Emma Freeman Foundation Uwo H M Freeman
- Assets
- $26.5m
- Revenue
- $5.5m
- Investments
- $0.0
- Employees
- 0
- Location
- San Antonio, TX
- Founding
- 12/1986
- Data as of
- 12/2021
- EIN
- 74-6334100
Organization Overview
Emma Freeman Foundation Uwo H M Freeman is located in San Antonio, TX. The organization was established in 1986. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Emma Freeman Foundation Uwo H M Freeman is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Emma Freeman Foundation Uwo H M Freeman generated $5.5m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 22.6% each year . All expenses for the organization totaled $988.7k during the year ending 12/2021. While expenses have increased by 6.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Emma Freeman Foundation Uwo H M Freeman has awarded 12 individual grants totaling $2,969,090. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
FOR PURPOSES OF FORM 990, "THE ORGANIZATION" WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. FROST BANK CARRIES OUT THE INTENT AND DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENT OF THE TRUST. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANT TO JEWISH FEDERATION OF SAN ANTONIO
GRANT TO GOLDEN MANOR JEWISH SENIOR SERVICES
GRANT TO SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION (EXPENSES $187,500 INCLUDING GRANTS OF $187,500)
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Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $547,023 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $104,725 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $4,888,037 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,539,785 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $750,806 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $7,322 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $44,440 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $988,658 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,320,987 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $24,879,739 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $255,715 |
| Total assets | $26,456,441 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $26,456,441 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $26,456,441 |
Grants Awarded
Over the last fiscal year, Emma Freeman Foundation Uwo H M Freeman has awarded $750,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
San Antonio, TX PURPOSE: EARMARKED ACTIVITY-child life progr | $187,500 |
San Antonio, TX PURPOSE: EARMK-transport senior serv newsLTR | $187,500 |
San Antonio, TX PURPOSE: EARMRK-journal, memorial, scholarsH | $187,500 |
San Antonio, TX PURPOSE: EARMARKED ACTIVITY-child medical | $187,500 |
Endowment Analysis
| Beg. Balance | $21,905,313 |
| Earnings | $5,539,786 |
| Admin Expense | $237,852 |
| Grants | $750,806 |
| Ending Balance | $26,456,441 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Walton Family Charitable Support Foundation Inc Bentonville, AR | $1,144,906,373 | $82,175,150 |
J A & Leta M Chapman Charitable Tr Tulsa, OK | $1,004,993,686 | $116,236,869 |
Leta Mcfarlin Chapman Memorial Tr Tulsa, OK | $288,782,253 | $9,376,594 |
Nancy Ann Hunt Foundation Dallas, TX | $31,623,544 | $3,101,295 |
Don & Sybil Harrington Foundation Amarillo, TX | $137,610,156 | $21,691,315 |
John G Kenedy Jr Charitable Trust San Antonio, TX | $156,709,366 | $16,142,301 |
Bnsf Foundation Fort Worth, TX | $5,580,534 | $10,145,505 |
Walter S & Evan C Jones Trust Bank Iv Kansas Na Ttee Dallas, TX | $63,158,301 | $11,519,606 |
Thomas M & Helen Mckee & John P Ryan Foundation Inc Fort Worth, TX | $135,188,288 | $6,250,331 |
Charles G Woodward Tr Uw Dallas, TX | $129,576,152 | $18,439,245 |
John G Kenedy Jr Charitable Tr -Surface Estate Tr San Antonio, TX | $47,111,872 | $10,559,440 |
Mccombs Enterprises Flexible Benefit Cafeteria Plan & Trust San Antonio, TX | $5,330,904 | $6,919,349 |