis Drive, Dayton, ME 04005-7606
Phone: (207) 710-0822
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Dr A Everett and Ruth E Rosen funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of Maine ($50K). Together the top 10 received $118K.
Grant Size Distribution
100 grants across all recorded years
The most common grant size was under $50K: 96 grants of 100 (96%).
Geographic Focus
Where this funder awards grants
In filing year 2025, Maine recipients received 51% of grant dollars and Massachusetts recipients received 24%. New York and Texas each received 5%, and Tennessee received 4%. The listed grants also include recipients in other states.
Grant Distribution by State
Share of 2025 grant dollars across all 25 itemized grants.
States
Cities
Is The Dr A Everett and Ruth E Rosen open to new grantees?
16%
first-time grantees, 2025
In 2025, 4 of 25 grantees (16%) were first-time recipients. First grants averaged $2K; repeat grants $6K. How we count
Medians: $2K first-time, $2K repeat.
- 84% of 2025 grantees were also funded in 2024. Method
- Giving grew 52% from 2022 to 2025. Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $89K (2020) to $165K (2023). In 2025 it made 25 grants totaling $137K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Maine Orono, ME | Student scholarships for education | $50,000 |
| Tufts University Boston, MA | Student scholarships for medical school | $25,000 |
| Etz Chaim Biddeford, ME | Defray operating expensives for religious and educational purposes | $20,000 |
| St Jude Children's Research Hospital Memphis, TN | Cancer research for children & hospital for child care (no charge to families) | $5,000 |
| Dana Farber Cancer Institute Brookline, MA | Cancer research for adults and children/ adolesescent and young adults oncology | $3,000 |
| Holocaust Museum of Houston Houston, TX | Education learning center about human rights and tolerance | $3,000 |
| Jewish National Fund (JNF) New York, NY | Research, patient and caregiver education for Multiple Sclerosis | $3,000 |
| Magen David Adom (AFMDA) Philadelphia, PA | Medical, hospitals, and education | $3,000 |
| MD Anderson Cancer Center Houston, TX | Cancer research for adults and children & hospital patient care | $3,000 |
| Memorial Sloan Kettering Cancer Center New York, NY | Cancer research for adults and children | $3,000 |
Ready to take the next step with The Dr A Everett and Ruth E Rosen?
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 | $2,037,691 | $66,092 | $338,464 | $136,500 | 25 | $227,496 | — | $248,878 |
| 2024 | $2,249,063 | $284,374 | $303,134 | $107,000 | 24 | $198,103 | $220,025 | $228,010 |
| 2023 | $2,296,823 | $37,266 | $362,741 | $165,000 | 20 | $256,534 | — | $198,488 |
| 2022 | $2,617,842 | $118,517 | $385,077 | $90,000 | 20 | $220,342 | $246 | $468,677 |
| 2021 | $2,548,926 | $256,769 | $295,742 | $91,500 | 11 | $179,023 | $144,330 | $212,380 |
| 2020 | $2,581,899 | $-26,584 | $274,867 | $88,500 | 11 | — | — | $209,493 |
Under IRS private-foundation payout rules, The Dr A Everett and Ruth E Rosen reported a distributable amount of $249K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The available information does not state the foundation’s own mission. Its 2025 grants include scholarships for education and medical school, support for religious and educational purposes, and grants for medical research and patient care. It also supported the Holocaust Museum of Houston for an educational learning center about human rights and tolerance.
The grantees’ own mission statements illustrate the kinds of organizations supported. St. Jude Children’s Research Hospital describes its mission as advancing cures and prevention for pediatric catastrophic diseases through research and treatment, without denying treatment based on a family’s ability to pay. National Jewish Health says it provides integrated patient care, pursues research and cures, and educates health professionals. Other 2025 grantees describe missions focused on kidney disease, diabetes, children and families affected by cancer, arthritis, heart health, and lung health.
Grantmaking
In filing year 2025, the foundation reported 25 grants totaling $136,500. Grant amounts ranged from $500 to $50,000, with a median of $2,000.
The largest reported grants included $50,000 to the University of Maine for student scholarships for education, $25,000 to Tufts University for medical-school scholarships, and $20,000 to Etz Chaim to defray operating expenses for religious and educational purposes. Other grants included $5,000 to St. Jude Children’s Research Hospital for children’s cancer research and care, and $3,000 each to Dana-Farber Cancer Institute, the Holocaust Museum of Houston, Jewish National Fund, Magen David Adom, MD Anderson Cancer Center, Memorial Sloan Kettering Cancer Center, and Shriner’s Hospital for Children in Boston.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Walter M Rosen as president, Brian Rosen as treasurer, Lisa Rosen Berman as clerk, and Sandra Rosen and Dave Erb as directors.
The Dr A Everett and Ruth E Rosen is led by Walter M Rosen, President on every filing since 2020; 4 of 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Walter M Rosen
President
On filings since 2020
25 hrs/week
$114K (2020) → $114K (2025)
Sandra Rosen
Director
On filings since 2020
4 hrs/week
$6K (2020) → $6K (2025)
Dave Erb
Director
On filings since 2022
1 hr/week
No compensation reported
Brian Rosen
Treasurer
On filings since 2020
10 hrs/week
$13K (2020) → $13K (2025)
Lisa Rosen Berman
Clerk
On filings since 2020
4 hrs/week
$6K (2020) → $6K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $114K, to Walter M Rosen (President). 4 officers or directors reported compensation on that filing.
