Byron a Root Memorial Trust Fund
Byron a Root Memorial Trust Fund is a private foundation, based in MERRILLVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $483K in total assets. In 2024, it awarded 2 grants totaling $30K. Net investment income was $15K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$483K
-4.8% YoY
Annual Giving
$30K
+9.0% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$15K
-45.5% YoY
About Byron a Root Memorial Trust Fund
Based on IRS filings
Byron a Root Memorial Trust Fund is a private foundation, based in MERRILLVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $483K in total assets. In 2024, it awarded 2 grants totaling $30K. Net investment income was $15K.
Ready to take the next step with Byron a Root Memorial Trust Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $483,242 | $507,751 | $522,708 |
| Revenue | $20,891 | $18,712 | $14,114 |
| Expenses | $45,400 | $33,669 | $44,615 |
| Qualifying Distributions | $39,766 | $32,094 | $39,358 |
| Net Investment Income | $15,257 | $17,137 | $8,857 |
| Distributable Amount | $38,343 | $34,632 | $35,354 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BURKE COSTANZA CARBERRY LLP | TRUSTEE | 2 | $5,000 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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