Funder DirectoryTHE ANDREW AND SHERI ROSEN
Back to directory

Private foundation (trust)EIN 472273007Est. 2015-04

THE ANDREW AND SHERI ROSEN

DALLAS, TX 752255432

Total Assets

$4.4M

FY 2024

Annual Giving

$288K

FY 2024

Grants Made

40

FY 2024

Avg Grant

$7K

FY 2024

Grant Range

$60–$51K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$415K

Total Expenses

$389K

Qualifying Distributions

$288K

Distributable Amount

$210K

Min. Investment Return

$216K

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

40 grants

Grant sizes from minimum $60 through median $1K to maximum $51K, 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 2018 to 2024. Peak $288K in 2024. Hover bars for details.

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

Top Recipients

164 grants

CURE ALZHEIMER'S FUND
$187K
5 grants
JEWISH FEDERATION OF GREATER DALLAS
$103K
5 grants
IU HILLEL
$77K
2 grants
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - ROSEN SCHOLARSHIP FUND
$75K
3 grants
BROADWAY DALLAS
$62K
3 grants
CHILDREN'S MEDICAL CENTER FOUNDATION
$50K
1 grant
DALLAS HOLOCAUST MUSEUM
$45K
5 grants
CHILDREN OF FALLEN PATRIOTS
$37K
5 grants

Grant Size Distribution

164 grants

<$10K
138
grants
$10–50K
25
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

15 states

Texas
$503K
49% of total
Massachusetts
$189K
18% of total
Pennsylvania
$118K
11% of total
Indiana
$80K
8% of total
Virginia
$37K
4% of total
Tennessee
$31K
3% of total
New Jersey
$29K
3% of total
New York
$29K
3% of total
Florida
$2K
0% of total
Georgia
$2K
0% of total

+5 more states

Ready to work on a proposal for THE ANDREW AND SHERI ROSEN?

Open a draft with this funder pre-selected. Add guidelines when you have them.

Draft an application for THE ANDREW AND SHERI ROSEN
Funder alerts

Track THE ANDREW AND SHERI ROSEN

Get an email when Grantivo has new data for THE ANDREW AND SHERI ROSEN, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.

Free. Unsubscribe anytime. Or create an account to draft an application.

THE ANDREW AND SHERI ROSEN — Grants, Financials & Contact | Grantivo