Charles Smuller Charitable Remainder Tr

MILWAUKEE, WI EIN: 95-6989195

Charles Smuller Charitable Remainder Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $42K. Net investment income was $91K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+3.0% YoY

Annual Giving

$42K

-30.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$42K

-30.6% YoY

Under IRS private-foundation payout rules, Charles Smuller Charitable Remainder Tr reported a distributable amount of $73K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles Smuller Charitable Remainder Tr

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $283K (100%)

States

New York

Cities

New York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,275,839	$1,238,593	$1,325,096
Revenue	$103,530	$-3,222	$42,128
Expenses	$66,828	$83,570	$81,149
Qualifying Distributions	$54,030	$71,879	$67,668
Net Investment Income	$91,082	$25,177	$30,326
Distributable Amount	$72,632	$67,621	$69,032

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 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Amer Friends of Hebrew Un ($42,240).

Recipient	Purpose	Amount
AMER FRIENDS OF HEBREW UN NEW YORK, NY	EDUCATION	$42,240

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK	TRUSTEE	5	$20,151

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Charles Smuller Charitable Remainder Tr?

Charles Smuller Charitable Remainder Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.3M in total assets as of 2024.

How large is Charles Smuller Charitable Remainder Tr?

As of 2024, Charles Smuller Charitable Remainder Tr holds $1.3M in total assets with $104K in annual revenue. It awarded 1 grants totaling $42K in 2024.

Where does Charles Smuller Charitable Remainder Tr operate?

Charles Smuller Charitable Remainder Tr has awarded grants in New York.

What size grants does Charles Smuller Charitable Remainder Tr award?

In 2024, Charles Smuller Charitable Remainder Tr awarded 1 grants totaling $42K — an average of about $42K per grant, based on its IRS Form 990 filings.

How much is Charles Smuller Charitable Remainder Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles Smuller Charitable Remainder Tr reported a distributable amount of $73K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles Smuller Charitable Remainder Tr's EIN?

Charles Smuller Charitable Remainder Tr's EIN (Employer Identification Number) is 95-6989195. IRS Form 990 filing data is available on this page for 2020–2024.