AUMdb

Donald And Martha Kaplan Freedman Foundation

EIN 455449056 · 501(c)(3) · Public charity · Houston, TX · recognized 2014

Assets
$30.3M
Revenue
$2.6M
Expenses
$1.5M
Investment income
$924K

Form 990 fiscal year ended 08/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Roberta Herman Dietrich Trustee $141,992 $30,658
Paul Weaver Secretary $121,211 $22,401
Donald Freedman President $0 $0
Martha Kaplan Freedman Vice president $0 $0
Jay Kaplan Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
08/31/2024 $30.3M $2.6M $1.5M 990 990 · obj 202531969349300138 IRS ↗
08/31/2023 $23.6M $3.4M $1.5M 990 990 · obj 202510339349300256 IRS ↗