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Also known as: C/O BNY MELLON
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Lewis Rhodes Charitable Trust is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 2003. The principal officer is Bny Mellon. It holds total assets of $570K. Annual income is reported at $330K. Total assets have decreased from $1M in 2011 to $620K in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Lewis Rhodes Charitable Trust has made 9 grants totaling $264K, with a median grant of $3K. Annual giving has grown from $43K in 2021 to $53K in 2023. Grantmaking activity was highest in 2022 with $168K distributed across 3 grants. Individual grants have ranged from $500 to $165K, with an average award of $29K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lewis Rhodes Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 9 grants. Its grantmaking reaches organizations primarily in MA.
Lewis Rhodes Charitable Trust has distributed a total of $264K across 9 grants. The median grant size is $3K, with an average of $29K. Individual grants have ranged from $500 to $165K.
Lewis Rhodes Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Lewis Rhodes Charitable Trust is headquartered in BOSTON, MA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| David R Follett | TRUSTEE | $0 | $0 | N/A |
| Pamela L Follett | TRUSTEE | $0 | $0 | N/A |
Total Giving
$63K
Total Assets
$620K
Fair Market Value
$721K
Net Worth
$619K
Grants Paid
$53K
Contributions
N/A
Net Investment Income
$73K
Distribution Amount
$33K
Total: $262K
Total Grants
9
Total Giving
$264K
Average Grant
$29K
Median Grant
$3K
Unique Recipients
3
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| YwamCHARITABLE | Newton, MA | $50K | 2023 |
| Trustees Of ReservationsCHARITABLE | Beverly, MA | $3K | 2023 |
| Pan Massachusetts ChallengeCHARITABLE | Needham, MA | $500 | 2023 |