Caselli Foundation Trust is a private foundation focused on Education, based in RIVERSIDE, CA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 4 grants totaling $228K. Net investment income was $192K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.1M
+9.9% YoY
Annual Giving
$228K
+356.2% YoY
Grant Count
4
+300.0% YoY
Avg Grant Size
$57K
+14.1% YoY
Under IRS private-foundation payout rules, Caselli Foundation Trust reported a distributable amount of $160K for 2024 — the minimum it must pay out in qualifying distributions.
About Caselli Foundation Trust
Based on IRS filings
Caselli Foundation Trust is a private foundation focused on Education, based in RIVERSIDE, CA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 4 grants totaling $228K. Net investment income was $192K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,126,458 | $2,845,577 | $2,634,093 |
| Revenue | $299,502 | $84,091 | $6,492 |
| Expenses | $354,588 | $123,317 | $121,864 |
| Qualifying Distributions | $228,103 | $50,000 | $57,900 |
| Net Investment Income | $192,391 | $5,046 | $5,292 |
| Distributable Amount | $160,082 | $142,069 | $142,301 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include California Baptist University ($126,168), Woodcrest Christian School System ($51,935), Path of Life ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CALIFORNIA BAPTIST UNIVERSITY RIVERSIDE, CA | SCHOLARSHIPS | $126,168 |
| WOODCREST CHRISTIAN SCHOOL SYSTEM RIVERSIDE, CA | SCHOLARSHIPS | $51,935 |
| PATH OF LIFE RIVERSIDE, CA | DONATION | $35,000 |
| BIG BROTHERS BIG SISTERS RIVERSIDE, CA | CONTRIBUTION | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RANDY BARKLEY | Trustee | 2 | — |
| BARBARA BARKLEY | Director | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Caselli Foundation Trust?
Caselli Foundation Trust is a private foundation focused on Education, based in RIVERSIDE, CA. It holds $3.1M in total assets as of 2024.
How large is Caselli Foundation Trust?
As of 2024, Caselli Foundation Trust holds $3.1M in total assets with $300K in annual revenue. It awarded 4 grants totaling $228K in 2024.
Where does Caselli Foundation Trust operate?
Caselli Foundation Trust has awarded grants in California.
What size grants does Caselli Foundation Trust award?
In 2024, Caselli Foundation Trust awarded 4 grants totaling $228K — an average of about $57K per grant, based on its IRS Form 990 filings.
How much is Caselli Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Caselli Foundation Trust reported a distributable amount of $160K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Caselli Foundation Trust's EIN?
Caselli Foundation Trust's EIN (Employer Identification Number) is 27-4939712. IRS Form 990 filing data is available on this page for 2022–2024.
Explore Open Grants
Browse active grant opportunities in Caselli Foundation Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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