Funder DirectoryAGT SUE PEREL ROSEFSKY FDN
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Private foundation (trust)EIN 232675269Est. 1992-09

AGT SUE PEREL ROSEFSKY FDN

DALLAS, TX 752653067

Total Assets

$1.1M

FY 2023

Annual Giving

$50K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$5K

FY 2023

Grant Range

$292–$17K

Typical

Deadlines

Applications

Programs & Activities

Program 1

The sue perel rosefsky foundation does not carry on any charitable activities directly, but instead makes grants to qualifying public charities.

Financial Snapshot

2023 filing

Total Revenue

$210K

Total Expenses

$55K

Qualifying Distributions

$50K

Distributable Amount

$50K

Min. Investment Return

$53K

Undistributed Income

$50K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $292 through median $4K to maximum $17K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $100K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

14 grants

MAIN LINE MEALS ON WHEELS INC
$75K
2 grants
THE BARNES FOUNDATION
$55K
2 grants
CHARLOTTESVILLE ALBEMARLE COMMUNITY
$17K
1 grant
FRIENDS OF FONDATION DE FRANCE INC
$11K
1 grant
CHOP FOUNDATION
$8K
2 grants
CROHNS & COLITIS FOUNDATION
$5K
1 grant
UNIVERSITY OF PENNSYLVANIA
$5K
1 grant
PRINCETON UNIVERSITY
$2K
1 grant

Grant Size Distribution

14 grants

<$10K
9
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Pennsylvania
$149K
83% of total
Virginia
$17K
9% of total
New York
$11K
6% of total
New Jersey
$2K
1% of total
Connecticut
$300
0% of total
California
$292
0% of total

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