Lillian Schermer Charitable Trust 41-46497004
Lillian Schermer Charitable Trust 41-46497004 is a private foundation based in Beverly Hills, California. Its 2025 filing reports $10,500 in grants to 10 organizations, including organizations in Ohio, California, South Carolina, and Maryland.
Lillian Schermer Charitable Trust 41-46497004 at a glance
In short: Lillian Schermer Charitable Trust 41-46497004 gave $11K across 10 grants in 2025 (avg $1K), mostly in Ohio. 70% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,500
- +13.5% vs 2024
- Grants made (2025)
- 10
- -23.1% vs 2024
- Average grant
- $1,050
- +47.6% vs 2024
- Median grant
- $1,000
- Total assets
- $146,092
- +27.2% vs 2024
- New grantees (estimate)
- 70% first-time grantees (7 of 10, 2025; small sample)
- Primary geography
- Ohio (81% 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 Lillian Schermer Charitable Trust 41-46497004
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust states on its 2024 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 400 N Roxbury Drive Suite 600, Beverly Hills, CA 90210-5021
Phone: (310) 888-6247
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lillian Schermer Charitable Trust 41-46497004 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Congregation Ohev Beth Sholom ($2K). Together the top 10 received $11K.
Grant Size Distribution
75 grants across all recorded years
The most common grant size was under $50K: 75 grants of 75 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 81% of grant dollars went to recipients in Ohio, 10% to California, 5% to South Carolina, and 5% to Maryland.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
Is Lillian Schermer Charitable Trust 41-46497004 open to new grantees?
70%
first-time grantees, 2025
In 2025, 7 of 10 grantees (70%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $1K; repeat grants $667. How we count
Medians: $1K first-time, $500 repeat.
- 20% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 105% 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 $9K (2024) to $18K (2021). In 2025 it made 10 grants totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Congregation Ohev Beth Sholom Youngstown, OH | Unrestricted Gift | $2,000 |
| Temple El Emeth Youngstown, OH | Unrestricted Gift | $2,000 |
| Mahoning Valley Sojourn to the Past Youngstown, OH | Unrestricted Gift | $1,500 |
| Leadership Mahoning Valley Youngstown, OH | Unrestricted Gift | $1,000 |
| Wysu 885 FM Youngstown, OH | Unrestricted Gift | $1,000 |
| Sacramento Food Bank & Family Services Sacramento, CA | Unrestricted Gift | $1,000 |
| American Cancer Society Cleveland, OH | Unrestricted Gift | $500 |
| Greenville Symphony Society Greenville, SC | Unrestricted Gift | $500 |
| Youngstown Area Goodwill Industries Youngstown, OH | Unrestricted Gift | $500 |
| Jewish Childrens Adoption Network Brooklandville, MD | Unrestricted Gift | $500 |
Ready to take the next step with Lillian Schermer Charitable Trust 41-46497004?
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 | $146,092 | $43,918 | $12,651 | $10,500 | 10 | $11,022 | $42,348 | $10,501 |
| 2024 | $114,809 | $2,345 | $11,442 | $9,250 | 13 | $10,170 | $3,635 | $9,899 |
| 2023 | $123,954 | $2,400 | $11,815 | $9,750 | 13 | $10,641 | $3,162 | $9,147 |
| 2022 | $133,243 | $7,092 | $13,126 | $11,000 | 16 | $11,447 | $5,729 | $10,741 |
| 2021 | $139,301 | $17,524 | $20,077 | $17,750 | 23 | — | $16,362 | $9,874 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state a mission for the trust. Its 2025 grants included religious, educational, community, media, food assistance, health, cultural, and disability-related organizations. The grantees describe their own work as follows: Mahoning Valley Sojourn to the Past enables participation in educational activities that encourage personal growth and action; Leadership Mahoning Valley identifies people with leadership talent and community commitment and provides an overview of the Mahoning Valley; Sacramento Food Bank & Family Services assists people in need and supports movement toward self-sufficiency and financial independence; and Youngstown Area Goodwill Industries works to expand participation, opportunities, capabilities, and independence for people with disabilities and special needs.
Grantmaking
In 2025, the trust reported 10 grants totaling $10,500. Grants ranged from $500 to $2,000, with a median grant of $1,000. Each listed grant was designated an “unrestricted gift.”
The largest grants were $2,000 each to Congregation Ohev Beth Sholom and Temple El Emeth, both in Youngstown, Ohio, and $1,500 to Mahoning Valley Sojourn to the Past in Youngstown. Other 2025 grants included $1,000 each to Leadership Mahoning Valley in Youngstown, WYSU 885 FM in Youngstown, and Sacramento Food Bank & Family Services in Sacramento, California; and $500 each to the American Cancer Society in Cleveland, Ohio, Greenville Symphony Society in Greenville, South Carolina, Youngstown Area Goodwill Industries in Youngstown, and Jewish Childrens Adoption Network in Brooklandville, Maryland.
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.
Lillian Schermer Charitable Trust 41-46497004's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
City National Bank
Co-Trustee
On filings since 2021
5 hrs/week
$751 (2021) → $1K (2025)
Bruce Sherman
Co-Trustee
On filings since 2021
5 hrs/week
No compensation reported
Richard Marlin
Co-Trustee
On filings since 2021
5 hrs/week
No compensation reported
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 $1K, to City National Bank (Co-Trustee).
Frequently asked questions about Lillian Schermer Charitable Trust 41-46497004
How much does Lillian Schermer Charitable Trust 41-46497004 give each year?
Lillian Schermer Charitable Trust 41-46497004 gave $11K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 13 grants.
What is Lillian Schermer Charitable Trust 41-46497004's typical grant size?
Lillian Schermer Charitable Trust 41-46497004's median grant in 2025 was $1,000, and its average grant was $1,050, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lillian Schermer Charitable Trust 41-46497004 that year got $1K on average.
Where does Lillian Schermer Charitable Trust 41-46497004 give grants?
Lillian Schermer Charitable Trust 41-46497004 gives mostly in Ohio: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (10%). The most frequent recipient cities were Youngstown, OH (6 grants).
Does Lillian Schermer Charitable Trust 41-46497004 give general operating support?
Yes: 100% of Lillian Schermer Charitable Trust 41-46497004's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lillian Schermer Charitable Trust 41-46497004's largest grantees?
Lillian Schermer Charitable Trust 41-46497004's largest 2025 grantees include Congregation Ohev Beth Sholom ($2,000), Temple El Emeth ($2,000) and Mahoning Valley Sojourn to the Past ($1,500), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.
How large is Lillian Schermer Charitable Trust 41-46497004?
Lillian Schermer Charitable Trust 41-46497004 reported $146K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
What does Lillian Schermer Charitable Trust 41-46497004 fund?
The available information does not state a mission for the trust. Its 2025 grants included religious, educational, community, media, food assistance, health, cultural, and disability-related organizations. See mission & focus areas ↑
How do I apply for a grant from Lillian Schermer Charitable Trust 41-46497004?
The trust states on its 2024 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Lillian Schermer Charitable Trust 41-46497004 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 2021–2025
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