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· Private foundation

Daniel and Joanna S Rose Fund Inc

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$71k
Granted FY2024still arriving
10
Grants FY2024still arriving
4
States reached
$40k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172024.

Religion$1.1MArts & Culture$889kCommunity Improvement$694kEducation$666kHealth$300kInternational$225kHuman Services$81kCivil Rights$77kOther$0
02FY2024 · 10 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k8 grants · $11k
  • $10k–50k2 grants · $60k
$2,000
Median grant
4
States reached
$91k
Total assets
Largest grants
RecipientAmount
Young Mens and Young Womens Hebrew$40,000
The Museum of Food and Drink$20,000
Inner Circle Foundation$3,744
The Jewish Center of the Hamptons$2,069
Museum of Chinese in America$2,000
Central Park Conservancy$1,100
College of Education and Human Scie$1,000
National Institute for Reproductive$660
The Manhattan Institute$450
New York Philharmonic$400
02The need
03

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 (FY17–20, $52k) land where the poverty rate runs at 17%, against an area that typically sits at 11%. 99% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%Adopt-A-Native-Elder Program: $500 → 8%Fund for the Ages: $50k → 17%National Urban League: $1k → 17%0%20%40%50%more need →
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 linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

WA
IL
MI
NY
MA
WY
IA
IN
PA
NJ
CT
CA
UT
CO
NE
VA
MD
KS
DC
GA
TX
FL

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 — 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.

70%of every dollar goes to organizations you’ve funded before.
$2.9M · 82 repeat orgs$1.3M to everyone else

82 repeat relationships — 7 still active in FY2024, 75 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

82
103

Total granted

$2.9M
$1.2M

Median revenue growth · since first grant

+27%
+32%

Still filing today

54%
45%

New vs renewed · share of each year

In FY2024, 70% of grant dollars renewed an existing relationship; $22k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
Arts & CultureEducationInternationalHealthCivil RightsRecreation & SportsOther

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

  • TY
    THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIATION
    5× · 2017–2023 · $152k · revenue +31%
  • TF
    THE FORUM FOR URBAN DESIGN
    4× · 2017–2020 · $142k · revenue +829%
  • CC
    CAUSE CELEBRE
    3× · 2019–2021 · $136k · revenue +43% · 48% of their budget

Funded once

  • NL
    National League of Cities Institute
    one grant, 2018 · $400k
  • UO
    University of Pennsylvania
    one grant, 2021 · $195k
  • SL
    SCIENCE LITERACY FOUNDATION INC FKA GOOD CAUSE COMMUNICATIONS
    one grant, 2022 · $50k · revenue -81% · 28% of their budget

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.

1
The Pierpont Morgan Library

The Morgan Library & Museum celebrates and shares the history and process of human creativity from antiquity to the present day through the preservation, study, and interpretation of a dynamic and growing collection.

Education
2
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
3
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
4
The Brooklyn Institute of Arts and Sciences

The mission of the brooklyn institute of arts and sciences, d/b/a brooklyn museum (the "museum") is to bring people together through art and experiences that inspire celebration, compassion, courage, and the will to act. (see schedule o).

Arts & Culture
5
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

6
Peter G Peterson Institute for International Economics

The peterson institute for international economics (piie) is an independent nonprofit, nonpartisan research organization dedicated to strengthening prosperity and human welfare in the global economy through expert analysis and practical…

Social Science
7
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
8
The Roosevelt Institute

To create a nation where everyone enjoys a fair share of our collective prosperity.

Education
9
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
10
The United States Holocaust Memorial Museum

Chartered by a unanimous act of congress, the museum is america's national institution for the documentation, study, interpretation, and education of holocaust history and serves as our country's memorial to the victims of the holocaust.…

Arts & Culture
11
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

12
Museum of Modern Art

The Museum of Modern Art is a private, non-profit institution chartered by the State of New York Department of Education in 1929 to foster public awareness of modern and contemporary art. (Continued in Schedule O)

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is The New York Public Library Astor Lenox and Tilden Foundations and the most unlike its peers is Thomas Moran Trust. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyJewish Community ServicesPrivate Family FoundationsChristian Churches and Mini…Membership Organizations & …Family & Corporate Foundati…Arts & Community EngagementDiverse Nonprofit Organizat…
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 46 years old; the field is 18. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number19%3%<5yr14%1%5–10yr20%11%10–20yr19%18%20–35yr13%29%35–55yr16%39%55yr+
THE FIELDby orgYOUR MONEYby value19%3%<5yr14%0%5–10yr20%16%10–20yr19%18%20–35yr13%16%35–55yr16%47%55yr+

The field is 19% startups (under 5 years old) — 3% of your grantees by number, and just 3% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.9% lost their exemption, against 10% of the field you don’t fund.

orgs you fund
0.9%1/109
the rest of the field
10%
11,857/120,651

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.

