UD SAMUEL FREEMAN CHARITABLE TRUST
$50.2M
Total Assets (2023)
$3.4M
Avg Yearly Giving (2022–2023)
$6.7M
Giving on File
(2 yrs)
(2 yrs)
2
Grants on File
$3.2M
Avg Grant Size
About
NEW JERSEY DOES NOT REQUIRE FILING WITH THE NJ AG IF ANNUAL SOLICITATIONS ARE LESS THAN $10,000.00.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8888663275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $52.7M | $1.4M | N/A |
| 2021 | N/A | $59.7M | $1.9M | N/A |
| 2022 | $3.5M | $47.5M | $1.4M | 1 |
| 2023 | $3.2M | $50.2M | $3.7M | 1 |
Grant Size Distribution
Based on 2 grants on record
Minimum
$3.2M
25th Pctl
$3.2M
Median
$3.4M
Average
$3.4M
75th Pctl
$3.5M
Maximum
$3.5M
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| BANK OF AMERICA N A | CO-TRUSTEE | $291K |
| PAUL VERKUIL | CO-TRUSTEE | $9K |
| MS ELIZABETH E MURRAY | CO-TRUSTEE | $9K |
| GEORGE FRAMPTON | CO-TRUSTEE | $9K |
| JOHN PALMS | CO-TRUSTEE | $9K |
| CATHERINE MURRAY SMITH | CO-TRUSTEE | $9K |
| CHRISTOPHER J ELLIMAN | CO-TRUSTEE | $9K |
Grants Awarded (2 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| SEE ATTACHED STATEMENT | DALLAS, TX | $3,475,000 | UNRESTRICTED GENERAL | 2022 |
| SEE ATTACHED STATEMENT | DALLAS, TX | $3,239,736 | UNRESTRICTED GENERAL | 2023 |