The Andrew and Sheri Rosen
EIN 472273007Total Given 2016–2024
$1.2M
199 grants · $132K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$1K
typical micro grants · $500–$10K
grant size
49%
supporter · 45/92 multi-year
repeat
$4.4M
Assets (2024)
92
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(214) 459-4512
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $66K | $37K | $52K | 16 |
| 2017 | $99K | $140K | $203K | 19 |
| 2018 | $112K | $4.0M | $4.0M | 17 |
| 2019 | N/A | $3.9M | $87K | N/A |
| 2020 | $175K | $3.8M | $20K | 32 |
| 2022 | $209K | $3.9M | $373K | 40 |
| 2023 | $239K | $4.1M | $140K | 35 |
| 2024 | $288K | $4.4M | $415K | 40 |
Grant Size Distribution
Based on 199 grants on record
Minimum
$10
25th Pctl
$500
Median
$1K
Average
$6K
75th Pctl
$10K
Maximum
$51K
Geographic Distribution
Officers & Directors
AR
Andrew S Rosen
8+ yrs
President - Director
Leadership
SR
Sheri L Rosen
11+ yrs
Chief Financial Officer
SR
Sheri L Rosen
11+ yrs
Secretary - Director
Leadership
LR
Laci E Rosen
3 yrs
Director
BR
Brian a Rosen
3 yrs
Director
AR
Andrew S Rosen
8+ yrs
President - Director
Leadership
SR
Sheri L Rosen
11+ yrs
Chief Financial Officer
SR
Sheri L Rosen
11+ yrs
Secretary - Director
Leadership
LR
Laci E Rosen
3 yrs
Director
BR
Brian a Rosen
3 yrs
Director
AR
Andrew S Rosen
8+ yrs
President - Director
Leadership
SR
Sheri L Rosen
11+ yrs
Chief Financial Officer
SR
Sheri L Rosen
11+ yrs
Secretary - Director
Leadership
BR
Brian a Rosen
3 yrs
Director
LR
Laci E Rosen
3 yrs
Director
AR
Andrew S Rosen
8+ yrs
President
Leadership
KW
Kerry L Welch
5 yrs
Treasurer
Leadership
SR
Sheri L Rosen
11+ yrs
Secretary
Leadership
AR
Andrew S Rosen
8+ yrs
President
Leadership
KW
Kerry L Welch
5 yrs
Treasurer
Leadership
SR
Sheri L Rosen
11+ yrs
Secretary
Leadership
AR
Andrew S Rosen
8+ yrs
President
Leadership
KW
Kerry L Welch
5 yrs
Treasurer
Leadership
SR
Sheri L Rosen
11+ yrs
Secretary
Leadership
AR
Andrew S Rosen
8+ yrs
President
Leadership
KW
Kerry L Welch
5 yrs
Treasurer
Leadership
SR
Sheri L Rosen
11+ yrs
Secretary
Leadership
AR
Andrew S Rosen
8+ yrs
President
Leadership
KW
Kerry L Welch
5 yrs
Treasurer
Leadership
SR
Sheri L Rosen
11+ yrs
Secretary
Leadership
Grants Awarded (199 total)
| Purpose | ||||
|---|---|---|---|---|
| Iu Hillel | Bloomington, IN | $51,000 | GENERAL FUND | 2024 |
| Children'S Medical Center Foundation | Dallas, TX | $50,000 | GENERAL FUND | 2024 |
| Cure Alzheimer'S Fund | Wellesly Hills, MA | $47,000 | GENERAL FUND | 2023 |
| Cure Alzheimer'S Fund | Wellesly Hills, MA | $45,000 | GENERAL FUND | 2024 |
| Cure Alzheimer'S Fund | Wellesley Hills, MA | $35,000 | GENERAL FUND | 2020 |
| Cure Alzheimer'S Fund | Wellesly Hills, MA | $35,000 | GENERAL FUND | 2022 |
| Iu Hillel | Bloomington, IN | $26,080 | GENERAL FUND | 2023 |
| Cure Alzheimer'S Fund | Wellesley Hills, MA | $25,000 | GENERAL FUND | 2018 |
| Trustees of the University of Pennsylvania - Scholarship Endowment | Philadelphia, PA | $25,000 | GENERAL FUND | 2018 |
| Trustees of the University of Pennsylvania - Rosen Scholarship Fund | Philadelphia, PA | $25,000 | GENERAL FUND | 2020 |
| Holy Name Medical Center Foundation | Teaneck, NJ | $25,000 | GENERAL FUND | 2020 |
| Trustees of the University of Pennsylvania - Rosen Scholarship Fund | Philadelphia, PA | $25,000 | ROSEN SCHOLARSHIP FUND | 2022 |
| Jewish Federation of Greater Dallas | Dallas, TX | $25,000 | GENERAL FUND | 2023 |
| Trustees of the University of Pennsylvania - Rosen Scholarship Fund | Philadelphia, PA | $25,000 | ROSEN SCHOLARSHIP FUND | 2023 |
| Jewish Federation of Greater Dallas | Dallas, TX | $25,000 | GENERAL FUND | 2024 |
| Trustees of the University of Pennsylvania | Philadelphia, PA | $25,000 | GENERAL FUND | 2016 |
| Trustees of the University of Pennsylvania | Philadelphia, PA | $25,000 | GENERAL FUND | 2017 |
| Vogel Alcove | Dallas, TX | $22,600 | GENERAL FUND | 2017 |
| Broadway Dallas | Dallas, TX | $21,900 | GENERAL FUND | 2023 |
| Broadway Dallas | Dallas, TX | $21,040 | GENERAL FUND | 2024 |
| Jewish Federation of Greater Dallas | Dallas, TX | $20,000 | GENERAL FUND | 2022 |
| Broadway Dallas | Dallas, TX | $19,500 | GENERAL FUND | 2022 |
| Jewish Federation of Greater Dallas | Dallas, TX | $18,000 | GENERAL FUND | 2020 |
| Highlander Band Boosters | Dallas, TX | $16,000 | GENERAL FUND | 2022 |
| Jewish Federation of Greater Dallas | Dallas, TX | $15,000 | GENERAL FUND | 2018 |