Nonprofit · EIN 20-6920861
RHOADS-CARACCIOLO CHARITABLE TRUST
Also known as MICHAEL FONCANNON TTEE
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $35,610 | $17,157 | $18,453 | $442,569 | $0 | $442,569 |
| June 30, 2025 | 990-PF | $34,583 | $33,639 | $944 | $424,154 | $0 | $424,154 |
| June 30, 2024 | 990-PF | $22,979 | $21,757 | $1,222 | $423,208 | $0 | $423,208 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $13,839
- Net gain from sales of assets
- $21,771
Expenses
- Grants and similar amounts paid
- $11,600
- Compensation of officers, directors and key employees
- $4,702
- Disbursements for charitable purposes
- $13,481
- Excise tax on investment income
- $454
Balance sheet and other
- Total assets, start of year
- $424,154
- Total assets, end of year
- $442,569
- Total liabilities, end of year
- $0
- Net assets, end of year
- $442,569
- Fair market value of assets
- $560,303
- Qualifying distributions
- $13,481
- Net investment income
- $35,610
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $4,702 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $4,598 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $3,859 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRILL LYNCH BANK & TRUST CO FSB
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6920861
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $442,569
- Income (IRS master file)
- $56,586
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $35,610 | $17,157 | $442,569 | XML |
| 990-PF | June 2025 | $34,583 | $33,639 | $424,154 | IRS |
| 990-PF | June 2024 | $22,979 | $21,757 | $423,208 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6920861).
Questions about RHOADS-CARACCIOLO CHARITABLE TRUST
- What is the EIN of RHOADS-CARACCIOLO CHARITABLE TRUST?
- The employer identification number (EIN) of RHOADS-CARACCIOLO CHARITABLE TRUST is 20-6920861.
- Is RHOADS-CARACCIOLO CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to RHOADS-CARACCIOLO CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RHOADS-CARACCIOLO CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RHOADS-CARACCIOLO CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RHOADS-CARACCIOLO CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of RHOADS-CARACCIOLO CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $4,702 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does RHOADS-CARACCIOLO CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $35,610, expenses of $17,157 and total assets of $442,569 at year end.
Other nonprofits in PENNINGTON
- FOUREVERGREEN FOUNDATION INC EIN 82-3184119 · last filed 990-PF for 2025
- SHARON MATES FAMILY FOUNDATION EIN 33-4167852 · last filed 990-PF for 2025
- DELAWARE ATLANTIS FOUNDATION EIN 27-6372427 · last filed 990-PF for 2025
- O HAGAN FAMILY FOUNDATION EIN 20-4074178 · last filed 990-PF for 2025
- ERIC AND SIMONE LANG FOUNDATION EIN 30-6601935 · last filed 990-PF for 2025
- JOHN C LASKO FOUNDATION TR EIN 27-6173297 · last filed 990-PF for 2024
- WILLIAM E CHATLOS FOUNDATION EIN 30-6529677 · last filed 990-PF for 2025
- JOHN AND POLLY SPARKS FOUNDATION EIN 27-2992779 · last filed 990-PF for 2025
All nonprofits in PENNINGTON · New Jersey · Philanthropy, voluntarism and grantmaking foundations