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· Private foundation

Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92

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.

$192k
Granted FY2024still arriving
21
Grants FY2024still arriving
6
States reached
$105k
Largest
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Civil Rights$399kReligion$379kHealth$243kEducation$153kInternational$69kArts & Culture$36kHuman Services$22kPhilanthropy$19kOther$0
02FY2024 · 21 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k18 grants · $31k
  • $10k–50k2 grants · $57k
  • $50k–250k1 grant · $105k
$500
Median grant
6
States reached
$166k
Total assets

Anchored by a single position: about 98% of reported assets are held in Ares Management Corp Cl A.

Largest grants
RecipientAmount
ADL$104,600
TEMPLE SHOLOM$41,804
JUMPSTART FOR YOUNG CHILDREN$15,000
GREENWICH HOSPITAL$8,400
COUNCIL ON FOREIGN RELATIONS INC$7,500
MT SINAI MEDICAL CENTER FOUNDATION$5,000
NY HISTORICAL SOCIETY$4,550
Individual grant recipient$1,000
FUNDACION MEMORIA DEL HOLOCAUSTO$1,000
FLORIDA HEBREW UNIVERSITY$540
CT AGAINST GUN VIOLENCE$500
Individual grant recipient$500
US AGAINST ALZHEIMERS$260
CROHN'S & COLITIS FOUNDATION$250
SISTERGOOD UNDER THE SISTERHOOD$250
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 (FY19–24, $26k) land where the poverty rate runs at 9%, against an area that typically sits at 11%. 1% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%STARFISH FAMILY SERVICES: $50 → 21%THE SEEING EYE INC: $50 → 4%THE BLUE CARD: $200 → 17%FILLING IN THE BLANKS: $500 → 9%FILLING IN THE BLANKS: $200 → 9%WHAM: $20k → 9%ACCESS CIRCLES: $3k → 9%ACCESS CIRCLES: $3k → 9%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
NH
IL
MI
NY
MA
OR
OH
NJ
CT
RI
CA
UT
CO
VA
MD
DC
AL
TX
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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 33% of Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 47% of the giving stays in CT; by stated purpose, 25%.

Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92lessmore of its giving
Placed by recipient address · 2.2% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

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

92%of every dollar goes to organizations it has funded before.
$1.2M · 50 repeat orgs$109k to everyone else

50 repeat relationships: 11 still active in FY2024, 39 since wound down; 10 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

50
104

Total granted

$1.2M
$100k

Median revenue growth · since first grant

+21%
+23%

Still filing today

54%
47%

New vs renewed · share of each year

In FY2024, 96% of grant dollars renewed an existing relationship; $9k 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
HealthArts & CultureEducationHuman ServicesInternationalPhilanthropyOther
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

  • GH
    GREENWICH HOSPITAL
    4× · 2020–2024 · $111k · revenue +20%
  • UF
    UJA FEDERATION OF GREENWICH INC
    6× · 2018–2023 · $64k · revenue +83%
  • CO
    COUNCIL ON FOREIGN RELATIONS INC
    7× · 2017–2024 · $59k · revenue +18%

Funded once

  • NY
    New York Universitygraduated
    one grant, 2017 · $25k · revenue +76%
  • WI
    WHAMNOW INC
    one grant, 2023 · $20k · revenue +24%
  • AF
    AMERICAN FRIENDS OF ISRAEL MUSEUM
    one grant, 2018 · $6k
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
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
2
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
3
The Jewish Museum

The mission of the jewish museum is to collect, preserve, exhibit and interpret art and jewish culture. see schedule o for more information.

Arts & Culture
4
Bar Ilan University in Israel Inc

Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.

—
5
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
6
Yeshiva University

The university is composed of several colleges and schools providing undergraduate, graduate, professional and post-doctoral education and training and research and clinical programs.

Education
7
Sanford Burnham Prebys Medical Discovery Institute

Sanford burnham prebys medical discovery institute's mission is to advance the biomedical sciences by cultivating the next generation of scientific leaders, providing meaningful opportunities for researchers of all backgrounds to learn,…

Health
8
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
9
Memorial Sloan-Kettering Cancer Center

Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

Health
10
The Graduate Center Foundation Inc

The graduate center foundation is committed to promoting and safe-guarding the success of the graduate center by raising funds and managing and investing donations for use by the graduate center. the board of trustees of the foundation…

—
11
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
12
Fairleigh Dickinson University

Fairleigh dickinson university is a center of academic excellence dedicated to the preparation of world citizens through global education. the university strives to provide students with the multi-disciplinary, intercultural, and ethical…

Education
How this is measured
The grantee most central to the portfolio’s shape is Uja Federation of Greenwich Inc; the most unlike its peers is Florida Hebrew University Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

