Charles Smuller Charitable Remainder Tr

Foundation · Grantmaker 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 grant totaling $42K. Net investment income was $91K.

Key facts about Charles Smuller Charitable Remainder Tr

EIN: 95-6989195
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $42,240
Grants made (2024): 1
Average grant: $42,240
Median grant: $42,240
Total assets: $1,275,839
Primary geography: New York (100% of itemized 2024 grant dollars)

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

How Charles Smuller Charitable Remainder Tr gives

Giving fell 27% from 2021 to 2024. Method
In 2024 it paid out 74% 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.

Next steps with Charles Smuller Charitable Remainder Tr

How to evaluate Charles Smuller Charitable Remainder Tr as a funder
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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 $42K (100%)

Share of all 1 itemized 2024 grant dollars.

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

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2024

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 recipients 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

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 grant 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 grant 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.