04the grantee network

99 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 99 of the 192 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

2
Load-bearing (≥25% of a budget)
19
Early backer (in before they grew)
96/99
Grantees still filing
71/99
Grew since you first funded

Where your money sits — by cause, then by grantee

HEAF — $449,765 · OtherHEAFNational League of Cities Institute — $400,000 · OtherNational League of Cities InstituteThe Morgan Library Museum — $208,082 · OtherThe Morgan Library MuseumYoung Mens and Young Womens Hebrew — $195,162 · OtherYoung Mens and Young Womens HebrewUniversity of Pennsylvania — $195,000 · OtherUniversity of Pennsylvania+118 more — $1,292,782 · Other+118 moreTHE FORUM FOR URBAN DESIGN — $141,964 · EducationTHE FORUM F…BRYN MAWR COLLEGE — $68,900 · EducationBRYN MAWR C…The New York Public Library Astor Lenox and Tilden Foundations — $41,260 · EducationThe New Yor…STONY BROOK FOUNDATION INC — $30,500 · EducationSTONY BROOK…AMERICANS FOR OXFORD INC — $30,000 · EducationAMERICANS F…NCASE — $25,000 · EducationNCASEANGEL INVESTOR FOUNDATION — $25,000 · EducationANGEL INVES…New York University — $18,000 · EducationTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK — $17,000 · Education+13 more — $36,765 · Education+13 moreAmerican Museum of Natural History — $102,575 · Arts & CultureAmerican …AMERICAN JEWISH HISTORICAL SOCIETY — $37,500 · Arts & CultureAMERICAN …NATIONAL DANCE INSTITUTE — $30,868 · Arts & CultureNATIONAL …THE CARNEGIE HALL CORPORATION — $30,000 · Arts & CultureTHE CARNE…POETS AND WRITERS INC — $30,000 · Arts & CulturePOETS AND…FILM FORUM INC — $25,000 · Arts & CultureFILM FORU…THE MUSEUM OF FOOD AND DRINK — $20,000 · Arts & CultureTHE MUSEU…THEATRE FOR A NEW AUDIENCE INC — $19,000 · Arts & Culture+16 more — $73,340 · Arts & Culture+16 moreCAUSE CELEBRE — $135,500 · HealthTHE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION — $80,000 · HealthINNER CIRCLE FOUNDATION — $9,794 · Health+4 more — $9,975 · HealthCOUNCIL ON FOREIGN RELATIONS INC — $114,900 · InternationalINSTITUTE OF INTERNATIONAL EDUCATION INC — $56,000 · InternationalHELPING AFRICA FOUNDATION INC — $17,000 · InternationalCAMBRIDGE IN AMERICA — $11,000 · InternationalFOREIGN POLICY ASSOCIATION INC — $10,250 · International+4 more — $4,725 · InternationalTHE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIATION — $151,750 · ReligionAish International Inc — $25,000 · ReligionNew York Civil Rights Coalition Inc — $49,500 · Civil RightsNAACP LEGAL DEFENSE & EDUC FUND INC — $15,000 · Civil RightsPEOPLE FOR THE AMERICAN WAY FOUNDATION — $10,000 · Civil Rights+2 more — $682 · Civil Rights
Other$2,740,791Education$434,389Arts & Culture$368,283Health$235,269International$213,875Religion$176,750Civil Rights$75,182

