Schermerhorn Family Trust
Schermerhorn Family Trust is a private foundation, based in Boise, ID. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $214K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $9K.
Schermerhorn Family Trust at a glance
In short: Schermerhorn Family Trust gave $10K across 1 grant in 2025 (avg $10K), mostly in Washington. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $10,000
- +0.0% vs 2024
- Median grant
- $10,000
- Total assets
- $213,782
- -3.7% vs 2024
- Primary geography
- Washington (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Schermerhorn Family Trust funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Schermerhorn Family Trust gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 $10K (2023) to $13K (2020). In 2025 it made 1 grant totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $10,000 |
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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 | $213,782 | $9,350 | $16,564 | $10,000 | 1 | $16,564 | $8,641 | $22,440 |
| 2024 | $222,008 | $-6,267 | $18,433 | $10,000 | 1 | $17,638 | $7,578 | $19,726 |
| 2023 | $244,084 | $4,428 | $18,402 | $10,000 | 1 | $17,280 | $7,063 | $18,675 |
| 2022 | $257,461 | $6,497 | $17,991 | $12,000 | 1 | $17,975 | $7,174 | $19,170 |
| 2021 | $268,922 | $12,413 | $17,475 | $12,515 | 1 | $17,475 | $10,652 | $18,494 |
| 2020 | $273,572 | $68,195 | $17,874 | $12,565 | 2 | — | $3,293 | $15,251 |
Under IRS private-foundation payout rules, Schermerhorn Family Trust reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Schermerhorn Family Trust is led by Jay Gustavsen, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Jay Gustavsen
Trustee
On filings since 2020
0.5 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 Schermerhorn Family Trust
How much does Schermerhorn Family Trust give each year?
Schermerhorn Family Trust gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 1 grant.
How large is Schermerhorn Family Trust?
Schermerhorn Family Trust reported $214K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Schermerhorn Family Trust operate?
Schermerhorn Family Trust has awarded grants in Washington.
What is Schermerhorn Family Trust's EIN?
Schermerhorn Family Trust's EIN (Employer Identification Number) is 84-1417105. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 7, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Schermerhorn Family Trust's focus areas in our free grants database
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