Skip to content

· Private foundation

The Roth Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$16k
Granted FY2024still arriving
25
Grants FY2024still arriving
5
States reached
$4k
Largest
01What it funds
0189% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Religion$41kArts & Culture$14kEducation$9kFood & Nutrition$3kHuman Services$2kPublic Safety & Disaster$2kHousing & Shelter$1kHealth$875Other$0
02FY2024 · 25 grants

Where the money goes

Grants by size, and the largest recipients.

$300
Median grant
5
States reached
$220k
Total assets
Largest grants
RecipientAmount
St Michael the Archangel Catholic$3,500
North Carolina Symphony$2,500
White Memorial Presbyterian Church$1,525
White Memorial Presbyterian Church$1,500
Retirement Fund for Religious$1,000
Strake Jesuit College Preparatory$1,000
American Red Cross$500
TSO-Meredith College$500
World Food Program USA$500
Catholic Diocese of RaleighBishops$500
Rice University$350
Unbound$300
Individual grant recipient$300
Catholic Parish Outreach$250
Oak City Cares$250
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 (FY20–24, $2k) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%Unbound: $300 → 16%American Red Cross: $500 → 14%World Food Program USA: $500 → 14%World Food Program USA: $500 → 14%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

MI
NY
OH
CA
KY
VA
MD
KS
NC
DC
HI
TX
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.

87%of every dollar goes to organizations it has funded before.
$68k · 23 repeat orgs$10k to everyone else

23 repeat relationships: 19 still active in FY2024, 4 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

23
18

Total granted

$68k
$9k

Median revenue growth · since first grant

+25%
+69%

Still filing today

35%
44%

New vs renewed · share of each year

In FY2024, 93% of grant dollars renewed an existing relationship; $1k went to new ones.

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

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

’20’21’22’23’24
EducationHuman ServicesArts & CultureHousing & ShelterAnimalsEnvironmentOther
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

  • NC
    NORTH CAROLINA SYMPHONY SOCIETY INC
    5× · 2020–2024 · $13k · revenue +25%
  • WM
    William Marsh Rice University
    5× · 2020–2024 · $2k · revenue +68%
  • OAK CITY CARES INC
    5× · 2020–2024 · $1k · revenue +82%

Funded once

  • SM
    St Michael the Archangel Catholic C
    one grant, 2020 · $4k
  • IG
    Individual grant recipient
    one grant, 2020 · $1k
  • CC
    CATHOLIC CHARITIES USA
    one grant, 2022 · $500
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
Wake Forest University

Wake Forest University, a 501(c)(3) institution of higher education, is dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. The organization is comprised of seven constituent parts: Wake…

Education
2
The Water Research Foundation

The purpose of the water research foundation (wrf) is a definitive research organization to advance the science of all things water to better meet the evolving needs of its subscribers and the water sector. to engage exclusively in…

Environment
3
World Wildlife Fund Inc

Wwf's mission is to conserve nature and reduce the most pressing threats to the diversity of life on earth. (continued on schedule o)

Environment
4
United Way Worldwide

To improve lives by mobilizing caring power of communities around the world to advance common good.

Philanthropy
5
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
6
North Carolina Symphony Foundation

To receive and hold the endowment of the north carolina symphony society, inc. (the "society"), solicit additions to the endowment, safeguard assets, and expend funds for the exclusive use and benefit of the society.

Arts & Culture
7
United States Endowment for Forestry

The endowment works collaboratively with partners in the public and private sectors to advance systemic, transformative, and sustainable change for the health and vitality of the nation's working forests and forest reliant communities.

Environment
8
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
9
American Academy of Neurology

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

Community Improvement
10
University of Virginia Investment Management Company

The university of virginia investment management company (uvimco) is organized to invest funds on behalf of the rector and visitors of the university of virginia (the university or uva) and university-associated organizations (uaos).

Education
11
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
12
Open Markets Institute

The open markets institute works to help people relearn how to use competition policy to build stronger democracies, more just and equitable societies, more innovative and sustainable economies, and a more secure and peaceful world.

