Ruth Frejd Charitable Tr Dtd 9 18 2007

ST PETERSBURG, FL EIN: 26-6721322

Ruth Frejd Charitable Tr Dtd 9 18 2007 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 $328K in total assets. In 2024, it awarded 2 grants totaling $21K. Net investment income was $24K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$328K

+0.2% YoY

Annual Giving

$21K

+12.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

+12.1% YoY

Under IRS private-foundation payout rules, Ruth Frejd Charitable Tr Dtd 9 18 2007 reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About Ruth Frejd Charitable Tr Dtd 9 18 2007

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 $106K (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	$328,424	$327,665	$333,803
Revenue	$29,108	$19,700	$30,511
Expenses	$28,232	$25,791	$32,312
Qualifying Distributions	$22,808	$20,204	$25,386
Net Investment Income	$23,757	$14,224	$24,276
Distributable Amount	$21,284	$18,968	$22,002

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 ($10,313), The Community Foundation of ($10,313).

Recipient	Purpose	Amount
BLACKHAWK AREA COUNCIL BSA ROCKFORD, IL	CAMP IMPROVEMENTS,	$10,313
THE COMMUNITY FOUNDATION OF CRYSTAL LAKE, IL	CITY OF WOODSTOCK &	$10,313

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	$3,809

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ruth Frejd Charitable Tr Dtd 9 18 2007?

Ruth Frejd Charitable Tr Dtd 9 18 2007 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST PETERSBURG, FL. It holds $328K in total assets as of 2024.

How large is Ruth Frejd Charitable Tr Dtd 9 18 2007?

As of 2024, Ruth Frejd Charitable Tr Dtd 9 18 2007 holds $328K in total assets with $29K in annual revenue. It awarded 2 grants totaling $21K in 2024.

Where does Ruth Frejd Charitable Tr Dtd 9 18 2007 operate?

Ruth Frejd Charitable Tr Dtd 9 18 2007 has awarded grants in Illinois.

What size grants does Ruth Frejd Charitable Tr Dtd 9 18 2007 award?

In 2024, Ruth Frejd Charitable Tr Dtd 9 18 2007 awarded 2 grants totaling $21K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Ruth Frejd Charitable Tr Dtd 9 18 2007 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ruth Frejd Charitable Tr Dtd 9 18 2007 reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ruth Frejd Charitable Tr Dtd 9 18 2007's EIN?

Ruth Frejd Charitable Tr Dtd 9 18 2007's EIN (Employer Identification Number) is 26-6721322. IRS Form 990 filing data is available on this page for 2020–2024.