Funder DirectoryROTH IDALIA CHARITABLE TRUST
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Private foundation (trust)EIN 626285270Est. 1994-10

ROTH IDALIA CHARITABLE TRUST

ORLANDO, FL 328919798

Total Assets

$4.5M

FY 2024

Annual Giving

$177K

FY 2024

Grants Made

16

FY 2024

Avg Grant

$11K

FY 2024

Grant Range

$4K–$27K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$277K

Total Expenses

$208K

Qualifying Distributions

$192K

Distributable Amount

$213K

Min. Investment Return

$214K

Undistributed Income

$195K

Payout rate 90%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.90%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

16 grants

Grant sizes from minimum $4K through median $5K to maximum $27K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $190K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

80 grants

MEMPHIS JEWISH FEDERATION
$129K
5 grants
UNITED WAY OF THE MID-SOUTH
$129K
5 grants
JBI INTERNATIONAL
$86K
5 grants
THE SEEING EYE INC
$86K
5 grants
AMERICAN CANCER SOCIETY
$86K
5 grants
AMERICAN HEART ASSOCIATION
$86K
5 grants
JEWISH GUILD FOR THE BLIND
$86K
5 grants
LION'S CLUB OF MEMPHIS
$20K
5 grants

Grant Size Distribution

80 grants

<$10K
45
grants
$10–50K
35
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Tennessee
$380K
45% of total
New York
$171K
20% of total
Florida
$89K
11% of total
New Jersey
$86K
10% of total
Oklahoma
$68K
8% of total
Maryland
$18K
2% of total
Kentucky
$17K
2% of total
Illinois
$14K
2% of total

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