Ruth Frejd Charitable Tr Dtd 3 26 2008

Private foundation · Grantmaker St Petersburg, FL EIN: 26-6764655

Ruth Frejd Charitable Tr Dtd 3 26 2008 is a private foundation, based in St Petersburg, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 2 grants totaling $119K. Net investment income was $130K.

Key facts about Ruth Frejd Charitable Tr Dtd 3 26 2008

In short: Ruth Frejd Charitable Tr Dtd 3 26 2008 gave $119K across 2 grants in 2025 (avg $60K), mostly in Illinois. Source: 2025 IRS Form 990-PF.

EIN
26-6764655
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$119,012
Grants made (2025)
2
Average grant
$59,506
Median grant
$59,506
Total assets
$1,908,976
Primary geography
Illinois (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.9M

+0.1% YoY

Annual Giving

$119K

+5.6% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$60K

+5.6% YoY

Under IRS private-foundation payout rules, Ruth Frejd Charitable Tr Dtd 3 26 2008 reported a distributable amount of $118K for 2025 — the minimum it must pay out in qualifying distributions.

How Ruth Frejd Charitable Tr Dtd 3 26 2008 gives

  • Giving held roughly steady from 2022 to 2025 (−4%). Method
  • In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

RockfordCrystal LakeWoodstock

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $105K (2023) to $124K (2022). In 2025 it made 2 grants totaling $119K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Blackhawk Area Council BSA: $60KBlackhawk Area Council BSA$60KThe Community Foundation of: $60KThe Community Foundation of$60K

The largest 2025 recipient was Blackhawk Area Council BSA ($60K). Together the top 2 received $119K.

Grant Size Distribution

10 grants across all recorded years

<$50K10$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Blackhawk Area Council BSA Rockford, ILCamp Improvements,$59,506
The Community Foundation of Crystal Lake, ILCity of Woodstock &$59,506

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,908,976$1,906,487$1,882,317
Revenue$164,072$169,469$62,252
Expenses$159,275$149,216$137,720
Qualifying Distributions$122,084$118,768$107,550
Net Investment Income$129,991$139,047$29,901
Distributable Amount$118,229$114,181$105,406

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)

Leadership & Key People

Officers and directors from IRS filings

Ruth Frejd Charitable Tr Dtd 3 26 2008's only listed officer is Raymond James Trust N A, Trustee on filings since 2020 (compensated).

Officers on the 2025 filing

  • Raymond James Trust N A

    Trustee

    On filings since 2020

    1 hr/week

    $14K (2020) → $8K (2025)

Former officers (1)
  • Former: Raymond James (2023–2024) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Raymond James Trust N a — Trustee: $8KRaymond James Trust N aTrustee$8K

The highest reported compensation on the 2025 filing was $8K, to Raymond James Trust N a (Trustee).

Frequently asked questions about Ruth Frejd Charitable Tr Dtd 3 26 2008

How much does Ruth Frejd Charitable Tr Dtd 3 26 2008 give each year?

Ruth Frejd Charitable Tr Dtd 3 26 2008 gave $119K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $113K across 2 grants.

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

Ruth Frejd Charitable Tr Dtd 3 26 2008 reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $122K in qualifying distributions that year, against a required minimum of $118K (roughly 5% of its investment assets).

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 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 2020–2025.

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

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