Ud Samuel Freeman Charitable Trust
Ud Samuel Freeman Charitable Trust is a private foundation focused on Arts and culture, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.8M in total assets. In 2024, it awarded 1 grants totaling $3.8M. Net investment income was $4.1M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$23.8M
+0.1% YoY
Annual Giving
$3.8M
+16.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$3.8M
+16.5% YoY
Under IRS private-foundation payout rules, Ud Samuel Freeman Charitable Trust reported a distributable amount of $2.4M for 2024 — the minimum it must pay out in qualifying distributions.
About Ud Samuel Freeman Charitable Trust
Based on IRS filings
Ud Samuel Freeman Charitable Trust is a private foundation focused on Arts and culture, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.8M in total assets. In 2024, it awarded 1 grants totaling $3.8M. Net investment income was $4.1M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $23,761,995 | $23,728,796 | $23,763,787 |
| Revenue | $4,334,706 | $3,726,867 | $1,403,569 |
| Expenses | $4,321,329 | $3,735,051 | $3,948,497 |
| Qualifying Distributions | $4,047,857 | $3,476,814 | $3,707,752 |
| Net Investment Income | $4,140,598 | $3,506,041 | $1,177,824 |
| Distributable Amount | $2,448,112 | $2,358,304 | $2,480,561 |
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 See Attached Statement ($3,773,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED STATEMENT DALLAS, TX | UNRESTRICTED GENERAL | $3,773,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | CO-TRUSTEE | 4 | $299,530 |
| MS ELIZABETH E MURRAY | CO-TRUSTEE | 4 | $10,600 |
| GEORGE FRAMPTON | CO-TRUSTEE | 4 | $10,600 |
| JOHN PALMS | CO-TRUSTEE | 4 | $9,982 |
| CATHERINE MURRAY SMITH | CO-TRUSTEE | 4 | $10,600 |
| CHRISTOPHER J ELLIMAN | CO-TRUSTEE | 4 | $10,600 |
| PAUL VERKUIL | CO-TRUSTEE | 4 | $10,600 |
| COURTENAY LEWANDOWSKI | CO-TRUSTEE | 4 | $619 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ud Samuel Freeman Charitable Trust?
Ud Samuel Freeman Charitable Trust is a private foundation focused on Arts and culture, based in DALLAS, TX. It holds $23.8M in total assets as of 2024.
How large is Ud Samuel Freeman Charitable Trust?
As of 2024, Ud Samuel Freeman Charitable Trust holds $23.8M in total assets with $4.3M in annual revenue. It awarded 1 grants totaling $3.8M in 2024.
Where does Ud Samuel Freeman Charitable Trust operate?
Ud Samuel Freeman Charitable Trust has awarded grants in Rhode Island, Texas.
What size grants does Ud Samuel Freeman Charitable Trust award?
In 2024, Ud Samuel Freeman Charitable Trust awarded 1 grants totaling $3.8M — an average of about $3.8M per grant, based on its IRS Form 990 filings.
How much is Ud Samuel Freeman Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ud Samuel Freeman Charitable Trust reported a distributable amount of $2.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ud Samuel Freeman Charitable Trust's EIN?
Ud Samuel Freeman Charitable Trust's EIN (Employer Identification Number) is 13-6803465. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Ud Samuel Freeman Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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