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 2019 through 2025. As of 2025, the organization holds $22.5M in total assets. In 2025, it awarded 1 grant totaling $3.3M. Net investment income was $2.3M.
Key facts about Ud Samuel Freeman Charitable Trust
In short: Ud Samuel Freeman Charitable Trust gave $3.3M across 1 grant in 2025 (avg $3.3M), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 13-6803465
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $3,300,000
- Grants made (2025)
- 1
- Average grant
- $3,300,000
- Median grant
- $3,300,000
- Total assets
- $22,487,886
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Quick answers about Ud Samuel Freeman Charitable Trust
How much does Ud Samuel Freeman Charitable Trust give each year?
Ud Samuel Freeman Charitable Trust gave $3.3M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.8M across 1 grant.
How Ud Samuel Freeman Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 143% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Ud Samuel Freeman Charitable Trust
- How to evaluate Ud Samuel Freeman Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$22.5M
-5.4% YoY
Annual Giving
$3.3M
-12.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$3.3M
-12.5% YoY
Under IRS private-foundation payout rules, Ud Samuel Freeman Charitable Trust reported a distributable amount of $2.5M for 2025 — 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 2019 through 2025. As of 2025, the organization holds $22.5M in total assets. In 2025, it awarded 1 grant totaling $3.3M. Net investment income was $2.3M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $22,487,886 | $23,761,995 | $23,728,796 |
| Revenue | $2,512,294 | $4,334,706 | $3,726,867 |
| Expenses | $3,795,383 | $4,321,329 | $3,735,051 |
| Qualifying Distributions | $3,538,931 | $4,047,857 | $3,476,814 |
| Net Investment Income | $2,279,304 | $4,140,598 | $3,506,041 |
| Distributable Amount | $2,482,067 | $2,448,112 | $2,358,304 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
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 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED STATEMENT Dallas, TX | UNRESTRICTED GENERAL | $3,300,000 |
Leadership & Key People
Officers and directors from IRS filings
Ud Samuel Freeman Charitable Trust's 2025 filing lists 7 officers; all 7 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America N A
Co-Trustee
On filings since 2019
4 hrs/week
$282K (2019) → $300K (2025)
Catherine Murray Smith
Co-Trustee
On filings since 2019
4 hrs/week
$11K (2019) → $10K (2025)
Christopher J. Elliman
Co-Trustee
On filings since 2019
4 hrs/week
$11K (2019) → $10K (2025)
Elizabeth E. Murray
Co-Trustee
On filings since 2019
4 hrs/week
$11K (2019) → $10K (2025)
George Frampton
Co-Trustee
On filings since 2019
4 hrs/week
$11K (2019) → $10K (2025)
Paul Verkuil
Co-Trustee
On filings since 2019
4 hrs/week
$11K (2019) → $10K (2025)
Courtenay Lewandowski
Co-Trustee
On filings since 2024
4 hrs/week
$619 (2024) → $10K (2025)
Former officers (1)
- Former: John Palms (2019–2024) — Co-Trustee
Data from IRS Form 990 filings, 2019–2025. "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
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 $22.5M in total assets as of 2025.
How large is Ud Samuel Freeman Charitable Trust?
As of 2025, Ud Samuel Freeman Charitable Trust holds $22.5M in total assets with $2.5M in annual revenue. It awarded 1 grant totaling $3.3M in 2025.
Where does Ud Samuel Freeman Charitable Trust operate?
Ud Samuel Freeman Charitable Trust has awarded grants in Rhode Island, Texas.
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 2025, Ud Samuel Freeman Charitable Trust reported a distributable amount of $2.5M 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 2019–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.