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetTHE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIATION — $151,750 over 5y, 0.4% of budgetTHE FORUM FOR URBAN DESIGN — $141,964 over 4y, 12% of budgetCAUSE CELEBRE — $135,500 over 3y, 48% of budgetCOUNCIL ON FOREIGN RELATIONS INC — $114,900 over 4y, 0.0% of budgetAmerican Museum of Natural History — $102,575 over 5y, 0.0% of budgetTHE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION — $80,000 over 4y, 0.5% of budgetBRYN MAWR COLLEGE — $68,900 over 2y, 0.0% of budgetPOLICE ATHLETIC LEAGUE INC — $64,500 over 5y, 0.1% of budgetINSTITUTE OF INTERNATIONAL EDUCATION INC — $56,000 over 3y, 0.0% of budgetSCIENCE LITERACY FOUNDATION INC FKA GOOD CAUSE COMMUNICATIONS — $50,000 over 1y, 28% of budgetFUND FOR THE AGED INC — $50,000 over 1y, 0.6% of budgetNew York Civil Rights Coalition Inc — $49,500 over 5y, 16% of budgetTHE AMERICAN AGORA FOUNDATION INC — $41,750 over 5y, 0.5% of budgetThe New York Public Library Astor Lenox and Tilden Foundations — $41,260 over 2y, 0.0% of budgetCENTRAL PARK CONSERVANCY INC — $39,050 over 4y, 0.0% of budgetAMERICAN JEWISH HISTORICAL SOCIETY — $37,500 over 1y, 1.4% of budgetNATIONAL DANCE INSTITUTE — $30,868 over 2y, 0.4% of budgetSTONY BROOK FOUNDATION INC — $30,500 over 2y, 0.0% of budgetAMERICANS FOR OXFORD INC — $30,000 over 1y, 0.1% of budgetTHE CARNEGIE HALL CORPORATION — $30,000 over 1y, 0.0% of budgetPOETS AND WRITERS INC — $30,000 over 4y, 0.5% of budgetEAST HAMPTON HISTORICAL SOCIETY INC — $25,500 over 2y, 3.4% of budgetINSTITUTE FOR ADVANCED STUDY - LOUIS BAMBERGER & MRS FELIX FULD FOUNDATION — $25,000 over 1y, 0.1% of budgetFILM FORUM INC — $25,000 over 1y, 0.4% of budgetNCASE — $25,000 over 2y, 0.4% of budgetANGEL INVESTOR FOUNDATION — $25,000 over 1y, 5.0% of budgetAish International Inc — $25,000 over 1y, 5.8% of budgetTHE MUSEUM OF FOOD AND DRINK — $20,000 over 1y, 5.9% of budgetTHEATRE FOR A NEW AUDIENCE INC — $19,000 over 2y, 0.2% of budgetNew York University — $18,000 over 1y, 0.0% of budgetHELPING AFRICA FOUNDATION INC — $17,000 over 1y, 18% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK — $17,000 over 2y, 0.0% of budgetNAACP LEGAL DEFENSE & EDUC FUND INC — $15,000 over 1y, 0.0% of budgetNEW YORK BOTANICAL GARDEN — $11,500 over 3y, 0.0% of budgetTHE PERLMAN MUSIC PROGRAM INC — $11,030 over 3y, 0.2% of budgetCAMBRIDGE IN AMERICA — $11,000 over 2y, 0.0% of budgetTHE PARIS REVIEW FOUNDATION INC — $10,975 over 2y, 0.4% of budgetTHE HUNTER COLLEGE FOUNDATION INC — $10,500 over 2y, 0.0% of budgetCONNECTICUT PUBLIC BROADCASTING INC — $10,000 over 1y, 0.0% of budgetPEOPLE FOR THE AMERICAN WAY FOUNDATION — $10,000 over 2y, 0.1% of budgetTHE LITERARY CLASSICS OF THE US INC D/B/A LIBRARY OF AMERICA — $9,000 over 3y, 0.1% of budgetAMERICAN FOLK ART MUSEUM — $8,000 over 3y, 0.1% of budgetTHE PHILANTHROPY ROUNDTABLE — $7,000 over 4y, 0.0% of budgetEAST SIDE HOUSE INC — $6,500 over 4y, 0.0% of budgetPULMONARY FIBROSIS FOUNDATION — $6,375 over 2y, 0.1% of budgetPEN AMERICAN CENTER INC — $5,700 over 2y, 0.0% of budgetGOD'S LOVE WE DELIVER INC — $5,000 over 1y, 0.0% of budgetVILLAGE PRESERVATION SOCIETY OF EAST HAMPTON INC — $5,000 over 1y, 6.9% of budget
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.

  • Who funds THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIATION
  • Who funds THE FORUM FOR URBAN DESIGN
  • Who funds CAUSE CELEBRE
  • Who funds COUNCIL ON FOREIGN RELATIONS INC
  • Who funds American Museum of Natural History
  • Who funds THE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION
  • Who funds BRYN MAWR COLLEGE
  • Who funds POLICE ATHLETIC LEAGUE INC
  • Who funds INSTITUTE OF INTERNATIONAL EDUCATION INC
  • Who funds SCIENCE LITERACY FOUNDATION INC FKA GOOD CAUSE COMMUNICATIONS
  • Who funds FUND FOR THE AGED INC
  • Who funds New York Civil Rights Coalition Inc
  • Who funds THE AMERICAN AGORA FOUNDATION INC
  • Who funds The New York Public Library Astor Lenox and Tilden Foundations
  • Who funds CENTRAL PARK CONSERVANCY INC
  • Who funds AMERICAN JEWISH HISTORICAL SOCIETY
  • Who funds NATIONAL DANCE INSTITUTE
  • Who funds STONY BROOK FOUNDATION INC
  • Who funds AMERICANS FOR OXFORD INC
  • Who funds THE CARNEGIE HALL CORPORATION
  • Who funds POETS AND WRITERS INC
  • Who funds EAST HAMPTON HISTORICAL SOCIETY INC

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.

Jewish Communal FundNY21.8× affinity16 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · The Goldman Sachs Charitable Gift Fund · The Andrew W Mellon Foundation · The Maryam and Hervey Seley Foundation · J & Ar Foundation · The Robert and Joyce Menschel Family Fdn · The Fine and Greenwald Foundation · Indian Trail Charitable Foundation Inc · The Jm Kaplan Fund Inc · The New York Community Trust · The Hyde and Watson Foundation · Federated Foundations Inc

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 organization Daniel and Joanna S Rose Fund Inc 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
202122232425
no gov · 10%3%10%23%40%your share of their income ↑0%25%50%75%100%share of the org’s income from governmentmedian 7%
  • Liberty Science Center14% of income from government
  • The Trustees of the Stevens Institute of Technology12% of income from government
  • Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation7% of income from government
  • Connecticut Public Broadcasting Inc3% of income from government
  • Amherst College Trustees0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
22report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY2025

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: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. 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

Warm introductions · Powered by PlinthPlus

How do I get to Daniel and Joanna S Rose Fund Inc?

Find your warmest path to Daniel and Joanna S Rose Fund Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 192 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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