FRANCES SCHERMER CHARITABLE TR
Cite this
Plain text FRANCES SCHERMER CHARITABLE TR. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/frances-schermer-charitable-tr-956685749. Retrieved 2026-11-03.
APA furp.org. (n.d.). FRANCES SCHERMER CHARITABLE TR [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 3, 2026, from https://furp.org/org/frances-schermer-charitable-tr-956685749
MLA “FRANCES SCHERMER CHARITABLE TR.” furp.org, tax years 2020–2024, https://furp.org/org/frances-schermer-charitable-tr-956685749. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $107K · expenses $191K · assets $1.9M
- EIN
- 95-6685749
- Address
- 400 N ROXBURY DR STE 600, BEVERLY HILLS, CA 90210-5021
- NTEE code
- -
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- February 1981 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| City National Bank Institution | Co-Trustee | 2020-2024 | $14,373 | $66,804 | 19 |
| Bruce Sherman | Co-Trustee | 2020-2024 | $5,200 | $26,000 | 5 |
| Richard Marlin | Co-Trustee | 2020-2024 | $5,200 | $26,000 | 4 |
| James L Pazol | Consultant | 2020-2024 | $3,000 | $18,000 | 4 |
People by year
2024 · 4 people listed · 4 paid, $28K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| City National Bank Institution | Co-Trustee | 10 | $14,373 | - | - | $14,373 | 19 |
| BRUCE SHERMAN | Co-Trustee | 10 | $5,200 | - | - | $5,200 | 5 |
| RICHARD MARLIN | Co-Trustee | 10 | $5,200 | - | - | $5,200 | 4 |
| JAMES L PAZOL | Consultant | 10 | $3,000 | - | - | $3,000 | 4 |
2023 · 4 people listed · 4 paid, $26K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| City National Bank Institution | Co-Trustee | 10 | $12,883 | - | - | $12,883 | 19 |
| Bruce Sherman | Co-Trustee | 10 | $5,200 | - | - | $5,200 | 5 |
| RICHARD MARLIN | Co-Trustee | 10 | $5,200 | - | - | $5,200 | 4 |
| JAMES L PAZOL | Consultant | 10 | $3,000 | - | - | $3,000 | 4 |
2022 · 4 people listed · 4 paid, $29K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| City National Bank Institution | Co-Trustee | 10 | $12,504 | - | - | $12,504 | 19 |
| JAMES L PAZOL | Consultant | 10 | $6,000 | - | - | $6,000 | 4 |
| Bruce Sherman | Co-Trustee | 10 | $5,200 | - | - | $5,200 | 5 |
| RICHARD MARLIN | Co-Trustee | 10 | $5,200 | - | - | $5,200 | 4 |
2021 · 4 people listed · 4 paid, $28K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| City National Bank Institution | Co-Trustee | 10 | $14,559 | - | - | $14,559 | 19 |
| Bruce Sherman | Co-Trustee | 10 | $5,200 | - | - | $5,200 | 5 |
| RICHARD MARLIN | Co-Trustee | 10 | $5,200 | - | - | $5,200 | 4 |
| JAMES L PAZOL | Consultant | 10 | $3,000 | - | - | $3,000 | 4 |
2020 · 4 people listed · 4 paid, $26K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| City National Bank Institution | Co-Trustee | 10 | $12,485 | - | - | $12,485 | 19 |
| Bruce Sherman | Co-Trustee | 10 | $5,200 | - | - | $5,200 | 5 |
| RICHARD MARLIN | Co-Trustee | 10 | $5,200 | - | - | $5,200 | 4 |
| JAMES L PAZOL | Consultant | 10 | $3,000 | - | - | $3,000 | 4 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 30 grants to organizations · $145K
2023 · 34 grants to organizations · $133K
2022 · 37 grants to organizations · $125K
2021 · 37 grants to organizations · $128K
2020 · 41 grants to organizations · $123K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $107,118 | $191,295 | $1,922,118 | $1,922,118 | - | - | $27,773 | - | - |
| 2023 · Form 990PF | ||||||||
| $168,513 | $173,353 | $1,965,122 | $1,965,122 | - | - | $26,283 | - | - |
| 2022 · Form 990PF | ||||||||
| $81,864 | $167,403 | $2,012,422 | $2,012,422 | - | - | $28,904 | - | - |
| 2021 · Form 990PF | ||||||||
| $149,980 | $181,182 | $2,021,693 | $2,021,693 | - | - | $27,959 | - | - |
| 2020 · Form 990PF | ||||||||
| $398,669 | $163,146 | $2,129,622 | $2,129,622 | - | - | $25,885 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- YOUNGSTOWN AREA JEWISH FEDERATION Youngstown, OH · 3 people in common (Bruce Sherman, James L Pazol, Richard Marlin)
- YOUNGSTOWN AREA JEWISH FOUNDATION Youngstown, OH · 2 people in common (Bruce Sherman, Richard Marlin)
