Ruth Frejd Charitable Tr Dtd 9 18 2007

St Petersburg, FL
Tax-exempt since March 2013
EIN: 26-6721322

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$29.1k (2024)

Expenses

$28.2k (2024)

Total Assets

$328k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$29,108

Expenses

$28,232

Net Income

$876

Net Assets

$328,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,862	44.2%
Sales of Assets	$16,246	55.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,808	80.8%
Compensation of Officers*	$3,809	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$328,424
Total Liabilities	$0
Net Assets	$328,424

Compensation

Key Employees and Officers	Compensation	Other
Raymond James (Trustee)	$3,809	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$19,700

Expenses

$25,791

Net Income

-$6,091

Net Assets

$327,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,342	67.7%
Sales of Assets	$6,358	32.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,204	78.3%
Compensation of Officers*	$1,460	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$327,665
Total Liabilities	$0
Net Assets	$327,665

Compensation

Key Employees and Officers	Compensation	Other
Raymond James (Trustee)	$1,460	$0

990-PF

Filed on May 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$30,511

Expenses

$32,312

Net Income

-$1,801

Net Assets

$333,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,924	39.1%
Sales of Assets	$18,587	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,386	78.6%
Compensation of Officers*	$1,473	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$333,803
Total Liabilities	$0
Net Assets	$333,803

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$1,473	$0

990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$41,042

Expenses

$31,568

Net Income

$9,474

Net Assets

$335,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,283	20.2%
Sales of Assets	$32,759	79.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,536	74.6%
Compensation of Officers*	$1,625	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$335,887
Total Liabilities	$0
Net Assets	$335,887

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$1,625	$0

990-PF

Filed on May 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$14,646

Expenses

$28,851

Net Income

-$14,205

Net Assets

$326,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,418	43.8%
Sales of Assets	$7,947	54.3%
Other Income	$281	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,041	76.4%
Compensation of Officers*	$1,421	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$326,704
Total Liabilities	$1
Net Assets	$326,703

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$1,421	$0

990-PF

Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$14,313

Expenses

$27,368

Net Income

-$13,055

Net Assets

$340,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,061	63.3%
Sales of Assets	$5,034	35.2%
Other Income	$218	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,441	71.0%
Compensation of Officers*	$1,405	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$340,896
Total Liabilities	$1
Net Assets	$340,895

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$1,405	$0

990-PF

Filed on May 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$35,737

Expenses

$31,129

Net Income

$4,608

Net Assets

$354,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,687	24.3%
Sales of Assets	$27,050	75.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,773	73.2%
Compensation of Officers*	$1,669	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$354,213
Total Liabilities	$0
Net Assets	$354,213

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$1,669	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$23,961

Expenses

$29,305

Net Income

-$5,344

Net Assets

$349,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,490	39.6%
Sales of Assets	$13,888	58.0%
Other Income	$583	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,249	75.9%
Compensation of Officers*	$8,688	29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$349,556
Total Liabilities	$0
Net Assets	$349,556

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust Na (Trustee)	$8,688	$0

990-PF

Filed on May 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

-$3,288

Expenses

$27,971

Net Income

-$31,259

Net Assets

$354,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,294
Sales of Assets	-$12,516
Other Income	$934

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,614	77.3%
Compensation of Officers*	$7,864	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$354,917
Total Liabilities	$0
Net Assets	$354,917

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$7,864	$0

990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$21,128

Expenses

$31,645

Net Income

-$10,517

Net Assets

$386,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,276	48.6%
Sales of Assets	$10,852	51.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,237	76.6%
Compensation of Officers*	$8,563	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$386,081
Total Liabilities	$0
Net Assets	$386,081

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$8,563	$0

990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$57,592

Expenses

$44,918

Net Income

$12,674

Net Assets

$396,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,750	22.1%
Sales of Assets	$44,842	77.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,905	82.2%
Compensation of Officers*	$9,364	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$396,591
Total Liabilities	$0
Net Assets	$396,591

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust Na (Trustee)	$9,364	$0

990-PF

Filed on May 3, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$46,005

Expenses

$27,093

Net Income

$18,912

Net Assets

$383,929

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,144	17.7%
Sales of Assets	$37,861	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,837	69.5%
Compensation of Officers*	$8,692	32.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$383,929
Total Liabilities	$0
Net Assets	$383,929

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust Na (Trustee)	$8,692	$0

990-PF

Filed on May 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$33,078

Expenses

$32,341

Net Income

$737

Net Assets

$365,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,554	34.9%
Sales of Assets	$21,524	65.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,897	64.6%
Compensation of Officers*	$8,345	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$365,010
Total Liabilities	$1
Net Assets	$365,009

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$29,362

Expenses

$30,253

Net Income

-$891

Net Assets

$364,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,200	31.3%
Sales of Assets	$16,884	57.5%
Other Income	$3,278	11.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,852	68.9%
Compensation of Officers*	$9,085	30.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$364,284
Total Liabilities	$0
Net Assets	$364,284

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Updated March 23, 2026

Ruth Frejd Charitable Tr Dtd 9 18 2007

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $29.1k (2024)

Expenses $28.2k (2024)

Total Assets $328k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$29.1k (2024)

Expenses

$28.2k (2024)

Total Assets

$328k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2009