Roetzel & Andress Charitable Foundation

AKRON, OH EIN: 87-3498486

Roetzel & Andress Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AKRON, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $149K in total assets. In 2024, it awarded 9 grants totaling $61K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$149K

-25.8% YoY

Annual Giving

$61K

+9.7% YoY

Grant Count

9

+28.6% YoY

Avg Grant Size

$7K

-14.7% YoY

Under IRS private-foundation payout rules, Roetzel & Andress Charitable Foundation reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Roetzel & Andress Charitable Foundation

Based on IRS filings

Roetzel & Andress Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AKRON, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $149K in total assets. In 2024, it awarded 9 grants totaling $61K. Net investment income was $9K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AkronChicagoClevelandFort MyersMiami LakesNaplesNew AlbanyTinley ParkWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$69K$138K$206K$275K2021202220232024
Metric202420232022
Total Assets$149,491$201,561$251,213
Revenue$11,945$11,180$4,682
Expenses$64,265$60,832$3,469
Qualifying Distributions$63,100$57,957$2,500
Net Investment Income$8,780$7,542$2,862
Distributable Amount$9,760$12,063$12,283

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$30K$46K$61K0 grants20212 grants20227 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

COMMUNITY OF BEONAIRE PR…$15KGRAND PRAIRIE SERVICES$10KUNITED WAY OF SUMMIT COU…$10KCHICAGO METHODIST SENIOR…$10KMETRO HEALTH FOUNDATION$5KTEAM NEO FOUNDATION$5KNEW ALBANY - JEANNE B MC…$3KLEGAL AID SERVICES OF CO…$2KUNITED WAY OF LEE HENDRY…$1K

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community of Beonaire Professionals ($15,000), Grand Prairie Services ($10,000), United Way of Summit County ($10,000).

RecipientPurposeAmount
COMMUNITY OF BEONAIRE PROFESSIONALS MIAMI LAKES, FLDONATION$15,000
GRAND PRAIRIE SERVICES TINLEY PARK, ILDONATION$10,000
METRO HEALTH FOUNDATION CLEVELAND, OHDONATION$5,000
UNITED WAY OF SUMMIT COUNTY AKRON, OHDONATION$10,000
LEGAL AID SERVICES OF COLLIER COUNTY NAPLES, FLDONATION$1,500
CHICAGO METHODIST SENIOR SERVICES CHICAGO, ILDONATION$10,000
UNITED WAY OF LEE HENDRY AND GLADES FORT MYERS, FLDONATION$1,400
TEAM NEO FOUNDATION CLEVELAND, OHDONATION$5,000
NEW ALBANY - JEANNE B MCCOY CENTER FOR THE ARTS NEW ALBANY, OHDONATION$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT E BLACKHAMPRESIDENT1
PAUL L JACKSONVICE PRESIDENT1
ERIKA L HAUPTSECRETARY1
JOSEPH F MASLOWSKITREASURER1
PAUL A GIORDANODIRECTOR1
DONNA F HARTLDIRECTOR1
E MARK YOUNGDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Roetzel & Andress Charitable Foundation?

Roetzel & Andress Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AKRON, OH. It holds $149K in total assets as of 2024.

How large is Roetzel & Andress Charitable Foundation?

As of 2024, Roetzel & Andress Charitable Foundation holds $149K in total assets with $12K in annual revenue. It awarded 9 grants totaling $61K in 2024.

Where does Roetzel & Andress Charitable Foundation operate?

Roetzel & Andress Charitable Foundation has awarded grants in District of Columbia, Florida, Illinois, Ohio.

What size grants does Roetzel & Andress Charitable Foundation award?

In 2024, Roetzel & Andress Charitable Foundation awarded 9 grants totaling $61K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Roetzel & Andress Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Roetzel & Andress Charitable Foundation reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Roetzel & Andress Charitable Foundation's EIN?

Roetzel & Andress Charitable Foundation's EIN (Employer Identification Number) is 87-3498486. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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