Nonprofit · EIN 13-6803465
SAMUEL FREEMAN CHARITABLE FOUNDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,512,294 | $3,795,383 | -$1,283,089 | $22,487,886 | $0 | $22,487,886 |
| December 31, 2024 | 990-PF | $4,334,706 | $4,321,329 | $13,377 | $23,761,995 | $0 | $23,761,995 |
| December 31, 2023 | 990-PF | $3,726,867 | $3,735,051 | -$8,184 | $23,728,796 | $0 | $23,728,796 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $998,578
- Net gain from sales of assets
- $1,494,066
- Other income
- $19,650
Expenses
- Grants and similar amounts paid
- $3,300,000
- Compensation of officers, directors and key employees
- $361,439
- Disbursements for charitable purposes
- $3,538,931
- Excise tax on investment income
- $31,682
Balance sheet and other
- Total assets, start of year
- $23,761,995
- Total assets, end of year
- $22,487,886
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,487,886
- Fair market value of assets
- $51,931,229
- Qualifying distributions
- $3,538,931
- Net investment income
- $2,512,255
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $299,524 |
| PAUL VERKUIL C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $10,320 |
| MS ELIZABETH E MURRAY C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $10,319 |
| GEORGE FRAMPTON C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $10,319 |
| CATHERINE MURRAY SMITH C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $10,319 |
| CHRISTOPHER J ELLIMAN C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $10,319 |
| COURTENAY LEWANDOWSKI C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10038 | CO-TRUSTEE | 4 | $10,319 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $299,530 |
| MS ELIZABETH E MURRAY C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $10,600 |
| GEORGE FRAMPTON C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $10,600 |
| CATHERINE MURRAY SMITH C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $10,600 |
| CHRISTOPHER J ELLIMAN C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $10,600 |
| PAUL VERKUIL C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $10,600 |
| JOHN PALMS C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $9,982 |
| COURTENAY LEWANDOWSKI C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10038 | CO-TRUSTEE | 4 | $619 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $290,726 |
| MS ELIZABETH E MURRAY C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $8,802 |
| GEORGE FRAMPTON C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $8,802 |
| JOHN PALMS C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $8,802 |
| CATHERINE MURRAY SMITH C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $8,802 |
| CHRISTOPHER J ELLIMAN C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $8,802 |
| PAUL VERKUIL C/O BANK OF AMERICA114 W 47TH ST, NEW YORK, NY 10036 | CO-TRUSTEE | 4 | $8,802 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % UNITED STATES TRUST CO OF NY
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6803465
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $22,487,886
- Income (IRS master file)
- $11,319,216
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,512,294 | $3,795,383 | $22,487,886 | IRS |
| 990-PF | December 2024 | $4,334,706 | $4,321,329 | $23,761,995 | IRS |
| 990-PF | December 2023 | $3,726,867 | $3,735,051 | $23,728,796 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6803465).
Questions about SAMUEL FREEMAN CHARITABLE FOUNDATION
- What is the EIN of SAMUEL FREEMAN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SAMUEL FREEMAN CHARITABLE FOUNDATION is 13-6803465.
- Is SAMUEL FREEMAN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to SAMUEL FREEMAN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL FREEMAN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL FREEMAN CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMUEL FREEMAN CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SAMUEL FREEMAN CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 7 received compensation from the organization, the highest $299,524 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does SAMUEL FREEMAN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,512,294, expenses of $3,795,383 and total assets of $22,487,886 at year end.
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