Smarelli Charitable Tr

990PF • Fiscal year 2022 • EIN 81-6924530

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

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.

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

-218%

Higher net margin than 4% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

-5.7%

Faster asset growth than 28% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

-54%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$1,957,313

Down $118,871 (-5.7%) from 2021

Net Assets

Down

$1,957,313

Down $118,871 (-5.7%) from 2021

Liabilities

Down

Down $1 (-100%) from 2021

Revenue And Expenses

Liabilities / Revenue31st percentile Net Margin4th percentile

Revenue

Down

$55,800

Down $66,112 (-54%) from 2021

Expenses

Down

$177,691

Down $12,865 (-6.8%) from 2021

Net Income

Down

-$121,891

Down $53,247 (-78%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

Highlighted filing

2022

Assets$1,957,313

Liabilities$0

Net Assets$1,957,313

Open 2022 Filing

Operations Trend

Revenue Growth11th percentile

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

Highlighted filing

2022

Revenue$55,800

Expenses$177,691

Net Income-$121,891

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: May 11, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARY J SMARELLI	Trustee	-	$0	-	-
JOHN V DOHERTY	Trustee	-	$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: 2023-05-11
Discuss with paid preparer: Yes

Preparer

Firm: Von Briesen & Roper Sc
Address: 411 E WISCONSIN AVE SUITE 1000, MILWAUKEE, WI 53202
Preparer: Jeanine Schoen
Phone: 4142761122

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	63560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	48230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	63333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	86159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	55287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	84715
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	25	2915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	26	121133
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	12	189516
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	26	211788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	AMERISOURCEBERGEN COP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	ANALOG SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	CANADIAN PAC RAILWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	CLOROX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	10	CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	11	D R HORTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	12	HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	13	MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	14	MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	15	MONDELEZ INTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	17	NESTLE S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	18	PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	19	REPUBLIC SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	20	SANMINA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	21	SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	22	T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	23	TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	24	WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	25	WARNER BROTHERS DISCOVER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	26	WASTE MANAGEMENT INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	SCHWAB S&P 500 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	260138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	55674
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	46
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	98
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	98
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	3285
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	3650
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	28
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	53997
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	18
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	1249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	2000
IRS990PF/FMVAssetsEOYAmt	0	3300323
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	2147848
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	1847448
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1846219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	3025070
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	95979
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	260138
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1957313
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	3350641
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	51954
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	3463626
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	MARY J SMARELLI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JOHN V DOHERTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	1660 N PROSPECT AVE STE 2607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	1660 N PROSPECT AVE STE 2607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	53202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	53202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	173232
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	173232
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	MARY J SMARELLI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	1660 N PROSPECT AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	53202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4142919878
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	MARY J SMARELLI
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	JOHN V DOHERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	18247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	EISENHOWER CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	GIRLS SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	PIUS XI HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	CATHOLIC EAST ELEMENTARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	ABATE OF WISCONSIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	4425 W WOOLWORTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	131 S 69TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	135 N 76TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	2461 N MURRAY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	PO BOX 38
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	BROOKFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	53218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	53214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	53213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	53211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	53008
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	169947
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	169833
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	169833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	21926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	434435
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	27014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	26724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	23786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	23786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	513498
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	3399
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	21926
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	434435
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	27014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	26724
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	173232
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	3399
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	537284
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	533885
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	VON BRIESEN & ROPER, S.C.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	3285
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	3650
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	365
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ADR EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	20
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	3020
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	INCREASE IN CASH FOR CURRENT YEAR NONDIVIDENDS (BASIS ADJUSTED NEXT YEAR)
TaxesSchedule/TaxesDetail/Amt	0	656
TaxesSchedule/TaxesDetail/Amt	1	2000
TaxesSchedule/TaxesDetail/Amt	2	1418
TaxesSchedule/TaxesDetail/CategoryTxt	0	IRS 2020 TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt	1	IRS 2021 ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	SCHWAB--FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	1418
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARY J SMARELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4142919878
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SMARELLI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	SMAR
ReturnHeader/Filer/EIN	0	816924530
ReturnHeader/Filer/PhoneNum	0	4142919878

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,957,313
Liabilities: $0
Net assets: $1,957,313
Revenue: $55,800
Expenses: $177,691
Net income: -$121,891

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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