Ruth Frejd Charitable Tr 12 6 2004

Foundation · Grantmaker ST PETERSBURG, FL EIN: 27-6597168

Ruth Frejd Charitable Tr 12 6 2004 is a private foundation focused on Mutual/Membership Benefit, based in ST PETERSBURG, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $389K in total assets. In 2024, it awarded 2 grants totaling $24K. Net investment income was $30K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$389K

+1.0% YoY

Annual Giving

$24K

+9.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

+9.7% YoY

Under IRS private-foundation payout rules, Ruth Frejd Charitable Tr 12 6 2004 reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About Ruth Frejd Charitable Tr 12 6 2004

Based on IRS filings

Focus Areas

Mutual/Membership Benefit

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $124K (100%)

States

Illinois

Cities

Crystal LakeRockford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$389,267	$385,450	$396,772
Revenue	$36,606	$19,743	$73,775
Expenses	$32,914	$31,102	$37,573
Qualifying Distributions	$27,253	$23,612	$29,682
Net Investment Income	$30,348	$13,518	$66,876
Distributable Amount	$25,074	$22,683	$25,191

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Blackhawk Area Council Bsa ($12,171), The Community Foundation of ($12,171).

Recipient	Purpose	Amount
BLACKHAWK AREA COUNCIL BSA ROCKFORD, IL	CAMP IMPROVEMENTS,	$12,171
THE COMMUNITY FOUNDATION OF CRYSTAL LAKE, IL	CITY OF WOODSTOCK &	$12,171

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
RAYMOND JAMES	TRUSTEE	1	$7,185

Subject Areas

Focus areas based on grantmaking activity

Mutual/Membership Benefit

Frequently Asked Questions

What is Ruth Frejd Charitable Tr 12 6 2004?

Ruth Frejd Charitable Tr 12 6 2004 is a private foundation focused on Mutual/Membership Benefit, based in ST PETERSBURG, FL. It holds $389K in total assets as of 2024.

How large is Ruth Frejd Charitable Tr 12 6 2004?

As of 2024, Ruth Frejd Charitable Tr 12 6 2004 holds $389K in total assets with $37K in annual revenue. It awarded 2 grants totaling $24K in 2024.

Where does Ruth Frejd Charitable Tr 12 6 2004 operate?

Ruth Frejd Charitable Tr 12 6 2004 has awarded grants in Illinois.

What size grants does Ruth Frejd Charitable Tr 12 6 2004 award?

In 2024, Ruth Frejd Charitable Tr 12 6 2004 awarded 2 grants totaling $24K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Ruth Frejd Charitable Tr 12 6 2004 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ruth Frejd Charitable Tr 12 6 2004 reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ruth Frejd Charitable Tr 12 6 2004's EIN?

Ruth Frejd Charitable Tr 12 6 2004's EIN (Employer Identification Number) is 27-6597168. IRS Form 990 filing data is available on this page for 2019–2024.