Tr Eriksen Trust Fund Co Shelly a Smith Trustee
The TR Eriksen Trust Fund is a private foundation based in Ukiah, California. It provides grants to 501(c)(3) nonprofit organizations delivering direct services to residents of inland Mendocino County, with an emphasis on youth, older adults, and people who are less fortunate.
Tr Eriksen Trust Fund Co Shelly a Smith Trustee at a glance
In short: Tr Eriksen Trust Fund Co Shelly a Smith Trustee gave $355K across 12 grants in 2025 (avg $30K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $355,000
- +5.5% vs 2024
- Grants made (2025)
- 12
- -7.7% vs 2024
- Average grant
- $29,583
- +14.3% vs 2024
- Median grant
- $27,500
- Total assets
- $3,141,716
- -8.7% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
How to apply to Tr Eriksen Trust Fund Co Shelly a Smith Trustee
- How to Apply
-
Contact Shelly A. Smith, Trustee, and submit the organization’s purpose and programs, including how it benefits the health, welfare, or education of people in Mendocino County, California.
- Contact
Application contact: Shelly A Smith Trustee
Mailing address: PO Box 723, Ukiah, CA 95482
Phone: (707) 462-3801
Website: https://treriksenfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Tr Eriksen Trust Fund Co Shelly a Smith Trustee funds
How this funder distributes its grants
Grant Size Distribution
71 grants across all recorded years
The most common grant size was under $50K: 57 grants of 71 (80%).
Geographic Focus
Where this funder awards grants
The foundation’s stated geographic focus is inland Mendocino County, California. All 2024 grant dollars went to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
States
Cities
How Tr Eriksen Trust Fund Co Shelly a Smith Trustee gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 112% 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 $324K (2023) to $1.0M (2021). In 2025 it made 12 grants totaling $355K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 12 grants to individuals Recipients not named | — | $355,000 |
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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 | $3,141,716 | $113,515 | $412,702 | $355,000 | 12 | $391,219 | $93,874 | $348,729 |
| 2024 | $3,440,903 | $104,587 | $424,830 | $336,500 | 13 | $392,216 | $85,351 | $314,740 |
| 2023 | $3,761,146 | $193,061 | $367,530 | $323,500 | 14 | $346,726 | $143,141 | $277,817 |
| 2022 | $3,935,615 | $232,446 | $382,972 | $333,250 | 16 | $352,795 | $218,195 | $275,550 |
| 2021 | $4,086,141 | $537,314 | $1,136,210 | $1,049,000 | 16 | $1,095,800 | $519,706 | $282,343 |
| 2020 | $4,685,037 | $810,605 | $458,563 | $383,600 | 18 | — | $793,580 | $278,852 |
Under IRS private-foundation payout rules, Tr Eriksen Trust Fund Co Shelly a Smith Trustee reported a distributable amount of $349K 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 foundation funds organizations providing direct services to inland Mendocino County residents. Its stated emphasis is on services for youth, older adults, and people who are less fortunate. It gives priority to organizations with strong boards, volunteer support, local financial support, and representation of the community’s diversity in their organization and services.
Examples of grantees’ work include Plowshares Peace & Justice Center, whose mission includes addressing hunger and poverty through services, advocacy, and education; Ukiah Senior Center, which aims to improve quality of life for area seniors and support their independence; Willits Kids Club, which provides after-school activities and youth guidance; and Community Care Management Corporation, which helps ill and disabled people live at home as independently as possible. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2024, the foundation awarded 13 grants totaling $336,500. Grants ranged from $500 to $50,000, with a median of $25,000. The largest awards included $50,000 to Ukiah Community Food Bank, $40,000 each to Cancer Resource Center of Mendocino County and Plowshares Peace & Justice Center, and $35,000 to Willits Community Services Food Bank. Other notable awards included $30,000 each to an individual recipient and Willits Seniors, and $25,000 each to Ukiah Senior Center and Willits Kids Club. The listed 2024 grants were for program administration. Its 2025 filing, the latest on this page, reports 12 grants totaling $355,000.
