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
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
States
Cities
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
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
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
176 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANDREW S ROSEN | PRESIDENT - DIRECTOR | 0.5 | — |
| SHERI L ROSEN | SECRETARY - DIRECTOR | 0.5 | — |
| SHERI L ROSEN | CHIEF FINANCIAL OFFICER | — | — |
| BRIAN A ROSEN | DIRECTOR | 0.5 | — |
| LACI E ROSEN | DIRECTOR | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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