David M & Marjorie D Rosenbertg Foundation Tr
- Assets
- $262.5k
- Revenue
- $161.2k
- Investments
- $240.7k
- Employees
- 0
- Location
- Haverford, PA
- Founding
- 04/1993
- Data as of
- 12/2022
- EIN
- 23-7715847
Organization Overview
David M & Marjorie D Rosenbertg Foundation Tr is located in Haverford, PA. The organization was established in 1993. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. David M & Marjorie D Rosenbertg Foundation Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, David M & Marjorie D Rosenbertg Foundation Tr generated $161.2k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 18.1% each year . All expenses for the organization totaled $337.4k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, David M & Marjorie D Rosenbertg Foundation Tr has awarded 73 individual grants totaling $1,456,388. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David M Rosenberg Trustee | 5 | $0 | |
Marjorie D Rosenberg Trustee | 10 | $0 | |
James Sacchetta Trustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $178 |
| Dividends & Interest | $11,778 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $149,194 |
| Capital Gain Net Income | $153,070 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $161,150 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $775 |
| Total operating and administrative expenses | $16,007 |
| Contributions, gifts, grants paid | $321,383 |
| Total expenses and disbursements | $337,390 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $21,784 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $240,719 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $262,503 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, David M & Marjorie D Rosenbertg Foundation Tr has awarded $321,383 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
ABRAMSON CANCER RESEARCH INSTITUTE PURPOSE: UNRESTRICTED DONATION TO SEC. 501(C)3 CHARITABLE ORGANIZATION | $6,000 |
CAMP HAVAYA PURPOSE: SAME AS PREVIOUS ORG | $400 |
CHILDREN'S HOSPITAL PURPOSE: SAME AS PREVIOUS ORG | $63,333 |
INTERNATIONAL PEOPLE'S STOREHOUSE PURPOSE: SAME AS PREVIOUS ORG | $2,000 |
JEWISH FAMILY & CHILDREN'S SERVICE PURPOSE: SAME AS PREVIOUS ORG | $55,000 |
ISRAEL DISCORD PURPOSE: SAME AS PREVIOUS ORGSAME AS PREVIOUS ORGSECTION 501(C)3 ORGANIZATION | $25,000 |