83 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 83 of the 167 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)
10
Early backer (in before they grew)
83/83
Grantees still filing
57/83
Grew since first funded

Where the money sits, by cause and then by grantee

ADL: $387,598 · OtherADLTEMPLE SHOLOM INC: $291,818 · OtherTEMPLE SHOLOM INCTEACHERS COLLEGE FUND: $92,000 · OtherTEACHERS COLLEGE FUNDUJA FEDERATION OF GREENWICH INC: $64,440 · OtherUJA FEDERATION OF GREENWICH INCWOMEN'S HEALTH ACCESS MATTERS: $42,500 · Other+115 more: $127,803 · Other+115 moreGREENWICH HOSPITAL: $110,500 · HealthGREENWICH HOS…MOUNT SINAI MEDICAL CENTER FOUNDATION: $40,000 · HealthMOUNT SINAI M…+11 more: $7,150 · HealthCOUNCIL ON FOREIGN RELATIONS INC: $59,180 · InternationalFriends of the Israel Movement for Progressive Judaism: $5,000 · InternationalIMPACTISRAEL INC: $4,665 · International+2 more: $350 · InternationalJUMPSTART FOR YOUNG CHILDREN INC: $27,150 · EducationNew York University: $25,000 · EducationTHE CARROLL SCHOOL: $5,000 · Education+7 more: $3,440 · EducationWHAMNOW INC: $20,000 · Human ServicesACCESSCIRCLES INC: $5,000 · Human Services+4 more: $1,000 · Human ServicesTHE PHILHARMONIC SYMPHONY SOCIETY OF NY INC: $10,000 · Arts & CultureSIMON WIESENTHAL CENTER INC: $900 · Arts & CultureMUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST: $680 · Arts & CultureBRUCE MUSEUM INC: $675 · Arts & CultureTHE MUSIC CONSERVATORY OF WESTCHESTER INC: $650 · Arts & Culture+6 more: $1,310 · Arts & CultureRIVERDALE NEIGHBORHOOD HOUSE INC: $10,000 · Community ImprovementNATICK SERVICE COUNCIL INC: $500 · Community Improvement
Other$1,006,159Health$157,650International$69,195Education$60,590Human Services$26,000Arts & Culture$14,215Community Improvement$10,500

