FRANCES SCHERMER CHARITABLE TR

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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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
City National Bank Institution Co-Trustee2020-2024 $14,373$66,804 19
Bruce Sherman Co-Trustee2020-2024 $5,200$26,000 5
Richard Marlin Co-Trustee2020-2024 $5,200$26,000 4
James L Pazol Consultant2020-2024 $3,000$18,000 4

People by year

2024 · 4 people listed · 4 paid, $28K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
City National Bank Institution Co-Trustee10 $14,373-- $14,37319
BRUCE SHERMAN Co-Trustee10 $5,200-- $5,2005
RICHARD MARLIN Co-Trustee10 $5,200-- $5,2004
JAMES L PAZOL Consultant10 $3,000-- $3,0004
2023 · 4 people listed · 4 paid, $26K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
City National Bank Institution Co-Trustee10 $12,883-- $12,88319
Bruce Sherman Co-Trustee10 $5,200-- $5,2005
RICHARD MARLIN Co-Trustee10 $5,200-- $5,2004
JAMES L PAZOL Consultant10 $3,000-- $3,0004
2022 · 4 people listed · 4 paid, $29K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
City National Bank Institution Co-Trustee10 $12,504-- $12,50419
JAMES L PAZOL Consultant10 $6,000-- $6,0004
Bruce Sherman Co-Trustee10 $5,200-- $5,2005
RICHARD MARLIN Co-Trustee10 $5,200-- $5,2004
2021 · 4 people listed · 4 paid, $28K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
City National Bank Institution Co-Trustee10 $14,559-- $14,55919
Bruce Sherman Co-Trustee10 $5,200-- $5,2005
RICHARD MARLIN Co-Trustee10 $5,200-- $5,2004
JAMES L PAZOL Consultant10 $3,000-- $3,0004
2020 · 4 people listed · 4 paid, $26K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
City National Bank Institution Co-Trustee10 $12,485-- $12,48519
Bruce Sherman Co-Trustee10 $5,200-- $5,2005
RICHARD MARLIN Co-Trustee10 $5,200-- $5,2004
JAMES L PAZOL Consultant10 $3,000-- $3,0004

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$107,118$191,295 $1,922,118$1,922,118 -- $27,773--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$168,513$173,353 $1,965,122$1,965,122 -- $26,283--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$81,864$167,403 $2,012,422$2,012,422 -- $28,904--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$149,980$181,182 $2,021,693$2,021,693 -- $27,959--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$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.

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

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
FRANCES PLAMANN CHARITABLE TRKSA50 $65,056$64,504 TRUSTEE$20,009 Similar name, revenue within 2x
FRANCES R WERTZBERGER CHARITABLE TRNCT20 $108,273$81,980 TRUSTEE$6,000 Similar name, revenue within 2x
FRANK J ZAHER CHARITABLE TRMNT22 $101,859$68,462 TRUSTEE$3,500 Similar name, revenue within 2x
HERMAN SCHAUER CHARITABLE TRINT90 $151,742$126,813 TRUSTEE$30,428 Similar name, revenue within 2x
FRANCES D SHEETZ CHARITABLE TRUSTNYT20 $146,642$228,850 TRUSTEE$53,582 Similar name, revenue within 2x
CARMER CHARITABLE TRTNT22 $204,279$270,862 TRUST OFFICE$0 Similar name, revenue within 2x
LILLIAN SCHERMER CHARITABLE TRUSTCANot reported $43,918$12,651 Co-Trustee$1,044 Similar name, revenue within 5x, same state
FRANCES K LYNCH CHARITABLE TRNCT90 $28,885$42,190 TRUSTEE$2,911 Similar name, revenue within 5x
FRANCES DEMRICK CHARITABLE TRMOT90 $19,114$32,925 TRUSTEE$6,597 Similar name, revenue within 10x
FRANCES LONG CHARITABLE TRUSTTNP20 $17,668$40,256 Trust Officer$0 Similar name, revenue within 10x
FRANCES MASSER MD CHARITABLE TRFLT20 -$56,234$424,752 TRUSTEE$78,258 Similar name, revenue differs more than 10x
FRANCES N ALDEN CHARITABLE TRKYNot reported $5,796,172$5,119,851 TRUSTEE$150,364 Similar name, revenue differs more than 10x
FRANCES M ROBERSON CHARITABLE TRTXT22 $2,387$5,927 TRUSTEE$1,062 Similar name, revenue differs more than 10x
FRANCES D BAKER CHARITABLE TRUSTMANot reported $1$16,446 TRUSTEE$0 Similar name, revenue differs more than 10x
THE FRANCES R LUTHER CHARITABLE TRUSTOHT90 $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
LineAs describedTotalShare
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$191,295100%

View the filing

2023 · Form 990PF · $173,353 spent · pay $26,283 · grants $133,333 · events $0
LineAs describedTotalShare
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$173,353100%

View the filing

2022 · Form 990PF · $167,403 spent · pay $28,904 · grants $125,168 · events $0
LineAs describedTotalShare
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$167,403100%

View the filing

2021 · Form 990PF · $181,182 spent · pay $27,959 · grants $128,457 · events $0
LineAs describedTotalShare
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$181,182100%

View the filing

2020 · Form 990PF · $163,146 spent · pay $25,885 · grants $123,133 · events $0
LineAs describedTotalShare
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$163,146100%

View the filing

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