Smarelli Charitable Trust 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 $1.8M in total assets. In 2024, it awarded 7 grants totaling $96K. Net investment income was $59K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
-2.4% YoY
Annual Giving
$96K
-47.7% YoY
Grant Count
7
+75.0% YoY
Avg Grant Size
$14K
-70.1% YoY
Under IRS private-foundation payout rules, Smarelli Charitable Trust reported a distributable amount of $215K for 2024 — the minimum it must pay out in qualifying distributions.
About Smarelli Charitable Trust
Based on IRS filings
Smarelli Charitable Trust 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 $1.8M in total assets. In 2024, it awarded 7 grants totaling $96K. Net investment income was $59K.
Focus Areas
Ready to take the next step with Smarelli Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,837,391 | $1,882,602 | $1,957,313 |
| Revenue | $54,167 | $114,405 | $55,800 |
| Expenses | $99,950 | $188,036 | $177,691 |
| Qualifying Distributions | $96,397 | $186,162 | $173,232 |
| Net Investment Income | $58,761 | $112,531 | $53,997 |
| Distributable Amount | $214,944 | $171,553 | $169,833 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pius Xi High School ($93,000), National Kidney Foundation ($2,000), The Original Dogs ($250).
| Recipient | Purpose | Amount |
|---|---|---|
| GIRL SCOUTS NEW YORK, NY | CHARITABLE | $100 |
| MAHORMET-SEYMOUR WRESTLING MAHOMET, IL | CHARITABLE | $100 |
| NATIONAL KIDNEY FOUNDATION NEW YORK, NY | MEDICAL | $2,000 |
| PIUS XI HIGH SCHOOL MILWAUKEE, WI | EDUCATIONAL | $93,000 |
| PIUS XI POMS MILWAUKEE, WI | CHARITABLE | $200 |
| THE ORIGINAL DOGS NOKOMIS, FL | CHARITABLE | $250 |
| UWRF FOUNDATION RIVER FALLS, WI | EDUCATIONAL | $200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARY J SMARELLI | TRUSTEE | 1 | — |
| JOHN V DOHERTY | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Smarelli Charitable Trust?
Smarelli Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.8M in total assets as of 2024.
How large is Smarelli Charitable Trust?
As of 2024, Smarelli Charitable Trust holds $1.8M in total assets with $54K in annual revenue. It awarded 7 grants totaling $96K in 2024.
Where does Smarelli Charitable Trust operate?
Smarelli Charitable Trust has awarded grants in California, Florida, Illinois, Massachusetts, Nevada, New York, Wisconsin.
What size grants does Smarelli Charitable Trust award?
In 2024, Smarelli Charitable Trust awarded 7 grants totaling $96K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Smarelli Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Smarelli Charitable Trust reported a distributable amount of $215K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Smarelli Charitable Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Otto Weisse Tr-sheb Falls
MILWAUKEE, WI
Assets
—
Grants
1
Total Given
$9K
Hematologyoncology Pharmacy Association
MILWAUKEE, WI
Assets
$10.0M
Grants
3
Total Given
$108K
Grafton Medical Foundation
GRAFTON, WI
Assets
$86K
Grants
6
Total Given
$9K
The Argosy Foundation
MILWAUKEE, WI
Assets
$74.0M
Grants
280
Total Given
$16.9M
Farview Foundation
MILWAUKEE, WI
Assets
$2.1M
Grants
32
Total Given
$218K
Isaiah Goodall Trust Nect
MILWAUKEE, WI
Assets
$141K
Grants
1
Total Given
$7K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Smarelli Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Smarelli Charitable Trust to a real strategy.