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
37
-2.6% YoY
Avg Grant Size
$24K
+101.4% YoY
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
States
Cities
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
| 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
No grants recorded for .
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 - RosenauSubject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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