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· 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 FY2025still arriving
16
Grants FY2025still arriving
7
States reached
$30k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Health$704kPhilanthropy$364kHuman Services$49kRecreation & Sports$27kAnimals$24kReligion$24k
02FY2025 · 16 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k9 grants · $36k
  • $10k–50k7 grants · $159k
$3,981
Median grant
7
States reached
$3.9M
Total assets
Largest grants
RecipientAmount
MEMPHIS JEWISH FEDERATION$29,899
UNITED WAY OF THE MID-SOUTH$29,899
JBI INTERNATIONAL$19,906
THE SEEING EYE INC$19,906
AMERICAN CANCER SOCIETY$19,906
JEWISH GUILD FOR THE BLIND$19,906
AMERICAN HEART ASSOCIATION$19,906
YOUTH VILLAGES$3,981
NATIONAL MULTIPLE SCLEROSIS SOCIETY$3,981
MEMPHIS JEWISH HOME$3,981
MEMPHIS HUMANE SOCIETY$3,981
ST JUDE CHILDREN'S HOSPITAL$3,981
THE SALVATION ARMY$3,981
TEMPLE ISRAEL$3,981
MUSCULAR DYSTROPHY ASSOC$3,981
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–25, $267k) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 55% of those dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 10%THE SEEING EYE INC: $20k → 4%THE SEEING EYE INC: $20k → 4%THE SEEING EYE INC: $18k → 4%THE SEEING EYE INC: $18k → 4%THE SEEING EYE INC: $17k → 4%THE SEEING EYE INC: $16k → 4%THE SEEING EYE INC: $13k → 4%JEWISH GUILD FOR THE BLIND: $20k → 17%JEWISH GUILD FOR THE BLIND: $20k → 17%JEWISH GUILD FOR THE BLIND: $18k → 17%JEWISH GUILD FOR THE BLIND: $18k → 17%JEWISH GUILD FOR THE BLIND: $17k → 17%JEWISH GUILD FOR THE BLIND: $16k → 17%JEWISH GUILD FOR THE BLIND: $13k → 17%YOUTH VILLAGES: $4k → 17%YOUTH VILLAGES: $4k → 17%YOUTH VILLAGES: $4k → 17%YOUTH VILLAGES: $4k → 17%YOUTH VILLAGES: $3k → 17%YOUTH VILLAGES: $3k → 17%YOUTH VILLAGES: $3k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
NY
NJ
KY
MD
TN
OK
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

100%of every dollar goes to organizations it has funded before.
$1.0M · 16 repeat orgs$0 to everyone else

16 repeat relationships: 15 still active in FY2025, 1 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

16
0

Total granted

$1.0M
$0

Still filing today

75%
0%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24’25
HealthHuman ServicesPhilanthropyAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • JI
    JBI INTERNATIONAL INC
    7× · 2018–2025 · $121k · revenue +23%
  • AH
    American Heart Association Inc
    7× · 2018–2025 · $121k · revenue +26%
  • TS
    THE SEEING EYE INC
    7× · 2018–2025 · $121k · revenue +44%

Funded once

    How this is measured

    Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

    04Its field

    Closest unfunded matches

    The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

    1
    Metropolitan Jewish Health System Inc

    Mjhs health system is a charitable not-for-profit established to support the activities of affiliated organizations. mjhs is built on the core values of compassion, dignity and respect, first established by the four brooklyn ladies in…

    Health
    2
    American Academy of Neurology

    The Academy's mission is to enhance member career fulfillment and promote brain health for all.

    Community Improvement
    3
    Jaeb Center for Health Research Foundation Inc

    Our mission is to expand scientific knowledge and improve public health by designing and conducting world-class clinical trials and epidemiologic research.

    Unclassified
    4
    Massachusetts Medical Society

    To advance medical knowledge, to develop and maintain the highest professional and ethical standards of medical practice and health care, and to promote medical institutions formed on liberal principles for the health, benefit, and welfare…

    —
    5
    The Jackson Laboratory

    The purposes of the laboratory are scientific, medical, charitable, and educational. our mission is to discover precise genomic solutions for disease and empower the biomedical community.

    Health
    6
    The Multiple Myeloma Research Foundation Inc

    The multiple myeloma research foundation (mmrf) is the largest nonprofit in the world solely focused on accelerating acurefor multiple myeloma patient. we drive the development and delivery of next-generation therapies, leverage data to…

    Health
    7
    New York Genome Center Inc

    Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

    Health
    8
    Highmark Health

    As the parent entity of a blended health organization, highmark health seeks to improve the health and well-being of the people and communities it serves by providing affordable, accessible and high-quality healthcare.

    Health
    9
    Society for Neuroscience

    Sfn's mission is to: 1. advance the understanding of the brain and the nervous system by bringing together scientists of all segments of neuroscience, by facilitating the integration of research directed at all levels of biological…

    Health
    10
    Memorial Sloan-Kettering Cancer Center

    Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

    Health
    11
    Doheny Eye Institute

    To further the conservation, improvement and restoration of human eyesight" (mrs. doheny - 1947).

    —
    12
    Van Andel Research Institute

    Medical research organization van andel research institute is an independent biomedical research organization committed to improving the health and enhancing the lives of current and future generations.

    Health
    How this is measured
    The grantee most central to the portfolio’s shape is The Seeing Eye Inc; the most unlike its peers is Muscular Dystrophy Association Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
    04the grantee network

    13 grantees tracked through their own filings, 2017–2025.

