Martin G Roxy & Eliz C Fdn Ta
Martin G Roxy & Eliz C Fdn Ta is a private foundation based in Orlando, Florida. It supports charitable organizations and causes, with stated areas including education, health and human services, arts and culture, religion, children and youth services, and the environment.
Martin G Roxy & Eliz C Fdn Ta at a glance
In short: Martin G Roxy & Eliz C Fdn Ta gave $180K across 38 grants in 2025 (avg $5K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $179,614
- +14.6% vs 2024
- Grants made (2025)
- 38
- -5.0% vs 2024
- Average grant
- $4,727
- +20.6% vs 2024
- Median grant
- $2,000
- Total assets
- $3,544,405
- +0.8% vs 2024
- Primary geography
- Florida (81% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Martin G Roxy & Eliz C Fdn Ta
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: PO Box 919798, Orlando, FL 32891-9798
Phone: (407) 237-5986
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Martin G Roxy & Eliz C Fdn Ta
Who Martin G Roxy & Eliz C Fdn Ta funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Samaritans Purse ($25K). Together the top 9 received $134K.
Organizations only. It also paid 29 individual scholarships ($45,750), which are not listed by name.
Grant Size Distribution
183 grants across all recorded years
The most common grant size was under $50K: 183 grants of 183 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s grant-program description says it generally restricts funding to Lake County, Florida. Its 2025 grant dollars were distributed primarily to Florida recipients (81%), followed by North Carolina (14%), Alabama (1%), Virginia (1%), and Texas (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 38 itemized grants.
States
Cities
How Martin G Roxy & Eliz C Fdn Ta gives
- Giving held roughly steady from 2022 to 2025 (+11%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $66K (2021) to $204K (2020). In 2025 it made 38 grants totaling $180K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Samaritans Purse Boone, NC | General | $25,000 |
| Christian Home and Bible School Mount Dora, FL | General Operating | $25,000 |
| Christian Care Center Leesburg, FL | General Operating | $23,864 |
| Liberty Counsel Inc Maitland, FL | General Operating | $20,000 |
| Forward Paths Foundation Leesburg, FL | General Operating | $10,000 |
| Haven of Lake & Sumter County Leesburg, FL | General | $10,000 |
| Arc Sunrise of Central Florida Leesburg, FL | General Operating | $10,000 |
| New Vision for Independence Inc Mount Dora, FL | General Operating | $5,000 |
| Boys & Girls Clubs of Central Florida Orlando, FL | General Support Grant | $5,000 |
| 29 individual scholarships Recipients not named | — | $45,750 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,544,405 | $258,327 | $230,250 | $179,614 | 38 | $205,002 | $234,962 | $214,735 |
| 2024 | $3,517,014 | $125,016 | $203,809 | $156,750 | 40 | $181,756 | $102,963 | $205,123 |
| 2023 | $3,595,822 | $71,657 | $168,954 | $125,015 | 33 | $147,546 | $70,298 | $185,646 |
| 2022 | $3,694,002 | $337,884 | $218,030 | $161,385 | 36 | $185,078 | $316,310 | $193,237 |
| 2021 | $3,560,639 | $460,783 | $114,141 | $65,625 | 36 | — | $437,535 | $211,121 |
| 2020 | $3,227,433 | $62,934 | $248,387 | $204,469 | 43 | — | $46,000 | $189,143 |
Under IRS private-foundation payout rules, Martin G Roxy & Eliz C Fdn Ta reported a distributable amount of $215K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated focus areas are education, health and human services, arts and culture, religion, children and youth services, and the environment. Its 2025 grants included support for organizations with varied missions. For example, Samaritan’s Purse describes itself as providing spiritual and physical aid to people affected by war, poverty, natural disasters, disease, and famine. Christian Care Center describes its mission as “Transformed lives leading to stronger families and real life in Christ.” Boys & Girls Clubs of Central Florida says it aims to help young people realize their potential as productive, responsible, and caring citizens. New Vision for Independence describes providing rehabilitation, community education, and support services for people with low vision or blindness and their families.
