Ralph Raymond Roth Revocable Trust
Ralph Raymond Roth Revocable Trust is a private foundation, based in Mexico, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 6 grants totaling $123K. Net investment income was $134K.
Ralph Raymond Roth Revocable Trust at a glance
In short: Ralph Raymond Roth Revocable Trust gave $123K across 6 grants in 2025 (avg $20K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $122,510
- +1.8% vs 2024
- Grants made (2025)
- 6
- +20.0% vs 2024
- Average grant
- $20,418
- -15.2% vs 2024
- Median grant
- $15,751
- Total assets
- $1,855,721
- -1.1% vs 2024
- Primary geography
- Florida (51% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ralph Raymond Roth Revocable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Shriners Hospital ($63K). Together the top 4 received $116K.
Organizations only. It also paid 2 individual scholarships ($7,000), which are not listed by name.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 33 grants of 36 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Ralph Raymond Roth Revocable Trust gives
- Giving grew 22% from 2022 to 2025. Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). 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 $82K (2023) to $129K (2021). In 2025 it made 6 grants totaling $123K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospital Tampa, FL | For General Programs | $63,006 |
| Mexico Area YMCA Mexico, MO | For General Programs | $21,002 |
| Williams Family Support Center Mexico, MO | For General Programs | $21,002 |
| University of Missouri-Columbia Columbia, MO | For Scholarships | $10,500 |
| 2 individual scholarships Recipients not named | — | $7,000 |
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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 | $1,855,721 | $175,962 | $196,675 | $122,510 | 6 | $153,013 | $134,244 | $152,808 |
| 2024 | $1,876,434 | $137,804 | $215,008 | $120,375 | 5 | $149,279 | $53,739 | $153,515 |
| 2023 | $1,953,638 | $131,189 | $185,686 | $81,663 | 8 | $107,359 | $50,321 | $153,207 |
| 2022 | $2,008,135 | $120,110 | $195,932 | $100,469 | 9 | $123,728 | $57,384 | $111,279 |
| 2021 | $2,083,957 | $178,379 | $212,671 | $129,462 | 8 | $154,505 | $75,897 | $119,390 |
| 2020 | $2,118,249 | $143,173 | $172,055 | $108,900 | 6 | — | $93,750 | $153,241 |
Under IRS private-foundation payout rules, Ralph Raymond Roth Revocable Trust reported a distributable amount of $153K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ralph Raymond Roth Revocable Trust is led by Dan K. Erdel, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Dan K. Erdel
Trustee
On filings since 2020
0.5 hrs/week
$20K (2020) → $21K (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 $21K, to Dan K Erdel (Trustee).
Frequently asked questions about Ralph Raymond Roth Revocable Trust
How much does Ralph Raymond Roth Revocable Trust give each year?
Ralph Raymond Roth Revocable Trust gave $123K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $120K across 5 grants.
What is Ralph Raymond Roth Revocable Trust's typical grant size?
Ralph Raymond Roth Revocable Trust's median grant in 2025 was $15,751, and its average grant was $20,418, across 6 grants on its 2025 IRS Form 990-PF.
Where does Ralph Raymond Roth Revocable Trust give grants?
Ralph Raymond Roth Revocable Trust gives mostly in Florida: 51% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Missouri (49%). The most frequent recipient cities were Mexico, MO (2 grants).
Does Ralph Raymond Roth Revocable Trust give general operating support?
Yes: 50% of Ralph Raymond Roth Revocable Trust's 2025 grants with a stated purpose (3 of 6) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "For Scholarships" (3 grants).
Who are Ralph Raymond Roth Revocable Trust's largest grantees?
Ralph Raymond Roth Revocable Trust's largest 2025 grantees include Shriners Hospital ($63,006), Mexico Area YMCA ($21,002) and Williams Family Support Center ($21,002), according to its 2025 IRS Form 990-PF. It also paid 2 individual scholarships ($7,000), which are not listed by name. Together they received 86% of its itemized 2025 grant dollars.
How large is Ralph Raymond Roth Revocable Trust?
Ralph Raymond Roth Revocable Trust reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $153K in qualifying distributions that year, against a required minimum of $153K (roughly 5% of its investment assets).
What is Ralph Raymond Roth Revocable Trust's EIN?
Ralph Raymond Roth Revocable Trust's EIN (Employer Identification Number) is 20-7176758. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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