The Roth Family Foundation
The Roth Family Foundation is a private foundation based in Cary, North Carolina. Its 2024 filing reports grants to charitable organizations, including religious organizations, cultural institutions, educational organizations, and nonprofits.
Key facts about The Roth Family Foundation
In short: The Roth Family Foundation gave $16K across 25 grants in 2024 (avg $651.48), mostly in North Carolina. 22% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 56-2065972
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $16,287
- Grants made (2024)
- 25
- Average grant
- $651
- Median grant
- $300
- New grantees (estimate)
- 22% first-time grantees (5 of 23, 2024)
- Total assets
- $219,534
- Primary geography
- North Carolina (75% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$220K
+0.6% YoY
Annual Giving
$16K
+0.8% YoY
Grant Count
25
+8.7% YoY
Avg Grant Size
$651.48
-7.3% YoY
Under IRS private-foundation payout rules, The Roth Family Foundation reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
Is The Roth Family Foundation open to new grantees?
22%
first-time grantees, 2024
In 2024, 5 of 23 grantees (22%) were first-time recipients. First grants averaged $312; repeat grants $818. How we count
Medians: $250 first-time, $275 repeat.
- 74% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+2%). Method
- In 2024 it paid out 91% 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 (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants include support for organizations whose missions, as described by those grantees, include supporting people experiencing homelessness through connections to services (Oak City Cares), providing hope, health, and healing (Children’s Hope Alliance), improving public health and addressing health disparities (the University of North Carolina at Chapel Hill), and funding programs to meet women’s evolving needs (Kappa Kappa Gamma Foundation).
Grantmaking
In filing year 2024, the foundation awarded 25 grants totaling $16,287. Grant amounts ranged from $52 to $3,500, with a median of $300. Notable grants included $3,500 to St Michael the Archangel Catholic, $2,500 to the North Carolina Symphony, and two grants to White Memorial Presbyterian Church of $1,525 and $1,500. Other grants included $1,000 each to Strake Jesuit College Preparatory and the Retirement Fund for Religious, and $500 each to the Catholic Diocese of RaleighBishops, World Food Program USA, American Red Cross, and TSO-Meredith College.
Ready to take the next step with The Roth Family Foundation?
Geographic Focus
Where this funder awards grants
In 2024, 75% of grant dollars went to recipients in North Carolina. Other recipient-state shares were Washington, DC, 13%; Texas, 8%; Ohio, 4%; and Michigan, 1%.
Grant Distribution by State
Share of 2024 grant dollars across all 25 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $14K (2020) to $16K (2024). In 2024 it made 25 grants totaling $16K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was St Michael the Archangel Catholic ($4K). Together the top 10 received $14K.
Grant Size Distribution
116 grants across all recorded years
The most common grant size was under $50K: 116 grants of 116 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Michael the Archangel Catholic Cary, NC | Support | $3,500 |
| North Carolina Symphony Raleigh, NC | Support | $2,500 |
| White Memorial Presbyterian Church Raleigh, NC | Support | $1,525 |
| White Memorial Presbyterian Church Raleigh, NC | Support | $1,500 |
| Strake Jesuit College Preparatory Houston, TX | Support | $1,000 |
| Retirement Fund for Religious Washington DC, DC | Support | $1,000 |
| Catholic Diocese of RaleighBishops Cincinnati, OH | Support | $500 |
| World Food Program USA Washington, DC | Support | $500 |
| American Red Cross Washington, DC | Support | $500 |
| TSO-Meredith College Raleigh, NC | Support | $500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $219,534 | $19,443 | $18,082 | $16,287 |
| 2023 | $218,173 | $7,175 | $20,059 | $16,160 |
| 2022 | $231,057 | $6,891 | $17,894 | $15,956 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $219,534 | $218,173 | $231,057 |
| Revenue | $19,443 | $7,175 | $6,891 |
| Expenses | $18,082 | $20,059 | $17,894 |
| Qualifying Distributions | $17,965 | $19,737 | $17,778 |
| Net Investment Income | $19,426 | $7,217 | $6,722 |
| Distributable Amount | $19,778 | $16,953 | $17,123 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Robert C Roth as Executive Director and Secretary, Luanne L Roth as Assistant Executive Director and Treasurer, and Kelly Marie Hyde as Assistant Executive Director and Assistant Secretary.
