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Leona Z Rosenberg Charitable Trust is a private trust based in FORT WAYNE, IN. The foundation received its IRS ruling in 2023. The principal officer is Dan Zweig. It holds total assets of $5M. Annual income is reported at $4.3M. Total assets have grown from $69K in 2011 to $5.2M in 2023. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. According to available records, Leona Z Rosenberg Charitable Trust has made 5 grants totaling $120K, with a median grant of $20K. Individual grants have ranged from $5K to $40K, with an average award of $24K. The foundation has supported 5 unique organizations. The foundation primarily supports organizations in Pennsylvania, Illinois, Indiana, which account for 80% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
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.
Leona Z Rosenberg Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in PA, IL, IN.
Leona Z Rosenberg Charitable Trust has distributed a total of $120K across 5 grants. The median grant size is $20K, with an average of $24K. Individual grants have ranged from $5K to $40K.
Leona Z Rosenberg Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Leona Z Rosenberg Charitable Trust is headquartered in FORT WAYNE, IN. While based in IN, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| David Zweig | Trustee | $0 | $0 | N/A |
| Daniel Zweig | Trustee | $0 | $0 | N/A |
| Year | Return Type | |
|---|---|---|
| 2023 | 990PF | View |
Total Giving
$144K
Total Assets
$5.2M
Fair Market Value
$5.2M
Net Worth
$5.2M
Grants Paid
$120K
Contributions
$4.9M
Net Investment Income
$309K
Distribution Amount
N/A
Total: $2.8M
Total Grants
5
Total Giving
$120K
Average Grant
$24K
Median Grant
$20K
Unique Recipients
5
Most Common Grant
$40K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Friends Of Hebrew UniversiONGOING PROGRAMS | Chicago, IL | $40K | 2023 |
| American Friends Of The Galilee MedONGOING PROGRAMS | Philadelphia, PA | $40K | 2023 |
| St Mary'S Catholic ChurchONGOING PROGRAMS | Fort Wayne, IN | $20K | 2023 |
| Friends Forever IntlONGOING PROGRAMS | Durham, NH | $15K | 2023 |
| Congregation Achduth VesholomONGOING PROGRAMS | Fort Wayne, IN | $5K | 2023 |