Richard J Roth Scholarship for Excellen
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.
Key facts about Richard J Roth Scholarship for Excellen
In short: Richard J Roth Scholarship for Excellen gave $5K across 4 grants in 2025 (avg $1K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- EIN
- 37-1410684
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $5,000
- Grants made (2025)
- 4
- Average grant
- $1,250
- Median grant
- $1,250
- Total assets
- $86,713
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
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.
How Richard J Roth Scholarship for Excellen gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 4 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5K (2020) to $5K (2025). In 2025 it made 4 grants totaling $5K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Evan Ferris ($1K). Together the top 4 received $5K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| 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 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Richard J Roth Scholarship for Excellen is led by Kerry Roth Zerla, President since 2025 (on filings since 2020); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kerry Roth Zerla
President
Treasurer → Secretary, 2021
Secretary → President, 2025
On filings since 2020
1 hr/week
No compensation reported
Brian Bradbury
Director
On filings since 2020
No compensation reported
Dave McGahey
Director
On filings since 2020
No compensation reported
William Thomas
Director
On filings since 2020
No compensation reported
Martin Roth
Treasurer
Director → Treasurer, 2021
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Rebecca Roth Nightingale (2020–2024) — President
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.
Frequently asked questions about Richard J Roth Scholarship for Excellen
How much does Richard J Roth Scholarship for Excellen give each year?
Richard J Roth Scholarship for Excellen gave $5K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 4 grants.
What is Richard J Roth Scholarship for Excellen's typical grant size?
Richard J Roth Scholarship for Excellen's median grant in 2025 was $1,250, and its average grant was $1,250, across 4 grants on its 2025 IRS Form 990-PF.
Where does Richard J Roth Scholarship for Excellen give grants?
Richard J Roth Scholarship for Excellen gives mostly in Illinois: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Robinson, IL (4 grants).
Does Richard J Roth Scholarship for Excellen give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Richard J Roth Scholarship for Excellen's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (4 grants).
How large is Richard J Roth Scholarship for Excellen?
Richard J Roth Scholarship for Excellen reported $87K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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