RUTH FREJD CHARITABLE TR DTD 3 26 2008
Total Given 2016–2023
$715K
12 grants · $89K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$61K
typical mid grants · $60K–$62K
grant size
50%
supporter · 2/4 multi-year
repeat
$2.5M
Assets · 2021
4
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
7275672300
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $123K | $2.4M | $25K | 2 |
| 2018 | $125K | $2.2M | $153K | 2 |
| 2019 | N/A | $2.4M | $96K | N/A |
| 2020 | $119K | $2.4M | $65K | 2 |
| 2021 | $120K | $2.5M | $199K | 2 |
| 2022 | $124K | $2.1M | $-63K | 2 |
| 2023 | $105K | $2.3M | $62K | 2 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$52K
25th Pctl
$60K
Median
$61K
Average
$60K
75th Pctl
$62K
Maximum
$62K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| RAYMOND JAMES TRUST N A | TRUSTEE | $8K |
| RAYMOND JAMES | TRUSTEE | $8K |
Grants Awarded (12 total)
| Purpose | ||||
|---|---|---|---|---|
| COMMUNITY FOUNDATION OF MCHENRY | WOODSTOCK, IL | $62,343 | CITY OF WOODSTOCK & | 2018 |
| BLACKHAWK AREA COUNCIL BSA | ROCKFORD, IL | $62,343 | CAMP IMPROVEMENTS, | 2018 |
| BLACKHAWK AREA COUNCIL BSA | ROCKFORD, IL | $61,762 | CAMP IMPROVEMENTS, | 2022 |
| COMMUNITY FOUNDATION OF MCHENRY | CRYSTAL LAKE, IL | $61,762 | CITY OF WOODSTOCK & | 2022 |
| BLACKHAWK AREA COUNCIL BSA | ROCKFORD, IL | $61,744 | CAMP IMPROVEMENTS, | 2016 |
| COMMUNITY FOUNDATION OF MCHENRY | WOODSTOCK, IL | $61,744 | CITY OF WOODSTOCK & | 2016 |
| COMMUNITY FOUNDATION OF MCHENRY | WOODSTOCK, IL | $59,866 | CITY OF WOODSTOCK & | 2021 |
| BLACKHAWK AREA COUNCIL BSA | ROCKFORD, IL | $59,866 | CAMP IMPROVEMENTS, | 2021 |
| BLACKHAWK AREA COUNCIL BSA | ROCKFORD, IL | $59,603 | CAMP IMPROVEMENTS, | 2020 |
| COMMUNITY FOUNDATION OF MCHENRY | WOODSTOCK, IL | $59,603 | CITY OF WOODSTOCK & | 2020 |
| BLACKHAWK AREA COUNCIL BSA | ROCKFORD, IL | $52,318 | CAMP IMPROVEMENTS, | 2023 |
| THE COMMUNITY FOUNDATION OF | CRYSTAL LAKE, IL | $52,318 | CITY OF WOODSTOCK & | 2023 |