Rohan Frank and Merriliece Tr Res

WILMINGTON, DE EIN: 61-6375283

Rohan Frank and Merriliece Tr Res is a private foundation, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $850K in total assets. In 2024, it awarded 4 grants totaling $40K. Net investment income was $61K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$850K

+2.3% YoY

Annual Giving

$40K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

+0.0% YoY

Under IRS private-foundation payout rules, Rohan Frank and Merriliece Tr Res reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.

About Rohan Frank and Merriliece Tr Res

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $200K (100%)

States

Florida

Cities

Boca RatonGainesvilleMelbourne

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$849,724	$830,252	$853,021
Revenue	$77,199	$38,210	$44,698
Expenses	$59,270	$60,140	$79,487
Qualifying Distributions	$43,711	$43,375	$43,389
Net Investment Income	$61,141	$21,639	$27,861
Distributable Amount	$50,455	$45,980	$48,310

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 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Florida Wildlife Hospital & ($10,000), University of Florida Foundation ($10,000), Jacobson Jewish Community Fdn ($10,000).

Recipient	Purpose	Amount
FLORIDA WILDLIFE HOSPITAL & MELBOURNE, FL	GENERAL CHARITABLE	$10,000
UNIVERSITY OF FLORIDA FOUNDATION GAINESVILLE, FL	GENERAL CHARITABLE	$10,000
JACOBSON JEWISH COMMUNITY FDN BOCA RATON, FL	GENERAL CHARITABLE	$10,000
HEALTH FIRST FOUNDATION MELBOURNE, FL	GENERAL CHARITABLE	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ARDEN TRUST COMPANY	TRUSTEE	1	$5,424

Frequently Asked Questions

How large is Rohan Frank and Merriliece Tr Res?

As of 2024, Rohan Frank and Merriliece Tr Res holds $850K in total assets with $77K in annual revenue. It awarded 4 grants totaling $40K in 2024.

Where does Rohan Frank and Merriliece Tr Res operate?

Rohan Frank and Merriliece Tr Res has awarded grants in Florida.

What size grants does Rohan Frank and Merriliece Tr Res award?

In 2024, Rohan Frank and Merriliece Tr Res awarded 4 grants totaling $40K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Rohan Frank and Merriliece Tr Res required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rohan Frank and Merriliece Tr Res reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Rohan Frank and Merriliece Tr Res's EIN?

Rohan Frank and Merriliece Tr Res's EIN (Employer Identification Number) is 61-6375283. IRS Form 990 filing data is available on this page for 2020–2024.