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 $437K in revenue, $348K in expenses, $3.9M in total assets for fiscal year 2024. Imperigo tracks 32 reported grants from this foundation totaling approximately $2.4M.

EIN: 396779747 URBANDALE, IA Latest filing: 2024

Total Revenue$437K

Total Expenses$348K

Total Assets$3.9M

Grants Given32

Grant Total$2.4M

Filing Years2020–2024

Sample Grants Given

CENTRAL COLLEGE

PELLA, IA · 2024

PROMOTE EDUCATION

$77,750

GRAND VIEW UNIVERSITY

DES MOINES, IA · 2024

PROMOTE EDUCATION

$77,750

SIMPSON COLLEGE

INDIANOLA, IA · 2024

PROMOTE EDUCATION

$77,750

DRAKE UNIVERSITY

DES MOINES, IA · 2024

PROMOTE EDUCATION

$77,750

CENTRAL COLLEGE

PELLA, IA · 2023

PROMOTE EDUCATION

$70,750

Showing up to 5 of 32 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

$2,354,000 32 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$437K	$348K	$3.9M
2023	$401K	$320K	$3.8M
2022	$337K	$392K	$3.7M
2021	$298K	$345K	$3.8M
2020	$217K	$324K	$3.8M

Between 2020 and 2024, reported annual revenue grew from $217K to $437K (+102%), with total assets most recently reported at $3.9M.

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

Grant Geography

Grants from this foundation were reported to recipients in IA.

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

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