Jonathan E Rhoads Trust of 123063

NEW HOPE, PA EIN: 23-6385682

Jonathan E Rhoads Trust of 123063 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW HOPE, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $207K. Net investment income was $160K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

-3.6% YoY

Annual Giving

$207K

-4.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$207K

-4.8% YoY

Under IRS private-foundation payout rules, Jonathan E Rhoads Trust of 123063 reported a distributable amount of $269K for 2024 — the minimum it must pay out in qualifying distributions.

About Jonathan E Rhoads Trust of 123063

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $980K (100%)

States

Pennsylvania

Cities

New Hope

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,590,436	$1,650,285	$1,241,374
Revenue	$159,390	$117,103	$111,568
Expenses	$207,859	$218,424	$171,360
Qualifying Distributions	$207,859	$218,424	$171,360
Net Investment Income	$160,393	$626,361	$206,178
Distributable Amount	$268,966	$230,295	$232,798

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attached ($207,050).

Recipient	Purpose	Amount
See Attached New Hope, PA	Contribution	$207,050

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Julia Rhoads	Director	0.3	—
George Rhoads	Director	1	—
Jonathan Rhoads	Director	0.3	—
Patricia Rhoads	Director	0.3	—
Frances Rhoads	Director	0.3	—
Gudrun Kendon	Director	0.3	—
Thomas Rhoads	Director	0.3	—
Ruthanne Rhoads	Director	0.3	—
P Garrett Rhoads	Director	0.3	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Jonathan E Rhoads Trust of 123063?

Jonathan E Rhoads Trust of 123063 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW HOPE, PA. It holds $1.6M in total assets as of 2024.

How large is Jonathan E Rhoads Trust of 123063?

As of 2024, Jonathan E Rhoads Trust of 123063 holds $1.6M in total assets with $159K in annual revenue. It awarded 1 grants totaling $207K in 2024.

Where does Jonathan E Rhoads Trust of 123063 operate?

Jonathan E Rhoads Trust of 123063 has awarded grants in Pennsylvania.

What size grants does Jonathan E Rhoads Trust of 123063 award?

In 2024, Jonathan E Rhoads Trust of 123063 awarded 1 grants totaling $207K — an average of about $207K per grant, based on its IRS Form 990 filings.

How much is Jonathan E Rhoads Trust of 123063 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jonathan E Rhoads Trust of 123063 reported a distributable amount of $269K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.