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· Private foundation

Leona Z Rosenberg Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$608k
Granted FY2025still arriving
18
Grants FY2025still arriving
8
States reached
$100k
Largest
01What it funds
0194% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2023 to 2025.

Education$313kInternational$165kCivil Rights$118kReligion$112kHuman Services$100kPhilanthropy$100kYouth Development$95kArts & Culture$53kOther$0
02FY2025 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k13 grants · $258k
  • $50k–250k5 grants · $350k
$25,000
Median grant
8
States reached
$4.6M
Total assets
Largest grants
RecipientAmount
COMMUNITY FDN OF GREATER FORT WAYNE$100,000
INDIANA UNIVERSITY FOUNDATION$100,000
Individual grant recipient$50,000
THE GOOD PEOPLE FUND$50,000
PURDUE FORT WAYNE FOUNDATION$50,000
NE INDIANA PUBLIC RADIO$40,000
ALLEN CO DRUG & ALCOHOL CONSORTIUM$30,000
TOMORROWS WOMEN$25,000
FRIENDS FOREVER INTL$25,000
BOYS & GIRLS CLUBS OF FORT WAYNE$25,000
WELLSPRING INTERFAITH SOCIAL SERVIC$25,000
ADVOCATES FOR TRANS EQUALITY$12,500
JEWISH COMM CTR ST LOUIS$12,500
GLSEN$12,500
SOUTHERN POVERTY LAW CTR$12,500
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:

Dollar for dollar, its grants (FY23–25) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 93% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%INTERNATIONAL ASSOC OF JEWISH GEN: $25k → 7%LISTENING FOR A CHANGE: $13k → 9%LA LGBT CENTER: $13k → 14%YIVO INSTITUTE FOR JEWISH S: $54k → 17%TOMORROWS WOMEN: $25k → 12%SOUTHERN POVERTY LAW CTR: $13k → 18%JEWISH COMM CTR ST LOUIS: $13k → 11%NC OUTWARD BOUND SCHOLOR: $30k → 12%BOYS & GIRLS CLUBS OF FORT WAYNE: $25k → 12%INDIANA UNIVERSITY FOUNDATION: $100k → 18%BALL STATE UNIVERSIYT FOUNDATION: $10k → 19%ANTI DEFAMATION LEAGUE: $25k → 14%THE GOOD PEOPLE FUND: $50k → 16%FRIENDS FOREVER INTL: $15k → 9%JEWISH COMM FREE CLINIC: $13k → 9%LA JEWISH FED: $50k → 14%GLSEN: $13k → 17%CONG ACHDUTH VESHOLOM: $13k → 12%INDIANA UNIVERSITY FUND: $100k → 18%AMERICAN FRIENDS OF HEBREW UNIVERSI: $40k → 14%THE GOOD PEOPLE FUND: $50k → 16%ADVOCATES FOR TRANS EQUALITY: $13k → 17%CONGREGATION ACHDUTH VESHOLOM: $5k → 12%PURDUE FORT WAYNE FOUNDATION: $50k → 12%COMM FDN OF GREATER F: $100k → 12%COMMUNITY FDN OF GREATER FORT WAYNE: $100k → 12%BRAVE ALLIANCE: $30k → 12%ALLEN CO DRUG & ALCOHOL CONSORTIUM: $30k → 12%WELLSPRING INTERFAITH SOCIAL SERVIC: $25k → 12%ST MARY'S CATHOLIC CHURCH: $20k → 12%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

NH
IL
NY
IN
PA
NJ
CA
MO
NM
NC
AL
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 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 Interfaith Alliance Foundation Inc

Interfaith alliance is a growing network of people of diverse faiths and beliefs across the country working together to build a resilient democracy and fulfill america's promise of religious freedom and civil rights not just for some, but…

Religion
2
We Are Family Foundation

The we are family foundation celebrates the vision of a global family by creating and supporting programs that inspire and educate people about mutual respect, understanding and appreciation of cultural diversity.

Civil Rights
3
The Leadership Foundation

The leadership foundation, inc. (the foundation), established in 1990, is the mechanism by which iwf members advance the next generation of women leaders. the foundation accelerates the careers of top-performing women by offering…

—
4
DePauw University

Depauw university develops leaders the world needs through an uncommon commitment to the liberal arts. depauw's diverse and inclusive learning and living experience, distinctive in its rigorous intellectual engagement and its global and…

Education
5
Equality Utah Foundation

To secure equal rights and protections for lgbtq utahns and their families.

Civil Rights
6
Council On Foreign Relations Inc

The council on foreign relations (cfr) is an independent, nonpartisan membership organization, think tank, and publisher dedicated to being a resource for its members, government officials, business executives, journalists, educators and…

International
7
The Alliance for Just Deliberation On Solar Geoengineering Inc

The alliance for just deliberation on solar geoengineering (dsg) is a charitable, scientific and educational organization dedicated to building just and inclusive deliberation about research and potential use of solar geoengineering. solar…

Environment
8
Global Ties Us

Global ties u.s. (global ties) powers individuals, communities, and nations to build trust and advance peace and prosperity through international exchange.

