Catalli Family Charitable Trust

Private foundation · Grantmaker 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.

Key facts about Catalli Family Charitable Trust

In short: Catalli Family Charitable Trust gave $5K across 2 grants in 2024 (avg $3K), mostly in New York. Source: 2024 IRS Form 990-PF.

EIN
99-1562271
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$5,000
Grants made (2024)
2
Average grant
$2,500
Median grant
$2,500
Total assets
$510,460
Primary geography
New York (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$510K

Annual Giving

$5K

Grant Count

2

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.

How Catalli Family Charitable Trust gives

  • In 2024 it paid out 25% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

BaysideBronx

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K2 grants2024

In 2024 it made 2 grants totaling $5K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

SBH Health System: $4KSBH Health System$4KOzanam Geriatric Foundation: $2KOzanam Geriatric Foundation$2K

The largest 2024 recipient was SBH Health System ($4K). Together the top 2 received $5K.

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 2 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
SBH Health System Bronx, NYGeneral Purpose$3,500
Ozanam Geriatric Foundation Bayside, NYGeneral Purpose$1,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2024
Metric2024
Total Assets$510,460
Revenue$517,444
Expenses$6,984
Qualifying Distributions$5,000
Net Investment Income$15,460
Distributable Amount$20,306

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal year 2024

Leadership & Key People

Officers and directors from IRS filings

Catalli Family Charitable Trust is led by Joseph S Daly, Trustee on the 2024 filing — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Joseph S Daly

    Trustee

    New on the 2024 filing

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Catalli Family Charitable Trust

How much does Catalli Family Charitable Trust give each year?

Catalli Family Charitable Trust gave $5K across 2 grants in 2024, according to its 2024 IRS Form 990-PF.

How large is Catalli Family Charitable Trust?

Catalli Family Charitable Trust reported $510K in total assets on its 2024 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Catalli Family Charitable Trust operate?

Catalli Family Charitable Trust has awarded grants in New York.

What is Catalli Family Charitable Trust's EIN?

Catalli Family Charitable Trust's EIN (Employer Identification Number) is 99-1562271. IRS Form 990 filing data is available on this page for 2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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