Robert L Rhoad Testamentary Trust
Robert L Rhoad Testamentary Trust is a private foundation, based in Findlay, OH. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $499K in total assets. In 2025, it awarded 1 grant totaling $66K. Net investment income was $75K.
Robert L Rhoad Testamentary Trust at a glance
In short: Robert L Rhoad Testamentary Trust gave $66K across 1 grant in 2025 (avg $66K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $66,000
- +6.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $66,000
- +6.5% vs 2024
- Median grant
- $66,000
- Total assets
- $498,619
- +1.7% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Robert L Rhoad Testamentary Trust funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Robert L Rhoad Testamentary Trust gives
- In 2025 it paid out 402% of its IRS minimum distribution (the 5% rule). 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 2024 to 2025, annual grant giving ranged from $62K (2024) to $66K (2025). In 2025 it made 1 grant totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $66,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $498,619 | $83,094 | $74,822 | $66,000 | 1 | $66,000 | $75,344 | $16,417 |
| 2024 | $490,347 | $87,815 | $78,221 | $62,000 | 1 | $62,178 | $71,772 | $15,703 |
Under IRS private-foundation payout rules, Robert L Rhoad Testamentary Trust reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert L Rhoad Testamentary Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Amy Barton
Trustee
On filings since 2024
No compensation reported
Garth Brown
Trustee
On filings since 2024
No compensation reported
William Clark
Trustee
On filings since 2024
No compensation reported
Former officers (1)
- Former: James Shrader (2024) — Trustee
Data from IRS Form 990 filings, 2024–2025. "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 Robert L Rhoad Testamentary Trust
How much does Robert L Rhoad Testamentary Trust give each year?
Robert L Rhoad Testamentary Trust gave $66K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $62K across 1 grant.
How large is Robert L Rhoad Testamentary Trust?
Robert L Rhoad Testamentary Trust reported $499K in total assets on its 2025 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
Where does Robert L Rhoad Testamentary Trust operate?
Robert L Rhoad Testamentary Trust has awarded grants in Ohio.
What is Robert L Rhoad Testamentary Trust's EIN?
Robert L Rhoad Testamentary Trust's EIN (Employer Identification Number) is 34-6959896. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated September 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 2024 (received by the IRS July 29, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 19, 2026)
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