Lillian Schermer Charitable Trust 41-46497004
Lillian Schermer Charitable Trust 41-46497004 is a private foundation, based in BEVERLY HILLS, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $146K in total assets. In 2025, it awarded 10 grants totaling $11K. Net investment income was $42K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$146K
+27.2% YoY
Annual Giving
$11K
+13.5% YoY
Grant Count
10
-23.1% YoY
Avg Grant Size
$1K
+47.6% YoY
Under IRS private-foundation payout rules, Lillian Schermer Charitable Trust 41-46497004 reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
About Lillian Schermer Charitable Trust 41-46497004
Based on IRS filings
Lillian Schermer Charitable Trust 41-46497004 is a private foundation, based in BEVERLY HILLS, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $146K in total assets. In 2025, it awarded 10 grants totaling $11K. Net investment income was $42K.
Ready to take the next step with Lillian Schermer Charitable Trust 41-46497004?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $146,092 | $114,809 | $123,954 |
| Revenue | $43,918 | $2,345 | $2,400 |
| Expenses | $12,651 | $11,442 | $11,815 |
| Qualifying Distributions | $11,022 | $10,170 | $10,641 |
| Net Investment Income | $42,348 | $3,635 | $3,162 |
| Distributable Amount | $10,501 | $9,899 | $9,147 |
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
75 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Congregation Ohev Beth Sholom ($2,000), Temple El Emeth ($2,000), Mahoning Valley Sojourn to the Past ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY CLEVELAND, OH | UNRESTRICTED GIFT | $500 |
| GREENVILLE SYMPHONY SOCIETY GREENVILLE, SC | UNRESTRICTED GIFT | $500 |
| MAHONING VALLEY SOJOURN TO THE PAST YOUNGSTOWN, OH | UNRESTRICTED GIFT | $1,500 |
| YOUNGSTOWN AREA GOODWILL INDUSTRIES YOUNGSTOWN, OH | UNRESTRICTED GIFT | $500 |
| CONGREGATION OHEV BETH SHOLOM YOUNGSTOWN, OH | UNRESTRICTED GIFT | $2,000 |
| TEMPLE EL EMETH YOUNGSTOWN, OH | UNRESTRICTED GIFT | $2,000 |
| LEADERSHIP MAHONING VALLEY YOUNGSTOWN, OH | UNRESTRICTED GIFT | $1,000 |
| WYSU 885 FM YOUNGSTOWN, OH | UNRESTRICTED GIFT | $1,000 |
| JEWISH CHILDRENS ADOPTION NETWORK BROOKLANDVILLE, MD | UNRESTRICTED GIFT | $500 |
| SACRAMENTO FOOD BANK & FAMILY SERVICES SACRAMENTO, CA | 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 | 5 | $1,044 |
| Bruce Sherman | Co-Trustee | 5 | — |
| RICHARD MARLIN | CO-TRUSTEE | 5 | — |
Frequently Asked Questions
How large is Lillian Schermer Charitable Trust 41-46497004?
As of 2025, Lillian Schermer Charitable Trust 41-46497004 holds $146K in total assets with $44K in annual revenue. It awarded 10 grants totaling $11K in 2025.
Where does Lillian Schermer Charitable Trust 41-46497004 operate?
Lillian Schermer Charitable Trust 41-46497004 has awarded grants in California, District of Columbia, Massachusetts, Maryland, New York, Ohio, Oregon, Pennsylvania, South Carolina.
What size grants does Lillian Schermer Charitable Trust 41-46497004 award?
In 2025, Lillian Schermer Charitable Trust 41-46497004 awarded 10 grants totaling $11K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Lillian Schermer Charitable Trust 41-46497004 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Lillian Schermer Charitable Trust 41-46497004 reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lillian Schermer Charitable Trust 41-46497004's EIN?
Lillian Schermer Charitable Trust 41-46497004's EIN (Employer Identification Number) is 95-6685753. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Lillian Schermer Charitable Trust 41-46497004's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Community Foundation of the
YOUNGSTOWN, OH
Assets
$50.1M
Grants
133
Total Given
$3.6M
Premier Bank Foundation
CANFIELD, OH
Assets
$10.6M
Grants
461
Total Given
$1.4M
Frances Schermer Charitable Trust 41-46496008
BEVERLY HILLS, CA
Assets
$1.9M
Grants
30
Total Given
$145K
Zita M and Joseph Diyorio Foundation
YOUNGSTOWN, OH
Assets
$583K
Grants
7
Total Given
$12K
Youngstown Fdn General
YOUNGSTOWN, OH
Assets
$152.5M
Grants
1
Total Given
$4.8M
The Raymond John Wean Foundation
WARREN, OH
Assets
$91.8M
Grants
94
Total Given
$2.7M
Trumbull Memorial Health Foundation
YOUNGSTOWN, OH
Assets
$18.3M
Grants
26
Total Given
$594K
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Community Foundation of Western
SHARON, PA
Assets
$153.0M
Grants
358
Total Given
$11.3M
Riklin Charitable Trust
SAN ANTONIO, TX
Assets
$673K
Grants
97
Total Given
$120K
Mutual of America Foundation
NEW YORK, NY
Assets
$654K
Grants
1,032
Total Given
$1.6M
More Funders in California
Data last updated April 2026. Sourced from IRS Form 990-PF filings.