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EIN 27-1263846

Jonathan D Rosen Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Atlanta
State
Georgia
Year formed
2010
Most recent tax filings
2022-10-01
NTEE code, primary
T20: Private Foundations
Description
The Jonathan D Rosen Family Foundation is a private foundation whose purpose is to engage in educational activities to foster a broader and deeper comprehension of financial planning, money management and entrepreneurial. The foundation is located in Atlanta, GA.
Total revenues
$1,692,891
2022
Total expenses
$369,319
2022
Total assets
$3,524,699
2022
Num. employees
n/a

Program areas at Jonathan D Rosen Family Foundation

Educational activities to foster a broader and deeper comprehension of financial planning, money management and entrepreneurial development and promote independent living to disadvantaged individuals.

Who funds Jonathan D Rosen Family Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Robert and Ellen Gutenstein Family FoundationSupporting the Mission To Empower Children and Adults Across the Socioeconomic Spectrum With the Knowledge and Skills Essential for Successful Financial Decision Making.$8,425
Schwab Charitable FundHuman Services$6,000

Personnel at Jonathan D Rosen Family Foundation

NameTitleCompensation
Tracy TannerExecutive Director$111,995

Financials for Jonathan D Rosen Family Foundation

RevenuesFYE 10/2022
Total grants, contributions, etc.$1,548,325
Investment income and dividends$55,493
Net rental income$0
Net gain from sale of non-inventory assets$-54,649
Gross sales of inventory$0
Miscellaneous revenues$143,722
Total revenues$1,692,891

Form 990s for Jonathan D Rosen Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-102023-09-12990PFView PDF
2020-102021-09-14990PFView PDF
2019-102021-06-10990PFView PDF
2018-102019-12-11990PFView PDF
2018-102019-10-28990PFView PDF
...and 5 more Form 990s

Organizations like Jonathan D Rosen Family Foundation

OrganizationLocationRevenue
The HomesteadWoodstock, VT$1,091,279
Lynn Home for Elderly PersonsLynn, MA$3,754,311
New Brunswick Development Corporation (DEVCO)New Brunswick, NJ$7,177,956
The Blackburn Home for Aged People AssociationPoland, OH$795,412
Southmayd HomeWaterbury, CT$2,189,158
The Hutton SettlementSpokane, WA$5,715,311
The Fitch HomeMelrose, MA$1,749,636
Samuel W Bell Home for SightlessCincinnati, OH$834,379
Jerry and Laura Jacobson FoundationSugarcreek, OH$1,149,141
The Farmington Home for Aged PeopleFarmington, ME$1,201,220
Data update history
November 7, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 12, 2023
Received grants
Identified 1 new grant, including a grant for $8,425 from Robert and Ellen Gutenstein Family Foundation
August 3, 2022
Posted financials
Added Form 990PF for fiscal year 2020
July 24, 2022
Posted financials
Added Form 990PF for fiscal year 2019
July 22, 2022
Updated personnel
Identified 4 new personnel
Nonprofit Types
Private foundationsPrivate operating foundationsCharities
Issues
Human services
Characteristics
Partially liquidatedState / local levelTax deductible donations
General information
Address
1200 Ashwood Pkwy Suite 155
Atlanta, GA 30338
Metro area
Atlanta-Sandy Springs-Alpharetta, GA
County
DeKalb County, GA
IRS details
EIN
27-1263846
Fiscal year end
October
Taxreturn type
Form 990-PF
Year formed
2010
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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