Catalli Family Charitable Trust

NAPLES, FL EIN: 99-1562271

Catalli Family Charitable Trust is a private foundation, based in NAPLES, FL. IRS filing data is available for 2024. As of 2024, the organization holds $510K in total assets. In 2024, it awarded 2 grants totaling $5K. Net investment income was $15K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$510K

Annual Giving

$5K

Grant Count

Avg Grant Size

$3K

Under IRS private-foundation payout rules, Catalli Family Charitable Trust reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

About Catalli Family Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $5K (100%)

States

New York

Cities

BaysideBronx

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024
Total Assets	$510,460
Revenue	$517,444
Expenses	$6,984
Qualifying Distributions	$5,000
Net Investment Income	$15,460
Distributable Amount	$20,306

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include SBH Health System ($3,500), Ozanam Geriatric Foundation ($1,500).

Recipient	Purpose	Amount
SBH Health System Bronx, NY	General Purpose	$3,500
Ozanam Geriatric Foundation Bayside, NY	General Purpose	$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Joseph S Daly	Trustee	2	—

Frequently Asked Questions

How large is Catalli Family Charitable Trust?

As of 2024, Catalli Family Charitable Trust holds $510K in total assets with $517K in annual revenue. It awarded 2 grants totaling $5K in 2024.

Where does Catalli Family Charitable Trust operate?

Catalli Family Charitable Trust has awarded grants in New York.

What size grants does Catalli Family Charitable Trust award?

In 2024, Catalli Family Charitable Trust awarded 2 grants totaling $5K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Catalli Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Catalli Family Charitable Trust reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.