The Lewis Rhodes Charitable Trust

BOSTON, MA EIN: 04-6999344

The Lewis Rhodes Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $570K in total assets. In 2024, it awarded 3 grants totaling $88K. Net investment income was $37K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$570K

-8.0% YoY

Annual Giving

$88K

+66.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$29K

+66.0% YoY

About The Lewis Rhodes Charitable Trust

Based on IRS filings

The Lewis Rhodes Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $570K in total assets. In 2024, it awarded 3 grants totaling $88K. Net investment income was $37K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

BeverlyNeedhamNewton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$149K$199K20202021202220232024
Metric202420232022
Total Assets$569,762$619,638$599,140
Revenue$49,279$83,277$65,429
Expenses$99,077$63,378$181,022
Qualifying Distributions$88,000$53,000$168,000
Net Investment Income$37,229$73,078$52,960
Distributable Amount$33,770$32,910$40,267

Giving Over Time

Total grant dollars and number of grants per year

$0$42K$84K$126K$168K1 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

YWAM$85KTRUSTEES OF RESERVATIONS$3KPAN MASSACHUSETTS CHALLE…$500

Grant Size Distribution

13 grants across all recorded years

10<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAVID R FOLLETTTRUSTEE1
PAMELA L FOLLETTTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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