The Rountree Family Foundation is a private foundation focused on Philanthropy, based in ROSEMARY BEACH, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $287K in total assets. In 2024, it awarded 7 grants totaling $86K. Net investment income was $33K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$287K
-8.1% YoY
Annual Giving
$86K
+156.8% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$12K
+156.8% YoY
Under IRS private-foundation payout rules, The Rountree Family Foundation reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.
About The Rountree Family Foundation
Based on IRS filings
The Rountree Family Foundation is a private foundation focused on Philanthropy, based in ROSEMARY BEACH, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $287K in total assets. In 2024, it awarded 7 grants totaling $86K. Net investment income was $33K.
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 | $286,889 | $312,011 | $311,469 |
| Revenue | $67,177 | $44,123 | $42,250 |
| Expenses | $92,299 | $40,081 | $78,062 |
| Qualifying Distributions | $86,406 | $33,650 | $72,283 |
| Net Investment Income | $33,428 | $5,441 | $6,232 |
| Distributable Amount | $31,273 | $25,283 | $30,681 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Booth Western Art Museum ($52,853), Booth Western Art Museum ($10,000), Atlanta History Center ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOOTH WESTERN ART MUSEUM CARTERSVILLE, GA | GENERAL OPERATIONS | $10,000 |
| CITY SPRINGS THEATER COMPANY SANDY SPRINGS, GA | GENERAL OPERATIONS | $5,000 |
| ATLANTA HISTORY CENTER ATLANTA, GA | GENERAL OPERATIONS | $10,000 |
| GEORGIA O'KEEFE MUSEUM SANTE FE, NM | GENERAL OPERATIONS | $250 |
| LEADERSHIP PERIMETER SANDY SPRINGS, GA | GENERAL OPERATIONS | $8,178 |
| REPERTORY THEATRE SEASIDE, FL | GENERAL OPERATIONS | $125 |
| BOOTH WESTERN ART MUSEUM CARTERSVILLE, GA | GENERAL OPERATIONS | $52,853 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DON C ROUNTREE | TRUSTEE | — | — |
| NEVA D ROUNTREE | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Rountree Family Foundation?
The Rountree Family Foundation is a private foundation focused on Philanthropy, based in ROSEMARY BEACH, FL. It holds $287K in total assets as of 2024.
How large is The Rountree Family Foundation?
As of 2024, The Rountree Family Foundation holds $287K in total assets with $67K in annual revenue. It awarded 7 grants totaling $86K in 2024.
Where does The Rountree Family Foundation operate?
The Rountree Family Foundation has awarded grants in California, Florida, Georgia, New Mexico, Texas, Virginia.
What size grants does The Rountree Family Foundation award?
In 2024, The Rountree Family Foundation awarded 7 grants totaling $86K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is The Rountree Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Rountree Family Foundation reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Rountree Family Foundation's EIN?
The Rountree Family Foundation's EIN (Employer Identification Number) is 30-6384342. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in The Rountree Family Foundation'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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