Jonathan E Rhoads Trust of 123063
Jonathan E Rhoads Trust of 123063 is a private foundation, based in New Hope, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 1 grant totaling $267K. Net investment income was $275K.
Key facts about Jonathan E Rhoads Trust of 123063
In short: Jonathan E Rhoads Trust of 123063 gave $267K across 1 grant in 2025 (avg $267K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 23-6385682
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $266,700
- Grants made (2025)
- 1
- Average grant
- $266,700
- Median grant
- $266,700
- Total assets
- $1,594,191
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.6M
+0.2% YoY
Annual Giving
$267K
+28.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$267K
+28.8% YoY
Under IRS private-foundation payout rules, Jonathan E Rhoads Trust of 123063 reported a distributable amount of $261K for 2025 — the minimum it must pay out in qualifying distributions.
How Jonathan E Rhoads Trust of 123063 gives
- Giving grew 56% from 2022 to 2025. Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $171K (2022) to $267K (2025). In 2025 it made 1 grant totaling $267K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached New Hope, PA | Contribution | $266,700 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,594,191 | $1,590,436 | $1,650,285 |
| Revenue | $276,339 | $159,390 | $117,103 |
| Expenses | $267,740 | $207,859 | $218,424 |
| Qualifying Distributions | $267,740 | $207,859 | $218,424 |
| Net Investment Income | $275,299 | $160,393 | $626,361 |
| Distributable Amount | $261,166 | $268,966 | $230,295 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 16, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Jonathan E Rhoads Trust of 123063's 2025 filing lists 9 officers; none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
Frances Rhoads
Director
On filings since 2020
0.3 hrs/week
No compensation reported
George Rhoads
Director
On filings since 2020
1 hr/week
No compensation reported
Jonathan Rhoads
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Julia Rhoads
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Patricia Rhoads
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Gudrun Kendon
Director
On filings since 2021
0.3 hrs/week
No compensation reported
P Garrett Rhoads
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Ruthanne Rhoads
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Thomas Rhoads
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Former officers (1)
- Former: Philip Rhoads (2020–2023) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Jonathan E Rhoads Trust of 123063
How much does Jonathan E Rhoads Trust of 123063 give each year?
Jonathan E Rhoads Trust of 123063 gave $267K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $207K across 1 grant.
How large is Jonathan E Rhoads Trust of 123063?
Jonathan E Rhoads Trust of 123063 reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $268K in qualifying distributions that year, against a required minimum of $261K (roughly 5% of its investment assets).
Where does Jonathan E Rhoads Trust of 123063 operate?
Jonathan E Rhoads Trust of 123063 has awarded grants in Pennsylvania.
What is Jonathan E Rhoads Trust of 123063's EIN?
Jonathan E Rhoads Trust of 123063's EIN (Employer Identification Number) is 23-6385682. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Jonathan E Rhoads Trust of 123063 by hand.
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