The foundation does not restrict giving to preselected organizations. To apply, an organization should provide information about its purpose and programs and how it benefits the health, welfare, or education of people in Mendocino County, California. Assistance is limited to organizations providing for the health, welfare, or education of those people. The filing states there are no formal dollar limitations.
Leadership & Key People
Leadership team and compensation from IRS filings
Shelly A. Smith was listed as Trustee/Manager on the 2024 filing.
Tr Eriksen Trust Fund Co Shelly a Smith Trustee is led by Shelly A. Smith, Trustee & Manager on every filing since 2022 — the only officer listed, and compensated.
Officers on the 2025 filing
Shelly A. Smith
Trustee & Manager
On filings since 2022
12 hrs/week
$30K (2022) → $50K (2025)
Former officers (3)
- Former: Joanne Lacasse (2020–2021) — Trustee & Manager
- Former: Larry Macleitch (2020–2021) — Grant Committeeperson
- Former: Sandra Hendrickx (2020–2021) — Grant Committeeperson
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 $50K, to Shelly a Smith (Trustee/Manager).
Frequently asked questions about Tr Eriksen Trust Fund Co Shelly a Smith Trustee
How much does Tr Eriksen Trust Fund Co Shelly a Smith Trustee give each year?
Tr Eriksen Trust Fund Co Shelly a Smith Trustee gave $355K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $337K across 13 grants.
What is Tr Eriksen Trust Fund Co Shelly a Smith Trustee's typical grant size?
Tr Eriksen Trust Fund Co Shelly a Smith Trustee's median grant in 2025 was $27,500, and its average grant was $29,583, across 12 grants on its 2025 IRS Form 990-PF.
Where does Tr Eriksen Trust Fund Co Shelly a Smith Trustee give grants?
Tr Eriksen Trust Fund Co Shelly a Smith Trustee gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Tr Eriksen Trust Fund Co Shelly a Smith Trustee give general operating support?
Not in 2025: none of the 12 grants with a stated purpose on Tr Eriksen Trust Fund Co Shelly a Smith Trustee's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Administration" (12 grants).
How large is Tr Eriksen Trust Fund Co Shelly a Smith Trustee?
Tr Eriksen Trust Fund Co Shelly a Smith Trustee reported $3.1M in total assets on its 2025 IRS Form 990-PF. It paid out $391K in qualifying distributions that year, against a required minimum of $349K (roughly 5% of its investment assets).
What does Tr Eriksen Trust Fund Co Shelly a Smith Trustee fund?
The foundation funds organizations providing direct services to inland Mendocino County residents. Its stated emphasis is on services for youth, older adults, and people who are less fortunate. See mission & focus areas ↑
How do I apply for a grant from Tr Eriksen Trust Fund Co Shelly a Smith Trustee?
Contact Shelly A. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Tr Eriksen Trust Fund Co Shelly a Smith Trustee's EIN?
Tr Eriksen Trust Fund Co Shelly a Smith Trustee's EIN (Employer Identification Number) is 91-6513400. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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 September 1, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Tr Eriksen Trust Fund Co Shelly a Smith Trustee funder profile. GrantGraph. Retrieved November 5, 2026, from https://grantable.co/funders/tr-eriksen-trust-fund-co-shelly-a-smith-trustee-morg_2bfa54425fe843db8a3f8f4e6cdc5c2b
BibTeX
@misc{grantable_916513400_2026,
author = {{Grantable}},
title = {{Tr Eriksen Trust Fund Co Shelly a Smith Trustee funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/tr-eriksen-trust-fund-co-shelly-a-smith-trustee-morg_2bfa54425fe843db8a3f8f4e6cdc5c2b},
note = {Accessed 2026-11-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Tr Eriksen Trust Fund Co Shelly a Smith Trustee's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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