Arlene And Michael Rosen Foundation
- Assets
- $26.7m
- Revenue
- $1.7m
- Investments
- $25.5m
- Employees
- 0
- Location
- Santa Barbara, CA
- Founding
- 04/2015
- Data as of
- 12/2021
- EIN
- 47-3040686
Organization Overview
Arlene And Michael Rosen Foundation is located in Santa Barbara, CA. The organization was established in 2015. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Arlene And Michael Rosen Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Arlene And Michael Rosen Foundation generated $1.7m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 43.5% each year . All expenses for the organization totaled $2.9m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Arlene And Michael Rosen Foundation has awarded 60 individual grants totaling $6,824,890. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jason Satterfield Executive Director | 40 | $222,125 | |
Laura Hamburg Program Officer | 30 | $79,716 | |
Danielle Crowell Chief Of Staff | 40 | $73,333 | |
Sean Haleen Trustee | 1 | $0 | |
Tobi Travis Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Stephen Jackson | 12/30/18 | $75,000 |
Jp Morgan | 12/30/18 | $100,450 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $761,617 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $972,753 |
| Capital Gain Net Income | $972,753 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,734,370 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $242,643 |
| Other employee salaries and wages | $214,925 |
| Pension plans, employee benefits | $73,500 |
| Interest | $0 |
| Taxes | $10,682 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $151,948 |
| Printing and publications | $0 |
| Other expenses | $93,075 |
| Total operating and administrative expenses | $967,907 |
| Contributions, gifts, grants paid | $1,883,550 |
| Total expenses and disbursements | $2,851,457 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $211,768 |
| Savings and temporary cash investments | $895,018 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $223,558 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $27,502 |
| Total assets | $26,657,846 |
| Accounts payable and accrued expenses | $2,438 |
| Grants payable | $585,500 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $587,938 |
Grants Awarded
Over the last fiscal year, Arlene And Michael Rosen Foundation has awarded $2,463,550 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
FATHER JOE'S VILLAGES PURPOSE: STREET HEALTH PROGRAM EXPANSION | $300,000 |
CARON FOUNDATION PURPOSE: SUPPORT FOR THE CREATION OF THE FRAN AND DOUGLAS TIEMAN CENTER FOR RESEARCH | $300,000 |
ALOHA HOUSE PURPOSE: TREATMENT AND SOBER LIVING PROGRAMS | $300,000 |
Tigard, OR PURPOSE: SUPPORT FOR THE ASCENDING FLOW TRANSITION-AGED YOUTH PROGRAM | $200,050 |
Hailey, ID PURPOSE: FUNDING FOR HYPERBARIC OXYGEN THERAPY AND PREVENTION SERVICES FOR VETERANS WITH PTSD | $200,000 |
HOMEBASE PURPOSE: ONGOING SUPPORT FOR THE SAFE HAVEN CLINIC INITIATIVE AS WELL AS A FORMAL PLAN/PROPOSAL FOR THE FIRST SAFE HAVEN CLINIC. | $195,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mimi And Peter Haas Fund San Francisco, CA | $0 | $22,825,724 |
William K Bowes Jr Foundation San Francisco, CA | $0 | $15,233,813 |
Collins Foundation Portland, OR | $249,591,840 | $5,256,313 |
Walter And Elise Haas Fund San Francisco, CA | $290,773,419 | $45,613,238 |
Lisa And Douglas Goldman Fund San Francisco, CA | $314,443,125 | $25,968,602 |
Wood-Claeyssens Foundation Santa Barbara, CA | $112,450,224 | $19,490,467 |
The Saban Family Foundation Los Angeles, CA | $4,126,107 | $4,076,196 |
Freeport-Mcmoran Copper & Gold Foundation Phoenix, AZ | $2,326,146 | $18,600,000 |
California Winegrowers Foundation Napa, CA | $3,681,527 | $16,676,626 |
Multi-Union Security Trust Fund Glendale, CA | $14,944,884 | $16,888,135 |
Helen And Wil Webster Foundation Arcadia, CA | $240,695,845 | $9,736,121 |
Dart-L Foundation Los Angeles, CA | $255,386,011 | $40,281,490 |