How much did ARLENE AND MICHAEL ROSEN FOUNDATION grant in FY2024?

A cause breakdown isn’t shown here: 63% of ARLENE AND MICHAEL ROSEN FOUNDATION’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

addiction treatment

2019

wellsafe havenhaven clinicpreventiontreatmentveterans

2020

eating disorderdisorder preventionprevention researchsober livingsafe havenhaven clinic

2021

mhasassociated implementationdept laborsascending flowbehavioral healthydpalabors youth

2022

dollars doersstreet healthhealth expansionstaffingsafe havenhaven clinicwellness

2023

flexibledollars doersharm reductionband pomovalleycoreredwood

2024

sisterssan diegohousingcoast

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 48 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

$10k–50k42 grants · $450k
$50k–250k4 grants · $281k
$250k+2 grants · $660k

$10,000

Median grant

States reached

$18M

Total assets

Largest grants

ALOHA HOUSE$350,000
PEER TRIBE FOUNDATION$310,000
MENDOCINO COAST HOSPITALITY CENTER$106,000
ADULTING IRL$65,000
TAHOE YOUTH & FAMILY CENTER$60,000
OUTSIDE THE FRAME$50,000
TRUE COLORS UNITED$20,000
INDIGENOUS WELLNESS ALLIANCE INC$20,000
CARON FOUNDATION$20,000
LICENSE TO FREEDOM$10,000
BRAVA$10,000
THE CENTER$10,000
SOMALI BANTU ASSOCIATION OF AMERICA$10,000
PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA$10,000
REGIONAL TASK FORCE ON HOMELESSNESS$10,000

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY20–24, $1.1M) land where the poverty rate runs at 9% — the area typically sits at 10%. 11% of those dollars reach neighborhoods with above-average need. Your grants skew toward lower-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

65%of every dollar goes to organizations you’ve funded before.

$7.1M · 16 repeat orgs$3.8M to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +101% since the first grant, against +78% for the ones you funded once.

16 repeat relationships — 8 still active in FY2024, 8 since wound down; 40 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$7.1M

$2.9M

Median revenue growth · since first grant

+101%

+78%

Still filing today

56%

35%

New vs renewed · share of each year

In FY2024, 41% of grant dollars renewed an existing relationship; $825k went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

Human ServicesHealthArts & CultureHousing & ShelterCivil RightsPhilanthropyOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

AH
ALOHA HOUSE
5× · 2019–2024 · $1.5M · revenue +9%
NN
NEW NARRATIVE
2× · 2021–2023 · $785k · revenue +111%
H
HOMEBASE
4× · 2019–2022 · $698k · revenue +116%

Funded once

JM
JP MORGAN CHARITABLE GIVING FUND
one grant, 2018 · $430k
FJ
FATHER JOE'S VILLAGES
one grant, 2022 · $300k
LM
LIFELONG MEDICAL
one grant, 2022 · $200k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

Welcome Home Housing Inc

Welcome Home Housing is a non-profit organization in Sacramento California that provides affordable housing and services to individuals with mental illness.

Human Services

Community Housing Sonoma County

Community Housing Sonoma County creates supportive housing communities for people living with disabling conditions, especially veterans.

Housing & Shelter

Shasta Supportive Housing and Services

To provide affordable housing and supportive services to people experiencing homelessness, the frail elderly, and other vulnerable populations.

Housing & Shelter

Van Ness Recovery House

A certified alcohol and drug recovery home designed to provide opportunities to the gay, lesbian, bi-sexual, transgender and heterosexual communities. services, in english and spanish, provide residents housing and education while…

—

Santa Barbara New House

New house dedicates itself to providing a clean and sober, healthy environment that allows men with alcohol and other drug problems to begin their journey of recovery and to reclaim their dignity, self-esteem, and sense of purpose. new…

Health

Homes for California

Homes for Sonoma is a nonprofit developer creating quality workforce housing options that support safe and sustainable community, and finds efficient, scalable solutions to address the housing crisis in Sonoma County and throughout…

Housing & Shelter

Hollywood 4WRD

Hollywood 4WRD is a coalition driven to create systemic change to effectively address homelessness in Hollywood through advocacy, education, service coordination, and innovation

Community Improvement

Recovery Cafe San Jose

Recovery Cafe San Jose creates community that supports healing from trauma, addiction,homelessness, and mental health challenges. Our loving accountability empowers personal growth andsustains long-term recovery.

Human Services

Consejo Counseling & Referral Service

Provide a continuum of behavioral health, substance use, and domestic violence services.

Health

Housing Rights Committee of

The Housing Rights Committee of San Francisco is dedicated to combating the displacement crisis gripping our city by building the power of working-class tenants of color to take on the real estate industry and win housing justice for all.…

Education

Transition House

Transition House is dedicated to the solution of family homelessness in the Santa Barbara community. Capable and motivated families with children are offered life tools and respectful, non-sectarian residential services designed to…

Housing & Shelter

Community Forward Sf Inc

Community Forward SF, Inc. helps those most in need get off the street, achieve stability and establish permanent housing by providing compassionate, culturally sensitive services which include outreach, case management, and mental health…

Health

For reference, the grantee most central to the portfolio’s shape is North Coast Opportunities Inc and the most unlike its peers is Adulting Irl. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 16 years old; the field is 14. You back the established end — and your money leans older still.

The field is 24% startups (under 5 years old) — 16% of your grantees by number, and just 7% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 12% of the field you don’t fund.

orgs you fund

0.0%0/59

the rest of the field

12%

22,290/186,919

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

05the grantee network

56 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

55/56

Grantees still filing

45/56

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$6,979,736Human Services$1,290,050Health$1,104,733Philanthropy$708,000Arts & Culture$492,000Housing & Shelter$146,000Crime & Legal$110,000

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Community Foundation of Mendocino CountyCA30.4× affinity12 shared granteesties to 6 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation of Mendocino County · Price Philanthropies Foundation · The San Diego Foundation · The California Endowment · Catalyst of San Diego & Imperial Counties · Sempra Foundation · Alliance Healthcare Foundation · The Cushman Foundation · The California Wellness Foundation · The Conrad Prebys Foundation · Mendocino Food and Nutrition Inc · United Way of San Diego County

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation ARLENE AND MICHAEL ROSEN FOUNDATION funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

2get no government money at all

0rely on government for over half their income

typical government reliance, FY20–24

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: ADULTING IRL.

Agentic due diligence · confidence × risk

Financial management

insufficient risk

Limited financial data in public filings.

Track record & reputation

medium risk

2 years of Form 990 filings, still active; revenue up 6.9× since.

Legal standing

low risk

US 501(c)(3); EIN 882630247 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on ADULTING IRL, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

Awaiting reportFinancial stability— Runway not derivable from filings.
On trackSustained operations— Filing through 2024; revenue grew over the period.
WatchReliance on your funding— Your grants peaked at 100% of their budget — load-bearing; a dependency Plinth would track.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Arlene and Michael Rosen Foundation?

Find your warmest path to Arlene and Michael Rosen Foundation through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

ARLENE AND MICHAEL ROSEN FOUNDATION

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

56 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Arlene and Michael Rosen Foundation?

More from the funding graph

ARLENE AND MICHAEL ROSEN FOUNDATION

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

56 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Arlene and Michael Rosen Foundation?

More from the funding graph