Private Foundation

FRANCES SCHERMER CHARITABLE TRUST 41-46496008

FRANCES SCHERMER CHARITABLE TRUST 41-46496008 is a private foundation categorized as Private Foundation based in BEVERLY HILLS, CA. Its most recent IRS filing (2025) reports revenue of $107K, expenses of $191K, total assets of $1.9M. Imperigo tracks 142 reported grants from this foundation totaling approximately $527K.

EIN: 956685749 BEVERLY HILLS, CA Latest filing: 2025
Total Revenue$107K
Total Expenses$191K
Total Assets$1.9M
Grants Given142
Grant Total$527K
Filing Years2021–2025

Sample Grants Given

YOUNGSTOWN AREA JEWISH FOUNDATION
YOUNGSTOWN, OH · 2024
ONGOING GRANT FOR CURRENT
$47,000
AKIVA ACADEMY
YOUNGSTOWN, OH · 2024
GRANT FOR AKIVA PORTICO &
$8,333
ZIONIST ORGANIZATION OF AMERICA
HUBBARD, OH · 2024
UNRESTRICTED GIFT
$8,000
MAHONING LODGE #339
YOUNGSTOWN, OH · 2024
UNRESTRICTED GIFT
$8,000
AMERICAN FRIENDS OF SHEBA MEDICAL CENTER
NEW YORK, NY · 2024
TREATING IDF SOLDIERS
$7,000

Showing up to 5 of 142 total records — full history available with membership.

Officers & Directors

Co-Trustee Bruce Sherman
Co-Trustee City National Bank
Consultant James L Pazol
Co-Trustee Richard Marlin

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED GIFT
$236,631 74 grants
ONGOING GRANT FOR CURRENT
$95,000 7 grants
CONTRIBUTION
$51,167 17 grants
GRANT FOR OPERATING
$21,000 3 grants
GRANT FOR EMERGENCY HOME
$15,000 3 grants

Financial Trends

Year Revenue Expenses Assets
2025 $107K $191K $1.9M
2024 $169K $173K $2.0M
2023 $82K $167K $2.0M
2021 $399K $163K $2.1M

Between 2021 and 2025, reported annual revenue declined from $399K to $107K (-73%), with total assets most recently reported at $1.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, DC, FL, MA, NY, OH, and 2 other states.

CADCFLMANYOHORPA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for FRANCES SCHERMER CHARITABLE TRUST 41-46496008

Complete financials, all 142 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
7-day free trial Cancel any time