Root Family Foundation

ORMOND BEACH, FL EIN: 59-3485274

The Root Family Foundation is a private foundation established in 1997 and based in Ormond Beach, Florida. As a 501(c)(3) organization, it operates as a grantmaking foundation focused on supporting nonprofit organizations through operational funding and charitable contributions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.3M

-2.9% YoY

Annual Giving

$884K

+96.1% YoY

Grant Count

-2.6% YoY

Avg Grant Size

$24K

+101.4% YoY

Under IRS private-foundation payout rules, Root Family Foundation reported a distributable amount of $477K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's grantmaking priorities include:

Education
Philanthropy, Voluntarism & Grantmaking
Human Services
Arts and creative endeavors
Historic preservation
Charter schools

Grantmaking

Grant Range

** $500 to $163,000

How to Apply

** The foundation does not accept unsolicited applications.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

Florida (particularly the Volusia-Flagler area)
Hawaii
Virginia
Additional grantmaking across the United States

Grant Distribution by State

Florida $1.7M (61%)

Idaho $477K (17%)

Hawaii $310K (11%)

Indiana $131K (5%)

California $45K (2%)

Maine $29K (1%)

Utah $20K (1%)

Virginia $16K (1%)

+7 more states

States

California Delaware Florida Georgia Hawaii Idaho Indiana Maine North Carolina Nevada New York Oregon Texas Utah Virginia

Cities

AlexandriaApopkaAtlantaBellevueBradentonBuhlBunnellCape CoralColumbia FallsDallasDamariscottaDavidsonDavisDaytona BeachDelandEdgewaterEdgewoodEustisFlagler BeachHaiku

Financial History

Multi-year comparison from IRS filings

As of 2023:

Total Assets: $8.59 million
Total Revenues: $412,963
Total Expenses: $476,337
Total Liabilities: $0

Investment Income (2023): $225,744

As of 2024:

Total Assets: $8.6 million
Total Giving: $451,000

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$8,337,634	$8,587,966	$8,657,529
Revenue	$669,017	$412,963	$-362,229
Expenses	$919,349	$476,337	$572,843
Qualifying Distributions	$885,200	$452,150	$527,000
Net Investment Income	$645,240	$391,637	$166,740
Distributable Amount	$476,612	$436,426	$445,529

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

170 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Museum of Arts & Sciences ($500,000), Hearts for Moms ($50,000), Ocearch ($50,000).

Recipient	Purpose	Amount
ADVOCATES FOR SURVIVORS HOUSTON, TX	OPERATIONAL	$1,000
ALOHA VOLLEYBALL ASSOCIATION PUKALANI, HI	OPERATIONAL	$5,000
AMERICAN HEART ASSOCIATION DALLAS, TX	OPERATIONAL	$7,000
CAMP BOGGY CREEK EUSTIS, FL	OPERATIONAL	$500
CATALYST GLOBAL YOUTH INITIATIVE DAYTONA BEACH, FL	OPERATIONAL	$3,000
CENTRAL FLORIDA COUNCIL APOPKA, FL	OPERATIONAL	$3,500
CONKLIN DAVIS CENTER DAYTONA BEACH, FL	OPERATIONAL	$10,000
DAYTONA DREAM CENTER ORMOND BEACH, FL	OPERATIONAL	$500
FIRST STEP SHELTER DAYTONA BEACH, FL	OPERATIONAL	$6,000
FLAGLER COUNTY EDUCATION DIRECT SUPPORT BUNNELL, FL	OPERATIONAL	$500

Leadership & Key People

Leadership team and compensation from IRS filings

Donna M. Bartholomew is listed as trustee.

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DONNA M BARTHOLOMEW	TRUSTEE	—	—

Recent News & Activity

Recent developments and announcements

The foundation made a significant pledge of $100,000 to a new History Center campaign. Additionally, the Root Family made a $500,000 donation to the Community Foundation Volusia-Flagler, demonstrating substantial support for regional philanthropic infrastructure.

Rosenau Family Research Foundation Announces 2025 Grant Recipients - Rosenau

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Root Family Foundation fund?

The foundation's grantmaking priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Arts and creative endeavors • Historic preservation • Charter schools

How do I apply for a grant from Root Family Foundation?

**Grant Activity:** • 2024: 38 grants totaling $451,000 (median grant: $2,000) • 2023: 37 grants totaling $526,000 (median grant: $4,000) • 2022: 26 grants totaling $447,000 (median grant: $7,000) • 2021: 32 grants totaling $427,000 (median grant: $5,000) **Grant Range:** $500 to $163,000 **Application Process:** The foundation does not accept unsolicited applications. **Recent Grant Recipients (2023):** • United Way of Volusia-Flagler: $163,000 • JAE Foundation: $59,000 • Hawaii Community Foun…

Where does Root Family Foundation make grants?

The foundation primarily funds organizations in: • Florida (particularly the Volusia-Flagler area) • Hawaii • Virginia • Additional grantmaking across the United States

What size grants does Root Family Foundation award?

In 2024, Root Family Foundation awarded 37 grants totaling $884K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Root Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Root Family Foundation reported a distributable amount of $477K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.