Private Foundation

THE RICHARD MORTON ROOT AND RUTH BAILEY ROOT CHARITABLE TRUST FUND UD 082103

Based in URBANDALE, IA, THE RICHARD MORTON ROOT AND RUTH BAILEY ROOT CHARITABLE TRUST FUND UD 082103 operates as a Private Foundation. The organization reported $587K in revenue, $387K in expenses, $4.1M in total assets for fiscal year 2025. Imperigo tracks 36 reported grants from this foundation totaling approximately $2.7M.

EIN: 396779747 URBANDALE, IA Private Independent Foundations NTEE: T22 Latest filing: 2025
Total Revenue$587K
Total Expenses$387K
Total Assets$4.1M
Grants Given36
Grant Total$2.7M
Filing Years2021–2025

Sample Grants Given

GRAND VIEW UNIVERSITY
DES MOINES, IA · 2025
PROMOTE EDUCATION
$86,000
SIMPSON COLLEGE
INDIANOLA, IA · 2025
PROMOTE EDUCATION
$86,000
CENTRAL COLLEGE
PELLA, IA · 2025
PROMOTE EDUCATION
$86,000
DRAKE UNIVERSITY
DES MOINES, IA · 2025
PROMOTE EDUCATION
$86,000
GRAND VIEW UNIVERSITY
DES MOINES, IA · 2024
PROMOTE EDUCATION
$77,750

Showing up to 5 of 36 total records — full history available with membership.

Officers & Directors

Trustee Iowa State Bank

Officer compensation and complete director data available with membership.

Top Grant Purposes

PROMOTE EDUCATION
$2,698,000 36 grants

Financial Trends

Year Revenue Expenses Assets
2025 $587K $387K $4.1M
2024 $437K $348K $3.9M
2023 $401K $320K $3.8M
2022 $337K $392K $3.7M
2021 $298K $345K $3.8M

Between 2021 and 2025, reported annual revenue grew from $298K to $587K (+97%), with total assets most recently reported at $4.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IA.

IA

Full geographic grant map with state-by-state breakdown available with membership.

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