Ud Samuel Freeman Charitable Trust

DALLAS, TX EIN: 13-6803465

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$23.8M

+0.1% YoY

Annual Giving

$3.8M

+16.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$3.8M

+16.5% YoY

Go deeper than public filings

PRO
  • Giving trend analysis — growing or declining?
  • Organizations like yours that won grants here
  • Strategic fit assessment for your organization
  • Application timing recommendations

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$4M$5M20202021202220232024
Metric202420232022
Total Assets$23,761,995$23,728,796$23,763,787
Revenue$4,334,706$3,726,867$1,403,569
Expenses$4,321,329$3,735,051$3,948,497
Qualifying Distributions$4,047,857$3,476,814$3,707,752
Net Investment Income$4,140,598$3,506,041$1,177,824
Distributable Amount$2,448,112$2,358,304$2,480,561

Giving Over Time

Total grant dollars and number of grants per year

$0$943K$2M$3M$4M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHED STATEMENT$3.8M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Ud Samuel Freeman Charitable Trust fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

PRO
  • Similar orgs that won grants here
  • GrantGraph™ relationship mapping
  • 11M+ connections in GrantGraph™
Explore with Pro

Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA N ACO-TRUSTEE$300KMS ELIZABETH E MURRAYCO-TRUSTEE$11KGEORGE FRAMPTONCO-TRUSTEE$11KCATHERINE MURRAY SMITHCO-TRUSTEE$11KCHRISTOPHER J ELLIMANCO-TRUSTEE$11KPAUL VERKUILCO-TRUSTEE$11KJOHN PALMSCO-TRUSTEE$10KCOURTENAY LEWANDOWSKICO-TRUSTEE$619

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICA N ACO-TRUSTEE4$299,530
MS ELIZABETH E MURRAYCO-TRUSTEE4$10,600
GEORGE FRAMPTONCO-TRUSTEE4$10,600
JOHN PALMSCO-TRUSTEE4$9,982
CATHERINE MURRAY SMITHCO-TRUSTEE4$10,600
CHRISTOPHER J ELLIMANCO-TRUSTEE4$10,600
PAUL VERKUILCO-TRUSTEE4$10,600
COURTENAY LEWANDOWSKICO-TRUSTEE4$619

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

DallasProvidence

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

What could you do with Ud Samuel Freeman Charitable Trust on Grantable?

  • Assess strategic fit with your organization
  • Get AI-generated opportunity briefs
  • Monitor for new funding opportunities
  • Draft a tailored letter of inquiry