Tr Eriksen Trust Fund
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 at a glance
In short: Tr Eriksen Trust Fund gave $337K across 13 grants in 2024 (avg $26K), mostly in California. 31% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $336,500
- +4.0% vs 2023
- Grants made (2024)
- 13
- -7.1% vs 2023
- Average grant
- $25,885
- +12.0% vs 2023
- Median grant
- $25,000
- Total assets
- $3,440,903
- -8.5% vs 2023
- New grantees (estimate)
- 31% first-time grantees (4 of 13, 2024; small sample)
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Tr Eriksen Trust Fund
- 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 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Ukiah Community Food Bank ($50K). Together the top 10 received $317K.
Grant Size Distribution
77 grants across all recorded years
The most common grant size was under $50K: 64 grants of 77 (83%).
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 2024 grant dollars across all 13 itemized grants.
States
Cities
Is Tr Eriksen Trust Fund open to new grantees?
31%
first-time grantees, 2024
In 2024, 4 of 13 grantees (31%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $41K; repeat grants $19K. How we count
Medians: $40K first-time, $22K repeat.
- 62% of 2024 grantees were also funded in 2023. Method
- Giving fell 68% from 2021 to 2024. Method
- In 2024 it paid out 125% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2020 to 2024, annual grant giving ranged from $324K (2023) to $1.0M (2021). In 2024 it made 13 grants totaling $337K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ukiah Community Food Bank Ukiah, CA | Program Administration | $50,000 |
| Cancer Resource Center of Mendo COU Ukiah, CA | Program Administration | $40,000 |
| Plowshares Peace Justice Center Ukiah, CA | Program Administration | $40,000 |
| Willits Community Services Food Ban Willits, CA | Program Administration | $35,000 |
| Willits Daily Bread Willits, CA | Program Administration | $30,000 |
| Willits Seniors Inc Willits, CA | Program Administration | $30,000 |
| Ukiah Senior Center Ukiah, CA | Program Administration | $25,000 |
| Willits Kids Club Inc Willits, CA | Program Administration | $25,000 |
| Community Care Management Corp Ukiah, CA | Program Administration | $22,000 |
| Space Ukiah, CA | Program Administration | $20,000 |
Ready to take the next step with Tr Eriksen Trust Fund?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 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 reported a distributable amount of $315K for 2024 — 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 Willits Daily Bread and Willits Seniors, and $25,000 each to Ukiah Senior Center and Willits Kids Club. The listed 2024 grants were for program administration.
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 is led by Shelly A. Smith, Trustee & Manager on every filing since 2022 — the only officer listed, and compensated.
Officers on the 2024 filing
Shelly A. Smith
Trustee & Manager
On filings since 2022
12 hrs/week
$30K (2022) → $75K (2024)
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, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $75K, to Shelly a Smith (Trustee/Manager).
Frequently asked questions about Tr Eriksen Trust Fund
How much does Tr Eriksen Trust Fund give each year?
Tr Eriksen Trust Fund gave $337K across 13 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $324K across 14 grants.
What is Tr Eriksen Trust Fund's typical grant size?
Tr Eriksen Trust Fund's median grant in 2024 was $25,000, and its average grant was $25,885, across 13 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Tr Eriksen Trust Fund that year got $41K on average.
Where does Tr Eriksen Trust Fund give grants?
Tr Eriksen Trust Fund gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Ukiah, CA (9 grants) and Willits, CA (4 grants).
Does Tr Eriksen Trust Fund give general operating support?
Not in 2024: none of the 13 grants with a stated purpose on Tr Eriksen Trust Fund's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Administration" (13 grants).
Who are Tr Eriksen Trust Fund's largest grantees?
Tr Eriksen Trust Fund's largest 2024 grantees include Ukiah Community Food Bank ($50,000), Cancer Resource Center of Mendo COU ($40,000) and Plowshares Peace Justice Center ($40,000), according to its 2024 IRS Form 990-PF. Together they received 39% of its itemized 2024 grant dollars.
How large is Tr Eriksen Trust Fund?
Tr Eriksen Trust Fund reported $3.4M in total assets on its 2024 IRS Form 990-PF. It paid out $392K in qualifying distributions that year, against a required minimum of $315K (roughly 5% of its investment assets).
What does Tr Eriksen Trust Fund 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?
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's EIN?
Tr Eriksen Trust Fund's EIN (Employer Identification Number) is 91-6513400. IRS Form 990 filing data is available on this page for 2020–2024.
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 2020–2024
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Cite this profile
Grantable. (2026). Tr Eriksen Trust Fund funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/tr-eriksen-trust-fund-morg_2bfa54425fe843db8a3f8f4e6cdc5c2b
BibTeX
@misc{grantable_916513400_2026,
author = {{Grantable}},
title = {{Tr Eriksen Trust Fund funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/tr-eriksen-trust-fund-morg_2bfa54425fe843db8a3f8f4e6cdc5c2b},
note = {Accessed 2026-10-12. 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'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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