T R Eriksen Trust Fund
EIN 916513400Total Given 2016–2024
$3.1M
132 grants · $348K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$20K
typical small grants · $9K–$30K
grant size
61%
deep partner · 28/46 multi-year
repeat
$6.8M
Assets (2024)
46
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
SHELLY A SMITH TRUSTEE
Phone
(707) 462-3801
Deadlines
NONE
How to Apply
THE ORGANIZATION'S PURPOSE AND PROGRAMS AND HOW IT BENEFITS THE HEALTH, WELFARE OR EDUCATION OF THE PEOPLE OF MENDOCINO COUNTY, CALIFORNIA SHOULD BE INCLUDED.
Restrictions
NO FORMAL DOLLAR LIMITATIONS. ASSISTANCE TO ORGANIZATIONS IS LIMITED TO THOSE PROVIDING FOR THE PROMOTION OF THE HEALTH, WELFARE OR EDUCATION OF THE PEOPLE OF MENDOCINO COUNTY.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $222K | $5.6M | $240K | 17 |
| 2017 | $246K | $6.2M | $369K | 23 |
| 2018 | $242K | $5.8M | $410K | 15 |
| 2019 | N/A | $6.4M | $188K | N/A |
| 2020 | $384K | $6.2M | $811K | 18 |
| 2021 | $1.0M | $6.4M | $537K | 16 |
| 2022 | $333K | $5.3M | $232K | 16 |
| 2023 | $324K | $6.1M | $193K | 14 |
| 2024 | $336K | $6.8M | $105K | 13 |
Grant Size Distribution
Based on 132 grants on record
Minimum
$200
25th Pctl
$9K
Median
$20K
Average
$24K
75th Pctl
$30K
Maximum
$150K
Geographic Distribution
Officers & Directors
SS
Shelly a Smith
3 yrs
Trustee/Manager
SS
Shelly a Smith
3 yrs
Trustee/Manager
SS
Shelly a Smith
3 yrs
Trustee/Manager
JL
Joanne Lacasse
6 yrs
Trustee/Manager
SH
Sandra Hendrickx
6 yrs
Grant Committeeperson
LM
Larry Macleitch
6 yrs
Grant Committeeperson
JL
Joanne Lacasse
6 yrs
Trustee/Manager
LM
Larry Macleitch
6 yrs
Grant Committeeperson
SH
Sandra Hendrickx
6 yrs
Grant Committeeperson
JL
Joanne Lacasse
6 yrs
Trustee/Manager
SH
Sandra Hendrickx
6 yrs
Grant Committeeperson
LM
Larry Macleitch
6 yrs
Grant Committeeperson
JL
Joanne Lacasse
6 yrs
Trustee/Manager
SH
Sandra Hendrickx
6 yrs
Grant Committeeperson
LM
Larry Macleitch
6 yrs
Grant Committeeperson
JL
Joanne Lacasse
6 yrs
Trustee/Manager
SH
Sandra Hendrickx
6 yrs
Grant Committeeperson
LM
Larry Macleitch
6 yrs
Grant Committeeperson
JL
Joanne Lacasse
6 yrs
Trustee/Manager
SH
Sandra Hendrickx
6 yrs
Grant Committeeperson
LM
Larry Macleitch
6 yrs
Grant Committeeperson
Grants Awarded (132 total)
| Purpose | ||||
|---|---|---|---|---|
| Ukiah Community Center | Ukiah, CA | $150,000 | PROGRAM ADMINISTRATION | 2021 |
| Boy & Girls Club of Ukiah | Ukiah, CA | $100,000 | PROGRAM ADMINISTRATION | 2021 |
| Cancer Resource Center of Mendocino | Ukiah, CA | $100,000 | PROGRAM ADMINISTRATION | 2021 |
| Court Appointed Special Advocates | Ukiah, CA | $100,000 | PROGRAM ADMINISTRATION | 2021 |
| Ukiah Senior Center | Ukiah, CA | $100,000 | PROGRAM ADMINISTRATION | 2021 |
| Willits Community Services | Willits, CA | $100,000 | PROGRAM ADMINISTRATION | 2021 |
| Willits Kids Club Inc | Willits, CA | $100,000 | PROGRAM ADMINISTRATION | 2021 |
| Willits Seniors Inc | Willits, CA | $100,000 | PROGRAM ADMINISTRATION | 2021 |
| Ukiah Senior Center | Ukiah, CA | $50,000 | PROGRAM ADMINISTRATION | 2018 |
| Alex Rorabaugh Recreation Center | Ukiah, CA | $50,000 | PROGRAM ADMINISTRATION | 2021 |
| Plowshares | Ukiah, CA | $50,000 | PROGRAM ADMINISTRATION | 2021 |
| Willits Daily Bread | Willits, CA | $50,000 | PROGRAM ADMINISTRATION | 2021 |
| Ford Street Project | Ukiah, CA | $50,000 | PROGRAM ADMINISTRATION | 2022 |
| Ukiah Community Food Bank | Ukiah, CA | $50,000 | PROGRAM ADMINISTRATION | 2024 |
| Pep Housing | Petaluma, CA | $50,000 | PROGRAM ADMINISTRATION | 2016 |
| Cancer Resource Center of Mendocino | Ukiah, CA | $40,000 | PROGRAM ADMINISTRATION | 2020 |
| Ukiah Senior Center | Ukiah, CA | $40,000 | PROGRAM ADMINISTRATION | 2020 |
| Willits Seniors Inc | Willits, CA | $40,000 | PROGRAM ADMINISTRATION | 2020 |
| Cancer Resource Center of Mendocino | Ukiah, CA | $40,000 | PROGRAM ADMINISTRATION | 2022 |
| Plowshares | Ukiah, CA | $40,000 | PROGRAM ADMINISTRATION | 2022 |
| Cancer Resource Center of Mendocino | Ukiah, CA | $40,000 | PROGRAM ADMINISTRATION | 2023 |
| Ford Street Project | Ukiah, CA | $40,000 | PROGRAM ADMINISTRATION | 2023 |
| Plowshares | Ukiah, CA | $40,000 | PROGRAM ADMINISTRATION | 2023 |
| Cancer Resource Center of Mendo Cou | Ukiah, CA | $40,000 | PROGRAM ADMINISTRATION | 2024 |
| Plowshares Peace Justice Center | Ukiah, CA | $40,000 | PROGRAM ADMINISTRATION | 2024 |