International
9
Brighter Green Inc

Brighter green is a public policy action tank that works to raise awareness of and encourage policy action that span the environment, animals, and sustainability. based in new york, brighter green works in the u.s. and internationally with…

Environment
10
The American Islamic Forum for Democracy

Aifd's mission is to advocate for the preservation of the founding principles of our u.s. constitution, liberty, and freedom, through the separation of mosque and state. public engagement program provides education to the general public on…

International
11
Equality Federation Institute

Equality federation institute is an advocacy accelerator rooted in social justice, building power in our network of state-based lesbian, gay, bisexual, transgender, and queer (lgbtq+) advocacy organizations.

Civil Rights
12
Transgender Legal Defense and Education Fund Inc

The transgender legal defense and education fund is committed to ending discrimination based on gender identity and expression, and to achieving equality for transgender people through public education, test-case litigation, direct legal…

—
How this is measured
The grantee most central to the portfolio’s shape is Community Foundation of Greater Fort Wayne Inc; the most unlike its peers is Wellspring Interfaith Social Services Inc. 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

13 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. 13 of the 31 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)
1
Early backer (in before they grew)
13/13
Grantees still filing
1/13
Grew since first funded

Where the money sits, by cause and then by grantee

COMM FDN OF GREATER F: $100,000 · OtherCOMM FDN OF GREATER FINDIANA UNIVERSITY FUND: $100,000 · OtherINDIANA UNIVERSITY FUNDYIVO INSTITUTE FOR JEWISH S: $54,000 · OtherYIVO INSTITUTE FOR JEWISH SPURDUE FORT WAYNE FOUNDATION: $50,000 · OtherPURDUE FORT WAYNE FOUNDATIONIndividual grant recipient: $50,000 · OtherIndividual grant recipientAMERICAN FRIENDS OF HEBREW UNIVERSI: $40,000 · OtherFRIENDS FOREVER: $40,000 · OtherNE INDIANA PUBLIC RADIO: $40,000 · OtherAMERICAN FRIENDS OF THE GALILEE MED: $40,000 · OtherBRAVE ALLIANCE: $30,000 · OtherALLEN CO DRUG & ALCOHOL CONSORTIUM: $30,000 · OtherNC OUTWARD BOUND SCHOLOR: $30,000 · Other+10 more: $150,000 · Other+10 moreIndiana University Foundation: $100,000 · EducationIndiana Un…Ball State University Foundation Inc: $10,000 · EducationBall State…THE GOOD PEOPLE FUND INC: $100,000 · InternationalTHE GOOD …COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC: $100,000 · PhilanthropyCOMMUNITY…ANTI-DEFAMATION LEAGUE: $25,000 · Civil RightsGLSEN INC: $12,500 · Civil RightsADVOCATES FOR TRANS EQUALITY: $12,500 · Civil RightsBOYS & GIRLS CLUBS OF NORTHEAST IND: $25,000 · Youth DevelopmentWELLSPRING INTERFAITH SOCIAL SERVICES INC: $25,000 · Religion
Other$754,000Education$110,000International$100,000Philanthropy$100,000Civil Rights$50,000Youth Development$25,000Religion$25,000

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 budgetIndiana University Foundation: $100,000 over 1y, 0.0% of budgetTHE GOOD PEOPLE FUND INC: $100,000 over 2y, 1.3% of budgetCOMMUNITY FOUNDATION OF GREATER FORT WAYNE INC: $100,000 over 1y, 0.2% of budgetFRIENDS FOREVER: $40,000 over 2y, 2.3% of budgetTOMORROW'S WOMEN: $25,000 over 1y, 1.9% of budgetANTI-DEFAMATION LEAGUE: $25,000 over 1y, 0.0% of budgetWELLSPRING INTERFAITH SOCIAL SERVICES INC: $25,000 over 1y, 1.0% of budgetGLSEN INC: $12,500 over 1y, 0.2% of budgetSOUTHERN POVERTY LAW CENTER INC: $12,500 over 1y, 0.0% of budgetLISTENING FOR A CHANGE: $12,500 over 1y, 13% of budgetBall State University Foundation Inc: $10,000 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.

  • Who funds Indiana University Foundation ↗
  • Who funds THE GOOD PEOPLE FUND INC ↗
  • Who funds COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC ↗
  • Who funds FRIENDS FOREVER ↗
  • Who funds TOMORROW'S WOMEN ↗
  • Who funds ANTI-DEFAMATION LEAGUE ↗
  • Who funds BOYS & GIRLS CLUBS OF NORTHEAST IND ↗
  • Who funds WELLSPRING INTERFAITH SOCIAL SERVICES INC ↗
  • Who funds GLSEN INC ↗
  • Who funds SOUTHERN POVERTY LAW CENTER INC ↗
  • Who funds ADVOCATES FOR TRANS EQUALITY ↗
  • Who funds LISTENING FOR A CHANGE ↗
  • Who funds Ball State University Foundation Inc ↗

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.

Vanguard Charitable Endowment ProgramPA8.3× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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

2024
’20’21’22’23’24’25
no gov · 10%1%4%8%15%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–50%
    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.
    04Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Leona Z Rosenberg Charitable Trust?

    Find your warmest path to Leona Z Rosenberg 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 31 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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