Ralph Raymond Roth Revocable Trust

Foundation · Grantmaker MEXICO, MO EIN: 20-7176758

Ralph Raymond Roth Revocable Trust is a private foundation, based in MEXICO, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 5 grants totaling $120K. Net investment income was $54K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

-4.0% YoY

Annual Giving

$120K

+47.4% YoY

Grant Count

-37.5% YoY

Avg Grant Size

$24K

+135.8% YoY

Under IRS private-foundation payout rules, Ralph Raymond Roth Revocable Trust reported a distributable amount of $154K for 2024 — the minimum it must pay out in qualifying distributions.

About Ralph Raymond Roth Revocable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $270K (50%)

Missouri $267K (49%)

Utah $2K (0%)

Oklahoma $2K (0%)

States

Florida Missouri Oklahoma Utah

Cities

ArdmoreColumbiaFayetteFultonLinnLoganMaryvilleMexicoMoberlyNevadaTampaWarrensburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,876,434	$1,953,638	$2,008,135
Revenue	$137,804	$131,189	$120,110
Expenses	$215,008	$185,686	$195,932
Qualifying Distributions	$149,279	$107,359	$123,728
Net Investment Income	$53,739	$50,321	$57,384
Distributable Amount	$153,515	$153,207	$111,279

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

36 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shriners Hospital ($62,625), Mexico Area Ymca ($20,875), Williams Family Support Center ($20,875).

Recipient	Purpose	Amount
MEXICO AREA YMCA MEXICO, MO	FOR GENERAL PROGRAMS	$20,875
SHRINERS HOSPITAL TAMPA, FL	FOR GENERAL PROGRAMS	$62,625
UNIVERSITY OF MISSOURI-COLUMBIA COLUMBIA, MO	FOR SCHOLARSHIPS	$8,000
WILLIAMS FAMILY SUPPORT CENTER MEXICO, MO	FOR GENERAL PROGRAMS	$20,875
STATE TECHNICAL COLLEGE OF MISSOURI LINN, MO	FOR SCHOLARSHIPS	$8,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DAN K ERDEL	TRUSTEE	0.5	$20,600

Frequently Asked Questions

How large is Ralph Raymond Roth Revocable Trust?

As of 2024, Ralph Raymond Roth Revocable Trust holds $1.9M in total assets with $138K in annual revenue. It awarded 5 grants totaling $120K in 2024.

Where does Ralph Raymond Roth Revocable Trust operate?

Ralph Raymond Roth Revocable Trust has awarded grants in Florida, Missouri, Oklahoma, Utah.

What size grants does Ralph Raymond Roth Revocable Trust award?

In 2024, Ralph Raymond Roth Revocable Trust awarded 5 grants totaling $120K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Ralph Raymond Roth Revocable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ralph Raymond Roth Revocable Trust reported a distributable amount of $154K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.