Funder DirectoryTHE RICHARD MORTON ROOT AND RUTH BAILEY
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Private foundation (trust)EIN 396779747Est. 2004-02

THE RICHARD MORTON ROOT AND RUTH BAILEY

URBANDALE, IA 50323

Total Assets

$6.2M

FY 2023

Annual Giving

$283K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$71K

FY 2023

Grant Range

$71K–$71K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$401K

Total Expenses

$320K

Qualifying Distributions

$298K

Distributable Amount

$285K

Min. Investment Return

$291K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2023. Peak $352K in 2022. Hover bars for details.

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

Top Recipients

24 grants

SIMPSON COLLEGE
$443K
6 grants
CENTRAL COLLEGE
$443K
6 grants
DRAKE UNIVERSITY
$443K
6 grants
GRAND VIEW COLLEGE
$443K
6 grants

Grant Size Distribution

24 grants

<$10K
$10–50K
$50–250K
24
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Iowa
$1.8M
100% of total

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THE RICHARD MORTON ROOT AND RUTH BAILEY — Grants, Financials & Contact | Grantivo