The Lewis Rhodes Charitable Trust
The Lewis Rhodes Charitable Trust is a private foundation, based in Boston, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $538K in total assets. In 2025, it awarded 2 grants totaling $81K. Net investment income was $44K.
The Lewis Rhodes Charitable Trust at a glance
In short: The Lewis Rhodes Charitable Trust gave $81K across 2 grants in 2025 (avg $40K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $80,500
- -8.5% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $40,250
- +37.2% vs 2024
- Median grant
- $40,250
- Total assets
- $537,629
- -5.6% vs 2024
- Primary geography
- Massachusetts (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 The Lewis Rhodes Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Ywam ($78K). Together the top 2 received $81K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 10 grants of 14 (71%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How The Lewis Rhodes Charitable Trust gives
- Giving fell 52% from 2022 to 2025. Method
- In 2025 it paid out 246% 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 2019 to 2025, annual grant giving ranged from $20K (2020) to $168K (2022). In 2025 it made 2 grants totaling $81K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ywam Newton, MA | Charitable | $78,000 |
| Trustees of Reservations Beverly, MA | Charitable | $2,500 |
Ready to take the next step with The Lewis Rhodes Charitable Trust?
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 | $537,629 | $58,735 | $90,803 | $80,500 | 2 | $80,500 | $44,199 | $32,669 |
| 2024 | $569,762 | $49,279 | $99,077 | $88,000 | 3 | $88,000 | $37,229 | $33,770 |
| 2023 | $619,638 | $83,277 | $63,378 | $53,000 | 3 | $53,000 | $73,078 | $32,910 |
| 2022 | $599,140 | $65,429 | $181,022 | $168,000 | 3 | $168,000 | $52,960 | $40,267 |
| 2021 | $714,755 | $107,725 | $54,176 | $43,000 | 3 | $43,000 | $96,107 | $47,490 |
| 2020 | $661,212 | $40,303 | $29,262 | $20,000 | 1 | — | $30,505 | $40,462 |
| 2019 | $650,203 | $52,784 | $148,511 | $139,000 | 3 | — | $43,423 | $41,328 |
Under IRS private-foundation payout rules, The Lewis Rhodes Charitable Trust reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Lewis Rhodes Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
David R. Follett
Trustee
On filings since 2019
1 hr/week
No compensation reported
Pamela L. Follett
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 The Lewis Rhodes Charitable Trust
How much does The Lewis Rhodes Charitable Trust give each year?
The Lewis Rhodes Charitable Trust gave $81K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $88K across 3 grants.
How large is The Lewis Rhodes Charitable Trust?
The Lewis Rhodes Charitable Trust reported $538K in total assets on its 2025 IRS Form 990-PF. It paid out $81K in qualifying distributions that year, against a required minimum of $33K (roughly 5% of its investment assets).
Where does The Lewis Rhodes Charitable Trust operate?
The Lewis Rhodes Charitable Trust has awarded grants in Massachusetts.
What is The Lewis Rhodes Charitable Trust's EIN?
The Lewis Rhodes Charitable Trust's EIN (Employer Identification Number) is 04-6999344. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Lewis Rhodes Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Lewis Rhodes Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Valley Fund Charitable Foundation
Wilmington, DE
The foundation supports a varied mix of charitable organizations, including work in health, conservation, parks, and food assistance. In 2024, it made 13 grants ranging from $1,000 to $2,931,903, with a median of $50,000; most grant dollars went to recipients in Pennsylvania and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$88.2M
Grants
13
Total Given
$4.4M
The Harris Trust
Norfolk, VA
Assets
$127K
Grants
23
Total Given
$22K
The Dwyer Foundation
Boston, MA
The Dwyer Foundation supports education, youth mentoring, religious, community, and animal-welfare organizations, with most of its giving going to Massachusetts. In 2024, it made 26 grants ranging from $100 to $50,955, with a median grant of $1,101. It gives only to preselected charities and does not accept unsolicited requests.
Assets
$2.7M
Grants
26
Total Given
$145K
Gannett Foundation Inc
New York, NY
Gannett Foundation’s 2025 grants supported a range of organizations, with listed awards generally between $1,500 and $2,500, though the available figures do not establish a typical grant size or geographic focus. The foundation has wound down: its 2026 filing reports no grants or assets, and no current application process or acceptance of unsolicited requests is stated.
Assets
—
Grants
32
Total Given
$65K
Jeas Family Charitable Trust
Jamaica Plain, MA
Assets
$411K
Grants
34
Total Given
$50K
The Simsmaes Foundation Inc
Boston, MA
The Simsmaes Foundation funds preselected charitable organizations in areas including education, conservation, health, community services, and culture, with most 2025 grant dollars going to Massachusetts and California organizations. In 2025, grants ranged from $1,000 to $1,049,960, with a median of $2,000; it does not accept unsolicited funding requests.
Assets
$34.1M
Grants
35
Total Given
$1.7M
More similar funders
More Funders in Massachusetts
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Lewis Rhodes Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Lewis Rhodes Charitable Trust down — hundreds of funders to go?