Rhoads-Caracciolo Charitable Trust
Rhoads-Caracciolo Charitable Trust is a private foundation, based in Pennington, NJ. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $443K in total assets. In 2026, it awarded 1 grant totaling $12K. Net investment income was $33K.
Rhoads-Caracciolo Charitable Trust at a glance
In short: Rhoads-Caracciolo Charitable Trust gave $12K across 1 grant in 2026 (avg $12K), mostly in Maryland. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $11,600
- -38.7% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $11,600
- -38.7% vs 2025
- Median grant
- $11,600
- Total assets
- $442,569
- +4.3% vs 2025
- Primary geography
- Maryland (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Rhoads-Caracciolo Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was American Cancer Society ($12K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
Cities
How Rhoads-Caracciolo Charitable Trust gives
- Giving fell 43% from 2023 to 2026. Method
- In 2026 it paid out 53% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $12K (2026) to $20K (2023). In 2026 it made 1 grant totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Hagerstown, MD | Unrestricted General | $11,600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $442,569 | $35,610 | $17,157 | $11,600 | 1 | $13,481 | $32,669 | $25,332 |
| 2025 | $424,154 | $34,583 | $33,639 | $18,919 | 1 | $30,450 | $31,721 | $23,131 |
| 2024 | $423,208 | $22,979 | $21,757 | $17,706 | 1 | $20,022 | $20,372 | $21,235 |
| 2023 | $434,197 | $18,719 | $24,705 | $20,353 | 1 | $22,528 | $17,161 | $19,881 |
| 2022 | $441,086 | $46,798 | $25,108 | $19,243 | 1 | $21,998 | $44,867 | $23,108 |
| 2021 | $418,748 | $53,411 | $22,154 | $17,478 | 1 | — | $51,655 | $21,774 |
Under IRS private-foundation payout rules, Rhoads-Caracciolo Charitable Trust reported a distributable amount of $25K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Rhoads-Caracciolo Charitable Trust's only listed officer is Bank Of America N A, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America N A
Trustee
On filings since 2022
2 hrs/week
$5K (2022) → $5K (2026)
Former officers (1)
- Former: Bank Of America NA (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $5K, to Bank of America N a (Trustee).
Frequently asked questions about Rhoads-Caracciolo Charitable Trust
How much does Rhoads-Caracciolo Charitable Trust give each year?
Rhoads-Caracciolo Charitable Trust gave $12K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $19K across 1 grant.
How large is Rhoads-Caracciolo Charitable Trust?
Rhoads-Caracciolo Charitable Trust reported $443K in total assets on its 2026 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Rhoads-Caracciolo Charitable Trust operate?
Rhoads-Caracciolo Charitable Trust has awarded grants in Georgia, Maryland.
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 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Rhoads-Caracciolo Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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