Civic Intelligence

Samuel Freedman Charitable Trust

990 • Fiscal year 2017 • EIN 37-1233229

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 23, 2018

Organization ProfileN/A
8600 2nd AvenueSilver Spring, MD 20910-3326

(301) 565-0088

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-82%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$13,275

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 64.4% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

37th percentile

-3.8%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

76%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$436,098

Down $17,000 (-3.8%) from 2016

Net Assets

Down

$436,098

Down $17,000 (-3.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin5th percentile

Revenue

Up

$20,623

Up $8,875 (+76%) from 2016

Expenses

Up

$37,623

Up $14,364 (+62%) from 2016

Net Income

Down

-$17,000

Down $5,489 (-48%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2016: $453,098Liabilities 2016: $0Net Assets 2016: $453,0982016Assets 2017: $436,098Liabilities 2017: $0Net Assets 2017: $436,0982017Assets 2018: $423,051Liabilities 2018: $0Net Assets 2018: $423,0512018Assets 2019: $403,914Liabilities 2019: $0Net Assets 2019: $403,9142019Assets 2020: $383,946Liabilities 2020: $0Net Assets 2020: $383,9462020Assets 2021: $434,572Liabilities 2021: $0Net Assets 2021: $434,5722021Assets 2022: $427,430Liabilities 2022: $0Net Assets 2022: $427,4302022Assets 2023: $416,611Liabilities 2023: $0Net Assets 2023: $416,6112023Assets 2024: $425,656Liabilities 2024: $0Net Assets 2024: $425,6562024

Highlighted filing

2017

Assets$436,098
Liabilities$0
Net Assets$436,098
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2016: $11,748Expenses 2016: $23,259Net Income 2016: -$11,5112016Revenue 2017: $20,623Expenses 2017: $37,623Net Income 2017: -$17,0002017Revenue 2018: $19,139Expenses 2018: $32,186Net Income 2018: -$13,0472018Revenue 2019: $17,609Expenses 2019: $36,746Net Income 2019: -$19,1372019Revenue 2020: $15,564Expenses 2020: $35,532Net Income 2020: -$19,9682020Revenue 2021: $87,831Expenses 2021: $37,205Net Income 2021: $50,6262021Revenue 2022: $27,099Expenses 2022: $36,868Net Income 2022: -$9,7692022Revenue 2023: $29,175Expenses 2023: $39,353Net Income 2023: -$10,1782023Revenue 2024: $33,935Expenses 2024: $29,771Net Income 2024: $4,1642024

Highlighted filing

2017

Revenue$20,623
Expenses$37,623
Net Income-$17,000
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 23, 2018
Return Version
2017v2.3
Gross Receipts
$127,377
Mission and Program Overview

Mission

Funding medical causes, disaster relief and humanitarian relief organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$453,098$436,098▼ $17,000
Rtn Earn Endowment Incm Other Fnds$453,098$436,098▼ $17,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$453,098$436,098▼ $17,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$453,098$436,098▼ $17,000
Total Liabilities and Net Assets / Fund Balance$453,098$436,098▼ $17,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
Alan H FreedmanTrustee$13,275$13,275
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$20,623
Other Revenue
$0
Change in Net Assets
$-17,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,900
Salaries, Compensation, and Employee Benefits$13,275
Other Expenses$6,448
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,900--$17,900
Current Officers, Directors, Trustees, and Key Employees-$13,275-$13,275
Fees for Service Investment Mgmnt Fees-$4,853-$4,853
Fees for Services Accounting-$1,250-$1,250
Other Expenses-$345-$345
Total Functional Expenses$17,900$19,723$0$37,623
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
US Fund for UnicefNew York, NY-Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“The trustee does not record minutes of meetings.”

Form 990, Part VI, Section A, Line 8B

“The trust has no committees that conduct business of the trust.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accountant, and reviewed by the trustee before filing with the irs.”

Form 990, Part VI, Section C, Line 19

“The trust does not make its governing documents or financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Samuel Freedman Charitable Trust
EIN
37-1233229
Phone
3015650088
Address
8600 2ND AVENUE, SILVER SPRING, MD 20910-3326

Signing Officer

Name
Alan Freedman
Title
Trustee
Phone
3015650088
Signed
2018-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Freedman
Formed
1988
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Aronson LLC
Address
805 KING FARM BLVD 3RD FLOOR, ROCKVILLE, MD 20850
Preparer
Harry a Harrison CPA
Phone
3012316200
Raw XML AppendixShowing 400 of 420 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE DETERMINES THE CHARITABLE ORGANIZATIONS TO BE SUPPORTED USING THE GUIDELINES OF THE TRUST DOCUMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST IS A TESTAMENTARY CHARITABLE TRUST, THE PURPOSE OF WHICH IS IN ARTICLE IV OF THE LAST WILL AND TESTAMENT OF SAMUEL FREEDMAN. THE MAIN PURPOSE IS SUPPORTING HEALTH, DISASTER RELIEF, AND HUMANITARIAN RELIEF, AND OTHER CHARITABLE ORGANIZATIONS THAT QUALIFY AS SUPPORTED ORGANIZATIONS IF DESCRIBED UNDER 170 OF THE TAX CODE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUSTEE PROVIDES AN EXPLANATION TO THE SUPPORTED ORGANIZATION AT THE TIME OF DONATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART IV SECTION A LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A PART IV SECTION A LINE 5A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A PART IV SECTION D LINE 2
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt15000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt21000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt31000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt5500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt64000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt72000
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1US FUND FOR UNICEF
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WASHINGTON DRAMA SOCIETY INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3HADASSAH MEDICAL RELIEF ASSN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4CORPORATION FOR PUBLIC BROADCASTING
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5US HOLOCAUST MEMORIAL COUNCIL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6DOCTORS WITHOUT BORDERS USA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7ST JUDE CHILDREN'S RESEARCH HOSPITAL
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt017900
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0US FUND FOR UNICEF
IRS990ScheduleI/RecipientTable/RecipientEIN0203287404
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0125 MAIDEN LANE 10TH FLR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST MAKES ITS GRANTS AND DONATIONS TO CHARITABLE ORGANIZATIONS THAT ARE 501(C)(3) ORGANIZATIONS WHOSE PROGRAMS ARE IN THE U.S., AND ARE UNDER TAX CODE SECTION 170 FOR DEDUCTIBLE CONTRIBUTIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE DOES NOT RECORD MINUTES OF MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST HAS NO COMMITTEES THAT CONDUCT BUSINESS OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT, AND REVIEWED BY THE TRUSTEE BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalReportableCompFromOrgAmt013275
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/AddressLine1Txt08600 2ND AVENUE
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IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd0209103326
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN FREEDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03015650088
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL FREEDMAN CHARITABLE TRUST
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$436,098
Liabilities
$0
Net assets
$436,098
Revenue
$20,623
Expenses
$37,623
Net income
-$17,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.34$0.30$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.29$0.39$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.27$0.37$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.88$0.37$0.51
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.16$0.36$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.18$0.37$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.19$0.32$0.13
2017Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.21$0.38$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.12$0.23$0.12