Roth Idalia Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Roth Idalia Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 62-6285270

Foundation Overview

Based in Orlando, FL, Roth Idalia Charitable Trust has awarded 144 grants totaling $1,440,907 to organizations in New York, Illinois and 6 other states across the US. Individual grants range from $2,558 to $29,762, with a median award of $3,963.

Latest Tax Year
2024
Total Giving (all years)
$1,440,907
Total Assets
$4,457,113
Median Grant (all grants)
$3,963

Latest Form 990-PF Snapshot

Total Grants
32
Median Grant
$4,837
% Median Grant Growth
+38% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 32 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Tennessee

56% of grants are awarded in Tennessee, with additional funding distributed across 7 other locations. The foundation balances regional focus with broader geographic diversity. Within Tennessee, funding concentrates in Memphis (68%), Cordova (14%), Brentwood (11%).

Funding Trajectory
+2%

Stable funding levels with 2% change over 6 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Roth Idalia Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Jewish Guild For The Blind $17,788 New York, NY, US General Operating 2024
Muscular Dystrophy Assoc $3,558 Chicago, IL, US General Operating 2024
Jbi International $17,788 New York, NY, US General Operating 2024
National Multiple Sclerosis Society $3,558 Brentwood, TN, US General Operating 2024
The Seeing Eye Inc $17,788 Morristown, NJ, US General Operating 2024
Memphis Humane Society $3,558 Memphis, TN, US General Operating 2024
United Way Of The Mid-south $26,718 Memphis, TN, US General Operating 2024
The Salvation Army $3,558 Louisville, KY, US General Operating 2024
Youth Villages $3,558 Memphis, TN, US General Operating 2024
Memphis Jewish Federation $26,718 Memphis, TN, US General Operating 2024
Temple Israel $3,558 Memphis, TN, US General Operating 2024
Memphis Jewish Home $3,558 Cordova, TN, US General Operating 2024
American Cancer Society $17,788 Hagerstown, MD, US General Operating 2024
American Heart Association $17,788 St Petersburg, FL, US General Operating 2024
St Jude Children's Hospital $3,558 Memphis, TN, US General Operating 2024
Lion's Club Of Memphis $6,116 Cordova, TN, US General Operating 2024
Jewish Guild For The Blind $17,788 New York, NY, US General Operating 2024
Muscular Dystrophy Assoc $3,558 Chicago, IL, US General Operating 2024
Jbi International $17,788 New York, NY, US General Operating 2024
National Multiple Sclerosis Society $3,558 Brentwood, TN, US General Operating 2024
The Seeing Eye Inc $17,788 Morristown, NJ, US General Operating 2024
Memphis Humane Society $3,558 Memphis, TN, US General Operating 2024
United Way Of The Mid-south $26,718 Memphis, TN, US General Operating 2024
The Salvation Army $3,558 Louisville, KY, US General Operating 2024
Youth Villages $3,558 Memphis, TN, US General Operating 2024
Memphis Jewish Federation $26,718 Memphis, TN, US General Operating 2024
Temple Israel $3,558 Memphis, TN, US General Operating 2024
Memphis Jewish Home $3,558 Cordova, TN, US General Operating 2024
American Cancer Society $17,788 Hagerstown, MD, US General Operating 2024
American Heart Association $17,788 St Petersburg, FL, US General Operating 2024
St Jude Children's Hospital $3,558 Memphis, TN, US General Operating 2024
Lion's Club Of Memphis $6,116 Cordova, TN, US General Operating 2024
Jewish Guild For The Blind $17,464 New York, NY, US General Operating 2023
Muscular Dystrophy Assoc $3,493 Chicago, IL, US General Operating 2023
Jbi International $17,464 New York, NY, US General Operating 2023
National Multiple Sclerosis Society $3,493 Brentwood, TN, US General Operating 2023
The Seeing Eye Inc $17,464 Morristown, NJ, US General Operating 2023
Memphis Humane Society $3,493 Memphis, TN, US General Operating 2023
United Way Of The Mid-south $26,230 Memphis, TN, US General Operating 2023
The Salvation Army $3,493 Louisville, KY, US General Operating 2023
Youth Villages $3,493 Memphis, TN, US General Operating 2023
Memphis Jewish Federation $26,230 Memphis, TN, US General Operating 2023
Temple Israel $3,493 Memphis, TN, US General Operating 2023
Memphis Jewish Home & Rehab $3,493 Cordova, TN, US General Operating 2023
