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.
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
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 |
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 include United Way of the Mid-south ($26,718), Memphis Jewish Federation ($26,718), Jewish Guild for the Blind ($17,788).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH GUILD FOR THE BLIND NEW YORK, NY | GENERAL OPERATING | $17,788 |
| MUSCULAR DYSTROPHY ASSOC CHICAGO, IL | GENERAL OPERATING | $3,558 |
| JBI INTERNATIONAL NEW YORK, NY | GENERAL OPERATING | $17,788 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY BRENTWOOD, TN | GENERAL OPERATING | $3,558 |
| THE SEEING EYE INC MORRISTOWN, NJ | GENERAL OPERATING | $17,788 |
| MEMPHIS HUMANE SOCIETY MEMPHIS, TN | GENERAL OPERATING | $3,558 |
| UNITED WAY OF THE MID-SOUTH MEMPHIS, TN | GENERAL OPERATING | $26,718 |
| THE SALVATION ARMY LOUISVILLE, KY | GENERAL OPERATING | $3,558 |
| YOUTH VILLAGES MEMPHIS, TN | GENERAL OPERATING | $3,558 |
| MEMPHIS JEWISH FEDERATION MEMPHIS, TN | GENERAL OPERATING | $26,718 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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.
Explore Open Grants
Browse active grant opportunities in Roth Idalia Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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