Florida · Private foundation
Roth Idalia Charitable Trust
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $195k
- Granted FY2025(still arriving)
- 16
- Grants FY2025
- 15
- Organizations funded FY2024
- 7%
- First-time grantees FY2024
- Median grant, FY2025
- $3,981
- Largest grant, FY2025
- $29,899
- Organizations funded a year
- 1 to 15
- FY2018 to FY2024
- States reached, FY2025
- 7
- Total assets, FY2025
- $3.9M
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2024, 7% of the organizations Roth Idalia Charitable Trust funded were first-time grantees, receiving 12% of its grant dollars.
New vs renewed · share of each year
In FY2024, 88% of grant dollars renewed an existing relationship; $18k went to new ones.
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2025still arriving | 15 | $165k | 0% |
| FY2024 | 15 | $150k | 7% |
| FY2023 | 15 | $145k | 0% |
| FY2022 | 15 | $106k | 0% |
| FY2021 | 1 | $4k | 0% |
| FY2020 | 14 | $161k | 0% |
| FY2019 | 15 | $131k | 0% |
| FY2018 | 15 | $147k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.
Where its grants go
Grant dollars by states, across the years we hold.
Which US states its grants reach
Top grantees
Largest recipients by total granted, FY2018 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| United Way of the Mid South | $182,184 | 7 | 0% |
| Jbi International Inc | $121,320 | 7 | 1% |
| American Heart Association Inc | $121,320 | 7 | 0% |
| The Seeing Eye Inc | $121,320 | 7 | 0% |
| The Jewish Guild for the Blind | $121,320 | 7 | 0% |
| American Cancer Society Inc | $37,694 | 2 | 0% |
| National Multiple Sclerosis Society | $24,264 | 7 | 0% |
| Humane Society of Memphis & Shelby County | $24,264 | 7 | 0% |
| B'Nai B'Rith Home and Hospital for Aged Inc (D/B/A Memphis Jewish Home & Rehab) | $24,264 | 7 | 0% |
| Muscular Dystrophy Association Inc | $24,264 | 7 | 0% |
Show all 13 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| United Way of the Mid South | $182,184 | 7 | 0% |
| Jbi International Inc | $121,320 | 7 | 1% |
| American Heart Association Inc | $121,320 | 7 | 0% |
| The Seeing Eye Inc | $121,320 | 7 | 0% |
| The Jewish Guild for the Blind | $121,320 | 7 | 0% |
| American Cancer Society Inc | $37,694 | 2 | 0% |
| National Multiple Sclerosis Society | $24,264 | 7 | 0% |
| Humane Society of Memphis & Shelby County | $24,264 | 7 | 0% |
| B'Nai B'Rith Home and Hospital for Aged Inc (D/B/A Memphis Jewish Home & Rehab) | $24,264 | 7 | 0% |
| Muscular Dystrophy Association Inc | $24,264 | 7 | 0% |
| Temple Israel | $24,264 | 7 | n/a |
| Youth Villages Inc | $24,264 | 7 | 0% |
| St Jude Children's Research Hospital Inc | $24,264 | 7 | 0% |
What it could do for these grantees
Plus 3 recipients with no EIN on record ($135k), not named here.
Where it is load-bearing
Each grantee by its size and the share of its budget Roth Idalia Charitable Trust supplied at peak.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Reginald Wurzburg Foundation · Plough Foundation · The Goldsmith Family Foundation Inc · Belz Foundation · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
How this is measured
About Roth Idalia Charitable Trust
- How much does Roth Idalia Charitable Trust give?
- Roth Idalia Charitable Trust reported 16 grants totaling $195,157 in its FY2025 IRS filing. It funded between 1 and 15 organizations a year over FY2018 to FY2024.
- What does Roth Idalia Charitable Trust fund?
- By grant dollars over FY2018 to FY2025, its largest causes are Health (59%), Philanthropy (31%), Human Services (4%).
- Who are Roth Idalia Charitable Trust's largest grantees?
- By total granted over FY2018 to FY2025: United Way of the Mid South ($182k), Jbi International Inc ($121k), American Heart Association Inc ($121k).
- Does Roth Idalia Charitable Trust fund new organizations?
- In FY2024, 7% of the organizations it funded were first-time grantees.
- Does Roth Idalia Charitable Trust accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Which funders back the same organizations as Roth Idalia Charitable Trust?
- Its strongest co-funders, measured against what their size predicts, include Reginald Wurzburg Foundation, Plough Foundation, The Goldsmith Family Foundation Inc.
- Where is Roth Idalia Charitable Trust based?
- Roth Idalia Charitable Trust is based in FL.
Play a game based on Roth Idalia’s filings →