Charles Smuller Charitable Remainder Tr
Charles Smuller Charitable Remainder Tr is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grant totaling $36K. Net investment income was $109K.
Charles Smuller Charitable Remainder Tr at a glance
In short: Charles Smuller Charitable Remainder Tr gave $36K across 1 grant in 2025 (avg $36K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $36,000
- -14.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $36,000
- -14.8% vs 2024
- Median grant
- $36,000
- Total assets
- $1,332,219
- +4.4% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Charles Smuller Charitable Remainder Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Amer Friends of Hebrew Un ($36K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Charles Smuller Charitable Remainder Tr gives
- Giving fell 36% from 2022 to 2025. Method
- In 2025 it paid out 65% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $36K (2025) to $65K (2020). In 2025 it made 1 grant totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Amer Friends of Hebrew Un New York, NY | Education | $36,000 |
Ready to take the next step with Charles Smuller Charitable Remainder Tr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,332,219 | $120,494 | $64,447 | $36,000 | 1 | $50,710 | $108,953 | $77,705 |
| 2024 | $1,275,839 | $103,530 | $66,828 | $42,240 | 1 | $54,030 | $91,082 | $72,632 |
| 2023 | $1,238,593 | $-3,222 | $83,570 | $60,900 | 1 | $71,879 | $25,177 | $67,621 |
| 2022 | $1,325,096 | $42,128 | $81,149 | $56,411 | 1 | $67,668 | $30,326 | $69,032 |
| 2021 | $1,364,328 | $131,912 | $84,357 | $58,000 | 1 | $70,645 | $118,833 | $80,422 |
| 2020 | $1,316,783 | $73,693 | $88,675 | $65,000 | 1 | — | $62,311 | $70,276 |
| 2019 | $1,331,690 | $121,344 | $87,932 | $64,000 | 1 | — | $109,723 | $69,311 |
Under IRS private-foundation payout rules, Charles Smuller Charitable Remainder Tr reported a distributable amount of $78K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles Smuller Charitable Remainder Tr's only listed officer is US Bank, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank
Trustee
On filings since 2023
5 hrs/week
$18K (2023) → $22K (2025)
Former officers (1)
- Former: Union Bank (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $22K, to US Bank (Trustee).
Frequently asked questions about Charles Smuller Charitable Remainder Tr
How much does Charles Smuller Charitable Remainder Tr give each year?
Charles Smuller Charitable Remainder Tr gave $36K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $42K across 1 grant.
How large is Charles Smuller Charitable Remainder Tr?
Charles Smuller Charitable Remainder Tr reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $78K (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 Charles Smuller Charitable Remainder Tr operate?
Charles Smuller Charitable Remainder Tr has awarded grants in New York.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 28, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Charles Smuller Charitable Remainder Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Charles Smuller Charitable Remainder Tr's focus areas in our free grants database
Similar Funders
Similar funders in Minnesota
Thrivent Charitable Impact & Investing
Appleton, WI
Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.
Assets
$939.7M
Grants
2,565
Total Given
$84.6M
Dane Buy Local Foundation Inc
Madison, WI
Dane Buy Local Foundation supports buy-local education, collaboration, and programs that strengthen locally owned businesses and communities in Dane County and South Central Wisconsin; it also offers scholarships to area high school seniors pursuing post-secondary business or entrepreneurship studies. No typical award amount is stated, and the information does not say whether the Foundation accepts unsolicited funding requests.
Assets
$16K
Grants
1
Total Given
$136K
Alliant Energy Foundation Inc
Madison, WI
Assets
$28.5M
Grants
929
Total Given
$2.4M
Greater Milwaukee Foundation Inc
Milwaukee, WI
The Greater Milwaukee Foundation funds nonprofit programs, projects, general operations and capital needs, with priorities including early childhood education, housing, basic needs, health, arts and culture, and scientific research. Its competitive grants primarily serve Milwaukee, Ozaukee, Washington and Waukesha counties; in 2024, the median grant was about $27,800, though awards varied widely. It runs competitive grant cycles, but whether it accepts unsolicited requests is not stated.
Assets
$1.1B
Grants
838
Total Given
$66.8M
Herb Kohl Educational Foundation Inc
Milwaukee, WI
The foundation funds educational excellence in Wisconsin, including student scholarships and awards for teachers, principals, schools, and classrooms; its 2025 grants ranged from $290 to $15,000, with a median of $6,000. It directs applicants to its program applications for application details; whether it accepts unsolicited requests is not stated.
Assets
$14K
Grants
425
Total Given
$2.1M
Green Bay Packers Foundation
Green Bay, WI
The Green Bay Packers Foundation funds Wisconsin charities working in areas such as families, athletics, children’s safety and education, animal welfare, and other focus areas that vary by year. Its 2026 announcement describes typical awards of $3,000–$8,000, though some grants are larger; it accepts online applications during its stated cycle, February 2–April 1, 2026.
Assets
$57.2M
Grants
530
Total Given
$3.6M
More similar funders
More Funders in Minnesota
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Charles Smuller Charitable Remainder Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Charles Smuller Charitable Remainder Tr down — hundreds of funders to go?