Cervelli Charitable Trust
Cervelli Charitable Trust is a private foundation, based in MALVERN, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $161K in total assets. In 2025, it awarded 1 grants totaling $60K. Net investment income was $44K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$161K
-12.8% YoY
Annual Giving
$60K
+192.7% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$60K
+485.4% YoY
Under IRS private-foundation payout rules, Cervelli Charitable Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
About Cervelli Charitable Trust
Based on IRS filings
Cervelli Charitable Trust is a private foundation, based in MALVERN, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $161K in total assets. In 2025, it awarded 1 grants totaling $60K. Net investment income was $44K.
Ready to take the next step with Cervelli Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $161,055 | $184,727 | $198,031 |
| Revenue | $52,424 | $20,730 | $25,687 |
| Expenses | $76,096 | $34,034 | $62,657 |
| Qualifying Distributions | $67,455 | $26,500 | $52,737 |
| Net Investment Income | $43,783 | $13,196 | $15,767 |
| Distributable Amount | $7,381 | $9,242 | $10,444 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include St James School ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ST JAMES SCHOOL PHILADELPHIA, PA | SCHOLARSHIP | $60,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOYCE REHORST | TRUSTEE | 10 | $12,183 |
| BRIAN BERNHARDT | TRUSTEE | 5 | — |
| JESSICA B GILLESPIE | TRUSTEE | 5 | — |
Frequently Asked Questions
How large is Cervelli Charitable Trust?
As of 2025, Cervelli Charitable Trust holds $161K in total assets with $52K in annual revenue. It awarded 1 grants totaling $60K in 2025.
Where does Cervelli Charitable Trust operate?
Cervelli Charitable Trust has awarded grants in District of Columbia, Maine, Pennsylvania, Vermont.
What size grants does Cervelli Charitable Trust award?
In 2025, Cervelli Charitable Trust awarded 1 grants totaling $60K — an average of about $60K per grant, based on its IRS Form 990 filings.
How much is Cervelli Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Cervelli Charitable Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Cervelli Charitable Trust's EIN?
Cervelli Charitable Trust's EIN (Employer Identification Number) is 23-2118559. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Cervelli Charitable 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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