Smarelli Charitable Trust
Smarelli Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 6 grants totaling $983K. Net investment income was $733K.
Smarelli Charitable Trust at a glance
In short: Smarelli Charitable Trust gave $983K across 6 grants in 2025 (avg $164K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $983,000
- +925.6% vs 2024
- Grants made (2025)
- 6
- -14.3% vs 2024
- Average grant
- $163,833
- +1096.5% vs 2024
- Median grant
- $12,500
- Total assets
- $1,585,463
- -13.7% vs 2024
- Primary geography
- Wisconsin (99% 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 Smarelli Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Pius XI High School ($855K). Together the top 6 received $983K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 20 grants of 28 (71%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Smarelli Charitable Trust gives
- Giving grew 478% from 2022 to 2025. Method
- In 2025 it paid out 451% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $96K (2024) to $983K (2025). In 2025 it made 6 grants totaling $983K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pius XI High School Milwaukee, WI | Educational | $855,000 |
| Eisenhower Center Milwaukee, WI | Charitable | $100,000 |
| Italian Community Center Milwaukee, WI | Charitable | $20,000 |
| Wounded Warriors Abilities Ranch Pinellas Park, FL | Charitable | $5,000 |
| Twin Bridge Rescue Squad Crivitz, WI | Charitable | $2,000 |
| Leukemia and Lumphoma Soc Blood Cancer United Washington, DC | Scientific | $1,000 |
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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 | $1,585,463 | $734,525 | $987,601 | $983,000 | 6 | $985,925 | $732,849 | $218,816 |
| 2024 | $1,837,391 | $54,167 | $99,950 | $95,850 | 7 | $96,397 | $58,761 | $214,944 |
| 2023 | $1,882,602 | $114,405 | $188,036 | $183,200 | 4 | $186,162 | $112,531 | $171,553 |
| 2022 | $1,957,313 | $55,800 | $177,691 | $169,947 | 5 | $173,232 | $53,997 | $169,833 |
| 2021 | $2,076,184 | $121,912 | $190,556 | $170,904 | 6 | $186,536 | $119,105 | $164,610 |
| 2020 | $2,649,926 | $150,023 | $592,446 | $575,465 | 3 | — | $51,460 | $146,474 |
Under IRS private-foundation payout rules, Smarelli Charitable Trust reported a distributable amount of $219K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Smarelli Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
John V. Doherty
Trustee
On filings since 2020
1 hr/week
No compensation reported
Mary J. Smarelli
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Smarelli Charitable Trust
How much does Smarelli Charitable Trust give each year?
Smarelli Charitable Trust gave $983K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $96K across 7 grants.
What is Smarelli Charitable Trust's typical grant size?
Smarelli Charitable Trust's median grant in 2025 was $12,500, and its average grant was $163,833, across 6 grants on its 2025 IRS Form 990-PF.
Where does Smarelli Charitable Trust give grants?
Smarelli Charitable Trust gives mostly in Wisconsin: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (3 grants).
Does Smarelli Charitable Trust give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Smarelli Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (4 grants).
Who are Smarelli Charitable Trust's largest grantees?
Smarelli Charitable Trust's largest 2025 grantees include Pius XI High School ($855,000), Eisenhower Center ($100,000) and Italian Community Center ($20,000), according to its 2025 IRS Form 990-PF. Together they received 99% of its itemized 2025 grant dollars.
How large is Smarelli Charitable Trust?
Smarelli Charitable Trust reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $986K in qualifying distributions that year, against a required minimum of $219K (roughly 5% of its investment assets).
What is Smarelli Charitable Trust's EIN?
Smarelli Charitable Trust's EIN (Employer Identification Number) is 81-6924530. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
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