Private Foundation

JOSHUA ROSENTHAL CHARITABLE TRUST

JOSHUA ROSENTHAL CHARITABLE TRUST is a Private Foundation headquartered in LEE, MA. Financial data from the 2024 filing: $2.5M revenue, $1.1M expenses, $20.7M total assets. IRS filings disclose 46 grants awarded by this foundation, totaling roughly $5.4M.

EIN: 814661049 LEE, MA Latest filing: 2024

Total Revenue$2.5M

Total Expenses$1.1M

Total Assets$20.7M

Grants Given46

Grant Total$5.4M

Filing Years2020–2024

Sample Grants Given

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

BOSTON, MA · 2024

FOR GRANTS

$1,027,339

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

BOSTON, MA · 2023

FOR GRANTS

$1,050,603

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

BOSTON, MA · 2022

FOR GRANTS

$1,110,220

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

BOSTON, MA · 2021

FOR GRANTS

$1,079,427

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

BOSTON, MA · 2020

GENERAL OPERATIONS

$493,742

Showing up to 5 of 46 total records — full history available with membership.

Officers & Directors

TRUSTEE Joshua Rosenthal

Officer compensation and complete director data available with membership.

Top Grant Purposes

FOR GRANTS

$4,267,589 4 grants

GENERAL OPERATIONS

$1,094,742 40 grants

GENEARL OPERATIONS

$20,000 1 grant

GEBERAL OPERATIONS

$6,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$2.5M	$1.1M	$20.7M
2023	$616K	$1.1M	$20.0M
2022	$508K	$1.2M	$20.5M
2021	$2.1M	$1.2M	$21.2M
2020	$986K	$1.0M	$20.3M

Between 2020 and 2024, reported annual revenue grew from $986K to $2.5M (+154%), with total assets most recently reported at $20.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, CO, DC, GA, MA, and 4 other states.

AZCACODCGAMAMDMENYVA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for JOSHUA ROSENTHAL CHARITABLE TRUST

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports