Rosamary Foundation
EIN 726024696
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$9.5M
9 grants · $2.4M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$365K
typical big bets · $450–$2.6M
grant size
40%
supporter · 2/5 multi-year
repeat
$64.0M
Assets (2023)
5
Distinct Recipients
About
INVESTMENT ADVISORY
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
ANDREW WISDOM CHAIRMAN
Phone
(504) 207-8555
Deadlines
FEBRUARY 1ST AND SEPTEMBER 1ST OF EACH TAX YEAR
How to Apply
GRANT PROPOSAL SUMMARY SHEET - SEE WWW.ROSAMARY.ORG
Restrictions
ORGANIZATIONS IN THE GREATER NEW ORLEANS AREA, IN THE FIELDS OF CIVIC AFFAIRS, COMMUNITY DEVELOPMENT, THE ARTS, EDUCATION, AND HUMAN RESOURCES
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $3.0M | $57.7M | $-4.7M | 3 |
| 2022 | $3.4M | $56.5M | $1.5M | 3 |
| 2023 | $3.0M | $64.0M | $5.5M | 3 |
Grant Size Distribution
Based on 9 grants on record
Minimum
$92
25th Pctl
$450
Median
$365K
Average
$1.1M
75th Pctl
$2.6M
Maximum
$3.1M
Geographic Distribution
Officers & Directors
AW
Andrew Wisdom
3+ yrs
Chairman-Tru
Leadership
LZ
Luis Zervigon
3+ yrs
Secretary-Tr
Leadership
AH
Ann Leith Hill
2 yrs
Trustee
LF
Louis M Freeman Jr
3+ yrs
Trustee
OW
Olivia Woollam
3+ yrs
Trustee
CZ
Carlos Zervigon
3+ yrs
Trustee
MZ
Miles Zervigon
2 yrs
Trustee
MW
Matthew Wisdom
3+ yrs
Trustee
AP
Adair Parr
3+ yrs
Trustee
AW
Andrew Wisdom
3+ yrs
Chairman-Tru
Leadership
LZ
Luis Zervigon
3+ yrs
Secretary-Tr
Leadership
OW
Olivia Woollam
3+ yrs
Trustee
AP
Adair Parr
3+ yrs
Trustee
MW
Matthew Wisdom
3+ yrs
Trustee
MZ
Mary Zervigon
Trustee
LF
Louis M Freeman Jr
3+ yrs
Trustee
AH
Ann Leith Hill
2 yrs
Trustee
CZ
Carlos Zervigon
3+ yrs
Trustee
Grants Awarded (9 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attached Statement | Various, LA | $3,057,990 | SEE ATTACHED | 2022 |
| See Attached Statement | Various, LA | $2,965,500 | SEE ATTACHED | 2023 |
| See Attached Statement | Various, LA | $2,571,570 | SEE ATTACHED | 2020 |
| See Attached - Pledges at 123120 | Various, LA | $475,000 | SEE ATTACHED | 2020 |
| See Attached - Pledges at 123122 | Various, LA | $365,000 | SEE ATTACHED | 2022 |
| See Attached - Pledges at 123123 | Various, LA | $75,000 | SEE ATTACHED | 2023 |
| From Passthrough K-1'S | Various, LA | $450 | SEE ATTACHED | 2022 |
| From Passthrough K-1'S | Various, LA | $417 | SEE ATTACHED | 2020 |
| From Passthrough K-1'S | Various, LA | $92 | SEE ATTACHED | 2023 |