Rita & Herbert Rosen Family Foundation
- Assets
- $13.8m
- Revenue
- $799.2k
- Investments
- $13.4m
- Employees
- 0
- Location
- Bellevue, WA
- Founding
- 02/1986
- Data as of
- 12/2023
- EIN
- 91-1304542
Organization Overview
Rita & Herbert Rosen Family Foundation is located in Bellevue, WA. The organization was established in 1986. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, 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. Rita & Herbert Rosen Family Foundation 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 12/2023, Rita & Herbert Rosen Family Foundation generated $799.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (12.7%) each year. All expenses for the organization totaled $802.6k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (11.7%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Rita & Herbert Rosen Family Foundation has awarded 278 individual grants totaling $4,902,134. 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.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
GRANTS MADE TO 33 CHARITABLE 501(C)(3) ORGANIZATIONS OR PROGRAMS IN KEEPING WITH THE PURPOSE OF THIS FOUNDATION
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stanley Rosen President | 2 | $0 | |
Michele Rosen Vice President | 2 | $0 | |
Judith DE Jonge Vice President | 2 | $0 | |
Miriam Rosen Secretary/treasurer | 2 | $0 | |
Jacob Rosen Director | 1 | $0 | |
Saskia DE Jonge Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $100,000 |
| Interest on Savings | $9,230 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $690,014 |
| Total Revenue | $799,244 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $65,209 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5,974 |
| Total operating and administrative expenses | $76,629 |
| Contributions, gifts, grants paid | $726,000 |
| Total expenses and disbursements | $802,629 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $397,578 |
| Savings and temporary cash investments | $0 |
| 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 | $13,414,282 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $13,811,860 |
| 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, Rita & Herbert Rosen Family Foundation has awarded $726,000 in support to 41 organizations.
| Grant Recipient | Amount |
|---|---|
ACADEMY OF PRECISION LEARNING PURPOSE: APL MISSION | $5,000 |
AMERICAN JEWISH COMMITTEE PURPOSE: ANNUAL OPERATING FUND | $5,000 |
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE PURPOSE: UKRAINE FUND | $50,000 |
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE PURPOSE: ANNUAL OPERATING FUND | $25,000 |
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE PURPOSE: ISRAEL EMERGENCY FUND | $50,000 |
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE PURPOSE: DISASTER RELIEF FUND | $10,000 |