Roth Idalia Charitable Trust
Roth Idalia Charitable Trust is a private foundation focused on Health, based in Orlando, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 16 grants totaling $177K. Net investment income was $262K.
Key facts about Roth Idalia Charitable Trust
- EIN
- 62-6285270
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $176,956
- Grants made (2024)
- 16
- Average grant
- $11,060
- Median grant
- $4,837
- Total assets
- $3,798,924
- Primary geography
- Tennessee (46% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Roth Idalia Charitable Trust funds
By grant dollars, the top recipient states for Roth Idalia Charitable Trust's 16 itemized 2024 grants were Tennessee (46%), New York (20%) and New Jersey (10%). The most frequent recipient cities were Memphis, TN (6 grants), New York, NY (2 grants) and Cordova, TN (2 grants). 100% of grants with a stated purpose were for general or operating support.
How Roth Idalia Charitable Trust gives
- 94% of 2024 grantees were also funded in 2023. Method
- Giving grew 4365% from 2021 to 2024. Method
- In 2024 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Roth Idalia Charitable Trust
- How to evaluate Roth Idalia Charitable Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.8M
+2.0% YoY
Annual Giving
$177K
+3.4% YoY
Grant Count
16
+0.0% YoY
Avg Grant Size
$11K
+3.4% YoY
Under IRS private-foundation payout rules, Roth Idalia Charitable Trust reported a distributable amount of $213K for 2024 — the minimum it must pay out in qualifying distributions.
About Roth Idalia Charitable Trust
Based on IRS filings
Roth Idalia Charitable Trust is a private foundation focused on Health, based in Orlando, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 16 grants totaling $177K. Net investment income was $262K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,798,924 | $3,725,572 | $3,984,647 |
| Revenue | $277,346 | $-52,238 | $129,037 |
| Expenses | $207,665 | $208,035 | $196,634 |
| Qualifying Distributions | $192,384 | $188,774 | $154,062 |
| Net Investment Income | $262,095 | $73,663 | $99,769 |
| Distributable Amount | $213,147 | $191,954 | $199,877 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
64 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include United Way of the Mid-South ($26,718), Memphis Jewish Federation ($26,718), Jewish Guild for the Blind ($17,788).
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED WAY OF THE MID-SOUTH Memphis, TN | GENERAL OPERATING | $26,718 |
| MEMPHIS JEWISH FEDERATION Memphis, TN | GENERAL OPERATING | $26,718 |
| JEWISH GUILD FOR THE BLIND New York, NY | GENERAL OPERATING | $17,788 |
| JBI INTERNATIONAL New York, NY | GENERAL OPERATING | $17,788 |
| THE SEEING EYE INC Morristown, NJ | GENERAL OPERATING | $17,788 |
| AMERICAN CANCER SOCIETY Hagerstown, MD | GENERAL OPERATING | $17,788 |
| AMERICAN HEART ASSOCIATION St Petersburg, FL | GENERAL OPERATING | $17,788 |
| LION'S CLUB OF MEMPHIS Cordova, TN | GENERAL OPERATING | $6,116 |
| MUSCULAR DYSTROPHY ASSOC Chicago, IL | GENERAL OPERATING | $3,558 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY Brentwood, TN | GENERAL OPERATING | $3,558 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Truist Bank | Trustee | 1 | $27,855 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Roth Idalia Charitable Trust?
Roth Idalia Charitable Trust is a private foundation focused on Health, based in Orlando, FL. It holds $3.8M in total assets as of 2024.
How large is Roth Idalia Charitable Trust?
As of 2024, Roth Idalia Charitable Trust holds $3.8M in total assets with $277K in annual revenue. It awarded 16 grants totaling $177K in 2024.
Where does Roth Idalia Charitable Trust operate?
Roth Idalia Charitable Trust has awarded grants in Florida, Illinois, Kentucky, Maryland, New Jersey, New York, Oklahoma, Tennessee.
What size grants does Roth Idalia Charitable Trust award?
In 2024, Roth Idalia Charitable Trust awarded 16 grants totaling $177K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Roth Idalia Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Roth Idalia Charitable Trust reported a distributable amount of $213K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Roth Idalia Charitable Trust's EIN?
Roth Idalia Charitable Trust's EIN (Employer Identification Number) is 62-6285270. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.