Grantmaking
In 2025, the foundation made 38 grants totaling $179,614. Grant amounts ranged from $500 to $25,000, with a median of $2,000. The largest listed grants were $25,000 to Samaritan’s Purse and $25,000 to Christian Home and Bible School; $23,864 to Christian Care Center; and $20,000 to Liberty Counsel Inc. Other listed grants included $10,000 each to Forward Paths Foundation, Haven of Lake & Sumter County, and ARC Sunrise of Central Florida.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Truist Bank, Alfred C. Haliday Jr., David L. Weiss, and J. Stephen Pullium as co-trustees.
Martin G Roxy & Eliz C Fdn Ta's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Alfred C. Haliday Jr.
Co-Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (2025)
David L. Weiss
Co-Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (2025)
J. Stephen Pullium
Co-Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (2025)
Truist Bank
Co-Trustee
On filings since 2021
1 hr/week
$40K (2021) → $40K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $40K, to Truist Bank (Co-Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Martin G Roxy & Eliz C Fdn Ta
How much does Martin G Roxy & Eliz C Fdn Ta give each year?
Martin G Roxy & Eliz C Fdn Ta gave $180K across 38 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $157K across 40 grants.
What is Martin G Roxy & Eliz C Fdn Ta's typical grant size?
Martin G Roxy & Eliz C Fdn Ta's median grant in 2025 was $2,000, and its average grant was $4,727, across 38 grants on its 2025 IRS Form 990-PF.
Where does Martin G Roxy & Eliz C Fdn Ta give grants?
Martin G Roxy & Eliz C Fdn Ta gives mostly in Florida: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (14%). The most frequent recipient cities were Leesburg, FL (4 grants) and Mount Dora, FL (2 grants).
Does Martin G Roxy & Eliz C Fdn Ta give general operating support?
Yes: 24% of Martin G Roxy & Eliz C Fdn Ta's 2025 grants with a stated purpose (9 of 38) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship" (29 grants).
Who are Martin G Roxy & Eliz C Fdn Ta's largest grantees?
Martin G Roxy & Eliz C Fdn Ta's largest 2025 grantees include Samaritans Purse ($25,000), Christian Home and Bible School ($25,000) and Christian Care Center ($23,864), according to its 2025 IRS Form 990-PF. It also paid 29 individual scholarships ($45,750), which are not listed by name. Together they received 41% of its itemized 2025 grant dollars.
How large is Martin G Roxy & Eliz C Fdn Ta?
Martin G Roxy & Eliz C Fdn Ta reported $3.5M in total assets on its 2025 IRS Form 990-PF. It paid out $205K in qualifying distributions that year, against a required minimum of $215K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Martin G Roxy & Eliz C Fdn Ta fund?
The foundation’s stated focus areas are education, health and human services, arts and culture, religion, children and youth services, and the environment. Its 2025 grants included support for organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Martin G Roxy & Eliz C Fdn Ta?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Martin G Roxy & Eliz C Fdn Ta's EIN?
Martin G Roxy & Eliz C Fdn Ta's EIN (Employer Identification Number) is 59-6920693. IRS Form 990 filing data is available on this page for 2020–2025.
Does Martin G Roxy & Eliz C Fdn Ta accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 15, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 4, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 30, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Martin G Roxy & Eliz C Fdn Ta funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/martin-g-roxy-and-eliz-c-fdn-ta-morg_ac55b947b9fe42b7a13e7032b48a58ed
BibTeX
@misc{grantable_596920693_2026,
author = {{Grantable}},
title = {{Martin G Roxy \& Eliz C Fdn Ta funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/martin-g-roxy-and-eliz-c-fdn-ta-morg_ac55b947b9fe42b7a13e7032b48a58ed},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Martin G Roxy & Eliz C Fdn Ta's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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