    Each grant beside the grantee’s revenue from every source, year by year.

    How this is measured

    Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 13 of the 17 grantees resolved in that span have returns of their own we could reconcile.

    Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

    0
    Load-bearing (≥25% of a budget)
    2
    Early backer (in before they grew)
    13/13
    Grantees still filing
    7/13
    Grew since first funded

    Where the money sits, by cause and then by grantee

    JBI INTERNATIONAL INC: $121,320 · HealthJBI INTERNATIONAL INCAmerican Heart Association Inc: $121,320 · HealthAmerican Heart Association IncAMERICAN CANCER SOCIETY INC: $37,694 · HealthAMERICAN CANCER SOCIETY INCNATIONAL MULTIPLE SCLEROSIS SOCIETY: $24,264 · HealthNATIONAL MULTIPLE SCLEROSIS SOCIETYB'NAI B'RITH HOME AND HOSPITAL FOR AGED INC (D/B/A MEMPHIS JEWISH HOME & REHAB): $24,264 · HealthB'NAI B'RITH HOME AND HOSPITAL FOR …MUSCULAR DYSTROPHY ASSOCIATION INC: $24,264 · HealthMUSCULAR DYSTROPHY ASSOCIATION INCST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $24,264 · HealthST JUDE CHILDREN'S RESEARCH HOSPITA…MEMPHIS JEWISH FEDERATION: $182,184 · PhilanthropyMEMPHIS JEWISH FEDERATIONUNITED WAY OF THE MID SOUTH: $182,184 · PhilanthropyUNITED WAY OF THE MID SOUTHTHE SEEING EYE INC: $121,320 · Human ServicesTHE SEEING EYE INCTHE JEWISH GUILD FOR THE BLIND: $121,320 · Human ServicesTHE JEWISH GUILD FOR THE …YOUTH VILLAGES INC: $24,264 · Human ServicesYOUTH VILLAGES INCAMERICAN CANCER SOCIETY: $83,626 · OtherAMERICAN CANCER…LION'S CLUB OF MEMPHIS: $26,822 · OtherLION'S CLUB OF …TEMPLE ISRAEL: $24,264 · OtherTEMPLE ISRAELTHE SALVATION ARMY: $24,264 · OtherTHE SALVATION A…Humane Society of Memphis & Shelby County: $24,264 · Animals
    Health$377,390Philanthropy$364,368Human Services$266,904Other$158,976Animals$24,264

    Each grantee by its size and the funder’s share of it; top left is load-bearing

    25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetMEMPHIS JEWISH FEDERATION: $182,184 over 7y, 0.7% of budgetUNITED WAY OF THE MID SOUTH: $182,184 over 7y, 0.2% of budgetJBI INTERNATIONAL INC: $121,320 over 7y, 0.6% of budgetAmerican Heart Association Inc: $121,320 over 7y, 0.0% of budgetTHE SEEING EYE INC: $121,320 over 7y, 0.1% of budgetTHE JEWISH GUILD FOR THE BLIND: $121,320 over 7y, 0.4% of budgetAMERICAN CANCER SOCIETY INC: $37,694 over 2y, 0.0% of budgetNATIONAL MULTIPLE SCLEROSIS SOCIETY: $24,264 over 7y, 0.0% of budgetHumane Society of Memphis & Shelby County: $24,264 over 7y, 0.3% of budgetB'NAI B'RITH HOME AND HOSPITAL FOR AGED INC (D/B/A MEMPHIS JEWISH HOME & REHAB): $24,264 over 7y, 0.0% of budgetMUSCULAR DYSTROPHY ASSOCIATION INC: $24,264 over 7y, 0.0% of budgetYOUTH VILLAGES INC: $24,264 over 7y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $24,264 over 7y, 0.0% of budget
    Grantee by grantee: a decade per organization, before and after funding

    A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

    • Who funds MEMPHIS JEWISH FEDERATION ↗
    • Who funds UNITED WAY OF THE MID SOUTH ↗
    • Who funds JBI INTERNATIONAL INC ↗
    • Who funds American Heart Association Inc ↗
    • Who funds THE SEEING EYE INC ↗
    • Who funds THE JEWISH GUILD FOR THE BLIND ↗
    • Who funds AMERICAN CANCER SOCIETY INC ↗
    • Who funds NATIONAL MULTIPLE SCLEROSIS SOCIETY ↗
    • Who funds Humane Society of Memphis & Shelby County ↗
    • Who funds B'NAI B'RITH HOME AND HOSPITAL FOR AGED INC (D/B/A MEMPHIS JEWISH HOME & REHAB) ↗
    • Who funds MUSCULAR DYSTROPHY ASSOCIATION INC ↗
    • Who funds YOUTH VILLAGES INC ↗
    • Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL INC ↗

    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.

    Reginald Wurzburg FoundationTN13.6× affinity4 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

    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
    Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

    How much its grantees rely on government

    Each dot is one organization Roth Idalia Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Roth Idalia Charitable Trust. Bigger dots raise more.

    2024
    ’20’21’22’23’24’25
    no gov · 10%0%1%3%5%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
      no gov moneyreceives it· size = income
      1get no government money at all
      3report government grants on their 990 we could not trace to a source (not plotted)
      0rely on government for over half their income
      ⤢ axis zoomed · 0–10%
      typical government reliance, FY20–25
      How this is measured
      Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

      On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 17 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

      How this is measured
      Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

      Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

      Source object · view filing

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