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 grant totaling $60K. Net investment income was $44K.
Key facts about Cervelli Charitable Trust
In short: Cervelli Charitable Trust gave $60K across 1 grant in 2025 (avg $60K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 23-2118559
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $60,000
- Grants made (2025)
- 1
- Average grant
- $60,000
- Median grant
- $60,000
- Total assets
- $161,055
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
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.
How Cervelli Charitable Trust gives
- Giving grew 21% from 2022 to 2025. Method
- In 2025 it paid out 914% of its IRS minimum distribution (the 5% rule). 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
Share of the 2025 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $21K (2024) to $60K (2025). In 2025 it made 1 grant totaling $60K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was St James School ($60K).
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 13 grants of 14 (93%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St James School Philadelphia, PA | Scholarship | $60,000 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Cervelli Charitable Trust's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Joyce Rehorst
Trustee
On filings since 2021
10 hrs/week
$15K (2021) → $12K (2025)
Brian Bernhardt
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Jessica B. Gillespie
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $12K, to Joyce Rehorst (Trustee).
Frequently asked questions about Cervelli Charitable Trust
How much does Cervelli Charitable Trust give each year?
Cervelli Charitable Trust gave $60K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 2 grants.
How large is Cervelli Charitable Trust?
Cervelli Charitable Trust reported $161K in total assets on its 2025 IRS Form 990-PF. It paid out $67K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
Where does Cervelli Charitable Trust operate?
Cervelli Charitable Trust has awarded grants in District of Columbia, Maine, Pennsylvania, Vermont.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Cervelli Charitable Trust by hand.
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