Roth Family Charitable Foundation

PEORIA, AZ EIN: 83-2054239

Roth Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PEORIA, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it awarded 3 grants totaling $95K. Net investment income was $99K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.0M

+10.5% YoY

Annual Giving

$95K

-30.4% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$32K

+39.3% YoY

Under IRS private-foundation payout rules, Roth Family Charitable Foundation reported a distributable amount of $184K for 2024 — the minimum it must pay out in qualifying distributions.

About Roth Family Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Roth Family Charitable Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $444K (79%)

Wisconsin $115K (21%)

Montana $400 (0%)

States

Arizona Montana Wisconsin

Cities

BozemanCave CreekGilbertGlendaleHigleyPeoriaPhoenixReedsburgScottsdaleSurpriseTempe

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,980,166	$3,603,107	$3,164,267
Revenue	$305,943	$436,839	$283,149
Expenses	$151,088	$186,480	$174,626
Qualifying Distributions	$143,586	$179,939	$168,030
Net Investment Income	$99,427	$189,231	$58,340
Distributable Amount	$184,245	$161,644	$161,113

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

21 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Pawsitive Friendships ($50,000), United Sound Inc ($40,000), Donkeys of the Heart ($5,000).

Recipient	Purpose	Amount
United Sound Inc Higley, AZ	Unrestricted	$40,000
Pawsitive Friendships Gilbert, AZ	Unrestricted	$50,000
Donkeys of the Heart Cave Creek, AZ	Unrestricted	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Matthew M Roth	President	10	$48,000
Patricia A Roth	Secretary	1	—
John-Matthew Roth	Director	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Roth Family Charitable Foundation?

Roth Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PEORIA, AZ. It holds $4.0M in total assets as of 2024.

How large is Roth Family Charitable Foundation?

As of 2024, Roth Family Charitable Foundation holds $4.0M in total assets with $306K in annual revenue. It awarded 3 grants totaling $95K in 2024.

Where does Roth Family Charitable Foundation operate?

Roth Family Charitable Foundation has awarded grants in Arizona, Montana, Wisconsin.

What size grants does Roth Family Charitable Foundation award?

In 2024, Roth Family Charitable Foundation awarded 3 grants totaling $95K — an average of about $32K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2024, Roth Family Charitable Foundation reported a distributable amount of $184K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Roth Family Charitable Foundation's EIN?

Roth Family Charitable Foundation's EIN (Employer Identification Number) is 83-2054239. IRS Form 990 filing data is available on this page for 2020–2024.