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· Private foundation

The Andrew and Sheri Rosen Family Foundation

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.

$288k
Granted FY2024still arriving
40
Grants FY2024still arriving
12
States reached
$51k
Largest
01What you fund
0166% classified

What you funded, over time

Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY20172024.

Health$407kArts & Culture$159kPhilanthropy$159kEducation$159kHuman Services$76kYouth Development$34kAnimals$3kRecreation & Sports$514Employment$250Other$511k
02FY2024 · 40 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k29 grants · $35k
  • $10k–50k9 grants · $152k
  • $50k–250k2 grants · $101k
$1,000
Median grant
12
States reached
$3.6M
Total assets
Largest grants
RecipientAmount
Individual grant recipient$51,000
CHILDREN'S MEDICAL CENTER FOUNDATION$50,000
CURE ALZHEIMER'S FUND$45,000
JEWISH FEDERATION OF GREATER DALLAS$25,000
BROADWAY DALLAS$21,040
VANDERBILT HILLEL$11,042
AT & T PERFORMING ARTS CENTER$10,000
CHILDREN OF FALLEN PATRIOTS$10,000
VOGEL ALCOVE$10,000
DALLAS HOLOCAUST MUSEUM$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL$10,000
PLANNED PARENTHOOD OF GREATER DALLAS$5,000
WORLD JEWISH CONGRESS$5,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - PENN BOATHOUSE RENOVATION$4,000
HIGHLAND PARK EDUCATION FOUNDATION$2,500
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 (FY17–24, $54k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 97% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%DALLAS CHILDREN'S ADVOCACY CENTER: $500 → 8%DALLAS CHILDREN'S ADVOCACY CENTER: $500 → 8%DALLAS CHILDREN'S ADVOCACY CENTER: $500 → 8%JEWISH FAMILY SERVICE OF GREATER DALLAS: $1k → 14%DALLAS CHILDREN'S ADVOCACY CENTER: $250 → 14%VOGEL ALCOVE: $11k → 14%VOGEL ALCOVE: $11k → 14%VOGEL ALCOVE: $10k → 14%VOGEL ALCOVE: $9k → 14%VOGEL ALCOVE: $5k → 14%VOGEL ALCOVE: $5k → 14%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

IL
NY
MA
IN
PA
NJ
CT
CA
CO
VA
TN
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.

90%of every dollar goes to organizations you’ve funded before.
$1.2M · 41 repeat orgs$129k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +49% since the first grant, against +34% for the ones you funded once.

41 repeat relationships — 28 still active in FY2024, 13 since wound down; 10 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

41
29

Total granted

$1.2M
$102k

Median revenue growth · since first grant

+49%
+34%

Still filing today

51%
31%

New vs renewed · share of each year

In FY2024, 90% of grant dollars renewed an existing relationship; $27k 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
HealthEducationArts & CultureHuman ServicesAnimalsYouth DevelopmentOther

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

  • AD
    ALZHEIMER'S DISEASE RESEARCH FOUNDATION
    8× · 2017–2024 · $267k · revenue +224%
  • CM
    CHILDREN'S MEDICAL CENTER FOUNDATION
    6× · 2018–2024 · $100k · revenue +236%
  • BD
    Broadway Dallas Inc
    8× · 2017–2024 · $91k · revenue +225%

Funded once

  • TO
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - SCHOLARSHIP ENDOWMENT
    one grant, 2018 · $25k
  • HN
    HOLY NAME MEDICAL CENTER FOUNDATION INCgraduated
    one grant, 2020 · $25k · revenue +58%
  • TO
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - SCHOLARSHIP FUND
    one grant, 2019 · $25k

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
Dana-Farber Cancer Institute Inc

The mission of dfci is to provide expert, compassionate, and equitable care to children, adults, and their families, while advancing the understanding, diagnosis, treatment, cure, and prevention of cancer and related diseases. we train new…

Health
2
The University of TexasTexas a&M Investment Management Company

To generate superior long-term investment returns to support The University of Texas and Texas A&M University systems as they provide world-class teaching, push the boundaries of discovery, and achieve excellence in patient healthcare for…

Education
3
Children's Health System of Texas

With more than 1 million patient visits each year, Children's Health is North Texas' leading pediatric health system and among the largest in the nation. For more than a century, our mission has been clear: make life better for children.…

Health
4
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
5
Mhs Physicians of Texas

Memorial hermann health system is a nonprofit, values-driven, community-owned health system dedicated to improving health. our vision is to create healthier communities, now and for generations to come. our values are community,…

Health
6
Children's Cancer Fund of Dallas inc

Children's cancer fund champions kids in their fight against cancer through strategic investments in research and care in north texas.

Health
7
Texas Trees Foundation

The mission of texas trees foundation is to improve the health of cities and people through the transformative power of trees.

8
Dallas-Fort Worth Hospital Council

The mission of the Dallas-Fort Worth Hospital Council is to drive evidence-based improvement in patient care and health equity throughout the region.

