Rhoads-caracciolo Charitable Trust

PENNINGTON, NJ EIN: 20-6920861

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 grants totaling $19K. Net investment income was $32K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$424K

+0.2% YoY

Annual Giving

$19K

+6.9% YoY

Grant Count

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $57K (61%)

Maryland $37K (39%)

States

Georgia Maryland

Cities

AtlantaHagerstown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 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 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	2	$4,598

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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 grants 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 grants 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.