Civic Intelligence

Smarelli Charitable Tr

990PF • Fiscal year 2020 • EIN 81-6924530

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 20, 2021

Organization Profile
1660 N Prospect Ave Unit 2606Milwaukee, WI 53202

(414) 291-9878

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.19x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

3.36x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-295%

Higher net margin than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

17th percentile

-4.7%

Faster asset growth than 17% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

239%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$2,649,926

Down $131,760 (-4.7%) from 2019

Net Assets

Down

$2,145,576

Down $601,110 (-22%) from 2019

Liabilities

Up

$504,350

Up $469,350 (+1341%) from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin3rd percentile

Revenue

Up

$150,023

Up $105,809 (+239%) from 2019

Expenses

Up

$592,446

Up $386,848 (+188%) from 2019

Net Income

Down

-$442,423

Down $281,039 (-174%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2018: $2,909,320Liabilities 2018: $0Net Assets 2018: $2,909,3202018Assets 2019: $2,781,686Liabilities 2019: $35,000Net Assets 2019: $2,746,6862019Assets 2020: $2,649,926Liabilities 2020: $504,350Net Assets 2020: $2,145,5762020Assets 2021: $2,076,184Liabilities 2021: $1Net Assets 2021: $2,076,1842021Assets 2022: $1,957,313Liabilities 2022: $1Net Assets 2022: $1,957,3132022Assets 2023: $1,882,602Liabilities 2023: $1Net Assets 2023: $1,882,6022023Assets 2024: $1,837,391Liabilities 2024: $0Net Assets 2024: $1,837,3912024

Highlighted filing

2020

Assets$2,649,926
Liabilities$504,350
Net Assets$2,145,576
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2018: $121,616Expenses 2018: $233,889Net Income 2018: -$112,2732018Revenue 2019: $44,214Expenses 2019: $205,598Net Income 2019: -$161,3842019Revenue 2020: $150,023Expenses 2020: $592,446Net Income 2020: -$442,4232020Revenue 2021: $121,912Expenses 2021: $190,556Net Income 2021: -$68,6442021Revenue 2022: $55,800Expenses 2022: $177,691Net Income 2022: -$121,8912022Revenue 2023: $114,405Expenses 2023: $188,036Net Income 2023: -$73,6312023Revenue 2024: $54,167Expenses 2024: $99,950Net Income 2024: -$45,7832024

Highlighted filing

2020

Revenue$150,023
Expenses$592,446
Net Income-$442,423
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary J SmarelliTrustee-$0--
John V DohertyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Smarelli Charitable Trust
EIN
81-6924530
Phone
4142919878
Address
1660 N Prospect Ave Unit 2606, Milwaukee, WI 53202

Signing Officer

Name
Mary J Smarelli
Title
Trustee
Phone
4142919878
Signed
2021-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Von Briesen & Roper Sc
Address
411 E WISCONSIN AVE STE 1000, MILWAUKEE, WI 53202
Preparer
Jeanine D Schoen
Phone
4142871235
Raw XML Appendix366 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Publicly traded securities
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1890760
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0108869
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1790702
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-61756
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-100058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01962841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02710421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Charles Schwab Account--see attached list
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt090513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Charles Schwab Account--see attached list
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0254658
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-161814
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt017
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-442423
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0899571
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt017
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt017
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05114
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0568
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05682
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-161814
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt051460
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0320
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0382
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09657
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09657
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0580899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010287
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0592446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt061747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0150023
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05434
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010287
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0170625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1890760
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-61756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-100058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0108869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1790702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-161814
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-442423
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0160635
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01948
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02306211
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02746686
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02145576
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0146474
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0146474
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0146474
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0147189
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0715
IRS990PF/DistributableAmountGrp/TotalTaxAmt0715
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0715
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
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IRS990PF/FMVAssetsEOYAmt03561651
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02746686
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02145576
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07552
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02767670
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06464
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt090513
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt035000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0504350
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02781686
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02649926
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02145576
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02988617
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0123127
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02865490
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt044829
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0147189
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02943788
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02988617
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mary J Smarelli
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John V Doherty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01660 N Prospect Ave Ste 2607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11660 N Prospect Ave Ste 2607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Milwaukee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0580899
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0580899
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0580899
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Mary J Smarelli
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01660 N Prospect Ave Ste 2606
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142919878
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Mary J Smarelli
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1John V Doherty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0550315
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Pius XI Catholic High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Eisenhower Center Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Girl Scouts of WI SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0135 N 76th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14425 W Woolworth Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2131 S69th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253214
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0575465
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0146464
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0146474
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020176
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0532135
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0434435
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026724
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020176
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0580899
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0434435
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0532135
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt097700
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Mary J Smarelli
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1John V Doherty
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01660 N Prospect Ave Unit 2607
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11660 N Prospect Ave Unit 2607
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Milwaukee
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Milwaukee
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053202
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd153202
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0125045
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1125045
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0125045
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1125045
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02,217.5 shares Schwab S&P 500 Index Fund
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc12,217.5 shares Schwab S&P 500 Index Fund
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-12-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0von Briesen & Roper, s.c. Legal services
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05114
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05682
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0568
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01058
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1159577
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Blackstone--basis adjustment
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Schwab S&P 500 Index Fd--adjust carrying value to donor basis
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Schwab--ADR fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Schwab--margin interest
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Firstech Inc computer software and support
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0320
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2355
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01948
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Nondividends--adjusts value in 2021
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt035000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Outstanding checks
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0504350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09657
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Schwab investment management and ADR fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09657
TaxesSchedule/TaxesDetail/Amt01260
TaxesSchedule/TaxesDetail/CategoryTxt0Schwab-foreign tax paid
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary J Smarelli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04142919878
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Smarelli Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0SMAR
ReturnHeader/Filer/EIN0816924530
ReturnHeader/Filer/PhoneNum04142919878
ReturnHeader/Filer/USAddress/AddressLine1Txt01660 N Prospect Ave Unit 2606
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VON BRIESEN & ROPER SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0411 E WISCONSIN AVE STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142871235
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeanine D Schoen
ReturnHeader/ReturnTs02021-05-19T08:21:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mary
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Smarelli
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,649,926
Liabilities
$504,350
Net assets
$2,145,576
Revenue
$150,023
Expenses
$592,446
Net income
-$442,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.05$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.11$0.19$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.06$0.18$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.12$0.19$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.50$2.15$0.15$0.59$0.44
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.04$2.75$0.04$0.21$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.12$0.23$0.11