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Joshua Rosenthal Charitable Trust at a glance

· Private foundation

Joshua Rosenthal Charitable Trust

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.

$162k
Granted FY2019
17
Grants FY2019
5
States reached
$20k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead

Read this first · the figures below need context

100% of Joshua Rosenthal Charitable Trust’s FY2024 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. FY2024 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year Joshua Rosenthal Charitable Trust named its own grantees at scale: 13 organizations, $162k. It is dated, not current.

Organizations named directly on the return

13
’19
22
’20
0
’21
0
’22
0
’23
0
’24

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

01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Philanthropy$4.8MAnimals$130kEnvironment$126kEducation$100kHuman Services$86kHealth$58kInternational$40kReligion$40kOther$0
02FY2019 · 17 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k2 grants · $2k
  • $10k–50k15 grants · $160k
$10,000
Median grant
5
States reached
$21M
Total assets
Largest grants
RecipientAmount
YAFFED INC$20,000
GLOBAL GREENSGRANTS FUND$10,000
CHARITY WATER$10,000
ARCADIA CENTER$10,000
GENTLE BARN$10,000
CLL SOCIETY$10,000
FRIENDS OF THE ISRAEL DEFENSE FORCES$10,000
GEMS - GIRLS EDUCATIONAL AND MENTORING SERVICES INC$10,000
LAST CHANCE FOR ANIMALS$10,000
AGAPE INTERNATIONAL MISSIONS$10,000
SHELDRICK WILDLIFE TRUST$10,000
SEMPER FI FUND$10,000
FOOTSTEPS INC$10,000
HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC$10,000
RECIPROCITY FOUNDATION$10,000
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 (FY19–20, $57k) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 89% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%INWARD BOUND MINDFULNESS EDUCATION INC: $6k → 8%COVENANT HOUSE: $1k → 17%CENTER FOR SAFTEY & CHANGE INC: $20k → 14%CHARITY WATER: $10k → 17%RECIPROCITY FOUNDATION: $10k → 17%RECIPROCITY FOUNDATION: $10k → 17%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

ME
NY
MA
CA
CO
VA
MD
AZ
DC
GA
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.

50%of every dollar goes to organizations it has funded before.
$310k · 9 repeat orgs$307k to everyone else

9 repeat relationships: 9 still active in FY2019, 0 since wound down; 22 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

9
22

Total granted

$310k
$307k

Median revenue growth · since first grant

+13%
+54%

Still filing today

89%
86%

New vs renewed · share of each year

In FY2020, 45% of grant dollars renewed an existing relationship; $255k went to new ones.

50%100%’19’20
RenewedFirst-time

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

’19’20
Human ServicesHealthAnimalsEducationEnvironmentInternationalOther
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

  • FI
    FOOTSTEPS INC
    2× · 2019–2020 · $40k · revenue +191%
  • TG
    THE GENTLE BARN FOUNDATION
    2× · 2019–2020 · $20k · revenue +13%
  • FRIENDS OF THE ISRAEL DEFENSE FORCES
    2× · 2019–2020 · $20k · revenue +115%

Funded once

  • PD
    Prison Dharma Network Incgraduated
    one grant, 2020 · $40k · revenue +62%
  • CD
    CHALLENGE DAY FUND
    one grant, 2020 · $30k · revenue -91%
  • HL
    HOLISTIC LIFE FOUNDATION INC
    one grant, 2020 · $26k · revenue +6%
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
Center for International Environmental Law Inc

To investigate, research, write, publish, present conferences and teach with respect to global, regional, transboundary, and comparative environmental issues and to make the findings from such activities available to the general public; to…

International
2
Conservation International Foundation

Ci works to spotlight and secure the critical benefits that nature provides to humanity.

Environment
3
MRIGlobal

To improve the lives of people through innovative scientific and engineering research.

Science & Tech
4
Actionaid Usa

Actionaid is an international network building a just, equitable, and sustainable world in solidarity with communities on the frontlines of poverty and injustice. actionaid usa is the u.s. branch of actionaid international, which works in…

Social Science
5
Pathfinder International

Pathfinder expands access to sexual and reproductive health services, opening the door to opportunities for women and all individuals to thrive-economically, educationally, and civically. driven by our country-led leadership and local…

International
6
Rainforest Foundation Inc

The purpose of rainforest foundation us is to support indigenous peoples and forest communities in their efforts to secure their lands, protect their environment, and uphold their rights.

Environment
7
Shield of Faith Missions

Sof is called to empower warriors to find purpose, be resilient, and live well. we develop and provide customized treatment plans for veterans through our national network of partners.

Religion
8
Global Forest Generation

Global Forest Generation restores and protects forest ecosystems in partnership with grassroots leaders and local communities across vast landscapes which play a critical role in preserving water, protecting biodiversity, storing carbon,…

Environment
9
International Biomedical Research Alliance

Our mission is to invest in and accelerate the development of the most promising future leaders in biomedical research with global impact.

Health
10
Asociacion Interamericana Para La Defensa Del Ambiente

To strenghten people's ability to guarantee their individual and collective right to a healthy environment, via the development, implementation, and effective enforcement of national and international law.

Crime & Legal
11
International Aids Vaccine Initiative Inc

A nonprofit scientific research organization that develops vaccines and antibodies for hiv, tuberculosis, and emerging infectious diseases.