American Cancer Society $17,464 Oklahoma City, OK, US General Operating 2023
American Heart Association $17,464 St Petersburg, FL, US General Operating 2023
St Jude Children's Hospital $3,493 Memphis, TN, US General Operating 2023
Lion's Club Of Memphis $3,493 Bartlett, TN, US General Operating 2023
Jewish Guild For The Blind $17,464 New York, NY, US General Operating 2023
Muscular Dystrophy Assoc $3,493 Chicago, IL, US General Operating 2023
Jbi International $17,464 New York, NY, US General Operating 2023
National Multiple Sclerosis Society $3,493 Brentwood, TN, US General Operating 2023
The Seeing Eye Inc $17,464 Morristown, NJ, US General Operating 2023
Memphis Humane Society $3,493 Memphis, TN, US General Operating 2023
United Way Of The Mid-south $26,230 Memphis, TN, US General Operating 2023
The Salvation Army $3,493 Louisville, KY, US General Operating 2023
Youth Villages $3,493 Memphis, TN, US General Operating 2023
Memphis Jewish Federation $26,230 Memphis, TN, US General Operating 2023
Temple Israel $3,493 Memphis, TN, US General Operating 2023
Memphis Jewish Home & Rehab $3,493 Cordova, TN, US General Operating 2023
American Cancer Society $17,464 Oklahoma City, OK, US General Operating 2023
American Heart Association $17,464 St Petersburg, FL, US General Operating 2023
St Jude Children's Hospital $3,493 Memphis, TN, US General Operating 2023
Lion's Club Of Memphis $3,493 Bartlett, TN, US General Operating 2023
Jewish Guild For The Blind $12,791 New York, NY, US General Operating 2022
Muscular Dystrophy Assoc $2,558 Chicago, IL, US General Operating 2022
Jbi International $12,791 New York, NY, US General Operating 2022
National Multiple Sclerosis Society $2,558 Brentwood, TN, US General Operating 2022
The Seeing Eye Inc $12,791 Morristown, NJ, US General Operating 2022
Memphis Humane Society $2,558 Memphis, TN, US General Operating 2022
United Way Of The Mid-south $19,212 Memphis, TN, US General Operating 2022
The Salvation Army $2,558 Louisville, KY, US General Operating 2022
Youth Villages $2,558 Memphis, TN, US General Operating 2022
Memphis Jewish Federation $19,212 Memphis, TN, US General Operating 2022
Temple Israel $2,558 Memphis, TN, US General Operating 2022
Memphis Jewish Home & Rehab $2,558 Cordova, TN, US General Operating 2022
American Cancer Society $12,791 Oklahoma City, OK, US General Operating 2022
American Heart Association $12,791 St Petersburg, FL, US General Operating 2022
St Jude Children's Hospital $2,558 Memphis, TN, US General Operating 2022
Lion's Club Of Memphis $2,558 Bartlett, TN, US General Operating 2022
Jewish Guild For The Blind $12,791 New York, NY, US General Operating 2022
Muscular Dystrophy Assoc $2,558 Chicago, IL, US General Operating 2022
Jbi International $12,791 New York, NY, US General Operating 2022
National Multiple Sclerosis Society $2,558 Brentwood, TN, US General Operating 2022
The Seeing Eye Inc $12,791 Morristown, NJ, US General Operating 2022
Memphis Humane Society $2,558 Memphis, TN, US General Operating 2022
United Way Of The Mid-south $19,212 Memphis, TN, US General Operating 2022
The Salvation Army $2,558 Louisville, KY, US General Operating 2022
Youth Villages $2,558 Memphis, TN, US General Operating 2022
Memphis Jewish Federation $19,212 Memphis, TN, US General Operating 2022
Temple Israel $2,558 Memphis, TN, US General Operating 2022
Memphis Jewish Home & Rehab $2,558 Cordova, TN, US General Operating 2022
American Cancer Society $12,791 Oklahoma City, OK, US General Operating 2022
American Heart Association $12,791 St Petersburg, FL, US General Operating 2022
St Jude Children's Hospital $2,558 Memphis, TN, US General Operating 2022
Lion's Club Of Memphis $2,558 Bartlett, TN, US General Operating 2022
Jewish Guild For The Blind $12,791 New York, NY, US General Operating 2022
Muscular Dystrophy Assoc $2,558 Chicago, IL, US General Operating 2022
Jbi International $12,791 New York, NY, US General Operating 2022
National Multiple Sclerosis Society $2,558 Brentwood, TN, US General Operating 2022
The Seeing Eye Inc $12,791 Morristown, NJ, US General Operating 2022
Memphis Humane Society $2,558 Memphis, TN, US General Operating 2022
United Way Of The Mid-south $19,212 Memphis, TN, US General Operating 2022
The Salvation Army $2,558 Louisville, KY, US General Operating 2022
Youth Villages $2,558 Memphis, TN, US General Operating 2022
