Root Family Foundation
Root Family Foundation is a private foundation based in Ormond Beach, Florida. It supports charitable organizations through grants; its 2024 filing lists 37 grants totaling $883,500, with the largest grant designated for operational purposes.
Root Family Foundation at a glance
In short: Root Family Foundation gave $884K across 37 grants in 2024 (avg $24K), mostly in Florida. 46% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $883,500
- +96.1% vs 2023
- Grants made (2024)
- 37
- -2.6% vs 2023
- Average grant
- $23,878
- +101.4% vs 2023
- Median grant
- $5,000
- Total assets
- $8,337,634
- -2.9% vs 2023
- New grantees (estimate)
- 46% first-time grantees (17 of 37, 2024)
- Primary geography
- Florida (83% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Root Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 275 Clyde Morris Blvd, Ormond Beach, FL 32174
Phone: (386) 671-4888
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Root Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Museum of Arts & Sciences ($500K). Together the top 10 received $788K.
Grant Size Distribution
170 grants across all recorded years
The most common grant size was under $50K: 156 grants of 170 (92%).
Geographic Focus
Where this funder awards grants
In 2024, Florida recipients received 83% of grant dollars, followed by recipients in Hawaii (7%), Idaho (4%), Indiana (3%), and Virginia (1%).
Grant Distribution by State
Share of 2024 grant dollars across all 37 itemized grants.
States
Cities
Is Root Family Foundation open to new grantees?
46%
first-time grantees, 2024
In 2024, 17 of 37 grantees (46%) were first-time recipients. First grants averaged $7K; repeat grants $38K. How we count
Medians: $5K first-time, $6K repeat.
- 43% of 2024 grantees were also funded in 2023. Method
- Giving grew 98% from 2021 to 2024. Method
- In 2024 it paid out 186% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $427K (2020) to $884K (2024). In 2024 it made 37 grants totaling $884K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Museum of Arts & Sciences Daytona Beach, FL | Operational | $500,000 |
| Hearts for Moms West Palm Beach, FL | Operational | $50,000 |
| Ocearch Cape Coral, FL | Operational | $50,000 |
| JAE Foundation Twin Falls, ID | Operational | $35,000 |
| La'akea Foundation Paia, HI | Operational | $32,500 |
| Rowdy Rodeo Haiku, HI | Operational | $25,000 |
| United Way of Volusiaflagler Daytona Beach, FL | Operational | $25,000 |
| Vigo County Historical Society Terre Haute, IN | Operational | $25,000 |
| Voices for Children Miami, FL | Operational | $25,000 |
| St Thomas Episcopal Church Eustis, FL | Operational | $20,000 |
Ready to take the next step with Root Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $8,337,634 | $669,017 | $919,349 | $883,500 | 37 | $885,200 | $645,240 | $476,612 |
| 2023 | $8,587,966 | $412,963 | $476,337 | $450,500 | 38 | $452,150 | $391,637 | $436,426 |
| 2022 | $8,657,529 | $-362,229 | $572,843 | $525,500 | 37 | $527,000 | $166,740 | $445,529 |
| 2021 | $9,592,112 | $2,170,115 | $533,408 | $446,621 | 26 | $448,121 | $2,062,965 | $483,826 |
| 2020 | $8,477,771 | $488,309 | $510,791 | $426,985 | 32 | — | $364,175 | $436,596 |
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 September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included organizations whose stated missions span arts and sciences, support for mothers and families, mental health and suicide prevention, community services, religious guidance, and animal welfare. For example, the Museum of Arts & Sciences describes its mission as stimulating curiosity and lifelong learning through experiences that unite arts and sciences; Hearts for Moms describes a program addressing challenges faced by single mothers and their children; and the Jae Foundation says it works on mental health awareness, suicide prevention, and support for people who have lost loved ones. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2024, the foundation made 37 grants totaling $883,500. Grants ranged from $500 to $500,000, with a median grant of $5,000. The largest listed grants were $500,000 to the Museum of Arts & Sciences, $50,000 each to Hearts for Moms and OCEARCH, $35,000 to the Jae Foundation, and $32,500 to La’akea Foundation. Other listed grants included $25,000 each to Rowdy Rodeo, United Way of Volusia-Flagler, Vigo County Historical Society, and Voices for Children.
Leadership & Key People
Leadership team and compensation from IRS filings
Donna M. Bartholomew is listed as trustee.
Root Family Foundation is led by Donna M. Bartholomew, Trustee on the 2024 filing — the only officer listed, and uncompensated.
Officers on the 2024 filing
Donna M. Bartholomew
Trustee
New on the 2024 filing
No compensation reported
Former officers (1)
- Former: William J Voges (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2024. "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 Root Family Foundation
How much does Root Family Foundation give each year?
Root Family Foundation gave $884K across 37 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $451K across 38 grants.
What is Root Family Foundation's typical grant size?
Root Family Foundation's median grant in 2024 was $5,000, and its average grant was $23,878, across 37 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Root Family Foundation that year got $7K on average.
Where does Root Family Foundation give grants?
Root Family Foundation gives mostly in Florida: 83% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Hawaii (7%). The most frequent recipient cities were Daytona Beach, FL (9 grants), Ormond Beach, FL (3 grants), Eustis, FL (2 grants) and Edgewater, FL (2 grants).
Does Root Family Foundation give general operating support?
Yes: 100% of Root Family Foundation's 2024 grants with a stated purpose (37 of 37) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Root Family Foundation's largest grantees?
Root Family Foundation's largest 2024 grantees include Museum of Arts & Sciences ($500,000), Hearts for Moms ($50,000) and Ocearch ($50,000), according to its 2024 IRS Form 990-PF. Together they received 68% of its itemized 2024 grant dollars.
How large is Root Family Foundation?
Root Family Foundation reported $8.3M in total assets on its 2024 IRS Form 990-PF. It paid out $885K in qualifying distributions that year, against a required minimum of $477K (roughly 5% of its investment assets).
What does Root Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included organizations whose stated missions span arts and sciences, support for mothers and families, mental health and suicide prevention, community services, religious guidance, and animal welfare. See mission & focus areas ↑
How do I apply for a grant from Root Family Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Root Family Foundation's EIN?
Root Family Foundation's EIN (Employer Identification Number) is 59-3485274. IRS Form 990 filing data is available on this page for 2020–2024.
Does Root Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Root Family Foundation funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/root-family-foundation-morg_5b48b52bad0445c7a59ae6be8360faf0
BibTeX
@misc{grantable_593485274_2026,
author = {{Grantable}},
title = {{Root Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/root-family-foundation-morg_5b48b52bad0445c7a59ae6be8360faf0},
note = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Root Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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