- LILLIAN SCHERMER CHARITABLE TRUST Beverly Hills, CA · 2 people in common (Bruce Sherman, Richard Marlin)
- YOUNGSTOWN AREA JEWISH COMMUNITY HOUSING CORPORATION Youngstown, OH · 2 people in common (Bruce Sherman, James L Pazol)
- ZITA M AND JOSEPH DIYORIO FOUNDATION Youngstown, OH · 1 person in common (James L Pazol)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| FRANCES PLAMANN CHARITABLE TR | KS | A50 | $65,056 | $64,504 | TRUSTEE | $20,009 | Similar name, revenue within 2x |
| FRANCES R WERTZBERGER CHARITABLE TR | NC | T20 | $108,273 | $81,980 | TRUSTEE | $6,000 | Similar name, revenue within 2x |
| FRANK J ZAHER CHARITABLE TR | MN | T22 | $101,859 | $68,462 | TRUSTEE | $3,500 | Similar name, revenue within 2x |
| HERMAN SCHAUER CHARITABLE TR | IN | T90 | $151,742 | $126,813 | TRUSTEE | $30,428 | Similar name, revenue within 2x |
| FRANCES D SHEETZ CHARITABLE TRUST | NY | T20 | $146,642 | $228,850 | TRUSTEE | $53,582 | Similar name, revenue within 2x |
| CARMER CHARITABLE TR | TN | T22 | $204,279 | $270,862 | TRUST OFFICE | $0 | Similar name, revenue within 2x |
| LILLIAN SCHERMER CHARITABLE TRUST | CA | Not reported | $43,918 | $12,651 | Co-Trustee | $1,044 | Similar name, revenue within 5x, same state |
| FRANCES K LYNCH CHARITABLE TR | NC | T90 | $28,885 | $42,190 | TRUSTEE | $2,911 | Similar name, revenue within 5x |
| FRANCES DEMRICK CHARITABLE TR | MO | T90 | $19,114 | $32,925 | TRUSTEE | $6,597 | Similar name, revenue within 10x |
| FRANCES LONG CHARITABLE TRUST | TN | P20 | $17,668 | $40,256 | Trust Officer | $0 | Similar name, revenue within 10x |
| FRANCES MASSER MD CHARITABLE TR | FL | T20 | -$56,234 | $424,752 | TRUSTEE | $78,258 | Similar name, revenue differs more than 10x |
| FRANCES N ALDEN CHARITABLE TR | KY | Not reported | $5,796,172 | $5,119,851 | TRUSTEE | $150,364 | Similar name, revenue differs more than 10x |
| FRANCES M ROBERSON CHARITABLE TR | TX | T22 | $2,387 | $5,927 | TRUSTEE | $1,062 | Similar name, revenue differs more than 10x |
| FRANCES D BAKER CHARITABLE TRUST | MA | Not reported | $1 | $16,446 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| THE FRANCES R LUTHER CHARITABLE TRUST | OH | T90 | $7,113,547 | $4,479,486 | CO-TRUSTEE | $526,640 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $191,295 spent · pay $27,773 · grants $145,497 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $145,497 | 76.1% | |
| Pay: officers, directors, trustees | $27,773 | 14.5% | |
| Fees: other professional | $14,373 | 7.5% | |
| Taxes | $3,613 | 1.9% | |
| Other expenses | $39 | 0.0% | |
| Total | $191,295 | 100% |
2023 · Form 990PF · $173,353 spent · pay $26,283 · grants $133,333 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $133,333 | 76.9% | |
| Pay: officers, directors, trustees | $26,283 | 15.2% | |
| Fees: other professional | $12,883 | 7.4% | |
| Fees: accounting | $500 | 0.3% | |
| Taxes | $293 | 0.2% | |
| Other expenses | $61 | 0.0% | |
| Total | $173,353 | 100% |
2022 · Form 990PF · $167,403 spent · pay $28,904 · grants $125,168 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $125,168 | 74.8% | |
| Pay: officers, directors, trustees | $28,904 | 17.3% | |
| Fees: other professional | $12,504 | 7.5% | |
| Fees: accounting | $500 | 0.3% | |
| Taxes | $293 | 0.2% | |
| Other expenses | $34 | 0.0% | |
| Total | $167,403 | 100% |
2021 · Form 990PF · $181,182 spent · pay $27,959 · grants $128,457 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $128,457 | 70.9% | |
| Pay: officers, directors, trustees | $27,959 | 15.4% | |
| Fees: other professional | $14,559 | 8.0% | |
| Taxes | $10,207 | 5.6% | |
| Total | $181,182 | 100% |
2020 · Form 990PF · $163,146 spent · pay $25,885 · grants $123,133 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $123,133 | 75.5% | |
| Pay: officers, directors, trustees | $25,885 | 15.9% | |
| Fees: other professional | $12,485 | 7.7% | |
| Taxes | $1,132 | 0.7% | |
| Fees: accounting | $500 | 0.3% | |
| Other expenses | $11 | 0.0% | |
| Total | $163,146 | 100% |
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