The Roth Family Foundation is led by Robert C Roth, Executive Director Secretary on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Robert C Roth
Executive Director Secretary
On filings since 2020
2 hrs/week
No compensation reported
Luanne L Roth
Assistant Executive Director Treasurer
On filings since 2020
1 hr/week
No compensation reported
Kelly Marie Hyde
Assistant Executive Director Assistant Secretary
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 103 Symphony Ct, Cary, NC 27518-8611
Phone: (919) 815-6381
Frequently asked questions about The Roth Family Foundation
How much does The Roth Family Foundation give each year?
The Roth Family Foundation gave $16K across 25 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $16K across 23 grants.
What is The Roth Family Foundation's typical grant size?
The Roth Family Foundation's median grant in 2024 was $300, and its average grant was $651, across 25 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Roth Family Foundation that year got $312 on average.
Where does The Roth Family Foundation give grants?
The Roth Family Foundation gives mostly in North Carolina: 75% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (13%) and Texas (8%). The most frequent recipient cities were Raleigh, NC (8 grants), Washington, DC (3 grants), Cary, NC (2 grants) and Houston, TX (2 grants).
Does The Roth Family Foundation give general operating support?
Not in 2024: none of the 25 grants with a stated purpose on The Roth Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support" (25 grants).
Who are The Roth Family Foundation's largest grantees?
The Roth Family Foundation's largest 2024 grantees include St Michael the Archangel Catholic ($3,500), White Memorial Presbyterian Church ($3,025 across 2 grants) and North Carolina Symphony ($2,500), according to its 2024 IRS Form 990-PF. Together they received 55% of its itemized 2024 grant dollars.
How large is The Roth Family Foundation?
The Roth Family Foundation reported $220K in total assets on its 2024 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $20K (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 The Roth Family Foundation fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from The Roth Family Foundation?
The foundation does not accept unsolicited requests for funds and states that it 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 The Roth Family Foundation's EIN?
The Roth Family Foundation's EIN (Employer Identification Number) is 56-2065972. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Roth Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The Roth Family Foundation by hand.
Explore Open Grants
Browse active grant opportunities in The Roth Family Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in North Carolina
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health-access initiatives for disproportionately affected populations, including cancer, blood disorders, brain health, and clinical-trial participation, in the United States and internationally. In 2024, its median grant was $134,090, though awards varied widely; it says application materials are available upon request and advises organizations to contact it about the process, but does not state whether unsolicited requests are accepted.
Assets
$83.3M
Grants
144
Total Given
$67.7M
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce development, local economic development and recovery, disaster resilience, conservation, and economic opportunity in communities across North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. It reports more than $30 million in annual charitable grants; awards vary widely, with a 2024 median of $25,000, and applications of $20,000 or less are accepted on a rolling basis. Applicants should contact their local Foundation representative before applying.
Assets
$1.9M
Grants
41
Total Given
$25.6M
State Employees Credit Union Foundation
Raleigh, NC
The foundation funds capital projects, regional or statewide programs, and organizational capacity building that strengthen North Carolina communities; it favors projects with broad or replicable impact and does not fund operating budgets or shortfalls. Its 2025 grants ranged from $1,250 to $1 million, with a median of $2,500. Applications are accepted at any time and typically reviewed semiannually.
Assets
$61.0M
Grants
1,806
Total Given
$17.4M
Foundation for the Carolinas
Charlotte, NC
Foundation For The Carolinas funds nonprofits and other eligible organizations working in areas such as education, health and human services, the environment, youth development, and animal welfare, primarily across 13 counties in North and South Carolina. Its 2024 grants had a median of $25,000, though amounts varied widely; most grants are donor-recommended and have no application process, while some competitive programs accept applications under program-specific rules.
