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California · Private foundation

Tr Eriksen Trust Fund Co Shelly a Smith Trustee

Its FY2024 filing reports that it accepted unsolicited grant applications.

$337k
Granted FY2024(still arriving)
13
Grants FY2024
14
Organizations funded FY2023
7%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$25,000
Largest grant, FY2024
$50,000
Organizations funded a year
14 to 23
FY2017 to FY2023
States reached, FY2024
1
Total assets, FY2024
$3.4M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 7% of the organizations Tr Eriksen Trust Fund Co Shelly a Smith Trustee funded were first-time grantees, receiving 3% of its grant dollars.

New vs renewed · share of each year

In FY2023, 97% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
Human ServicesRecreation & SportsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving13$337k38%
FY202314$324k7%
FY202216$333k25%
FY202116$1.0M0%
FY202018$384k6%
FY201917$278k18%
FY201815$242k27%
FY201723$246kn/a
86% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Human Services$891kFood & Nutrition$533kYouth Development$494kHealth$385kCrime & Legal$226kRecreation & Sports$162kHousing & Shelter$131kEnvironment$12kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Ukiah Senior Center Inc$315,00088%
Willits Kids Club Inc$287,500819%
Willits Senior Inc$240,000610%
Willits Community Services Inc$204,000644%
Willits Daily Bread Corporation$193,000843%
Boys and Girls Club of Ukiah$185,000518%
Ukiah Community Center$185,0002n/a
Court Appointed Special Advocates$166,000613%
The Ford Street Project$120,00052%
Ukiah Valley Cultural & Rec Center$94,000328%
Show all 20 grantees
All grantees of Tr Eriksen Trust Fund Co Shelly a Smith Trustee by total granted
GranteeTotal grantedYearsShare of their budget
Ukiah Senior Center Inc$315,00088%
Willits Kids Club Inc$287,500819%
Willits Senior Inc$240,000610%
Willits Community Services Inc$204,000644%
Willits Daily Bread Corporation$193,000843%
Boys and Girls Club of Ukiah$185,000518%
Ukiah Community Center$185,0002n/a
Court Appointed Special Advocates$166,000613%
The Ford Street Project$120,00052%
Ukiah Valley Cultural & Rec Center$94,000328%
Community Care Management Corporation$57,00031%
Plowshares Peace & Justice Center$40,00013%
Mendocino County Sports Academy$38,00062%
Potter Valley Youth Community Center$15,0001n/a
Ukiah Valley Christmas Effort$15,0003n/a
Renewable Energy Development Institute$12,0001n/a
PEP Housing$10,50020%
Hospice of Ukiah Inc$10,00013%
Ukiah Wrestling Club Inc$4,5003n/a
North Coast Opportunities Inc$1,00010%

What it could do for these grantees

Plus 21 recipients with no EIN on record ($999k), not named here.

Where it is load-bearing

Tr Eriksen Trust Fund Co Shelly a Smith Trustee supplied at least a quarter of the budget for 3 of its grantees at some point. The chart plots its 15 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetUkiah Senior Center Inc: $315,000 over 8y, 8.1% of budgetWillits Kids Club Inc: $287,500 over 8y, 19% of budgetWillits Senior Inc: $240,000 over 6y, 10% of budgetWillits Community Services Inc: $204,000 over 6y, 44% of budgetWillits Daily Bread Corporation: $193,000 over 8y, 43% of budgetBoys and Girls Club of Ukiah: $185,000 over 5y, 18% of budgetCourt Appointed Special Advocates: $166,000 over 6y, 13% of budgetThe Ford Street Project: $120,000 over 5y, 1.6% of budgetUkiah Valley Cultural & Rec Center: $94,000 over 3y, 28% of budgetCommunity Care Management Corporation: $57,000 over 3y, 0.7% of budgetPlowshares Peace & Justice Center: $40,000 over 1y, 3.2% of budgetMendocino County Sports Academy: $38,000 over 6y, 2.0% of budgetPEP Housing: $10,500 over 2y, 0.1% of budgetHospice of Ukiah Inc: $10,000 over 1y, 2.7% of budgetNorth Coast Opportunities Inc: $1,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 15.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Community Foundation of Mendocino CountyCA36.6× affinity15 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation of Mendocino County · George and Ruth Bradford Foundation · Mendocino Food and Nutrition Inc · Ukiah Adventist Hospital · The Albertsons Companies Foundation · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Tr Eriksen Trust Fund Co Shelly a Smith Trustee with peer funders

About Tr Eriksen Trust Fund Co Shelly a Smith Trustee

How much does Tr Eriksen Trust Fund Co Shelly a Smith Trustee give?
Tr Eriksen Trust Fund Co Shelly a Smith Trustee reported 13 grants totaling $336,500 in its FY2024 IRS filing. It funded between 14 and 23 organizations a year over FY2017 to FY2023.
What does Tr Eriksen Trust Fund Co Shelly a Smith Trustee fund?
By grant dollars over FY2017 to FY2024, its largest causes are Human Services (28%), Food & Nutrition (17%), Youth Development (15%).
Who are Tr Eriksen Trust Fund Co Shelly a Smith Trustee's largest grantees?
By total granted over FY2017 to FY2024: Ukiah Senior Center Inc ($315k), Willits Kids Club Inc ($288k), Willits Senior Inc ($240k).
Does Tr Eriksen Trust Fund Co Shelly a Smith Trustee fund new organizations?
In FY2023, 7% of the organizations it funded were first-time grantees.
Does Tr Eriksen Trust Fund Co Shelly a Smith Trustee accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Tr Eriksen Trust Fund Co Shelly a Smith Trustee?
Its strongest co-funders, measured against what their size predicts, include Community Foundation of Mendocino County, George and Ruth Bradford Foundation, Mendocino Food and Nutrition Inc.
Where is Tr Eriksen Trust Fund Co Shelly a Smith Trustee based?
Tr Eriksen Trust Fund Co Shelly a Smith Trustee is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 41 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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