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.
Ud Samuel Freeman Charitable Trust at a glance
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.
- Annual giving (2025)
- $3,300,000
- -12.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $3,300,000
- -12.5% vs 2024
- Median grant
- $3,300,000
- Total assets
- $22,487,886
- -5.4% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ud Samuel Freeman Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2.1M (2020) to $3.8M (2024). In 2025 it made 1 grant totaling $3.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Statement Dallas, TX | Unrestricted General | $3,300,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $22,487,886 | $2,512,294 | $3,795,383 | $3,300,000 | 1 | $3,538,931 | $2,279,304 | $2,482,067 |
| 2024 | $23,761,995 | $4,334,706 | $4,321,329 | $3,773,000 | 1 | $4,047,857 | $4,140,598 | $2,448,112 |
| 2023 | $23,728,796 | $3,726,867 | $3,735,051 | $3,239,736 | 1 | $3,476,814 | $3,506,041 | $2,358,304 |
| 2022 | $23,763,787 | $1,403,569 | $3,948,497 | $3,475,000 | 1 | $3,707,752 | $1,177,824 | $2,480,561 |
| 2021 | $26,315,301 | $1,903,841 | $4,021,188 | $3,500,000 | 1 | $3,783,802 | $1,696,749 | $2,727,753 |
| 2020 | $28,431,714 | $1,383,035 | $2,597,187 | $2,110,000 | 1 | — | $1,152,815 | $2,367,828 |
| 2019 | $29,629,888 | $1,988,741 | $2,887,494 | $2,311,247 | 1 | — | $1,694,462 | $2,306,902 |
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.
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
The highest reported compensation on the 2025 filing was $300K, to Bank of America N a (Co-Trustee). 7 officers or directors reported compensation on that filing.
Frequently asked questions 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 large is Ud Samuel Freeman Charitable Trust?
Ud Samuel Freeman Charitable Trust reported $22.5M in total assets on its 2025 IRS Form 990-PF. It paid out $3.5M in qualifying distributions that year, against a required minimum of $2.5M (roughly 5% of its investment assets).
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.
Where does Ud Samuel Freeman Charitable Trust operate?
Ud Samuel Freeman Charitable Trust has awarded grants in Rhode Island, Texas.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
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
Live grants for the work Ud Samuel Freeman Charitable Trust funds
Education Open opportunities, soonest deadline first.
- Creative Impact Grants $500 - $2,500 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
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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Ud Samuel Freeman Charitable Trust down — hundreds of funders to go?