Rhoads-Caracciolo Charitable Trust
Rhoads-Caracciolo Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $424K in total assets. In 2025, it awarded 1 grant totaling $19K. Net investment income was $32K.
Key facts about Rhoads-Caracciolo Charitable Trust
- EIN
- 20-6920861
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $18,919
- Grants made (2025)
- 1
- Average grant
- $18,919
- Median grant
- $18,919
- Total assets
- $424,154
- Primary geography
- Maryland (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
How Rhoads-Caracciolo Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 132% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Rhoads-Caracciolo Charitable Trust
- How to evaluate Rhoads-Caracciolo Charitable Trust as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$424K
+0.2% YoY
Annual Giving
$19K
+6.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$19K
+6.9% YoY
Under IRS private-foundation payout rules, Rhoads-Caracciolo Charitable Trust reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
About Rhoads-Caracciolo Charitable Trust
Based on IRS filings
Rhoads-Caracciolo Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $424K in total assets. In 2025, it awarded 1 grant totaling $19K. Net investment income was $32K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $424,154 | $423,208 | $434,197 |
| Revenue | $34,583 | $22,979 | $18,719 |
| Expenses | $33,639 | $21,757 | $24,705 |
| Qualifying Distributions | $30,450 | $20,022 | $22,528 |
| Net Investment Income | $31,721 | $20,372 | $17,161 |
| Distributable Amount | $23,131 | $21,235 | $19,881 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include American Cancer Society ($18,919).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY Hagerstown, MD | UNRESTRICTED GENERAL | $18,919 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America N a | Trustee | 2 | $4,598 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Rhoads-Caracciolo Charitable Trust?
Rhoads-Caracciolo Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. It holds $424K in total assets as of 2025.
How large is Rhoads-Caracciolo Charitable Trust?
As of 2025, Rhoads-Caracciolo Charitable Trust holds $424K in total assets with $35K in annual revenue. It awarded 1 grant totaling $19K in 2025.
Where does Rhoads-Caracciolo Charitable Trust operate?
Rhoads-Caracciolo Charitable Trust has awarded grants in Georgia, Maryland.
What size grants does Rhoads-Caracciolo Charitable Trust award?
In 2025, Rhoads-Caracciolo Charitable Trust awarded 1 grant totaling $19K — an average of about $19K per grant, based on its IRS Form 990 filings.
How much is Rhoads-Caracciolo Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Rhoads-Caracciolo Charitable Trust reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Rhoads-Caracciolo Charitable Trust's EIN?
Rhoads-Caracciolo Charitable Trust's EIN (Employer Identification Number) is 20-6920861. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.