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· Private foundation

Donna and Mark Rosen Family Foundation Inc

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$29k
Granted FY2019
14
Grants FY2019
3
States reached
$11k
Largest

Read this first · the figures below need context

100% of Donna and Mark Rosen Family Foundation Inc’s FY2023 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2023 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year Donna and Mark Rosen Family Foundation Inc named its own grantees at scale: 12 organizations, $29k. It is dated, not current.

Organizations named directly on the return

21
’17
7
’18
12
’19
2
’20
1
’21
1
’22
0
’23

Amber years are those where most dollars went to a sponsor.

01What it funds
0194% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Health$160kPhilanthropy$45kHuman Services$16kArts & Culture$7kRecreation & Sports$5kReligion$5kFood & Nutrition$4kEducation$2kOther$0
02FY2019 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k13 grants · $18k
  • $10k–50k1 grant · $11k
$1,000
Median grant
3
States reached
$0
Total assets
Largest grants
RecipientAmount
Saint Barnabas Medical Center$11,000
Daughters of Miriam Center$6,900
Barnert Temple$5,000
Chilton Medical Center Foundation$1,900
PALM BEACH OPERA$1,000
Friends of Laurelwood Arboretum$1,000
National Dance Institute$1,000
Eva's Village$500
St Jude's Children's Research Hospital$200
Boca West Foundation$100
AMERICAN PARKINSON DISEASE ASSOCIATION$100
NJY CAMPS$100
NJPAC$75
march of dimes$50
02The need
03

Does the money reach high-need areas?

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

show:

Its human-services grants (FY17–19, $15k) land where the poverty rate runs at 5%, against an area that typically sits at 8%. 4% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 8%Songs of Love Foundation: $100 → 13%Chilton Medical Center Foundation: $2k → 7%NJY CAMPS: $100 → 16%Chilton Medical Center Foundation: $12k → 4%Boca West Foundation: $100 → 11%Levis JCC: $300 → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
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.

Which US states its grants reach

IL
NY
MA
OH
PA
NJ
MD
DC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

73%of every dollar goes to organizations it has funded before.
$172k · 15 repeat orgs$63k to everyone else

15 repeat relationships: 8 still active in FY2019, 7 since wound down; 6 grantees were first funded in FY2019 (too recent to call). Read against FY2019, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

15
25

Total granted

$172k
$56k

Median revenue growth · since first grant

+7%
+52%

Still filing today

60%
64%

New vs renewed · share of each year

In FY2022, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’17’18’19’20’21’22
HealthHuman ServicesArts & CultureEducationRecreation & SportsPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • EVA'S VILLAGE INC
    3× · 2018–2022 · $3k · revenue +28%
  • PB
    PALM BEACH OPERA INC
    2× · 2017–2019 · $2k · revenue +69%
  • TP
    THE PHILHARMONIC SYMPHONY SOCIETY OF NY INC
    2× · 2017–2018 · $500 · revenue +21%

Funded once

  • JF
    Jewish Federation of North Jersey
    one grant, 2017 · $32k
  • NK
    NEPHCURE KIDNEY INTERNATIONALgraduated
    one grant, 2017 · $4k · revenue +118%
  • ART OMI INCgraduated
    one grant, 2017 · $4k · revenue +206%
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
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
2
Albert Einstein College of Medicine

Committed to exceptional healthcare quality for all and actively engaged with our community, einstein drives scientific discovery and educates compassionate leaders in health and science.

Education
3
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
4
The Feinstein Institutes for Medical Research

The feinstein institute for medical research ("the institute") is the research branch of northwell health ("northwell"). through its affiliation with northwell, the institute's mission is to bridge the gap between biomedical research and…

Health
5
Long Island Jewish Medical Center

Long island jewish medical center is part of the northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and…

Health
6
Samuel Waxman Cancer Research Foundation

The samuel waxman cancer research foundation (the "foundation") funds innovative research to bring faster cures to patients. in addition to supporting ongoing collaborative research in specific cancers, our scientists are investigating the…

—
7
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
8
Neurology Associates of Stony Brook University Faculty Practice Corp

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
9
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
10
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
11
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
12
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
How this is measured
The grantee most central to the portfolio’s shape is Daughters of Miriam Center; the most unlike its peers is Franklin Lakes Volunteer Ambulance Jonathan Burklund. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

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

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 31 of the 47 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
30/31
Grantees still filing
22/31
Grew since first funded