Memphis Jewish Federation $19,212 Memphis, TN, US General Operating 2022
Temple Israel $2,558 Memphis, TN, US General Operating 2022
Memphis Jewish Home & Rehab $2,558 Cordova, TN, US General Operating 2022
American Cancer Society $12,791 Oklahoma City, OK, US General Operating 2022
American Heart Association $12,791 St Petersburg, FL, US General Operating 2022
St Jude Children's Hospital $2,558 Memphis, TN, US General Operating 2022
Lion's Club Of Memphis $2,558 Bartlett, TN, US General Operating 2022
Muscular Dystrophy Assoc $3,963 Chicago, IL, US General Operating 2021
Jewish Guild For The Blind $19,816 New York, NY, US General Operating 2020
Jbi International $19,816 New York, NY, US General Operating 2020
Nat'l Multiple Sclerosis Society $3,963 Brentwood, TN, US General Operating 2020
The Seeing Eye Inc $19,816 Morristown, NJ, US General Operating 2020
Memphis Humane Society $3,963 Memphis, TN, US General Operating 2020
United Way Of The Mid-south $29,762 Memphis, TN, US General Operating 2020
The Salvation Army $3,963 Louisville, KY, US General Operating 2020
Youth Villages $3,963 Memphis, TN, US General Operating 2020
Memphis Jewish Federation $29,762 Memphis, TN, US General Operating 2020
Temple Israel $3,963 Memphis, TN, US General Operating 2020
Memphis Jewish Home $3,963 Cordova, TN, US General Operating 2020
American Cancer Society $19,816 Oklahoma City, OK, US General Operating 2020
American Heart Association $19,816 St Petersburg, FL, US General Operating 2020
St Jude Children's Hospital $3,963 Memphis, TN, US General Operating 2020
Lion's Club Of Memphis $3,963 Bartlett, TN, US General Operating 2020
Jewish Guild For The Blind $17,764 New York, NY, US General Operating 2018
Muscular Dystrophy Assoc $3,553 St Petersburg, FL, US General Operating 2018
Jbi International $17,764 New York, NY, US General Operating 2018
The Seeing Eye Inc $17,764 Morristown, NJ, US General Operating 2018
Memphis Humane Society $3,553 Memphis, TN, US General Operating 2018
United Way Of The Mid-south $26,645 Memphis, TN, US General Operating 2018
The Salvation Army $3,553 Louisville, KY, US General Operating 2018
Youth Villages $3,553 Memphis, TN, US General Operating 2018
Memphis Jewish Federation $26,645 Memphis, TN, US General Operating 2018
Temple Israel $3,553 Memphis, TN, US General Operating 2018
Memphis Jewish Home $3,553 Cordova, TN, US General Operating 2018
American Cancer Society $17,764 Oklahoma City, OK, US General Operating 2018
American Heart Association $17,764 St Petersburg, FL, US General Operating 2018
St Jude Children's Hospital $3,553 Memphis, TN, US General Operating 2018
Nat'l Multiple Sclerosis Society $3,553 Brentwood, TN, US General Operating 2018
Lion's Club Of Memphis $3,553 Memphis, TN, US General Operating 2018

Foundations Similar to Roth Idalia Charitable Trust

Discover 5 foundations with comparable assets ($4,423,192-$4,474,904), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 47-2067475 | 322 grants awarded
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$5,000
median grant
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Same state
100%
Excellent match

EIN: 13-6226513 | 329 grants awarded
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$5,000
median grant
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Same state
100%
Excellent match

EIN: 22-3591587 | 93 grants awarded
$4,437,054
(≈ Similar)
$5,000
median grant
Miromar Lakes, FL
Same state
100%
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EIN: 20-3389578 | 169 grants awarded
$4,433,972
(≈ Similar)
$3,800
median grant
Delray Beach, FL
Same state
100%
Excellent match

EIN: 31-1542883 | 56 grants awarded
$4,423,192
(≈ Similar)
$5,000
median grant
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Same state
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Excellent match

Contact Information

Official contact details for Roth Idalia Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 62-6285270
Website N/A
Address PO BOX 919798 Orlando, FL 32891-9798

Key People (1)

Board members, trustees, and key staff who oversee Roth Idalia Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Truist Bank

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Roth Idalia Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.