Assets
$3.9B
Grants
1,605
Total Given
$609.1M
Dogwood Health Trust
Asheville, NC
Dogwood Health Trust funds organizations working to improve health and wellbeing through housing, education, economic opportunity, and health and wellness in Western North Carolina’s 18 counties and the Qualla Boundary. Its 2024 grants ranged from $2,000 to $21 million, with a median of $37,500; amounts vary by opportunity.
Assets
$2.0B
Grants
835
Total Given
$148.2M
The Winston-Salem Foundation
Winston-Salem, NC
The Winston-Salem Foundation funds nonprofits and community groups serving Forsyth County, North Carolina, across areas including education, housing, health, arts, community development, and human services. Its 2024 grants had a median of $25,000; specific programs offer up to $2,000 for small grants, $30,000 for civic engagement and inclusion, and $15,000 through The Women’s Fund. It accepts applications through its grants portal for listed programs, subject to their requirements and deadlines.
Assets
$630.1M
Grants
823
Total Given
$90.4M
The Community Foundation of Western North Carolina Inc
Asheville, NC
The Community Foundation of Western North Carolina funds nonprofits and public agencies working in cultural resources, education, human services and natural resources, with some programs also accepting faith communities. Grants serve 18 Western North Carolina counties and the Qualla Boundary; the median 2025 grant was $25,000, and the Human Services and Education program offers up to $25,000. Application access and deadlines vary by program; the profile does not state whether unsolicited requests are accepted.
Assets
$481.0M
Grants
793
Total Given
$59.4M
North Carolina Community Foundation
Raleigh, NC
The North Carolina Community Foundation supports local needs across North Carolina, especially in rural communities, including human services, education, youth development, health, food and nutrition, arts, and scholarships. Its 2025 grants had a median award of $15,000, though amounts varied widely; organizations may apply through the relevant affiliate, giving circle, or community fund, with eligibility and deadlines varying by program.
Assets
$569.1M
Grants
732
Total Given
$30.6M
Triangle Community Foundation Inc
Durham, NC
The foundation supports nonprofits working in cultural arts, education and youth, nonprofit capacity building, and sustainable communities, with discretionary grants focused on Durham, Orange, Wake, and Chatham Counties in North Carolina. Its 2025 grants had a median of $20,000, though amounts varied widely. Eligible nonprofits or fiscally sponsored organizations can apply through its online system during open grant cycles, so requests are accepted when a relevant cycle is open.
Assets
$335.8M
Grants
599
Total Given
$26.7M
The Leon Levine Foundation
Charlotte, NC
The Leon Levine Foundation funds healthcare, human services, education, and Jewish community work, primarily benefiting people in North and South Carolina. Its 2025 grants ranged from $10,000 to $2.1 million, with a median of $60,000. It accepts unsolicited requests through an eligibility quiz and portal, starting with a letter of inquiry.
Assets
$1.9B
Grants
522
Total Given
$57.9M
NCHSAA Foundation Inc
Chapel Hill, NC
The foundation funds NCHSAA member schools for student-athletes’ physical, mental, and psychosocial wellness and life-skill development, including scholarships, programs, safety initiatives, and equipment. Its 2025 grants ranged from $750 to $5,000, with a median of $1,845, and nearly all funding went to North Carolina recipients. It gives only to preselected charitable organizations and does not accept unsolicited requests.
Assets
$25.9M
Grants
498
Total Given
$967K
The Duke Endowment
Charlotte, NC
The Duke Endowment funds child and family well-being, health care, higher education at four named colleges and universities, and rural churches, primarily in North Carolina and South Carolina. Its 2024 grants ranged from $7,000 to $6.8 million, with a median of $200,000. The application process varies by program; the profile does not state whether unsolicited requests are accepted.
Assets
$3.6B
Grants
480
Total Given
$251.2M
More Funders in North Carolina
The Roth Family Foundation down — hundreds of funders to go?