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Also known as: FAMILY FOUNDATION
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Andrew And Sheri Rosen Family Foundation is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 2015. It holds total assets of $3.6M. Annual income is reported at $722K. Total assets have grown from $100K in 2014 to $3.6M in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Texas and Pennsylvania. According to available records, Andrew And Sheri Rosen Family Foundation has made 147 grants totaling $833K, with a median grant of $1K. Annual giving has grown from $175K in 2020 to $239K in 2023. Grantmaking activity was highest in 2022 with $419K distributed across 80 grants. Individual grants have ranged from N/A to $47K, with an average award of $6K. The foundation has supported 62 unique organizations. The foundation primarily supports organizations in Texas, Massachusetts, Pennsylvania, which account for 76% of all grants. Grantmaking reaches organizations across 13 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$200
Median Grant
$5K
Average Grant
$7K
Largest Grant
$35K
Based on 29 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Andrew And Sheri Rosen Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 147 grants. Its grantmaking reaches organizations primarily in TX, MA, PA.
Andrew And Sheri Rosen Family Foundation has distributed a total of $833K across 147 grants. The median grant size is $1K, with an average of $6K. Individual grants have ranged from N/A to $47K.
Andrew And Sheri Rosen Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Andrew And Sheri Rosen Family Foundation is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 13 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Andrew S Rosen | PRESIDENT - DIRECTOR | $0 | $0 | N/A |
| Brian A Rosen | DIRECTOR | $0 | $0 | N/A |
| Laci E Rosen | DIRECTOR | $0 | $0 | N/A |
| Sheri L Rosen | CHIEF FINANCIAL OFFICER | $0 | $0 | N/A |
Total Giving
$315K
Total Assets
$3.6M
Fair Market Value
$4.1M
Net Worth
$3.6M
Grants Paid
$239K
Contributions
N/A
Net Investment Income
$208K
Distribution Amount
$195K
Total: $1M
Total Grants
147
Total Giving
$833K
Average Grant
$6K
Median Grant
$1K
Unique Recipients
62
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Cure Alzheimer'S FundGENERAL FUND | Wellesly Hills, MA | $47K | 2023 |
| Iu HillelGENERAL FUND | Bloomington, IN | $26K | 2023 |
| Jewish Federation Of Greater DallasGENERAL FUND | Dallas, TX | $25K | 2023 |
| Trustees Of The University Of Pennsylvania - Rosen Scholarship FundROSEN SCHOLARSHIP FUND | Philadelphia, PA | $25K | 2023 |
| Broadway DallasGENERAL FUND | Dallas, TX | $22K | 2023 |
| Vogel AlcoveGENERAL FUND | Dallas, TX | $11K | 2023 |
| Alsacst JudeGENERAL FUND | Memphis, TN | $10K | 2023 |
| Children Of Fallen PatriotsGENERAL FUND | Reston, VA | $10K | 2023 |
| At & T Performing Arts CenterGENERAL FUND | Dallas, TX | $10K | 2023 |
| Highland Park High School PtaGENERAL FUND | Dallas, TX | $10K | 2023 |
| Dallas Holocaust MuseumMUSEUM EXPERIENCE FUND | Dallas, TX | $10K | 2023 |
| Highland Park Education FoundationGENERAL FUND | Dallas, TX | $5K | 2023 |
| World Jewish CongressGENERAL FUND | New York, NY | $5K | 2023 |
| Planned Parenthood Of Greater DallasGENERAL FUND | Dallas, TX | $5K | 2023 |
| Trustees Of The University Of Pennsylvania - Penn Boathouse RenovationGENERAL FUND | Philadelphia, PA | $4K | 2023 |
| Temple Emanu-ElGENERAL FUND | Dallas, TX | $3K | 2023 |
| Riley Children'S FoundationGENERAL FUND | Indianapolis, IN | $1K | 2023 |
| TitasGENERAL FUND | Dallas, TX | $1K | 2023 |
| Hp ArtsGENERAL FUND | Dallas, TX | $1K | 2023 |
| Highlander Band BoostersGENERAL FUND | Dallas, TX | $1K | 2023 |
| Friends Of University Park Public LibraryGENERAL FUND | Dallas, TX | $1K | 2023 |
| Dwight Morrow High School Alumni Education AllianceGENERAL FUND | Livingston, NJ | $1K | 2023 |
| Chabad At Indiana UniversityGENERAL FUND | Bloomington, IN | $540 | 2023 |
| Penn HillelGENERAL FUND | Philadelphia, PA | $540 | 2023 |
| Achilles InternationalGENERAL FUND | New York, NY | $525 | 2023 |
| Roundup River RanchGENERAL FUND | Gypsum, CO | $514 | 2023 |
| Doodle Rock RescueGENERAL FUND | Dallas, TX | $500 | 2023 |
| Dallas Children'S Advocacy CenterGENERAL FUND | Dallas, TX | $500 | 2023 |
| Boston University School Of LawPETTIT SCHOLARSHIP FUND | Boston, MA | $500 | 2023 |
| Texas Rustlers Guinea Pig RescueGENERAL FUND | Lewisville, TX | $500 | 2023 |
| North Texas Food BankGENERAL FUND | Plano, TX | $500 | 2023 |
| Tikva Children'S HomeGENERAL FUND | West Caldwell, NJ | $360 | 2023 |
| Ucla FoundationOPERATION MEND IN MEMORY OF PETER KAHN | Los Angeles, CA | $250 | 2023 |
| Communities Foundation Of TexasGENERAL FUND | Dallas, TX | N/A | 2023 |
| Plaines All American Pipeline Lp - Form K-1GENERAL FUND | Houston, TX | N/A | 2023 |
| Childrens Medical Center FoundationCLINICAL RESEARCH FUND | Dallas, TX | $10K | 2022 |