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Idalia Roth Charitable Trust is a private trust based in ORLANDO, FL. The foundation received its IRS ruling in 1994. The principal officer is National Bank Of Commerce Ttee. It holds total assets of $3.8M. Annual income is reported at $1.3M. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. The foundation primarily funds organizations in Tennessee and New York. According to available records, Idalia Roth Charitable Trust has made 33 grants totaling $255K, with a median grant of $3K. Annual giving has grown from $4K in 2021 to $251K in 2022. Individual grants have ranged from $3K to $19K, with an average award of $8K. The foundation has supported 16 unique organizations. The foundation primarily supports organizations in Tennessee, New York, Oklahoma, which account for 73% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$4K
Median Grant
$4K
Average Grant
$13K
Largest Grant
$30K
Based on 15 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Idalia Roth Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 33 grants. Its grantmaking reaches organizations primarily in TN, NY, OK.
Idalia Roth Charitable Trust has distributed a total of $255K across 33 grants. The median grant size is $3K, with an average of $8K. Individual grants have ranged from $3K to $19K.
Idalia Roth Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Idalia Roth Charitable Trust is headquartered in ORLANDO, FL. While based in FL, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Truist Bank | TRUSTEE | $54K | $0 | $54K |
Total Giving
$208K
Total Assets
$3.7M
Fair Market Value
$4.2M
Net Worth
$3.7M
Grants Paid
$171K
Contributions
N/A
Net Investment Income
$74K
Distribution Amount
$192K
Total: $719K
Total Grants
33
Total Giving
$255K
Average Grant
$8K
Median Grant
$3K
Unique Recipients
16
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Cancer SocietyGENERAL OPERATING | Oklahoma City, OK | $13K | 2022 |
| Temple IsraelGENERAL OPERATING | Memphis, TN | $3K | 2022 |
| United Way Of The Mid-SouthGENERAL OPERATING | Memphis, TN | $19K | 2022 |
| Memphis Jewish FederationGENERAL OPERATING | Memphis, TN | $19K | 2022 |
| Jewish Guild For The BlindGENERAL OPERATING | New York, NY | $13K | 2022 |
| Jbi InternationalGENERAL OPERATING | New York, NY | $13K | 2022 |
| The Seeing Eye IncGENERAL OPERATING | Morristown, NJ | $13K | 2022 |
| American Heart AssociationGENERAL OPERATING | St Petersburg, FL | $13K | 2022 |
| The Salvation ArmyGENERAL OPERATING | Louisville, KY | $3K | 2022 |
| Memphis Humane SocietyGENERAL OPERATING | Memphis, TN | $3K | 2022 |
| Muscular Dystrophy AssocGENERAL OPERATING | Chicago, IL | $3K | 2022 |
| St Jude Children'S HospitalGENERAL OPERATING | Memphis, TN | $3K | 2022 |
| National Multiple Sclerosis SocietyGENERAL OPERATING | Brentwood, TN | $3K | 2022 |
| Lion'S Club Of MemphisGENERAL OPERATING | Bartlett, TN | $3K | 2022 |
| Youth VillagesGENERAL OPERATING | Memphis, TN | $3K | 2022 |
| Memphis Jewish Home & RehabGENERAL OPERATING | Cordova, TN | $3K | 2022 |