William Rosenberg
The William Rosenberg Family Foundation is a private 501(c)(3) foundation established in June 1986. The organization maintains offices in Snowmass Village, Colorado and Boston, Massachusetts, operating as a family foundation focused on philanthropic grantmaking.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.6M
+12.4% YoY
Annual Giving
$467K
-87.1% YoY
Grant Count
33
+0.0% YoY
Avg Grant Size
$14K
-87.1% YoY
Under IRS private-foundation payout rules, William Rosenberg reported a distributable amount of $524K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation primarily funds organizations in Massachusetts, Florida, and Colorado.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2024):
- Total assets: $9,550,311
- Total giving: $467,031
Assets & Revenue (2023):
- Total assets: $8.5 million
- Total expenses: $4.16 million
- Revenue: $29.9k
Holdings: The foundation maintains publicly traded securities valued at $3.7 million as of 2021.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,550,311 | $8,495,324 | $11,517,219 |
| Revenue | $778,359 | $29,851 | $362,372 |
| Expenses | $823,351 | $4,156,761 | $1,090,355 |
| Qualifying Distributions | $694,112 | $3,958,765 | $934,660 |
| Net Investment Income | $650,315 | $95,494 | $225,677 |
| Distributable Amount | $523,608 | $592,510 | $725,505 |
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
213 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mclean Hospital ($96,000), Combined Jewish Philanthrop ($58,778), Jazz at Aspen-snowmass ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ASPEN COMMUNITY FOUNDATION BASALT, CO | TO FURTHER ENTITY'S EXEMPT PURPOSE | $25,000 |
| BASCOM PALMER EYE INSTITUTE MIAMI, FL | TO FURTHER ENTITY'S EXEMPT PURPOSE | $15,000 |
| CHARITY FOR CHANGE NAPLES, FL | TO FURTHER ENTITY'S EXEMPT PURPOSE | $18,778 |
| COMBINED JEWISH PHILANTHROP BOSTON, MA | TO FURTHER ENTITY'S EXEMPT PURPOSE | $58,778 |
| DANA FARBER CANCER INSTITUTE BROOKLINE, MA | TO FURTHER ENTITY'S EXEMPT PURPOSE | $10,000 |
| HUNTINGTON THEATER COMPANY BOSTON, MA | TO FURTHER ENTITY'S EXEMPT PURPOSE | $2,500 |
| INSTITUTE FOR COMTEMPORARY ART BOSTON, MA | TO FURTHER ENTITY'S EXEMPT PURPOSE | $10,000 |
| LIGHTHOUSE OF COLLIER INC NAPLES, FL | TO FURTHER ENTITY'S EXEMPT PURPOSE | $15,000 |
| MCLEAN HOSPITAL BELMONT, MA | TO FURTHER ENTITY'S EXEMPT PURPOSE | $96,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION MIAMI, FL | TO FURTHER ENTITY'S EXEMPT PURPOSE | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation's governance includes the following individuals in leadership and director roles:
- Ann M Rosenberg — President/Director
- Donald N Rosenberg — Co-Treasurer/Director
- James Rosenberg — Co-Treasurer/Director
- Robert M Rosenberg — Director
- Carolyn A Ryan — Director
- Jennifer Fox — Director
- Jill Gottlieb — Director
- John M Rosenberg — Director
- Lauren M Neill — Director
- Michael Rosenberg — Director
- Michael Ryan — Director
- Tara-Lynn Boreham Rosenberg — Director
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANN M ROSENBERG | PRESIDENT/DIRECTOR | 1 | — |
| BARBARA ROSENBERG | DIRECTOR | 1 | $2,500 |
| CAROL SILVERSTEIN | DIRECTOR | 1 | $20,000 |
| CAROLYN A RYAN | DIRECTOR | 1 | — |
| DONALD N ROSENBERG | CO-TREASURER/DIRECTOR | 1 | $20,000 |
| JAMES ROSENBERG | CO-TREASURER/DIRECTOR | 1 | $21,900 |
| JENNIFER FOX | DIRECTOR | 1 | $7,500 |
| JILL GOTTLIEB | DIRECTOR | 1 | $7,500 |
| JOHN M ROSENBERG | DIRECTOR | 1 | $2,500 |
| LAUREN M NEILL | DIRECTOR | 1 | $7,500 |
| MICHAEL ROSENBERG | DIRECTOR | 1 | $21,900 |
| REBECCA R ROSENBERG | DIRECTOR | 1 | $2,500 |
| ROBERT M ROSENBERG | DIRECTOR | 1 | $20,000 |
| TARA-LYNN BOREHAM ROSENBERG | DIRECTOR | 1 | $2,500 |
| TYLER BEDNAR | DIRECTOR | 1 | $2,500 |
| VANESSA ROSENBERG | DIRECTOR | 1 | $2,500 |
| WYATT RYAN | DIRECTOR | 1 | — |
| WAYLON RYAN | DIRECTOR | 1 | — |
| JEFF ROSENBERG | DIRECTOR | 1 | $2,500 |
Frequently Asked Questions
What does William Rosenberg fund?
The foundation's primary funding priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from William Rosenberg?
**Grant Activity:** • Total giving: $467,031 (based on most recent IRS 990 filing) • Typical award range: $50–$3,114,888 • The foundation makes grants to various nonprofit organizations across its priority areas **Geographic Focus:** The foundation primarily funds organizations in Massachusetts, Florida, and Colorado.
What size grants does William Rosenberg award?
In 2024, William Rosenberg awarded 33 grants totaling $467K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is William Rosenberg required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William Rosenberg reported a distributable amount of $524K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William Rosenberg's EIN?
William Rosenberg's EIN (Employer Identification Number) is 59-2675613. 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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