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Smarelli Charitable Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2019. It holds total assets of $1.8M. Annual income is reported at $95K. Total assets have decreased from $2.8M in 2019 to $1.9M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. Grantmaking is concentrated in Wisconsin. According to available records, Smarelli Charitable Trust has made 20 grants totaling $694K, with a median grant of $5K. The foundation has distributed between $171K and $340K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $340K distributed across 10 grants. Individual grants have ranged from $200 to $150K, with an average award of $35K. The foundation has supported 10 unique organizations. The foundation primarily supports organizations in Wisconsin, California, Massachusetts, which account for 95% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$150
Median Grant
$25K
Average Grant
$192K
Largest Grant
$550K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Smarelli Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in WI, CA, MA.
Smarelli Charitable Trust has distributed a total of $694K across 20 grants. The median grant size is $5K, with an average of $35K. Individual grants have ranged from $200 to $150K.
Smarelli Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Smarelli Charitable Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| John V Doherty | TRUSTEE | $0 | $0 | N/A |
| Mary J Smarelli | TRUSTEE | $0 | $0 | N/A |
Total Giving
$188K
Total Assets
$1.9M
Fair Market Value
$3.9M
Net Worth
$1.9M
Grants Paid
$183K
Contributions
N/A
Net Investment Income
$113K
Distribution Amount
$172K
Total: $1.8M
Total Grants
20
Total Giving
$694K
Average Grant
$35K
Median Grant
$5K
Unique Recipients
10
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Eisenhower Center IncCHARITABLE | Milwaukee, WI | $100K | 2023 |
| Pius Xi High SchoolEDUCATIONAL | Milwaukee, WI | $79K | 2023 |
| Twin Bridge Rescue SquadMEDICAL | Crivitz, WI | $2K | 2023 |
| Nphy Homeless ProgramCHARITABLE | Las Vegas, NV | $2K | 2023 |
| Catholic East ElementaryEDUCATIONAL | Milwaukee, WI | $1K | 2022 |
| Girls Scouts Of AmericaCHARITABLE | Milwaukee, WI | $500 | 2022 |
| Abate Of WisconsinCHARITABLE | Brookfield, WI | $200 | 2022 |
| Als Association Of Greater San DiegoCHARITABLE | Oceanside, CA | $10K | 2021 |
| School The WorldCHARITABLE | Boston, MA | $5K | 2021 |
| Broadscope Disability ServiceCHARITABLE | Greenfield, WI | $5K | 2021 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI