Funder DirectorySMARELLI CHARITABLE TRUST
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Private foundation (trust)EIN 816924530Est. 2019-02

SMARELLI CHARITABLE TRUST

MILWAUKEE, WI 53202

Total Assets

$3.9M

FY 2023

Annual Giving

$183K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$46K

FY 2023

Grant Range

$2K–$100K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$114K

Total Expenses

$188K

Qualifying Distributions

$186K

Distributable Amount

$172K

Min. Investment Return

$173K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $2K through median $41K to maximum $100K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $575K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

23 grants

Pius XI Catholic High School
$625K
2 grants
EISENHOWER CENTER INC
$355K
5 grants
PIUS XI HIGH SCHOOL
$198K
3 grants
Independencefirst Inc
$35K
1 grant
Italian Community Center Inc
$25K
1 grant
ALS ASSOCIATION OF GREATER SAN DIEGO
$10K
1 grant
BROADSCOPE DISABILITY SERVICE
$5K
1 grant
SCHOOL THE WORLD
$5K
1 grant

Grant Size Distribution

23 grants

<$10K
11
grants
$10–50K
6
grants
$50–250K
5
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

5 states

Wisconsin
$1.2M
99% of total
California
$10K
1% of total
Massachusetts
$5K
0% of total
Nevada
$2K
0% of total
Florida
$600
0% of total

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SMARELLI CHARITABLE TRUST — Grants, Financials & Contact | Grantivo