Education
How this is measured
The grantee most central to the portfolio’s shape is Friends of the World Food Program Inc; the most unlike its peers is William Marsh Rice University. 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

17 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. 17 of the 45 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)
3
Early backer (in before they grew)
17/17
Grantees still filing
13/17
Grew since first funded

Where the money sits, by cause and then by grantee

White Memorial Presbyterian Church: $15,525 · OtherWhite Memorial Presbyterian ChurchSt Michael the Archangel Catholic: $14,250 · OtherSt Michael the Archangel CatholicRetirement Fund for Religious: $5,000 · OtherRetirement Fund for ReligiousStrake Jesuit College Prep: $4,000 · OtherStrake Jesuit College PrepSt Michael the Archangel Catholic C: $3,500 · OtherSt Michael the Archangel Catholic CIndividual grant recipient: $2,259 · Other+27 more: $14,460 · Other+27 moreNORTH CAROLINA SYMPHONY SOCIETY INC: $12,500 · Arts & CultureNORTH CAROLINA SYM…+1 more: $250 · Arts & CultureWilliam Marsh Rice University: $1,750 · EducationKAPPA KAPPA GAMMA FOUNDATION: $500 · EducationUNC HEALTH FOUNDATION INC: $200 · EducationWIKIMEDIA FOUNDATION INC: $153 · EducationFRIENDS OF THE WORLD FOOD PROGRAM INC: $1,000 · Human ServicesAmerican National Red Cross & Its Constituent Chapters and Branches: $500 · Human ServicesUnbound: $300 · Human ServicesOAK CITY CARES INC: $1,250 · Housing & ShelterMAUI FOOD BANK INC: $500 · Food & NutritionK9S FOR WARRIORS INC: $250 · Animals
Other$58,994Arts & Culture$12,750Education$2,603Human Services$1,800Housing & Shelter$1,250Food & Nutrition$500Animals$250

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetNORTH CAROLINA SYMPHONY SOCIETY INC: $12,500 over 5y, 0.0% of budgetWilliam Marsh Rice University: $1,750 over 5y, 0.0% of budgetOAK CITY CARES INC: $1,250 over 5y, 0.0% of budgetFRIENDS OF THE WORLD FOOD PROGRAM INC: $1,000 over 2y, 0.0% of budgetMEALS ON WHEELS OF WAKE COUNTY INC: $1,000 over 4y, 0.0% of budgetMAUI FOOD BANK INC: $500 over 1y, 0.0% of budgetKAPPA KAPPA GAMMA FOUNDATION: $500 over 5y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $500 over 1y, 0.0% of budgetUnbound: $300 over 1y, 0.0% of budgetTRIANGLE YOUTH MUSIC INC: $259 over 2y, 0.1% of budgetK9S FOR WARRIORS INC: $250 over 1y, 0.0% of budgetJohn C Campbell Folk School Inc: $250 over 1y, 0.0% of budgetUNC HEALTH FOUNDATION INC: $200 over 1y, 0.0% of budgetWIKIMEDIA FOUNDATION INC: $153 over 3y, 0.0% of budgetAmerican Forests: $100 over 1y, 0.0% of budgetTHE WOMAN'S CLUB OF RALEIGH INC: $85 over 1y, 0.0% of budgetPARKINSON'S FOUNDATION INC: $75 over 1y, 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 NORTH CAROLINA SYMPHONY SOCIETY INC ↗
  • Who funds William Marsh Rice University ↗
  • Who funds OAK CITY CARES INC ↗
  • Who funds FRIENDS OF THE WORLD FOOD PROGRAM INC ↗
  • Who funds MEALS ON WHEELS OF WAKE COUNTY INC ↗
  • Who funds MAUI FOOD BANK INC ↗
  • Who funds KAPPA KAPPA GAMMA FOUNDATION ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds Unbound ↗
  • Who funds TRIANGLE YOUTH MUSIC INC ↗
  • Who funds K9S FOR WARRIORS INC ↗
  • Who funds John C Campbell Folk School Inc ↗
  • Who funds UNC HEALTH FOUNDATION INC ↗
  • Who funds WIKIMEDIA FOUNDATION 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.

Natl Christian Charitable Fdn IncGA9.4× affinity5 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: Natl Christian Charitable Fdn Inc · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · 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 The Roth Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Roth Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • K9S for Warriors Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
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 45 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Roth Family’s filings →

More from the funding graph