9
Global Down Syndrome Foundation

To significantly improve the lives of people with down syndrome through research, medical care, education and advocacy. an important part of this mission is to support the global affiliate organizations that we helped establish and…

Health
10
Jaeb Center for Health Research Foundation Inc

Our mission is to expand scientific knowledge and improve public health by designing and conducting world-class clinical trials and epidemiologic research.

Unclassified
11
Dallas Va Research Corporation

The mission of the dallas va research corporation is to support scientific research, education, and rehabilitation to improve the lives of veterans and their families.

Health
12
Dallas County Medical Society

The mission of the dallas county medical society is to promote public health and advocate for physicians and their relationship with patients, while upholding professionalism in the practice of medicine.

For reference, the grantee most central to the portfolio’s shape is Communities Foundation of Texas Inc and the most unlike its peers is Wise Tails - a Senior Dog Sanctuary. 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 backsteadyCommunity FoundationsOrchestra and Ensemble Perf…School Parent OrganizationsAnimal Rescue and ShelterCancer Support ServicesEnvironmental Conservation …School District FoundationsYouth Sports ProgramsChristian Youth CampsFood Banks and PantriesCommunity FoundationsJewish Community Organizati…Health Access Advocacy and …
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 40 years old; the field is 12. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number26%0%<5yr16%3%5–10yr20%8%10–20yr16%26%20–35yr10%33%35–55yr13%31%55yr+
THE FIELDby orgYOUR MONEYby value26%0%<5yr16%0%5–10yr20%1%10–20yr16%35%20–35yr10%29%35–55yr13%35%55yr+

The field is 26% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 15% of the field you don’t fund.

orgs you fund
0.0%0/43
the rest of the field
15%
20,233/136,761

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

41 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. 41 of the 85 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.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
40/41
Grantees still filing
30/41
Grew since you first funded

Where your money sits — by cause, then by grantee

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - ROSEN SCHOLARSHIP FUND — $100,000 · OtherTRUSTEES OF THE UNIVERSITY OF PENNSYLV…Individual grant recipient — $77,080 · OtherIndividual grant recipientWORLD JEWISH CONGRESS — $40,000 · OtherWORLD JEWISH CONGRESSAT & T PERFORMING ARTS CENTER — $35,689 · OtherAT & T PERFORMING ARTS CENTERIndividual grant recipient — $30,000 · OtherIndividual grant recipientALSACST JUDE — $28,800 · OtherALSACST JUDETRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - SCHOLARSHIP ENDOWMENT — $25,000 · OtherTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - SCHOLARSHIP FUND — $25,000 · OtherPLANNED PARENTHOOD OF GREATER DALLAS — $20,000 · OtherTEMPLE EMANU-EL — $17,500 · Other+47 more — $115,631 · Other+47 moreALZHEIMER'S DISEASE RESEARCH FOUNDATION — $267,000 · HealthALZHEIMER'S DISEASE RESEARCH F…CHILDREN'S MEDICAL CENTER FOUNDATION — $100,240 · HealthCHILDREN'S MEDICAL CENTER FOUN…HOLY NAME MEDICAL CENTER FOUNDATION INC — $25,000 · HealthHOLY NAME MEDICAL CENTER FOUND…+7 more — $15,034 · HealthBroadway Dallas Inc — $91,240 · Arts & CultureBroadway Da…Dallas Holocaust and Human Rights Museum — $66,600 · Arts & CultureDallas Holo…+2 more — $1,250 · Arts & CultureJEWISH FEDERATION OF GREATER DALLAS — $154,000 · PhilanthropyJEWISH FEDE…+2 more — $4,784 · PhilanthropyChildren of Fallen Patriots Foundation — $48,250 · EducationChildren of…HIGHLAND PARK HIGH SCHOOL PTA — $40,000 · EducationHIGHLAND PA…HIGHLAND PARK ISD EDUCATION FOUNDATION — $37,500 · EducationHIGHLAND PA…TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA — $27,400 · EducationTRUSTEES OF…+3 more — $5,610 · EducationVOGEL ALCOVE — $73,600 · Human Services+2 more — $2,750 · Human ServicesHIGHLANDER BAND BOOSTERS INC — $33,500 · Youth Development
Other$514,700Health$407,274Arts & Culture$159,090Philanthropy$158,784Education$158,760Human Services$76,350Youth Development$33,500

