Funder DirectoryJOSHUA ROSENTHAL CHARITABLE TRUST
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Private foundation (trust)EIN 814661049Est. 2017-08

JOSHUA ROSENTHAL CHARITABLE TRUST

LEE, MA 01238

Total Assets

$21.2M

FY 2023

Annual Giving

$1.1M

FY 2023

Grants Made

1

FY 2023

Avg Grant

$1.1M

FY 2023

Grant Range

$1.1M–$1.1M

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$616K

Total Expenses

$1.1M

Qualifying Distributions

$1.1M

Distributable Amount

$1.0M

Min. Investment Return

$1.0M

Undistributed Income

$1.0M

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.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $1.1M in 2022. Hover bars for details.

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

Top Recipients

28 grants

FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$3.7M
4 grants
YAFFED INC
$50K
1 grant
PRISON MINDFULNESS INSTITUTE
$40K
1 grant
ARCADIA CENTER
$40K
1 grant
LAST CHANCE FOR ANIMALS
$40K
1 grant
FOOTSTEPS INC
$30K
1 grant
CHALLENGE DAY
$30K
1 grant
HOLISTIC LIFE FOUNDATION
$26K
1 grant

Grant Size Distribution

28 grants

<$10K
11
grants
$10–50K
13
grants
$50–250K
$250K–1M
1
grants
$1–5M
3
grants
$5M+

Geographic Focus

9 states

Massachusetts
$3.8M
91% of total
California
$145K
3% of total
New York
$120K
3% of total
Maine
$40K
1% of total
Maryland
$26K
1% of total
Virginia
$20K
0% of total
District of Columbia
$20K
0% of total
Georgia
$12K
0% of total
Arizona
$6K
0% of total

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