Civic Intelligence

Samuel Freedman Charitable Trust

990 • Fiscal year 2019 • EIN 37-1233229

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 26, 2020

Organization ProfileN/A
39 Pond DriveHilton Head, SC 29926

(301) 806-0899

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-109%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$12,222

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 69.4% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-4.5%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-8.0%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$403,914

Down $19,137 (-4.5%) from 2018

Net Assets

Down

$403,914

Down $19,137 (-4.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Down

$17,609

Down $1,530 (-8.0%) from 2018

Expenses

Up

$36,746

Up $4,560 (+14%) from 2018

Net Income

Down

-$19,137

Down $6,090 (-47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2019

Assets$403,914
Liabilities$0
Net Assets$403,914
Open 2019 Filing

Operations Trend

Revenue Growth36th 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

2019

Revenue$17,609
Expenses$36,746
Net Income-$19,137
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 26, 2020
Return Version
2019v5.1
Gross Receipts
$96,381
Mission and Program Overview

Mission

Funding medical causes, disaster relief and humanitarian relief organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$423,051$403,914▼ $19,137
Rtn Earn Endowment Incm Other Fnds$423,051$403,914▼ $19,137
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$423,051$403,914▼ $19,137
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$423,051$403,914▼ $19,137
Total Liabilities and Net Assets / Fund Balance$423,051$403,914▼ $19,137
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
Alan H FreedmanTrustee$12,222$12,222
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,609
Other Revenue
$0
Change in Net Assets
$-19,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,230
Salaries, Compensation, and Employee Benefits$12,222
Other Expenses$6,294
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,230--$18,230
Current Officers, Directors, Trustees, and Key Employees-$12,222-$12,222
Fees for Service Investment Mgmnt Fees-$4,701-$4,701
Fees for Services Accounting-$1,325-$1,325
Other Expenses-$268-$268
Total Functional Expenses$18,230$18,516$0$36,746
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)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 35% controlled entity
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
3018060899
Address
39 POND DRIVE, HILTON HEAD, SC 29926

Signing Officer

Name
Alan Freedman
Title
Trustee
Phone
3018060899
Signed
2020-08-26
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
111 ROCKVILLE PIKE SUITE 600, ROCKVILLE, MD 20850
Preparer
Harry a Harrison CPA
Phone
3012316200
Raw XML AppendixShowing 400 of 426 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/OtherSupportAmt70
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt14000
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt55000
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WASHINGTON DRAMA SOCIETY INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3US HOLOCAUST MEMORIAL COUNCIL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4DOCTORS WITHOUT BORDERS USA
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IRS990ScheduleI/RecipientTable/CashGrantAmt05000
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IRS990ScheduleI/RecipientTable/RecipientEIN0620646012
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0262 DANNY THOMAS PLACE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST MAKES ITS GRANTS AND DONATIONS TO CHARITABLE ORGANIZATIONS THAT ARE 501(C)(3) ORGANZIATIONS 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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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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ReturnHeader/BuildTS02020-11-19 02:30:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN FREEDMAN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL FREEDMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAMU

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$403,914
Liabilities
$0
Net assets
$403,914
Revenue
$17,609
Expenses
$36,746
Net income
-$19,137
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