Roth Idalia Charitable Trust
Roth Idalia Charitable Trust is a private foundation based in Orlando, Florida. It supports charitable organizations through grants; its 2025 filing states that contributions go only to preselected organizations.
Roth Idalia Charitable Trust at a glance
In short: Roth Idalia Charitable Trust gave $195K across 16 grants in 2025 (avg $12K), top state Tennessee. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $195,157
- +10.3% vs 2024
- Grants made (2025)
- 16
- +0.0% vs 2024
- Average grant
- $12,197
- +10.3% vs 2024
- Median grant
- $3,981
- Total assets
- $3,905,777
- +2.8% vs 2024
- Primary geography
- Tennessee (45% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Roth Idalia Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 919798, Orlando, FL 32891-9798
Phone: (615) 748-4996
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Roth Idalia Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was United Way of the Mid-South ($30K). Together the top 10 received $171K.
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 65 grants of 65 (100%).
Geographic Focus
Where this funder awards grants
The trust is based in Orlando, Florida. In 2025, its grant dollars went to recipients in Tennessee (45%), New York (20%), New Jersey (10%), Maryland (10%), and Florida (10%). The listed grants also included recipients in Illinois and Kentucky.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
Cities
How Roth Idalia Charitable Trust gives
- 100% of 2025 grantees were also funded in 2024. Method
- Giving grew 56% from 2022 to 2025. Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). 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 2019 to 2025, annual grant giving ranged from $4K (2021) to $195K (2025). In 2025 it made 16 grants totaling $195K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Way of the Mid-South Memphis, TN | General Operating | $29,899 |
| Memphis Jewish Federation Memphis, TN | General Operating | $29,899 |
| Jewish Guild for the Blind New York, NY | General Operating | $19,906 |
| JBI International New York, NY | General Operating | $19,906 |
| The Seeing Eye Inc Morristown, NJ | General Operating | $19,906 |
| American Cancer Society Hagerstown, MD | General Operating | $19,906 |
| American Heart Association St Petersburg, FL | General Operating | $19,906 |
| Muscular Dystrophy Assoc Chicago, IL | General Operating | $3,981 |
| National Multiple Sclerosis Society Brentwood, TN | General Operating | $3,981 |
| Memphis Humane Society Memphis, TN | General Operating | $3,981 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,905,777 | $338,391 | $231,080 | $195,157 | 16 | $211,135 | $322,537 | $219,660 |
| 2024 | $3,798,924 | $277,346 | $207,665 | $176,956 | 16 | $192,384 | $262,095 | $213,147 |
| 2023 | $3,725,572 | $-52,238 | $208,035 | $171,217 | 16 | $188,774 | $73,663 | $191,954 |
| 2022 | $3,984,647 | $129,037 | $196,634 | $125,401 | 16 | $154,062 | $99,769 | $199,877 |
| 2021 | $4,043,402 | $1,020,674 | $65,904 | $3,963 | 1 | $35,529 | $989,952 | $208,408 |
| 2020 | $3,100,073 | $82,995 | $247,350 | $190,308 | 15 | — | $57,211 | $187,329 |
| 2019 | $3,263,470 | $155,731 | $209,874 | $154,813 | 16 | — | $129,038 | $181,791 |
Under IRS private-foundation payout rules, Roth Idalia Charitable Trust reported a distributable amount of $220K for 2025 — 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 trust is provided. Its 2025 grants included support for organizations working in areas such as community services, Jewish life, access to reading and culture for people with print disabilities, health, and youth and family services. These examples describe the grantees’ work, not a stated mission of the trust.
Memphis Jewish Federation says it serves as a central fundraising and allocation agency for Jewish activities in the Memphis metropolitan area and promotes harmony and understanding. JBI International says its mission is to help people who are blind, have low vision, or have other print disabilities participate in Jewish life. Youth Villages says it helps children and families live successfully.
Grantmaking
In 2025, the trust made 16 grants totaling $195,157. Grant amounts ranged from $3,981 to $29,899, with a median of $3,981. All listed grant purposes were general operating support.
Notable grants included $29,899 each to United Way of the Mid-South and Memphis Jewish Federation, and $19,906 each to Jewish Guild for the Blind, JBI International, The Seeing Eye, American Cancer Society, and American Heart Association. Youth Villages received $3,981.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Truist Bank as trustee.
Roth Idalia Charitable Trust's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$58K (2021) → $29K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $29K, to Truist Bank (Trustee).
Frequently asked questions about Roth Idalia Charitable Trust
How much does Roth Idalia Charitable Trust give each year?
Roth Idalia Charitable Trust gave $195K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $177K across 16 grants.
What is Roth Idalia Charitable Trust's typical grant size?
Roth Idalia Charitable Trust's median grant in 2025 was $3,981, and its average grant was $12,197, across 16 grants on its 2025 IRS Form 990-PF.
Where does Roth Idalia Charitable Trust give grants?
Roth Idalia Charitable Trust's top state is Tennessee, with 45% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were 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).
Does Roth Idalia Charitable Trust give general operating support?
Yes: 100% of Roth Idalia Charitable Trust's 2025 grants with a stated purpose (16 of 16) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Roth Idalia Charitable Trust's largest grantees?
Roth Idalia Charitable Trust's largest 2025 grantees include United Way of the Mid-South ($29,899), Memphis Jewish Federation ($29,899) and Jewish Guild for the Blind ($19,906), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.
How large is Roth Idalia Charitable Trust?
Roth Idalia Charitable Trust reported $3.9M in total assets on its 2025 IRS Form 990-PF. It paid out $211K in qualifying distributions that year, against a required minimum of $220K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Roth Idalia Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included support for organizations working in areas such as community services, Jewish life, access to reading and culture for people with print disabilities, health, and youth and family services. See mission & focus areas ↑
How do I apply for a grant from Roth Idalia Charitable Trust?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Roth Idalia Charitable Trust 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
Live grants for the work Roth Idalia Charitable Trust funds
Health Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Roth Idalia Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Roth Idalia Charitable Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/roth-idalia-charitable-trust-morg_138809229ded430f9d8110bc42ef56e6
BibTeX
@misc{grantable_626285270_2026,
author = {{Grantable}},
title = {{Roth Idalia Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/roth-idalia-charitable-trust-morg_138809229ded430f9d8110bc42ef56e6},
note = {Accessed 2026-10-16. 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 Roth Idalia Charitable Trust'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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