Freeman Henry G Jr Decd Trust

SAINT LOUIS, MO EIN: 23-6217332

Freeman Henry G Jr Decd Trust is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $14.7M in total assets. In 2024, it awarded 7 grants totaling $747K. Net investment income was $713K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14.7M

-0.1% YoY

Annual Giving

$747K

-3.4% YoY

Grant Count

+40.0% YoY

Avg Grant Size

$107K

-31.0% YoY

Under IRS private-foundation payout rules, Freeman Henry G Jr Decd Trust reported a distributable amount of $780K for 2024 — the minimum it must pay out in qualifying distributions.

About Freeman Henry G Jr Decd Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $3.7M (100%)

States

Pennsylvania

Cities

ElizabethtownPhilaPhiladelphiaPhiladelpiaPlymouth Meeting

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$14,723,526	$14,739,149	$15,164,104
Revenue	$756,459	$398,774	$394,063
Expenses	$784,729	$808,708	$864,206
Qualifying Distributions	$750,756	$776,780	$830,414
Net Investment Income	$712,783	$460,462	$479,852
Distributable Amount	$780,025	$736,948	$775,747

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Grant Size Distribution

27 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Masonic Villages Grand Lodge of Pa ($140,000), Roman Catholic Soc of St Joseph ($140,000), Silver Springs Martin Luther School ($140,000).

Recipient	Purpose	Amount
MASONIC VILLAGES GRAND LODGE OF PA ELIZABETHTOWN, PA	GENERAL OPERATING	$140,000
HOME OF THE MERCIFUL SAVIOUR PHILADELPHIA, PA	GENERAL OPERATING	$43,500
ROMAN CATHOLIC SOC OF ST JOSEPH PHILADELPHIA, PA	GENERAL OPERATING	$140,000
SILVER SPRINGS MARTIN LUTHER SCHOOL PLYMOUTH MEETING, PA	GENERAL OPERATING	$140,000
NORTH PHILADELPHIA HEALTH SYSTEM PHILADELPHIA, PA	GENERAL OPERATING	$140,000
GIRARD COLLEGE PHILADELPIA, PA	GENERAL OPERATING	$3,400
PENNSYLVANIA HOSPITAL PHILADELPHIA, PA	GENERAL OPERATING	$140,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$25,610

Frequently Asked Questions

How large is Freeman Henry G Jr Decd Trust?

As of 2024, Freeman Henry G Jr Decd Trust holds $14.7M in total assets with $756K in annual revenue. It awarded 7 grants totaling $747K in 2024.

Where does Freeman Henry G Jr Decd Trust operate?

Freeman Henry G Jr Decd Trust has awarded grants in Pennsylvania.

What size grants does Freeman Henry G Jr Decd Trust award?

In 2024, Freeman Henry G Jr Decd Trust awarded 7 grants totaling $747K — an average of about $107K per grant, based on its IRS Form 990 filings.

How much is Freeman Henry G Jr Decd Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Freeman Henry G Jr Decd Trust reported a distributable amount of $780K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.