The Ron and Nancy Rosner Charitable Foundation Inc

FREDERICKSBURG, VA EIN: 81-4543868

The Ron and Nancy Rosner Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FREDERICKSBURG, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 13 grants totaling $222K. Net investment income was $533K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.2M

+8.0% YoY

Annual Giving

$222K

+50.9% YoY

Grant Count

-7.1% YoY

Avg Grant Size

$17K

+62.5% YoY

Under IRS private-foundation payout rules, The Ron and Nancy Rosner Charitable Foundation Inc reported a distributable amount of $301K for 2024 — the minimum it must pay out in qualifying distributions.

About The Ron and Nancy Rosner Charitable Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with The Ron and Nancy Rosner Charitable Foundation Inc?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $584K (44%)

Virginia $509K (39%)

New Jersey $122K (9%)

District of Columbia $40K (3%)

Indiana $25K (2%)

Tennessee $10K (1%)

Texas $10K (1%)

Colorado $5K (0%)

+2 more states

States

Colorado District of Columbia Florida Indiana New Jersey New York South Carolina Tennessee Texas Virginia

Cities

AltavistaAuroraBloomingtonCedar KnollsColumbiaDentonFredericksburgFredricksburgGainesvilleGreat FallsIndian River ShoresNashvilleNew YorkOceanportRichmondVero BeachWashingtonWest Palm Beach

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,158,519	$3,850,930	$3,652,823
Revenue	$564,437	$381,020	$208,789
Expenses	$260,006	$179,482	$463,441
Qualifying Distributions	$222,015	$147,165	$430,318
Net Investment Income	$532,903	$344,653	$175,666
Distributable Amount	$301,437	$252,745	$249,490

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

71 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include MCV Foundation ($60,000), Whole Family Health Center ($50,000), Riverside Theatre ($32,800).

Recipient	Purpose	Amount
Boys and Girls Club of Indian River County Vero Beach, FL	OPERATIONAL SUPPORT	$10,000
Camp Haven Inc Vero Beach, FL	OPERATIONAL SUPPORT	$5,000
Crossover Mission Vero Beach, FL	OPERATIONAL SUPPORT	$2,000
Distinguished Lecturer Series Foundation Vero beach, FL	OPERATIONAL SUPPORT	$5,000
Johns Island Foundation Indian River Shores, FL	OPERATIONAL SUPPORT	$10,000
MCV Foundation Richmond, VA	OPERATIONAL SUPPORT	$60,000
Riverside Theatre vero beach, FL	OPERATIONAL SUPPORT	$32,800
Robert Trent Jones Golf Club Charitable Foundation Gainesville, VA	OPERATIONAL SUPPORT	$4,365
The Jamestown Foundation Washington, DC	OPERATIONAL SUPPORT	$5,000
The Johns Island Community Service League Vero Beach, FL	OPERATIONAL SUPPORT	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Ron and Nancy Rosner Charitable Foundation Inc?

The Ron and Nancy Rosner Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FREDERICKSBURG, VA. It holds $4.2M in total assets as of 2024.

How large is The Ron and Nancy Rosner Charitable Foundation Inc?

As of 2024, The Ron and Nancy Rosner Charitable Foundation Inc holds $4.2M in total assets with $564K in annual revenue. It awarded 13 grants totaling $222K in 2024.

Where does The Ron and Nancy Rosner Charitable Foundation Inc operate?

The Ron and Nancy Rosner Charitable Foundation Inc has awarded grants in Colorado, District of Columbia, Florida, Indiana, New Jersey, New York, South Carolina, Tennessee, Texas, Virginia.

What size grants does The Ron and Nancy Rosner Charitable Foundation Inc award?

In 2024, The Ron and Nancy Rosner Charitable Foundation Inc awarded 13 grants totaling $222K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is The Ron and Nancy Rosner Charitable Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Ron and Nancy Rosner Charitable Foundation Inc reported a distributable amount of $301K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Ron and Nancy Rosner Charitable Foundation Inc's EIN?

The Ron and Nancy Rosner Charitable Foundation Inc's EIN (Employer Identification Number) is 81-4543868. IRS Form 990 filing data is available on this page for 2020–2024.