Frances Schermer Charitable Trust 41-46496008
Frances Schermer Charitable Trust is a private foundation established in 1981 and based in Beverly Hills, California. The trust operates as a 501(c)(3) organization with no employees and focuses on philanthropic giving to Jewish-serving organizations and related charitable causes.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.9M
-2.2% YoY
Annual Giving
$145K
+9.1% YoY
Grant Count
30
-11.8% YoY
Avg Grant Size
$5K
+23.7% YoY
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.
Mission & Focus Areas
The trust primarily funds:
- Unrestricted gifts and ongoing grants for Jewish-serving organizations
- Schermer Scholars programs
- Food banks
- Operating costs for nonprofit organizations
- Jewish-related initiatives
The foundation's giving priorities span education, philanthropy, voluntarism, grantmaking, and human services, with particular emphasis on supporting Jewish communities and organizations.
Grantmaking
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Geographic Focus
Where this funder awards grants
The trust's grantmaking extends primarily to Ohio, New York, and California, with demonstrated support for organizations in the Youngstown, Ohio area.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2025:
- Total assets: $1,922,118
- Total revenues: $107,118
- Total expenses: $191,295
- Total giving: $145,497
As of 2024:
- Total assets: $1,965,122
- Total revenues: $168,513
- Total expenses: $173,353
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,922,118 | $1,965,122 | $2,012,422 |
| Revenue | $107,118 | $168,513 | $81,864 |
| Expenses | $191,295 | $173,353 | $167,403 |
| Qualifying Distributions | $166,083 | $153,707 | $148,320 |
| Net Investment Income | $85,171 | $148,822 | $62,781 |
| Distributable Amount | $146,260 | $133,236 | $128,639 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
179 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Youngstown Area Jewish Foundation ($47,000), Akiva Academy ($8,333), Zionist Organization of America ($8,000).
| Recipient | Purpose | Amount |
|---|---|---|
| YIDDISH BOOK CENTER AMHERST, MA | UNRESTRICTED GIFT | $1,000 |
| ACLD YOUNGSTOWN, OH | UNRESTRICTED GIFT | $2,500 |
| JEWISH NATIONAL FUND NEW YORK, NY | UNRESTRICTED GIFT | $1,000 |
| ANTI-DEFAMATION LEAGUE NEW YORK, NY | UNRESTRICTED GIFT | $2,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES LYNDHURST, OH | SCHOLARSHIP FOR FIDF IMPACT | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION NEW YORK, NY | UNRESTRICTED GIFT | $1,000 |
| ZIONIST ORGANIZATION OF AMERICA HUBBARD, OH | UNRESTRICTED GIFT | $8,000 |
| PEF ISRAEL ENDOWMENT FUNDS INC NEW YORK, NY | SUPPORT OF HEALING RETREATS | $7,000 |
| OPERA WESTERN RESERVE YOUNGSTOWN, OH | UNRESTRICTED GIFT | $1,000 |
| SMARTS YOUNGSTOWN, OH | UNRESTRICTED GIFT | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| City National Bank | Co-Trustee | 10 | $14,373 |
| BRUCE SHERMAN | Co-Trustee | 10 | $5,200 |
| JAMES L PAZOL | Consultant | 10 | $3,000 |
| RICHARD MARLIN | Co-Trustee | 10 | $5,200 |
Recent News & Activity
Recent developments and announcements
The trust awarded $5,000 to Youngstown Neighborhood Development Corporation for emergency repair work, demonstrating ongoing commitment to local community support beyond its primary Jewish-serving focus.
Frances Schermer Charitable Trust Awards $5,000 to YNDC for Emergency RepairFrequently Asked Questions
What does Frances Schermer Charitable Trust 41-46496008 fund?
The trust primarily funds: • Unrestricted gifts and ongoing grants for Jewish-serving organizations • Schermer Scholars programs • Food banks • Operating costs for nonprofit organizations • Jewish-related initiatives The foundation's giving priorities span education, philanthropy, voluntarism, grantmaking, and human services, with particular emphasis on supporting Jewish communities and organizations.
How do I apply for a grant from Frances Schermer Charitable Trust 41-46496008?
**Grant Activity:** • Made 37 grants in the most recent fiscal year • Typical grant awards range from $500 to $47,000 • Recent notable grants include $47,000 to Youngstown Area Jewish Foundation, $8,000 to Bnai Brith International - Aaron Grossman Lodge, and $7,000 to Pef Israel Endowment Funds for support of healing retreats **Recent Grantees:** • Youngstown Area Jewish Foundation • Youngstown Area Jewish Cemeteries Association • Golden String • United Way of Youngstown and the Mahoning Valley…
Where does Frances Schermer Charitable Trust 41-46496008 make grants?
The trust's grantmaking extends primarily to Ohio, New York, and California, with demonstrated support for organizations in the Youngstown, Ohio area.
What size grants does Frances Schermer Charitable Trust 41-46496008 award?
In 2025, Frances Schermer Charitable Trust 41-46496008 awarded 30 grants totaling $145K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Frances Schermer Charitable Trust 41-46496008 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Frances Schermer Charitable Trust 41-46496008 reported a distributable amount of $146K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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