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetGREENWICH HOSPITAL: $110,500 over 4y, 0.0% of budgetUJA FEDERATION OF GREENWICH INC: $64,440 over 6y, 1.2% of budgetCOUNCIL ON FOREIGN RELATIONS INC: $59,180 over 7y, 0.0% of budgetMOUNT SINAI MEDICAL CENTER FOUNDATION: $40,000 over 8y, 0.0% of budgetJUMPSTART FOR YOUNG CHILDREN INC: $27,150 over 6y, 0.1% of budgetNew York University: $25,000 over 1y, 0.0% of budgetWHAMNOW INC: $20,000 over 1y, 2.7% of budgetRIVERDALE NEIGHBORHOOD HOUSE INC: $10,000 over 2y, 0.2% of budgetTHE PHILHARMONIC SYMPHONY SOCIETY OF NY INC: $10,000 over 2y, 0.0% of budgetWORLD OF CHILDREN INC: $5,000 over 3y, 0.1% of budgetACCESSCIRCLES INC: $5,000 over 2y, 0.9% of budgetFriends of the Israel Movement for Progressive Judaism: $5,000 over 1y, 0.5% of budgetTHE CARROLL SCHOOL: $5,000 over 1y, 0.0% of budgetINSTITUTE FOR THE STUDY OF GLOBAL ANTISEMITISM AND POLICY: $5,000 over 1y, 0.7% of budgetIMPACTISRAEL INC: $4,665 over 3y, 0.0% of budgetANTI-DEFAMATION LEAGUE: $3,000 over 1y, 0.0% of budgetUNTERMYER GARDENS CONSERVANCY INC: $2,500 over 1y, 0.1% of budgetCROHN'S & COLITIS FOUNDATION INC: $2,250 over 3y, 0.0% of budgetGREENWICH INTERNATIONAL FILM FESTIVAL INC: $2,000 over 2y, 0.1% of budgetBREAST CANCER ALLIANCE INC: $1,690 over 3y, 0.0% of budgetCT Against Gun Violence Inc: $1,500 over 4y, 0.3% of budgetFRIENDS OF GREENWICH POINT: $1,500 over 4y, 0.9% of budgetTHE CENTER FOR DISCOVERY INC: $1,250 over 2y, 0.0% of budgetNEIGHBOR TO NEIGHBOR INC: $1,160 over 3y, 0.0% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $1,100 over 1y, 0.0% of budgetHEBREW WIZARDS INC: $1,000 over 1y, 0.4% of budgetJEWISH FAMILY SERVICE OF STAMFORD INC: $1,000 over 1y, 0.0% of budgetSIMON WIESENTHAL CENTER INC: $900 over 3y, 0.0% of budgetFEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY: $720 over 2y, 0.0% of budgetFILLING IN THE BLANKS INC: $700 over 2y, 0.0% of budgetMUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST: $680 over 2y, 0.0% of budgetBRUCE MUSEUM INC: $675 over 1y, 0.0% of budgetPAN-MASSACHUSETTS CHALLENGE INC: $650 over 3y, 0.0% of budgetTHE MUSIC CONSERVATORY OF WESTCHESTER INC: $650 over 3y, 0.0% of budgetTHE GREENWICH TREE CONSERVANCY INC: $600 over 1y, 0.2% of budgetFlorida Hebrew University Inc: $540 over 1y, 4.6% of budgetNATICK SERVICE COUNCIL INC: $500 over 1y, 0.0% of budgetTELUGUPEOPLE FOUNDATION: $500 over 1y, 0.7% of budgetFAMILY EQUALITY: $500 over 1y, 0.0% of budgetJEWISH FAMILY SERVICES OF GREENWICH: $500 over 1y, 0.0% of budgetUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC: $500 over 1y, 0.0% of budgetBREAKTHROUGH T1D: $500 over 1y, 0.0% of budgetTHE JORDAN PORCO FOUNDATION: $380 over 3y, 0.0% of budgetTHE GREENWICH LIBRARY: $300 over 2y, 0.0% of budgetAmerican Heart Association Inc: $300 over 2y, 0.0% of budgetHILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE: $300 over 1y, 0.0% of budgetUSAGAINSTALZHEIMER'S: $260 over 1y, 0.0% of budgetHUMAN RIGHTS FIRST: $250 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 GREENWICH HOSPITAL ↗
  • Who funds UJA FEDERATION OF GREENWICH INC ↗
  • Who funds COUNCIL ON FOREIGN RELATIONS INC ↗
  • Who funds MOUNT SINAI MEDICAL CENTER FOUNDATION ↗
  • Who funds JUMPSTART FOR YOUNG CHILDREN INC ↗
  • Who funds New York University ↗
  • Who funds WHAMNOW INC ↗
  • Who funds RIVERDALE NEIGHBORHOOD HOUSE INC ↗
  • Who funds THE PHILHARMONIC SYMPHONY SOCIETY OF NY INC ↗
  • Who funds WORLD OF CHILDREN INC ↗
  • Who funds ACCESSCIRCLES INC ↗
  • Who funds Friends of the Israel Movement for Progressive Judaism ↗
  • Who funds THE CARROLL SCHOOL ↗
  • Who funds INSTITUTE FOR THE STUDY OF GLOBAL ANTISEMITISM AND POLICY ↗
  • Who funds IMPACTISRAEL INC ↗
  • Who funds ANTI-DEFAMATION LEAGUE ↗
  • Who funds UNTERMYER GARDENS CONSERVANCY INC ↗
  • Who funds CROHN'S & COLITIS FOUNDATION INC ↗
  • Who funds GREENWICH INTERNATIONAL FILM FESTIVAL INC ↗
  • Who funds BREAST CANCER ALLIANCE INC ↗
  • Who funds CT Against Gun Violence Inc ↗
  • Who funds FRIENDS OF GREENWICH POINT ↗
  • Who funds THE CENTER FOR DISCOVERY 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.

Jewish Communal FundNY23.4× affinity17 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · Simon and Eve Colin Foundation · Oppenheim Family Fund Inc · The Bessemer Giving Fund · The Goldman Sachs Charitable Gift Fund · Eve & Simon Colin Family Foundation · The Driesman Charitable Trust · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The Resource Foundation Inc · S & L Marx Foundation · Panwy Foundation Inc · The Jewish Federations of North America 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 Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92 funds: left to right is the share of its income from government, bottom to top the share from Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 230%0%1%3%5%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 5%
  • Laurel House Inc: 68% of income from government
  • Christopher Reeve Foundation: 49% of income from government
  • Jewish Family Services of Greenwich: 41% of income from government
  • Connecticut Foodshare Inc: 5% of income from government
  • Jewish Family Service of Stamford Inc: 2% of income from government
  • Bruce Museum Inc: 0% of income from government
  • Greenwich Hospital: 0% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
no gov moneyreceives it· size = income
23get no government money at all
19report government grants on their 990 we could not trace to a source (not plotted)
1rely 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.

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 167 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Robert & Dale Rosen Charitable Foundation Tr U/A 8/05/92’s filings →

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