Frances Schermer Charitable Trust 41-46496008
Frances Schermer Charitable Trust is a private foundation based in Beverly Hills, California. Its 2025 filing reports 30 grants totaling $145,497, supporting organizations in Ohio, New York, California, Massachusetts, and Washington, DC.
Frances Schermer Charitable Trust 41-46496008 at a glance
In short: Frances Schermer Charitable Trust 41-46496008 gave $145K across 30 grants in 2025 (avg $5K), mostly in Ohio. 43% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $145,497
- +9.1% vs 2024
- Grants made (2025)
- 30
- -11.8% vs 2024
- Average grant
- $4,850
- +23.7% vs 2024
- Median grant
- $2,750
- Total assets
- $1,922,118
- -2.2% vs 2024
- New grantees (estimate)
- 43% first-time grantees (13 of 30, 2025)
- Primary geography
- Ohio (83% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Frances Schermer Charitable Trust 41-46496008
- How to Apply
-
The 2024 filing describes a written request delivered to the co-trustees, City National Bank.
- Review Cycle
- None, according to the 2024 filing.
- Deadline
- None, according to the 2024 filing.
- Contact
Application contact: City National Bank N A
Mailing address: 400 North Roxbury Drive Suite 600, Beverly Hills, CA 90210
Phone: (310) 888-6247
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Frances Schermer Charitable Trust 41-46496008 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Youngstown Area Jewish Foundation ($47K). Together the top 10 received $105K.
Grant Size Distribution
179 grants across all recorded years
The most common grant size was under $50K: 179 grants of 179 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 83% of grant dollars went to recipients in Ohio, 12% to New York, 3% to California, 1% to Massachusetts, and 1% to Washington, DC. The largest listed grants included substantial support for organizations in the Youngstown area.
Grant Distribution by State
Share of 2025 grant dollars across all 30 itemized grants.
Cities
Is Frances Schermer Charitable Trust 41-46496008 open to new grantees?
43%
first-time grantees, 2025
In 2025, 13 of 30 grantees (43%) were first-time recipients. First grants averaged $3K; repeat grants $6K. How we count
Medians: $2K first-time, $3K repeat.
- 47% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+13%). Method
- In 2025 it paid out 114% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $123K (2021) to $145K (2025). In 2025 it made 30 grants totaling $145K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Youngstown Area Jewish Foundation Youngstown, OH | Ongoing Grant for Current | $47,000 |
| Akiva Academy Youngstown, OH | Grant for Akiva Portico & | $8,333 |
| Zionist Organization of America Hubbard, OH | Unrestricted Gift | $8,000 |
| Mahoning Lodge #339 Youngstown, OH | Unrestricted Gift | $8,000 |
| PEF Israel Endowment Funds Inc New York, NY | Support of Healing Retreats | $7,000 |
| American Friends of Sheba Medical Center New York, NY | Treating IDF Soldiers | $7,000 |
| Friends of the Israel Defense Forces Lyndhurst, OH | Scholarship for Fidf Impact | $5,000 |
| Youngstown Neighborhood DVLPMT Corp Youngstown, OH | Grant for Emergency Home | $5,000 |
| Northeast Ohio Medical Univ Foundation Rootstown, OH | Unrestricted Gift | $5,000 |
| Warren City Schools Warren, OH | Unrestricted Gift | $4,664 |
Ready to take the next step with Frances Schermer Charitable Trust 41-46496008?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,922,118 | $107,118 | $191,295 | $145,497 | 30 | $166,083 | $85,171 | $146,260 |
| 2024 | $1,965,122 | $168,513 | $173,353 | $133,333 | 34 | $153,707 | $148,822 | $133,236 |
| 2023 | $2,012,422 | $81,864 | $167,403 | $125,168 | 37 | $148,320 | $62,781 | $128,639 |
| 2022 | $2,021,693 | $149,980 | $181,182 | $128,457 | 37 | $149,137 | $128,678 | $147,446 |
| 2021 | $2,129,622 | $398,669 | $163,146 | $123,133 | 41 | — | $377,903 | $138,645 |
Under IRS private-foundation payout rules, Frances Schermer Charitable Trust 41-46496008 reported a distributable amount of $146K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust’s own filing does not state a mission. Its 2025 grants include support for organizations whose stated purposes span several areas. For example, Youngstown Area Jewish Foundation says it advances and supports the charitable purposes of the Youngstown Area Jewish community board and federation. PEF Israel Endowment Funds says it provides relief and supports health, educational, and religious institutions in Israel. American Friends of Sheba Medical Center says it raises funds in the United States for the medical center in Israel.
