The Rochlis Family Foundation
The Rochlis Family Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $748K in total assets. In 2025, it awarded 6 grants totaling $123K. Net investment income was $25K.
Key facts about The Rochlis Family Foundation
In short: The Rochlis Family Foundation gave $123K across 6 grants in 2025 (avg $21K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 13-4200739
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $123,000
- Grants made (2025)
- 6
- Average grant
- $20,500
- Median grant
- $20,000
- Total assets
- $748,363
- Primary geography
- New York (80% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$748K
+5.2% YoY
Annual Giving
$123K
+2.8% YoY
Grant Count
6
-14.3% YoY
Avg Grant Size
$21K
+19.9% YoY
Under IRS private-foundation payout rules, The Rochlis Family Foundation reported a distributable amount of $72K for 2025 — the minimum it must pay out in qualifying distributions.
How The Rochlis Family Foundation gives
- Giving grew 34% from 2022 to 2025. Method
- In 2025 it paid out 170% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $70K (2021) to $123K (2025). In 2025 it made 6 grants totaling $123K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was New York Philharmonic ($30K). Together the top 6 received $123K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 29 grants of 29 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New York Philharmonic New York, NY | Charitable | $30,000 |
| Manhattan School of Music New York, NY | Charitable | $28,000 |
| Museum of the City of New York New York, NY | Charitable | $25,000 |
| University of Richmond Richmond, VA | Charitable | $15,000 |
| Planned Parenthood New York, NY | Charitable | $15,000 |
| Massachusetts Insititute of Tech Cambridge, MA | Charitable | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $748,363 | $711,458 | $702,383 |
| Revenue | $189,486 | $158,458 | $123,295 |
| Expenses | $152,581 | $149,383 | $122,149 |
| Qualifying Distributions | $123,000 | $119,650 | $93,000 |
| Net Investment Income | $25,349 | $24,066 | $22,671 |
| Distributable Amount | $72,225 | $69,686 | $64,148 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 6, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
Leadership & Key People
Officers and directors from IRS filings
The Rochlis Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Susan Rochlis
Director
On filings since 2019
No compensation reported
Jennifer Rochlis
Director
On filings since 2020
No compensation reported
Former officers (2)
- Former: Fernando A. Zumbado (2019) — Director
- Former: Jennifer Zumbado (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "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 Rochlis Family Foundation
How much does The Rochlis Family Foundation give each year?
The Rochlis Family Foundation gave $123K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $120K across 7 grants.
What is The Rochlis Family Foundation's typical grant size?
The Rochlis Family Foundation's median grant in 2025 was $20,000, and its average grant was $20,500, across 6 grants on its 2025 IRS Form 990-PF.
Where does The Rochlis Family Foundation give grants?
The Rochlis Family Foundation gives mostly in New York: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (12%) and Massachusetts (8%). The most frequent recipient cities were New York, NY (4 grants).
Does The Rochlis Family Foundation give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on The Rochlis Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (6 grants).
Who are The Rochlis Family Foundation's largest grantees?
The Rochlis Family Foundation's largest 2025 grantees include New York Philharmonic ($30,000), Manhattan School of Music ($28,000) and Museum of the City of New York ($25,000), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
How large is The Rochlis Family Foundation?
The Rochlis Family Foundation reported $748K in total assets on its 2025 IRS Form 990-PF. It paid out $123K in qualifying distributions that year, against a required minimum of $72K (roughly 5% of its investment assets).
What is The Rochlis Family Foundation's EIN?
The Rochlis Family Foundation's EIN (Employer Identification Number) is 13-4200739. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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