Ruth Frejd Charitable Tr Dtd 3 26 2008

ST PETERSBURG, FL EIN: 26-6764655

Ruth Frejd Charitable Tr Dtd 3 26 2008 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST PETERSBURG, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 2 grants totaling $113K. Net investment income was $139K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

+1.3% YoY

Annual Giving

$113K

+7.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$56K

+7.7% YoY

Under IRS private-foundation payout rules, Ruth Frejd Charitable Tr Dtd 3 26 2008 reported a distributable amount of $114K for 2024 — the minimum it must pay out in qualifying distributions.

About Ruth Frejd Charitable Tr Dtd 3 26 2008

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $580K (100%)

States

Illinois

Cities

Crystal LakeRockfordWoodstock

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,906,487	$1,882,317	$1,955,676
Revenue	$169,469	$62,252	$-62,705
Expenses	$149,216	$137,720	$157,921
Qualifying Distributions	$118,768	$107,550	$126,436
Net Investment Income	$139,047	$29,901	$15,281
Distributable Amount	$114,181	$105,406	$117,524

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 ($56,335), The Community Foundation of ($56,335).

Recipient	Purpose	Amount
BLACKHAWK AREA COUNCIL BSA ROCKFORD, IL	CAMP IMPROVEMENTS,	$56,335
THE COMMUNITY FOUNDATION OF CRYSTAL LAKE, IL	CITY OF WOODSTOCK &	$56,335

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	$20,392

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ruth Frejd Charitable Tr Dtd 3 26 2008?

Ruth Frejd Charitable Tr Dtd 3 26 2008 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST PETERSBURG, FL. It holds $1.9M in total assets as of 2024.

How large is Ruth Frejd Charitable Tr Dtd 3 26 2008?

As of 2024, Ruth Frejd Charitable Tr Dtd 3 26 2008 holds $1.9M in total assets with $169K in annual revenue. It awarded 2 grants totaling $113K in 2024.

Where does Ruth Frejd Charitable Tr Dtd 3 26 2008 operate?

Ruth Frejd Charitable Tr Dtd 3 26 2008 has awarded grants in Illinois.

What size grants does Ruth Frejd Charitable Tr Dtd 3 26 2008 award?

In 2024, Ruth Frejd Charitable Tr Dtd 3 26 2008 awarded 2 grants totaling $113K — an average of about $56K per grant, based on its IRS Form 990 filings.

How much is Ruth Frejd Charitable Tr Dtd 3 26 2008 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ruth Frejd Charitable Tr Dtd 3 26 2008 reported a distributable amount of $114K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ruth Frejd Charitable Tr Dtd 3 26 2008's EIN?

Ruth Frejd Charitable Tr Dtd 3 26 2008's EIN (Employer Identification Number) is 26-6764655. IRS Form 990 filing data is available on this page for 2020–2024.