Private Foundation

UD SAMUEL FREEMAN CHARITABLE TRUST

Based in DALLAS, TX, UD SAMUEL FREEMAN CHARITABLE TRUST operates as a Private Foundation. The organization reported $2.5M in revenue, $3.8M in expenses, $22.5M in total assets for fiscal year 2025. Imperigo tracks 7 reported grants from this foundation totaling approximately $21.7M.

EIN: 136803465 DALLAS, TX Latest filing: 2025

Total Revenue$2.5M

Total Expenses$3.8M

Total Assets$22.5M

Grants Given7

Grant Total$21.7M

Filing Years2021–2025

Sample Grants Given

SEE ATTACHED STATEMENT

DALLAS, TX · 2025

UNRESTRICTED GENERAL

$3,300,000

SEE ATTACHED STATEMENT

DALLAS, TX · 2024

UNRESTRICTED GENERAL

$3,773,000

SEE ATTACHED STATEMENT

DALLAS, TX · 2023

UNRESTRICTED GENERAL

$3,239,736

SEE ATTACHED STATEMENT

DALLAS, TX · 2022

UNRESTRICTED GENERAL

$3,475,000

SEE ATTACHED STATEMENT

PROVIDENCE, RI · 2021

UNRESTRICTED GENERAL

$3,500,000

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Bank Of America N A

CO-TRUSTEE Catherine Murray Smith

CO-TRUSTEE Christopher J Elliman

CO-TRUSTEE Courtenay Lewandowski

CO-TRUSTEE George Frampton

CO-TRUSTEE Ms Elizabeth E Murray

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED GENERAL

$21,708,983 7 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$2.5M	$3.8M	$22.5M
2024	$4.3M	$4.3M	$23.8M
2023	$3.7M	$3.7M	$23.7M
2022	$1.4M	$3.9M	$23.8M
2021	$1.9M	$4.0M	$26.3M

Between 2021 and 2025, reported annual revenue grew from $1.9M to $2.5M (+32%), with total assets most recently reported at $22.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in RI, TX.

RITX

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for UD SAMUEL FREEMAN CHARITABLE TRUST

Complete financials, all 7 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports