The 1997 Lydia Freeman Charitable Fnd
The 1997 Lydia Freeman Charitable Fnd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $610K in total assets. In 2024, it awarded 1 grants totaling $260K. Net investment income was $248K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$610K
-3.8% YoY
Annual Giving
$260K
+10.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$260K
+10.6% YoY
Under IRS private-foundation payout rules, The 1997 Lydia Freeman Charitable Fnd reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.
About The 1997 Lydia Freeman Charitable Fnd
Based on IRS filings
The 1997 Lydia Freeman Charitable Fnd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $610K in total assets. In 2024, it awarded 1 grants totaling $260K. Net investment income was $248K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $609,938 | $633,967 | $644,552 |
| Revenue | $247,780 | $226,719 | $202,935 |
| Expenses | $271,809 | $237,304 | $227,105 |
| Qualifying Distributions | $262,819 | $237,304 | $227,105 |
| Net Investment Income | $247,780 | $226,719 | $202,935 |
| Distributable Amount | $32,459 | $28,905 | $34,467 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The M-l Von Franz Institute for Studies in Synchronicity ($260,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE M-L VON FRANZ INSTITUTE FOR STUDIES IN SYNCHRONICITY | FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSE | $260,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LARA GMUER | TRUSTEE & SPECIAL TRUSTEE | 3 | — |
| MARK ADAMS | TRUSTEE & SPECIAL TRUSTEE | 8 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The 1997 Lydia Freeman Charitable Fnd?
The 1997 Lydia Freeman Charitable Fnd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. It holds $610K in total assets as of 2024.
How large is The 1997 Lydia Freeman Charitable Fnd?
As of 2024, The 1997 Lydia Freeman Charitable Fnd holds $610K in total assets with $248K in annual revenue. It awarded 1 grants totaling $260K in 2024.
What size grants does The 1997 Lydia Freeman Charitable Fnd award?
In 2024, The 1997 Lydia Freeman Charitable Fnd awarded 1 grants totaling $260K — an average of about $260K per grant, based on its IRS Form 990 filings.
How much is The 1997 Lydia Freeman Charitable Fnd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The 1997 Lydia Freeman Charitable Fnd reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The 1997 Lydia Freeman Charitable Fnd's EIN?
The 1997 Lydia Freeman Charitable Fnd's EIN (Employer Identification Number) is 77-0468873. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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