Ud Samuel Freeman Charitable Trust
Ud Samuel Freeman Charitable Trust is a private foundation, 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
About Ud Samuel Freeman Charitable Trust
Based on IRS filings
Ud Samuel Freeman Charitable Trust is a private foundation, 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.
Ready to take the next step with Ud Samuel Freeman Charitable Trust?
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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