Rita & Herbert Rosen Family Foundation
- Assets
- $0.0
- Revenue
- $590.5k
- Investments
- $12.3m
- Employees
- 0
- Location
- Bellevue, WA
- Founding
- 02/1986
- Data as of
- 12/2020
- 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 12/2020, Rita & Herbert Rosen Family Foundation generated $590.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (22.2%) each year. All expenses for the organization totaled $667.2k during the year ending 12/2020. As we would expect to see with falling revenues, expenses have declined by (19.0%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Rita & Herbert Rosen Family Foundation has awarded 195 individual grants totaling $3,421,134. 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
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2020
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS MADE TO 30 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 | $0 |
| Interest on Savings | $36,482 |
| Dividends & Interest | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $554,030 |
| Total Revenue | $590,512 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $11,184 |
| Contributions, gifts, grants paid | $656,000 |
| Total expenses and disbursements | $667,184 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $32,817 |
| Investments—mortgage loans | $0 |
| Investments—other | $12,261,066 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Rita & Herbert Rosen Family Foundation has awarded $537,500 in support to 30 organizations.
| Grant Recipient | Amount |
|---|---|
UNION FOR REFORM JUDAISM PURPOSE: CAMP KALSMAN - CAPITAL CAMPAIGN | $75,000 |
Seattle, WA PURPOSE: ANNUAL OPERATING FUND | $50,000 |
New York, NY PURPOSE: ANNUAL OPERATING FUND | $30,000 |
HILLEL FOUNDATION FOR JEWISH LIFE AT UNIVERSITY OF WASHINGTON PURPOSE: ANNUAL FUND | $30,000 |
New York, NY PURPOSE: ANNUAL OPERATING FUND | $25,000 |
JEWISH DAY SCHOOL OF METROPOLITAN SEATTLE PURPOSE: ANNUAL OPERATING FUND | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Way Of Anchorage Anchorage, AK | $17,416,748 | $50,535,615 |
United Way Of The Columbia- Willamette Portland, OR | $45,244,176 | $37,813,880 |
Jewish Federation Of Greater Seattle Seattle, WA | $93,924,162 | $8,143,793 |
United Way Of Lane County Springfield, OR | $6,356,824 | $7,869,717 |
United Way Of Pierce County Tacoma, WA | $15,711,259 | $8,056,312 |
United Way Of The Mid-Willamette Valley Salem, OR | $5,554,350 | $5,986,237 |
Auburn Food Bank Auburn, WA | $1,209,621 | $5,152,284 |
United Way Of Jackson County Inc Medford, OR | $3,272,249 | $6,599,632 |
Jewish Federation Of Greater Portland Tigard, OR | $7,686,784 | $3,991,111 |
United Way Of Treasure Valley Inc Boise, ID | $5,526,975 | $4,448,551 |
United Way Of Snohomish County Everett, WA | $7,341,507 | $2,615,993 |
United Way Of Thurston County Olympia, WA | $1,540,765 | $3,915,686 |