The Florida State Capitol

Form 990-PFTax year 2025EIN 62-6285270

Roth Idalia Charitable Trust

A private foundation in Orlando, FL. Its return for tax year 2025 lists 16 grants and $195,157 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $195,157

    Grants listed
    16
    Assets, end of year
    $3,905,777
  • Tax year 2024

    $176,956

    Grants listed
    16
    Assets, end of year
    $3,798,924
  • Tax year 2023

    $171,217

    Grants listed
    16
    Assets, end of year
    $3,725,572
  • Tax year 2022

    $125,401

    Grants listed
    16
    Assets, end of year
    $3,984,647
  • Tax year 2021

    $3,963

    Grants listed
    1
    Assets, end of year
    $4,043,402
  • Tax year 2020

    $190,308

    Grants listed
    15
    Assets, end of year
    $3,100,073
  • Tax year 2019

    $154,813

    Grants listed
    16
    Assets, end of year
    $3,263,470
  • Tax year 2018

    $174,087

    Grants listed
    16
    Assets, end of year
    $3,316,870

Grants paid in 2025

16 grants, largest first

As listed on the return.

  1. United Way of the Mid-SouthMemphis, TN

    General operating

    $29,899
  2. Memphis Jewish Federation Tim Wheat Director of FinanceMemphis, TN

    General operating

    $29,899
  3. Jewish Guild for the BlindNew York, NY

    General operating

    $19,906
  4. Jbi International Jewish Braille InstituteNew York, NY

    General operating

    $19,906
  5. The Seeing Eye IncMorristown, NJ

    General operating

    $19,906
  6. American Cancer Society Probate and Trust ManagementHagerstown, MD

    General operating

    $19,906
  7. American Heart AssociationDallas, TX

    General operating

    $19,906
  8. Muscular Dystrophy AssocChicago, IL

    General operating

    $3,981
  9. National Multiple Sclerosis SocietyBrentwood, TN

    General operating

    $3,981
  10. Memphis Humane SocietyMemphis, TN

    General operating

    $3,981
  11. The Salvation Army KT Divisional HeadquartersLouisville, KY

    General operating

    $3,981
  12. Youth VillagesBartlett, TN

    General operating

    $3,981
  13. Temple IsraelMemphis, TN

    General operating

    $3,981
  14. Memphis Jewish HomeCordova, TN

    General operating

    $3,981
  15. St Jude Children's HospitalMemphis, TN

    General operating

    $3,981
  16. Lion's Club of MemphisCordova, TN

    General operating

    $3,981

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking2 grants $59,79842% of the total
  2. Human services3 grants $43,79331% of the total
  3. Health2 grants $39,81228% of the total

By State

Grants to organizations with a US address, latest year.

  1. Tennessee9 grants $87,665
  2. New York2 grants $39,812
  3. Florida1 grant $19,906
  4. Maryland1 grant $19,906
  5. New Jersey1 grant $19,906
  6. Illinois1 grant $3,981
  7. Kentucky1 grant $3,981

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Truist BankTRUSTEE Hours 1Pay $28,956

The return

More foundations

Similar foundations

Same main cause (philanthropy and grantmaking), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. McJunkin Family Foundation TruistOrlando, FL 15 grants Accepts applications $350,366 giving
  2. Jack Chester FoundationOrlando, FL 84 grants Preselected only $475,000 giving
  3. Lawrence L Lucas FoundationOrlando, FL 10 grants Accepts applications $73,100 giving
  4. Lowndes Drosdick Doster Kantor & Reed Foundation IncOrlando, FL 6 grants Preselected only $61,434 giving
  5. The McNeill Family FoundationOrlando, FL 1 grant Accepts applications $708,443 giving