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Private Foundation · IA · Private Independent Foundations

Richard Morton & Ruth Bailey Root Charitable Tr Fd

Urbandale, IA  ·  EIN 396779747  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$3.9M

Total Giving

$1.2M

Grants on File

16

Average Grant

$77K

Giving Radius

Where Richard Morton & Ruth Bailey Root Charitable Tr Fd Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — no grants on file GA — no grants on file HI — no grants on file IA — $1.2M across 16 grants ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — no grants on file MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 4 recipients across 1 state. Top concentrations: DES MOINES ($616K, 8 grants), INDIANOLA ($308K, 4 grants), PELLA ($308K, 4 grants).

Section I

How to Apply

No application guidelines on file — check the foundation's website directly.

On Unsolicited Proposals no

Section IV

Recent Grants

Recipient Amount Year
Central College $72K 2020
Simpson College $72K 2020
Grand View College $72K 2020
Drake University $72K 2020
Central College $78K 2021
Drake University $78K 2021
Grand View College $78K 2021
Simpson College $78K 2021
Simpson College $71K 2023
Central College $71K 2023
Drake University $71K 2023
Grand View College $71K 2023
Simpson College $88K 2022
Grand View College $88K 2022
Drake University $88K 2022
Central College $88K 2022

16 grants total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $3.8M $285K $401K $320K
2022 $3.7M $295K $337K $392K
2021 $3.8M $319K $298K $345K
2020 $3.8M $272K $217K $324K
2019 $3.9M $267K $194K $290K
2015 $4.2M $259K $510K $301K
2014 $4.0M $266K $338K $294K
2013 $3.9M $249K $222K $266K
2012 $4.0M $234K $208K $263K
2011 $4.0M $228K $89K $269K

Section VII

Foundations Like This One

Similar in focus area, location, and asset size. Worth researching as part of the same campaign.