Caselli Foundation Trust

RIVERSIDE, CA EIN: 27-4939712

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

+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

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $336K (100%)

States

California

Cities

Riverside

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Education

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.