Other 2025 recipients include Planned Parenthood of Greater Ohio, whose stated mission concerns decision-making about parenthood, relationships, and sexual health; Northeast Ohio Adoption Services, which says it places children with adoptive or foster parents; and Inspiring Minds, which says it engages and empowers youth through education and life-changing experiences. These are the grantees’ descriptions of their own work.
Grantmaking
In 2025, the trust reported 30 grants totaling $145,497. Awards ranged from $1,000 to $47,000, with a median grant of $2,750. The largest reported grants included $47,000 to Youngstown Area Jewish Foundation for an “ongoing grant for current” purpose; $8,333 to Akiva Academy for an “Akiva Portico” purpose; and $8,000 each to Zionist Organization of America and Mahoning Lodge #339, both for unrestricted gifts. Other notable grants included $7,000 each to PEF Israel Endowment Funds for healing retreats and American Friends of Sheba Medical Center for treating IDF soldiers.
The trust’s 2024 filing states that it does not restrict giving to preselected organizations. It describes the application process as a written request delivered to the co-trustees, City National Bank. The filing also states that no recipient is to receive more than 10% of the income in one year.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists City National Bank, Bruce Sherman, and Richard Marlin as co-trustees, and James L. Pazol as a consultant.
Frances Schermer Charitable Trust 41-46496008's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bruce Sherman
Co-Trustee
On filings since 2021
10 hrs/week
$5K (2021) → $5K (2025)
City National Bank
Co-Trustee
On filings since 2021
10 hrs/week
$12K (2021) → $14K (2025)
Richard Marlin
Co-Trustee
On filings since 2021
10 hrs/week
$5K (2021) → $5K (2025)
James L. Pazol
Consultant
On filings since 2021
10 hrs/week
$3K (2021) → $3K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $14K, to City National Bank (Co-Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Frances Schermer Charitable Trust 41-46496008
How much does Frances Schermer Charitable Trust 41-46496008 give each year?
Frances Schermer Charitable Trust 41-46496008 gave $145K across 30 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $133K across 34 grants.
What is Frances Schermer Charitable Trust 41-46496008's typical grant size?
Frances Schermer Charitable Trust 41-46496008's median grant in 2025 was $2,750, and its average grant was $4,850, across 30 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Frances Schermer Charitable Trust 41-46496008 that year got $3K on average.
Where does Frances Schermer Charitable Trust 41-46496008 give grants?
Frances Schermer Charitable Trust 41-46496008 gives mostly in Ohio: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (12%). The most frequent recipient cities were Youngstown, OH (10 grants), New York, NY (5 grants), Warren, OH (3 grants) and Columbus, OH (2 grants).
Does Frances Schermer Charitable Trust 41-46496008 give general operating support?
Yes: 53% of Frances Schermer Charitable Trust 41-46496008's 2025 grants with a stated purpose (16 of 30) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Frances Schermer Charitable Trust 41-46496008's largest grantees?
Frances Schermer Charitable Trust 41-46496008's largest 2025 grantees include Youngstown Area Jewish Foundation ($47,000), Akiva Academy ($8,333) and Zionist Organization of America ($8,000), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is Frances Schermer Charitable Trust 41-46496008?
Frances Schermer Charitable Trust 41-46496008 reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $166K in qualifying distributions that year, against a required minimum of $146K (roughly 5% of its investment assets).
What does Frances Schermer Charitable Trust 41-46496008 fund?
The trust’s own filing does not state a mission. Its 2025 grants include support for organizations whose stated purposes span several areas. See mission & focus areas ↑
How do I apply for a grant from Frances Schermer Charitable Trust 41-46496008?
The 2024 filing describes a written request delivered to the co-trustees, City National Bank. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Frances Schermer Charitable Trust 41-46496008's EIN?
Frances Schermer Charitable Trust 41-46496008's EIN (Employer Identification Number) is 95-6685749. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Frances Schermer Charitable Trust 41-46496008 funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/frances-schermer-charitable-trust-41-46496008-morg_95d5f5453d314e15bb5dc30c75dcf5f6
BibTeX
@misc{grantable_956685749_2026,
author = {{Grantable}},
title = {{Frances Schermer Charitable Trust 41-46496008 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/frances-schermer-charitable-trust-41-46496008-morg_95d5f5453d314e15bb5dc30c75dcf5f6},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Frances Schermer Charitable Trust 41-46496008's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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