Frequently asked questions about The Dr A Everett and Ruth E Rosen
How much does The Dr A Everett and Ruth E Rosen give each year?
The Dr A Everett and Ruth E Rosen gave $137K across 25 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $107K across 24 grants.
What is The Dr A Everett and Ruth E Rosen's typical grant size?
The Dr A Everett and Ruth E Rosen's median grant in 2025 was $2,000, and its average grant was $5,460, across 25 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Dr A Everett and Ruth E Rosen that year got $2K on average.
Where does The Dr A Everett and Ruth E Rosen give grants?
The Dr A Everett and Ruth E Rosen gives mostly in Maine: 51% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (24%) and New York (5%). The most frequent recipient cities were Boston, MA (3 grants), New York, NY (3 grants), Houston, TX (2 grants) and Chicago, IL (2 grants).
Does The Dr A Everett and Ruth E Rosen give general operating support?
Occasionally: 4% of The Dr A Everett and Ruth E Rosen's 2025 grants with a stated purpose (1 of 25) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Dr A Everett and Ruth E Rosen's largest grantees?
The Dr A Everett and Ruth E Rosen's largest 2025 grantees include University of Maine ($50,000), Tufts University ($25,000) and Etz Chaim ($20,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is The Dr A Everett and Ruth E Rosen?
The Dr A Everett and Ruth E Rosen reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $227K in qualifying distributions that year, against a required minimum of $249K (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 does The Dr A Everett and Ruth E Rosen fund?
The available information does not state the foundation’s own mission. Its 2025 grants include scholarships for education and medical school, support for religious and educational purposes, and grants for medical research and patient care. See mission & focus areas ↑
How do I apply for a grant from The Dr A Everett and Ruth E Rosen?
The foundation states that it 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 Dr A Everett and Ruth E Rosen's EIN?
The Dr A Everett and Ruth E Rosen's EIN (Employer Identification Number) is 47-2319589. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Dr A Everett and Ruth E Rosen 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 October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 9, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in The Dr A Everett and Ruth E Rosen's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Maine
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
McKesson Foundation Inc
Dallas, TX
The McKesson Foundation funds cancer support and care, healthcare workforce pathways, and emergency response, with grants mainly supporting organizations in the United States and Canada. Its 2025 grants had a median of $100,000, though amounts ranged from $10,000 to about $2.47 million. Its filing says it does not accept unsolicited requests, while its application page describes an online application process with stated submission windows.
Assets
$1.6M
Grants
76
Total Given
$16.6M
Maine Community Foundation Inc
Ellsworth, ME
Maine Community Foundation supports nonprofits and communities in Maine through grants for areas such as community building, arts, land and water, housing, and equity, as well as scholarships. Its 2024 grants had a median amount of $17,500, though awards varied widely. The profile describes online applications for competitive grants but does not state whether unsolicited requests are accepted.
Assets
$807.6M
Grants
1,161
Total Given
$57.6M
TD Charitable Foundation
Portland, ME
TD Charitable Foundation funds education, human services, housing and eviction prevention, nonprofit training, and community initiatives, with emphasis on inclusion and underserved and low-to-moderate-income communities. Its 2025 grants ranged from $300 to $250,000, with a median of $10,000; its filing lists a typical award range of $135–$475,000. It focuses primarily on Florida, New Jersey, and New York, and its 2023 filing says applications are available online; applicants must be eligible 501(c)(3) public charities in states with a TD Bank branch.
Assets
$9.1M
Grants
1,003
Total Given
$24.9M
Simple Generosity Foundation
Cape Elizabeth, ME
Simple Generosity Foundation supports nonprofits across varied missions, with an emphasis on smaller organizations, mainly in the United States. Its 2025 grants ranged from $5,002 to $271,548, with a median of $6,287. It does not describe an open unsolicited-request process: nonprofits must join its network and be matched to a client giving program to receive donations.
Assets
$2.8M
Grants
339
Total Given
$4.4M
Elmina B Sewall Foundation
Freeport, ME
The Elmina B. Sewall Foundation funds Maine nonprofits working for equity and interconnected well-being for people, animals, and the environment, across areas including food systems, animal welfare, and community development. Its 2024 grants had a median of about $31,000, though awards varied widely; it accepts applications through its online system during designated periods and does not limit giving to preselected organizations.
Assets
$164.8M
Grants
296
Total Given
$14.4M
More similar funders
More Funders in Maine
Cite this profile
Grantable. (2026). The Dr A Everett and Ruth E Rosen funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/the-dr-a-everett-and-ruth-e-rosen-morg_a3fc1d450ece49d0a05ee8761d9fb3dc
BibTeX
@misc{grantable_472319589_2026,
author = {{Grantable}},
title = {{The Dr A Everett and Ruth E Rosen funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-dr-a-everett-and-ruth-e-rosen-morg_a3fc1d450ece49d0a05ee8761d9fb3dc},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Dr A Everett and Ruth E Rosen's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Dr A Everett and Ruth E Rosen down — hundreds of funders to go?