Frank Livermore Trust
The Frank Livermore Trust is a private foundation based in Menlo Park, California. Its 2024 filing describes direct charitable activity as Boy Scouts of America Eagle Scout scholarships; the trust’s website also says it was established to provide ongoing financial support for the care and maintenance of the Museum of American Heritage’s collection.
Frank Livermore Trust at a glance
In short: Frank Livermore Trust gave $41K across 11 grants in 2025 (avg $4K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $41,333
- -19.0% vs 2024
- Grants made (2025)
- 11
- -21.4% vs 2024
- Average grant
- $3,758
- +3.1% vs 2024
- Median grant
- $4,000
- Total assets
- $1,514,370
- -0.7% vs 2024
- Primary geography
- California (71% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Frank Livermore Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 7818, Menlo Park, CA 94026-7818
Phone: (650) 856-7515
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Frank Livermore Trust funds
How this funder distributes its grants
Grant Size Distribution
59 grants across all recorded years
The most common grant size was under $50K: 59 grants of 59 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in California (71%), Pennsylvania (19%), and Maryland (10%).
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
How Frank Livermore Trust gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 140% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $29K (2020) to $51K (2024). In 2025 it made 11 grants totaling $41K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 11 individual scholarships Recipients not named | — | $41,333 |
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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 | $1,514,370 | $80,275 | $113,530 | $41,333 | 11 | $103,950 | $78,145 | $74,261 |
| 2024 | $1,524,898 | $74,110 | $102,785 | $51,000 | 14 | $96,944 | $74,110 | $69,989 |
| 2023 | $1,509,411 | $77,033 | $98,246 | $45,333 | 11 | $92,588 | $77,033 | $68,613 |
| 2022 | $1,546,227 | $77,155 | $87,281 | $38,667 | 11 | $81,665 | $77,155 | $43,499 |
| 2021 | $1,570,334 | $71,655 | $96,218 | $40,839 | 12 | — | $72,069 | $43,569 |
| 2020 | $1,463,567 | $79,177 | $106,605 | $29,173 | 10 | — | $79,177 | $41,169 |
Under IRS private-foundation payout rules, Frank Livermore Trust reported a distributable amount of $74K 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 2024 filing describes Eagle Scout scholarships as four-year awards of $2,000 to $6,000 per year, with 10 to 14 awards per year. The trust’s website says it was established to support the care and maintenance of the Museum of American Heritage collection. The museum describes its work as collecting, preserving, and exhibiting historic technologies and educating Bay Area communities about inventions that shaped American life.
Grantmaking
In 2025, the trust reported 11 grants totaling $41,333. The listed grants ranged from $2,000 to $6,667, with a median of $4,000. All 11 listed grants were for scholarships. Recipients included an individual recipient ($6,667); an individual recipient ($4,000); and an individual recipient ($4,000). Other listed recipients were in California and Pennsylvania.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Charles Gillis, James P Todd, Shelly Monfort, William Stark, and Ken Kormanak as trustees; Carl Moerdyke as chairman; and Ryan Kelly as treasurer.
Frank Livermore Trust is led by Carl Moerdyke, Chairman since 2021 (on filings since 2020); none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carl Moerdyke
Chairman
Trustee → Chairman, 2021
On filings since 2020
2 hrs/week
No compensation reported
Charles Gillis
Trustee
Treasurer → Trustee, 2025
On filings since 2020
2 hrs/week
No compensation reported
James P. Todd
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Ken Kormanak
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Shelly Monfort
Trustee
On filings since 2020
2 hrs/week
No compensation reported
William Stark
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Ryan Kelly
Treasurer
Trustee → Scholarship, 2021
Scholarship → Treasurer, 2025
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Frank Livermore Trust
How much does Frank Livermore Trust give each year?
Frank Livermore Trust gave $41K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 14 grants.
What is Frank Livermore Trust's typical grant size?
Frank Livermore Trust's median grant in 2025 was $4,000, and its average grant was $3,758, across 11 grants on its 2025 IRS Form 990-PF.
Where does Frank Livermore Trust give grants?
Frank Livermore Trust gives mostly in California: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Pennsylvania (19%) and Maryland (10%).
Does Frank Livermore Trust give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on Frank Livermore Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (11 grants).
How large is Frank Livermore Trust?
Frank Livermore Trust reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $104K in qualifying distributions that year, against a required minimum of $74K (roughly 5% of its investment assets).
What does Frank Livermore Trust fund?
The trust’s 2024 filing describes Eagle Scout scholarships as four-year awards of $2,000 to $6,000 per year, with 10 to 14 awards per year. The trust’s website says it was established to support the care and maintenance of the Museum of American Heritage collection. See mission & focus areas ↑
How do I apply for a grant from Frank Livermore Trust?
The trust does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Frank Livermore Trust's EIN?
Frank Livermore Trust's EIN (Employer Identification Number) is 77-0057575. IRS Form 990 filing data is available on this page for 2020–2025.
Does Frank Livermore Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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 2020–2025
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