Where the money sits, by cause and then by grantee

SAINT BARNABAS MEDICAL CENTER: $123,000 · HealthSAINT BARNABAS MEDICAL CENTERDAUGHTERS OF MIRIAM CENTER: $9,150 · HealthDAUGHTERS OF MIRIAM CENTER+6 more: $6,325 · HealthJewish Federation of North Jersey: $31,500 · OtherJewish Federation of North J…Wayne YMCA: $10,000 · OtherWayne YMCABARNERT MEMORIAL TEMPLE: $5,000 · OtherBARNERT MEMORIAL TEMPLEJewish Child Care Assocation: $2,500 · OtherISRAEL SPORTS & CULTURAL EXCHANGE INC: $3,000 · Other+20 more: $11,265 · Other+20 moreFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $13,448 · Community ImprovementEVA'S VILLAGE INC: $3,000 · Community ImprovementChilton Medical Center Foundation Inc: $14,100 · Human Services+4 more: $600 · Human ServicesWHYHUNGER INC: $3,500 · Arts & CulturePALM BEACH OPERA INC: $2,000 · Arts & CultureNATIONAL DANCE INSTITUTE: $1,000 · Arts & CultureTHE PHILHARMONIC SYMPHONY SOCIETY OF NY INC: $500 · Arts & Culture+1 more: $50 · Arts & CultureNEPHCURE KIDNEY INTERNATIONAL: $4,400 · PhilanthropyART OMI INC: $3,500 · International
Health$138,475Other$63,265Community Improvement$16,448Human Services$14,700Arts & Culture$7,050Philanthropy$4,400International$3,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSAINT BARNABAS MEDICAL CENTER: $123,000 over 3y, 0.0% of budgetChilton Medical Center Foundation Inc: $14,100 over 2y, 0.4% of budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $13,448 over 1y, 0.0% of budgetDAUGHTERS OF MIRIAM CENTER: $9,150 over 2y, 0.0% of budgetNEPHCURE KIDNEY INTERNATIONAL: $4,400 over 1y, 0.1% of budgetCURE BREAST CANCER FOUNDATION INC: $3,750 over 2y, 0.4% of budgetART OMI INC: $3,500 over 1y, 0.1% of budgetWHYHUNGER INC: $3,500 over 1y, 0.1% of budgetISRAEL SPORTS & CULTURAL EXCHANGE INC: $3,000 over 1y, 1.0% of budgetEVA'S VILLAGE INC: $3,000 over 3y, 0.0% of budgetPROGERIA RESEARCH FOUNDATION INC: $2,000 over 1y, 0.1% of budgetVERITANS CLUB INC: $2,000 over 2y, 0.2% of budgetPLAY FOR PINK INC: $1,500 over 1y, 0.0% of budgetNATIONAL DANCE INSTITUTE: $1,000 over 1y, 0.0% of budgetBREAKTHROUGH NEW YORK INC: $1,000 over 1y, 0.0% of budgetFriends of Laurelwood Arboretum Inc: $1,000 over 1y, 0.2% of budgetISRAEL CANCER RESEARCH FUND INC: $750 over 1y, 0.0% of budgetNEW YORK LAW SCHOOL: $500 over 1y, 0.0% of budgetTHE PHILHARMONIC SYMPHONY SOCIETY OF NY INC: $500 over 2y, 0.0% of budgetADOLPH & ROSE LEVIS JEWISH COMMUNITY CENTER INC: $300 over 1y, 0.0% of budgetAMERICAN PARKINSON DISEASE ASSOC: $200 over 2y, 0.0% of budgetAMERICAN UNIVERSITY: $200 over 1y, 0.0% of budgetFRANKLIN LAKES VOLUNTEER AMBULANCE JONATHAN BURKLUND: $150 over 1y, 0.1% of budgetMARCH OF DIMES INC: $125 over 3y, 0.0% of budgetPARKINSON'S FOUNDATION INC: $100 over 1y, 0.0% of budgetSONGS OF LOVE FOUNDATION: $100 over 1y, 0.0% of budgetPAN-MASSACHUSETTS CHALLENGE INC: $100 over 1y, 0.0% of budgetNEW JERSEY FEDERATION OF YOUNG MEN'S HEBREW ASSOCIATION AND YOUNG WOMEN'S: $100 over 1y, 0.0% of budgetBOCA WEST CHILDREN'S FOUNDATION FKA BOCA WEST COMMUNITY CHARITABLE FOUNDATION: $100 over 1y, 0.0% of budgetMuseum of Modern Art: $50 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

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

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jewish Communal FundNY17.3× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · Alex Chestnov Memorial Foundation · The David P and Tracey L Gerber F Foundation Inc · Solomon Organization Charitable Trust · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · The Pfizer Foundation Inc · National Philanthropic Trust · American Endowment Foundation · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Paypal Charitable Giving Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Donna and Mark Rosen Family Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Donna and Mark Rosen Family Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 80%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 19%
  • Veritans Club Inc: 100% of income from government
  • Eva's Village Inc: 19% of income from government
  • Daughters of Miriam Center: 1% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
no gov moneyreceives it· size = income
8get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Donna and Mark Rosen Family Foundation Inc?

Find your warmest path to Donna and Mark Rosen Family Foundation 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 47 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

Generated from the IRS Form 990-PF e-file return for fiscal year 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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