The Jerome a Schiff Charitable Trust
The Jerome a Schiff Charitable Trust is a private foundation focused on Human Services, based in Wellesley, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $987K in total assets. In 2025, it awarded 2 grants totaling $62K. Net investment income was $69K.
The Jerome a Schiff Charitable Trust at a glance
In short: The Jerome a Schiff Charitable Trust gave $62K across 2 grants in 2025 (avg $31K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $62,000
- +1.6% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $31,000
- +1.6% vs 2024
- Median grant
- $31,000
- Total assets
- $987,222
- -0.7% vs 2024
- Primary geography
- Massachusetts (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 The Jerome a Schiff Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Brandeis University ($31K). Together the top 2 received $62K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How The Jerome a Schiff Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 102% 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 $58K (2023) to $70K (2021). In 2025 it made 2 grants totaling $62K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brandeis University Waltham, MA | To Establish Undergraduate Research Fellowships | $31,000 |
| Wellesley College Wellesley, MA | To Establish Undergraduate Research Fellowships | $31,000 |
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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 | $987,222 | $87,788 | $93,263 | $62,000 | 2 | $62,000 | $68,796 | $60,715 |
| 2024 | $994,260 | $108,631 | $86,482 | $61,000 | 2 | $61,000 | $91,503 | $59,321 |
| 2023 | $972,205 | $126,394 | $87,264 | $58,000 | 2 | $58,000 | $103,951 | $55,878 |
| 2022 | $930,619 | $76,021 | $80,296 | $63,000 | 2 | $63,000 | $69,566 | $61,616 |
| 2021 | $934,894 | $154,936 | $98,498 | $70,000 | 2 | $70,000 | $133,111 | $68,132 |
| 2020 | $878,505 | $20,641 | $87,173 | $63,000 | 2 | — | $22,171 | $61,971 |
Under IRS private-foundation payout rules, The Jerome a Schiff Charitable Trust reported a distributable amount of $61K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Jerome a Schiff Charitable Trust is led by John A. Locke, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
John A. Locke
Trustee
On filings since 2020
$10K (2020) → $10K (2025)
Former officers (1)
- Former: A. Arnold Lundwall (2020–2022) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $10K, to John a Locke (Trustee).
Frequently asked questions about The Jerome a Schiff Charitable Trust
How much does The Jerome a Schiff Charitable Trust give each year?
The Jerome a Schiff Charitable Trust gave $62K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $61K across 2 grants.
How large is The Jerome a Schiff Charitable Trust?
The Jerome a Schiff Charitable Trust reported $987K in total assets on its 2025 IRS Form 990-PF. It paid out $62K in qualifying distributions that year, against a required minimum of $61K (roughly 5% of its investment assets).
What is The Jerome a Schiff Charitable Trust?
The Jerome a Schiff Charitable Trust is a private foundation focused on Human Services, based in Wellesley, MA. It holds $987K in total assets as of 2025.
Where does The Jerome a Schiff Charitable Trust operate?
The Jerome a Schiff Charitable Trust has awarded grants in Massachusetts.
What is The Jerome a Schiff Charitable Trust's EIN?
The Jerome a Schiff Charitable Trust's EIN (Employer Identification Number) is 31-1472444. 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
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