Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Lillian Schermer Charitable Trust is a private trust based in BEVERLY HILLS, CA. The foundation received its IRS ruling in 1980. It holds total assets of $146K. Annual income is reported at $67K. Total assets have decreased from $156K in 2011 to $115K in 2023. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2024. Grantmaking is concentrated in Ohio. According to available records, Lillian Schermer Charitable Trust has made 78 grants totaling $58K, with a median grant of $750. Annual giving has decreased from $18K in 2021 to $9K in 2024. Grantmaking activity was highest in 2023 with $20K distributed across 26 grants. Individual grants have ranged from $250 to $2K, with an average award of $737.179. The foundation has supported 46 unique organizations. The foundation primarily supports organizations in Ohio, New York, Massachusetts, which account for 83% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$250
Median Grant
$750
Average Grant
$772
Largest Grant
$2K
Based on 23 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lillian Schermer Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 78 grants. Its grantmaking reaches organizations primarily in OH, NY, MA.
Lillian Schermer Charitable Trust has distributed a total of $58K across 78 grants. The median grant size is $750, with an average of $737.179. Individual grants have ranged from $250 to $2K.
Lillian Schermer Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Lillian Schermer Charitable Trust is headquartered in BEVERLY HILLS, CA. While based in CA, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| City National Bank | Co-Trustee | $841 | $0 | $841 |
| Bruce Sherman | Co-Trustee | $0 | $0 | N/A |
| Richard Marlin | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$11K
Total Assets
$115K
Fair Market Value
$212K
Net Worth
$115K
Grants Paid
$9K
Contributions
N/A
Net Investment Income
$4K
Distribution Amount
$10K
Total Grants
78
Total Giving
$58K
Average Grant
$737.179
Median Grant
$750
Unique Recipients
46
Most Common Grant
$1K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hand In HandUNRESTRICTED GIFT | Portland, OR | $500 | 2024 |
| Full Spectrum Community OutreachUNRESTRICTED GIFT | Youngstown, OH | $1K | 2024 |
| Mahoning Valley Community SchoolUNRESTRICTED GIFT | Youngstown, OH | $1K | 2024 |
| Wysu 885 FmFALL/SPRING CAMPAIGN | Youngstown, OH | $1K | 2024 |
| Yellow Brick PlaceUNRESTRICTED GIFT | Youngstown, OH | $1K | 2024 |
| MemriUNRESTRICTED GIFT | Washington, DC | $1K | 2024 |
| Warren Philharmonic OrchestraUNRESTRICTED GIFT | Warren, OH | $750 | 2024 |
| Junior League Of Mahoning ValleyUNRESTRICTED GIFT | Youngstown, OH | $500 | 2024 |
| The Mcguffey CentreUNRESTRICTED GIFT | Youngstown, OH | $500 | 2024 |
| Acld School And Learning CenterSUMMER TUTORING PROGRAM | Youngstown, OH | $500 | 2024 |
| Yiddish Book CenterUNRESTRICTED GIFT | Amherst, MA | $500 | 2024 |
| Jbi InternationalUNRESTRICTED GIFT | New York, NY | $500 | 2024 |
| Jewish Childrens Adoption NetworkUNRESTRICTED GIFT | Brooklandville, MD | $500 | 2024 |
| Silver Lining Cancer FundUNRESTRICTED GIFT | Canfield, OH | $1K | 2023 |
| Students Motivated By The ArtsUNRESTRICTED GIFT | Youngstown, OH | $1K | 2023 |
| Akron Children'S HospitalGRANT FOR TOUCHED BY NATHAN | Akron, OH | $1K | 2023 |
| Ymca-OhioGRANT FOR TRANSITIONAL | Youngstown, OH | $1K | 2023 |
| Aclu FoundationUNRESTRICTED GIFT | New York, NY | $1K | 2023 |
| Community Legal AidTO PROVIDE LEGAL AID TO | Akron, OH | $800 | 2023 |
| Associated Neighborhood CentersTHANKSGIVING FOOD PROJECT | Youngstown, OH | $750 | 2023 |
| The Way StationGRANT FOR FOOD ASSISTANCE | Columiana, OH | $500 | 2023 |
| Community Food Warehouse Mercer CityUNRESTRICTED GIFT | Sharon, PA | $500 | 2023 |
| Big Brothers And Big SistersGRANT FOR SITE BASED | Girard, OH | $500 | 2023 |
| Jewish Children'S Adoption NetworkUNRESTRICTED GIFT | Brooklandville, MD | $500 | 2023 |
| Akron Children'S Hsptl Mahoning VlyGRANT FOR TOUCHED BY NATHAN | Youngstown, OH | $1K | 2022 |
| The English Center Of YoungstownUNRESTRICTED GIFT | Poland, OH | $1K | 2022 |
| Cadence Care NetworkUNRESTRICTED GIFT | Niles, OH | $1K | 2022 |
| Greenville Symphony OrchestraUNRESTRICTED GIFT | Greenville, PA | $750 | 2022 |
| Warren Philharmonic Orchestra FoundationUNRESTRICTED GIFT | Warren, OH | $750 | 2022 |
| Youngstown Blue CoatsUNRESTRICTED GIFT | Hubbard, OH | $750 | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA