Funder DirectoryJAMES L AND LOREN C ROSENZWEIG
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Private foundation (trust)EIN 527328957Est. 2004-08

JAMES L AND LOREN C ROSENZWEIG

BROOKLINE, MA 02446

Total Assets

$1.1M

FY 2024

Annual Giving

$32K

FY 2024

Grants Made

14

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$50–$15K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$53K

Total Expenses

$67K

Qualifying Distributions

$32K

Distributable Amount

$53K

Min. Investment Return

$54K

Undistributed Income

$45K

Payout rate 60%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.60%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

14 grants

Grant sizes from minimum $50 through median $442.5 to maximum $15K, 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

5 years

Giving over time from 2020 to 2024. Peak $36K in 2022. Hover bars for details.

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

Top Recipients

93 grants

ORTHODOX UNION
$50K
2 grants
YACHAD
$30K
2 grants
YACHAD OF NEW ENGLAND
$30K
1 grant
MAIMONIDES
$20K
8 grants
MAIMONIDES SCHOOL
$6K
8 grants
AUTISM SERVICES ASSOC
$4K
3 grants
BOSTON KOLLEL
$3K
3 grants
KADIMAH-TORAS MOSHE
$2K
1 grant

Grant Size Distribution

93 grants

<$10K
87
grants
$10–50K
6
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

New York
$89K
53% of total
Massachusetts
$73K
44% of total
Florida
$2K
1% of total
Connecticut
$1K
1% of total
District of Columbia
$1K
1% of total
Maryland
$250
0% of total
New Jersey
$50
0% of total

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