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 budgetALZHEIMER'S DISEASE RESEARCH FOUNDATION — $267,000 over 8y, 0.1% of budgetJEWISH FEDERATION OF GREATER DALLAS — $154,000 over 8y, 0.2% of budgetCHILDREN'S MEDICAL CENTER FOUNDATION — $100,240 over 6y, 0.0% of budgetBroadway Dallas Inc — $91,240 over 8y, 0.1% of budgetVOGEL ALCOVE — $73,600 over 7y, 0.5% of budgetDallas Holocaust and Human Rights Museum — $66,600 over 8y, 0.2% of budgetChildren of Fallen Patriots Foundation — $48,250 over 7y, 0.1% of budgetHIGHLAND PARK HIGH SCHOOL PTA — $40,000 over 4y, 0.7% of budgetHIGHLAND PARK ISD EDUCATION FOUNDATION — $37,500 over 7y, 0.2% of budgetHIGHLANDER BAND BOOSTERS INC — $33,500 over 5y, 6.8% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA — $27,400 over 2y, 0.0% of budgetHOLY NAME MEDICAL CENTER FOUNDATION INC — $25,000 over 1y, 0.5% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $10,000 over 1y, 0.0% of budgetTEXAS INTERNATIONAL THEATRICAL ARTS SOCIETY — $8,000 over 8y, 0.1% of budgetDWIGHT MORROW HIGH SCHOOL ALUMNI EDUCATIONAL ALLIANCE INC — $5,000 over 6y, 3.7% of budgetCOMMUNITIES FOUNDATION OF TEXAS INC — $3,784 over 6y, 0.0% of budgetNORTH TEXAS FOOD BANK — $3,500 over 4y, 0.0% of budgetTRUSTEES OF BOSTON UNIVERSITY — $3,000 over 6y, 0.0% of budgetTHINK PINK ROCKS INC — $2,108 over 2y, 0.4% of budgetDALLAS CHILDREN'S ADVOCACY CENTER — $1,750 over 4y, 0.0% of budgetRETINA FOUNDATION OF THE SOUTHWEST — $1,534 over 3y, 0.0% of budgetTEXAS RUSTLERS GUINEA PIG RESCUE INC — $1,500 over 3y, 0.4% of budgetBREAKTHROUGH T1D — $1,250 over 4y, 0.0% of budgetDian Fossey Gorilla Fund International Inc — $1,030 over 1y, 0.0% of budgetJEWISH FAMILY SERVICE OF DALLAS INC DBA JEWISH FAMILY SERVICE — $1,000 over 1y, 0.0% of budgetDOODLE ROCK RESCUE — $1,000 over 2y, 0.1% of budgetTEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN — $1,000 over 1y, 0.0% of budgetTHE DALLAS FOUNDATION — $1,000 over 1y, 0.0% of budgetTHE GOSS-MICHAEL FOUNDATION — $1,000 over 1y, 1.1% of budgetLA FIESTA DE LAS SEIS BANDERAS INC — $875 over 2y, 0.1% of budgetChildren's Hospital Los Angeles — $800 over 2y, 0.0% of budgetAchilles International Inc — $525 over 1y, 0.0% of budgetROUNDUP RIVER RANCH — $514 over 1y, 0.0% of budgetTIKVA CORP — $360 over 1y, 0.0% of budgetBLOOD CANCER UNITED INC — $250 over 1y, 0.0% of budgetHEARTLAND ANIMAL SHELTER NFP — $250 over 1y, 0.0% of budgetUCLA FOUNDATION — $250 over 1y, 0.0% of budgetDALLAS HISTORICAL SOCIETY — $250 over 1y, 0.0% of budgetMDRC — $250 over 1y, 0.0% of budgetAmerican Heart Association Inc — $200 over 1y, 0.0% of budgetWISE TAILS - A SENIOR DOG SANCTUARY — $200 over 1y, 0.1% 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 ALZHEIMER'S DISEASE RESEARCH FOUNDATION
  • Who funds JEWISH FEDERATION OF GREATER DALLAS
  • Who funds CHILDREN'S MEDICAL CENTER FOUNDATION
  • Who funds Broadway Dallas Inc
  • Who funds VOGEL ALCOVE
  • Who funds Dallas Holocaust and Human Rights Museum
  • Who funds Children of Fallen Patriots Foundation
  • Who funds HIGHLAND PARK HIGH SCHOOL PTA
  • Who funds HIGHLAND PARK ISD EDUCATION FOUNDATION
  • Who funds HIGHLANDER BAND BOOSTERS INC
  • Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
  • Who funds HOLY NAME MEDICAL CENTER FOUNDATION INC
  • Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
  • Who funds TEXAS INTERNATIONAL THEATRICAL ARTS SOCIETY
  • Who funds DWIGHT MORROW HIGH SCHOOL ALUMNI EDUCATIONAL ALLIANCE INC
  • Who funds COMMUNITIES FOUNDATION OF TEXAS INC
  • Who funds NORTH TEXAS FOOD BANK
  • Who funds TRUSTEES OF BOSTON UNIVERSITY
  • Who funds THINK PINK ROCKS 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.

Texas Instruments FoundationTX23.7× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Texas Instruments Foundation · Communities Foundation of Texas Inc · The Jeff & Bonnie Whitman Charitable Foundation · The Rosewood Foundation · The Moody Foundation · The Dallas Foundation · Fichtenbaum Charitable Trust · Celanese Foundation · Morgan Stanley Global Impact Funding Trust Inc · Raymond James Charitable Endowment Fund · Jpmorgan Chase Foundation · American Endowment Foundation

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 The Andrew and Sheri Rosen Family Foundation 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 · 50%1%3%6%10%your share of their income ↑0%23%45%68%90%share of the org’s income from governmentmedian 12%
  • Trustees of Boston University12% of income from government
no gov moneyreceives it· size = income
5get no government money at all
6report 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, 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 The Andrew and Sheri Rosen Family Foundation?

Find your warmest path to The Andrew and Sheri Rosen Family Foundation 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 85 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

More from the funding graph