Roth Idalia Charitable Trust
Roth Idalia Charitable Trust is a private foundation, 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
About Roth Idalia Charitable Trust
Based on IRS filings
Roth Idalia Charitable Trust is a private foundation, 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.
Ready to take the next step with Roth Idalia Charitable Trust?
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
No grants recorded for .
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 |
Related Funders
Similar funders by location and focus area
Virgil P Warren Fdn Tr Ua
ORLANDO, FL
Assets
$4.2M
Grants
14
Total Given
$96K
The Fritch Foundation
FT LAUDERDALE, FL
Assets
—
Grants
17
Total Given
$167K
Leiman Asterisk Foundation Inc
DELRAY BEACH, FL
Assets
$1.2M
Grants
2
Total Given
$62K
Rachel Memorial Foundation
SANTA RSA BCH, FL
Assets
—
Grants
6
Total Given
$10K
My Brother'ssister's Keeper Charitable
ROYAL PALM BEACH, FL
Assets
$462K
Grants
1
Total Given
$50K
The Shore Lane Family Foundation Inc
BOCA GRANDE, FL
Assets
$335
Grants
20
Total Given
$430K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Roth Idalia Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities