Funder DirectoryThe Dr A Everett and Ruth E Rosen
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Private foundation (trust)EIN 472319589Est. 2015-03

The Dr A Everett and Ruth E Rosen

Dayton, ME 040057606

Total Assets

$4.9M

FY 2024

Annual Giving

$107K

FY 2024

Grants Made

24

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$1K–$25K

Typical

Deadlines

Applications

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$284K

Total Expenses

$303K

Qualifying Distributions

$198K

Distributable Amount

$228K

Min. Investment Return

$231K

Undistributed Income

$136K

Payout rate 87%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.87%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

24 grants

Grant sizes from minimum $1K through median $2K to maximum $25K, 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 $187K in 2018. Hover bars for details.

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

Top Recipients

108 grants

Tufts University
$125K
3 grants
University of Maine
$80K
4 grants
TUFTS MEDICAL CENTER
$55K
2 grants
Southern Maine Health Care (SMHC)
$50K
1 grant
JEWISH COMMUNITY ALLIANCE
$45K
2 grants
UMASS AMHERST MEMORIAL HALL
$44K
2 grants
Etz Chaim
$23K
1 grant
HOLOCAUST MUSUEM HOUSTON
$20K
1 grant

Grant Size Distribution

108 grants

<$10K
89
grants
$10–50K
18
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

18 states

Massachusetts
$263K
41% of total
Maine
$234K
37% of total
Texas
$61K
10% of total
Tennessee
$25K
4% of total
New York
$22K
3% of total
Illinois
$8K
1% of total
Colorado
$5K
1% of total
Maryland
$5K
1% of total
Virginia
$4K
1% of total
Pennsylvania
$4K
1% of total

+8 more states

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The Dr A Everett and Ruth E Rosen — Grants, Financials & Contact | Grantivo