George W And Ruth Frejd Char Tr

St Petersburg, FL
Tax-exempt since March 2013
EIN: 27-6597194

Receive an email when new data is available for this organization.

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

$260k (2024)

Expenses

$223k (2024)

Total Assets

$2.72M (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

$260,108

Expenses

$222,822

Net Income

$37,286

Net Assets

$2,719,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,972	35.7%
Sales of Assets	$168,948	65.0%
Other Income	-$1,812

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,159	79.1%
Compensation of Officers*	$30,289	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,719,018
Total Liabilities	$0
Net Assets	$2,719,018

Compensation

Key Employees and Officers	Compensation	Other
Raymond James (Trustee)	$30,289	$0

990-PF

Filed on May 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$160,460

Expenses

$200,293

Net Income

-$39,833

Net Assets

$2,640,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,341	52.6%
Sales of Assets	$72,122	44.9%
Other Income	$3,997	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,791	78.3%
Compensation of Officers*	$11,867	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,640,071
Total Liabilities	$0
Net Assets	$2,640,071

Compensation

Key Employees and Officers	Compensation	Other
Raymond James (Trustee)	$11,867	$0

990-PF

Filed on May 9, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$17,692

Expenses

$247,199

Net Income

-$229,507

Net Assets

$2,680,028

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,671	> 100%
Sales of Assets	-$75,994
Other Income	$34,015	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,900	78.0%
Compensation of Officers*	$12,237	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,680,028
Total Liabilities	$0
Net Assets	$2,680,028

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$12,237	$0

990-PF

Filed on May 10, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$383,468

Expenses

$237,448

Net Income

$146,020

Net Assets

$2,950,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,578	13.5%
Sales of Assets	$318,547	83.1%
Other Income	$13,343	3.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,688	76.1%
Compensation of Officers*	$15,054	6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,950,021
Total Liabilities	$0
Net Assets	$2,950,021

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$15,054	$0

990-PF

Filed on May 9, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$102,644

Expenses

$225,006

Net Income

-$122,362

Net Assets

$2,819,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,699	57.2%
Sales of Assets	$42,962	41.9%
Other Income	$983	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,921	78.6%
Compensation of Officers*	$14,758	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,819,801
Total Liabilities	$1
Net Assets	$2,819,800

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$14,758	$0

990-PF

Filed on May 10, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$144,562

Expenses

$221,218

Net Income

-$76,656

Net Assets

$2,949,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,579	50.9%
Sales of Assets	$67,714	46.8%
Other Income	$3,269	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,140	71.9%
Compensation of Officers*	$14,785	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,949,730
Total Liabilities	$1
Net Assets	$2,949,729

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$14,785	$0

990-PF

Filed on May 12, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$284,315

Expenses

$238,500

Net Income

$45,815

Net Assets

$3,033,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,817	22.8%
Sales of Assets	$219,443	77.2%
Other Income	$55	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,381	76.5%
Compensation of Officers*	$15,600	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,033,559
Total Liabilities	$0
Net Assets	$3,033,559

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$15,600	$0

990-PF

Filed on May 13, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$121,617

Expenses

$237,853

Net Income

-$116,236

Net Assets

$2,991,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,623	49.0%
Sales of Assets	$61,478	50.6%
Other Income	$516	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,369	77.5%
Compensation of Officers*	$67,963	28.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,991,239
Total Liabilities	$0
Net Assets	$2,991,239

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust Na (Trustee)	$67,963	$0

990-PF

Filed on May 1, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$29,181

Expenses

$240,225

Net Income

-$211,044

Net Assets

$3,110,319

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,534	> 100%
Sales of Assets	-$46,667
Other Income	$4,314	14.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,967	78.2%
Compensation of Officers*	$66,300	27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,110,319
Total Liabilities	$0
Net Assets	$3,110,319

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$66,300	$0

990-PF

Filed on May 9, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$61,742

Expenses

$264,776

Net Income

-$203,034

Net Assets

$3,333,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,809	> 100%
Sales of Assets	-$4,067
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,760	77.3%
Compensation of Officers*	$70,664	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,333,227
Total Liabilities	$0
Net Assets	$3,333,227

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N A (Trustee)	$70,664	$0

990-PF

Filed on May 10, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$450,096

Expenses

$383,463

Net Income

$66,633

Net Assets

$3,536,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,459	16.3%
Sales of Assets	$376,637	83.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$322,361	84.1%
Compensation of Officers*	$71,573	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,536,267
Total Liabilities	$0
Net Assets	$3,536,267

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust N (Trustee)	$71,573	$0

990-PF

Filed on May 3, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$389,782

Expenses

$236,995

Net Income

$152,787

Net Assets

$3,470,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,975	15.4%
Sales of Assets	$329,807	84.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,855	78.0%
Compensation of Officers*	$60,707	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,470,094
Total Liabilities	$0
Net Assets	$3,470,094

Compensation

Key Employees and Officers	Compensation	Other
Raymond James Trust Na (Trustee)	$60,707	$0

990-PF

Filed on May 8, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$298,418

Expenses

$248,591

Net Income

$49,827

Net Assets

$3,314,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,709	26.7%
Sales of Assets	$218,487	73.2%
Other Income	$222	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,495	77.0%
Compensation of Officers*	$58,392	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,314,608
Total Liabilities	$0
Net Assets	$3,314,608

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$132,850

Expenses

$250,946

Net Income

-$118,096

Net Assets

$3,269,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,351	50.7%
Sales of Assets	$65,356	49.2%
Other Income	$143	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,434	72.7%
Compensation of Officers*	$65,137	26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,269,759
Total Liabilities	$0
Net Assets	$3,269,759

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

Fiscal Year Ending Dec.
2010

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

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

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

George W And Ruth Frejd Char Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $260k (2024)

Expenses $223k (2024)

Total Assets $2.72M (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

$260k (2024)

Expenses

$223k (2024)

Total Assets

$2.72M (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.
2010

Fiscal Year Ending Dec.
2009