International
12
Friends of the Earth

Friends of the earth strives for a more healthy and just world by defendng the environment and human health while advancing social and economic justice by conducting research and education, transforming the economy so it protects the…

Environment
How this is measured
The grantee most central to the portfolio’s shape is Children's Health Defense; the most unlike its peers is Last Chance for Animals. 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

29 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. 29 of the 33 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)
9
Early backer (in before they grew)
29/29
Grantees still filing
22/29
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $4,761,331 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDLast Chance for Animals: $50,000 · AnimalsANIMAL LEGAL DEFENSE FUND INC: $20,000 · AnimalsWILDAID INC: $20,000 · AnimalsTHE GENTLE BARN FOUNDATION: $20,000 · AnimalsYAFFED INC: $70,000 · EducationCHALLENGE DAY FUND: $30,000 · EducationMINDFULNESS FIRST: $6,000 · EducationFOOTSTEPS INC: $40,000 · Human ServicesCENTER FOR SAFETY & CHANGE INC: $20,000 · Human ServicesThe Reciprocity Foundation: $20,000 · Human ServicesCHARITY GLOBAL INC: $10,000 · Human ServicesINWARD BOUND MINDFULNESS EDUCATION INC: $6,000 · Human Services+1 more: $1,000 · Human ServicesAcadia Center: $50,000 · EnvironmentAMERICAN RIVERS INC: $20,000 · EnvironmentCHILDREN'S HEALTH DEFENSE: $12,000 · EnvironmentGLOBAL GREENGRANTS FUND: $10,000 · EnvironmentVOLUNTEERS IN MEDICINE-BERKSHIRES INC: $10,000 · HealthGIRLS EDUCATIONAL AND MENTORING SERVICES INC: $10,000 · HealthBERKSHIRE NURSING FAMILIES INC: $10,000 · HealthCLL Society: $10,000 · HealthSEMPER FI & AMERICA'S FUND: $10,000 · HealthTHE BRIEN CENTER FOR MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES: $10,000 · HealthSHELDRICK WILDLIFE TRUST: $20,000 · OtherAgape International Missions: $20,000 · OtherHADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC: $10,000 · OtherPrison Dharma Network Inc: $40,000 · OtherRAINFOREST TRUST: $20,000 · OtherFRIENDS OF THE ISRAEL DEFENSE FORCES: $20,000 · OtherHOLISTIC LIFE FOUNDATION INC: $26,000 · Other+2 more: $6,000 · Other
Community Improvement$4,761,331Animals$110,000Education$106,000Human Services$97,000Environment$92,000Health$60,000Other$162,000

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $4,761,331 over 5y, 0.0% of budgetYAFFED INC: $70,000 over 2y, 6.0% of budgetLast Chance for Animals: $50,000 over 2y, 1.6% of budgetAcadia Center: $50,000 over 2y, 1.7% of budgetPrison Dharma Network Inc: $40,000 over 1y, 4.8% of budgetFOOTSTEPS INC: $40,000 over 2y, 0.9% of budgetCHALLENGE DAY FUND: $30,000 over 1y, 1.4% of budgetHOLISTIC LIFE FOUNDATION INC: $26,000 over 1y, 1.5% of budgetCENTER FOR SAFETY & CHANGE INC: $20,000 over 1y, 0.4% of budgetRAINFOREST TRUST: $20,000 over 1y, 0.1% of budgetThe Reciprocity Foundation: $20,000 over 2y, 6.0% of budgetWILDAID INC: $20,000 over 1y, 0.2% of budgetAMERICAN RIVERS INC: $20,000 over 1y, 0.1% of budgetTHE GENTLE BARN FOUNDATION: $20,000 over 2y, 0.4% of budgetFRIENDS OF THE ISRAEL DEFENSE FORCES: $20,000 over 2y, 0.0% of budgetAgape International Missions: $20,000 over 2y, 0.1% of budgetCHILDREN'S HEALTH DEFENSE: $12,000 over 1y, 0.2% of budgetVOLUNTEERS IN MEDICINE-BERKSHIRES INC: $10,000 over 1y, 0.7% of budgetGIRLS EDUCATIONAL AND MENTORING SERVICES INC: $10,000 over 1y, 0.3% of budgetBERKSHIRE NURSING FAMILIES INC: $10,000 over 1y, 5.7% of budgetCHARITY GLOBAL INC: $10,000 over 1y, 0.0% of budgetCLL Society: $10,000 over 1y, 0.7% of budgetSEMPER FI & AMERICA'S FUND: $10,000 over 1y, 0.0% of budgetTHE BRIEN CENTER FOR MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES: $10,000 over 1y, 0.0% of budgetGLOBAL GREENGRANTS FUND: $10,000 over 1y, 0.1% of budgetINWARD BOUND MINDFULNESS EDUCATION INC: $6,000 over 1y, 0.4% of budgetMINDFULNESS FIRST: $6,000 over 1y, 9.2% of budgetCOVENANT HOUSE: $1,000 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.

The Ford FoundationNetwork for GoodJpmorgan Chase Founda…National Philanthropi…The Pfizer Foundation…Paypal Charitable Giv…Vanguard Charitable E…Morgan Stanley Global…American Online Givin…The Bank of America C…Fidelity Investments …Donor Advised Charita…
The Ford FoundationNY14.4× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Ford Foundation · Network for Good · Jpmorgan Chase Foundation · National Philanthropic Trust · The Pfizer Foundation Inc · Paypal Charitable Giving Fund · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc · American Online Giving Foundation Inc · The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc

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 Joshua Rosenthal Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Joshua Rosenthal Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%1%3%6%10%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 10%
  • Volunteers in Medicine-Berkshires Inc: 10% of income from government
  • Holistic Life Foundation Inc: 0% of income from government
no gov moneyreceives it· size = income
4get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
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 Joshua Rosenthal Charitable Trust?

Find your warmest path to Joshua Rosenthal Charitable Trust 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 33 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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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home