Richard J Roth Scholarship for Excellen is a private foundation focused on Education, based in ROBINSON, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $87K in total assets. In 2025, it awarded 4 grants totaling $5K. Net investment income was $4K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$87K
+2.4% YoY
Annual Giving
$5K
+0.0% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$1K
+0.0% YoY
Under IRS private-foundation payout rules, Richard J Roth Scholarship for Excellen reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
About Richard J Roth Scholarship for Excellen
Based on IRS filings
Richard J Roth Scholarship for Excellen is a private foundation focused on Education, based in ROBINSON, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $87K in total assets. In 2025, it awarded 4 grants totaling $5K. Net investment income was $4K.
Focus Areas
Ready to take the next step with Richard J Roth Scholarship for Excellen?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $86,713 | $84,646 | $86,967 |
| Revenue | $8,365 | $4,652 | $3,451 |
| Expenses | $6,298 | $6,973 | $6,739 |
| Qualifying Distributions | $5,000 | $5,000 | $5,000 |
| Net Investment Income | $4,265 | $2,985 | $1,919 |
| Distributable Amount | $4,869 | $4,533 | $4,518 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Evan Ferris ($1,250), Lucy List ($1,250), Owen Schmidt ($1,250).
| Recipient | Purpose | Amount |
|---|---|---|
| Evan Ferris Robinson, IL | SCHOLARSHIP | $1,250 |
| Lucy List Robinson, IL | SCHOLARSHIP | $1,250 |
| Owen Schmidt Robinson, IL | SCHOLARSHIP | $1,250 |
| Sarah Staller Robinson, IL | SCHOLARSHIP | $1,250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Kerry Roth Zerla | President | 1 | — |
| Martin Roth | Treasurer | 1 | — |
| Dave McGahey | Director | — | — |
| William Thomas | Director | — | — |
| Brian Bradbury | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Richard J Roth Scholarship for Excellen?
Richard J Roth Scholarship for Excellen is a private foundation focused on Education, based in ROBINSON, IL. It holds $87K in total assets as of 2025.
How large is Richard J Roth Scholarship for Excellen?
As of 2025, Richard J Roth Scholarship for Excellen holds $87K in total assets with $8K in annual revenue. It awarded 4 grants totaling $5K in 2025.
Where does Richard J Roth Scholarship for Excellen operate?
Richard J Roth Scholarship for Excellen has awarded grants in Illinois.
What size grants does Richard J Roth Scholarship for Excellen award?
In 2025, Richard J Roth Scholarship for Excellen awarded 4 grants totaling $5K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Richard J Roth Scholarship for Excellen required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Richard J Roth Scholarship for Excellen reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Richard J Roth Scholarship for Excellen's EIN?
Richard J Roth Scholarship for Excellen's EIN (Employer Identification Number) is 37-1410684. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Richard J Roth Scholarship for Excellen's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Chicago Community Trust
CHICAGO, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
Arthur J Gallagher Foundation
ROLLING MEADOWS, IL
Assets
—
Grants
2,692
Total Given
$1.6M
The Allstate Foundation
NORTHBROOK, IL
Assets
—
Grants
2,010
Total Given
$38.0M
Elks National Foundation Inc
CHICAGO, IL
Assets
$885.0M
Grants
1,485
Total Given
$31.9M
Baxter International Foundation
DEERFIELD, IL
Assets
$67.5M
Grants
1,300
Total Given
$13.7M
John D and Catherine T Macarthur
CHICAGO, IL
Assets
$9.3B
Grants
1,086
Total Given
$356.1M
Arie and Ida Crown Memorial
CHICAGO, IL
Assets
—
Grants
897
Total Given
$115.2M
Jewish Federation of Metropolitan
CHICAGO, IL
Assets
$1.1B
Grants
839
Total Given
$176.8M
Polk Bros Foundation Inc
CHICAGO, IL
Assets
—
Grants
676
Total Given
$24.5M
Circle of Service Foundation
CHICAGO, IL
Assets
—
Grants
637
Total Given
$37.0M
Ea Mellinger Educational
MONMOUTH, IL
Assets
$23.3M
Grants
556
Total Given
$1.1M
Helen V Brach Foundation
CHICAGO, IL
Assets
$127.9M
Grants
553
Total Given
$5.9M
More Funders in Illinois
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Richard J Roth Scholarship for Excellen on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities