George Sohrt Trust CO First State Bank and Trust
George Sohrt Trust CO First State Bank and Trust is a private foundation, based in Monticello, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 4 grants totaling $175K. Net investment income was $174K.
Key facts about George Sohrt Trust CO First State Bank and Trust
In short: George Sohrt Trust CO First State Bank and Trust gave $175K across 4 grants in 2025 (avg $44K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- EIN
- 37-6122163
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $175,000
- Grants made (2025)
- 4
- Average grant
- $43,750
- Median grant
- $43,750
- Total assets
- $1,165,492
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.2M
-0.4% YoY
Annual Giving
$175K
-12.5% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$44K
-12.5% YoY
Under IRS private-foundation payout rules, George Sohrt Trust CO First State Bank and Trust reported a distributable amount of $101K for 2025 — the minimum it must pay out in qualifying distributions.
How George Sohrt Trust CO First State Bank and Trust gives
- Giving fell 38% from 2022 to 2025. Method
- In 2025 it paid out 176% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $150K (2019) to $282K (2022). In 2025 it made 4 grants totaling $175K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was United Church of Atwood ($44K). Together the top 4 received $175K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 12 grants of 20 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Church of Atwood Atwood, IL | General Operating | $43,750 |
| Bourbon Baptist Church Tuscola, IL | General Operating | $43,750 |
| Immanuel Lutheran Church Tuscola, IL | General Operating | $43,750 |
| Zion United Church of Christ Arthur, IL | General Operating | $43,750 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,165,492 | $1,169,906 | $1,189,965 |
| Revenue | $264,425 | $265,016 | $316,700 |
| Expenses | $269,124 | $285,283 | $272,290 |
| Qualifying Distributions | $177,438 | $202,719 | $183,439 |
| Net Investment Income | $173,903 | $186,300 | $285,433 |
| Distributable Amount | $100,764 | $129,018 | $125,774 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 13, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
George Sohrt Trust CO First State Bank and Trust's only listed officer is First State Bank AND Trust, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
First State Bank AND Trust
Trustee
On filings since 2022
1 hr/week
$30K (2022) → $22K (2025)
Former officers (1)
- Former: First State Bank (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $22K, to First State Bank and Trust (Trustee).
Frequently asked questions about George Sohrt Trust CO First State Bank and Trust
How much does George Sohrt Trust CO First State Bank and Trust give each year?
George Sohrt Trust CO First State Bank and Trust gave $175K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 4 grants.
What is George Sohrt Trust CO First State Bank and Trust's typical grant size?
George Sohrt Trust CO First State Bank and Trust's median grant in 2025 was $43,750, and its average grant was $43,750, across 4 grants on its 2025 IRS Form 990-PF.
Where does George Sohrt Trust CO First State Bank and Trust give grants?
George Sohrt Trust CO First State Bank and Trust gives mostly in Illinois: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Tuscola, IL (2 grants).
Does George Sohrt Trust CO First State Bank and Trust give general operating support?
Yes: 100% of George Sohrt Trust CO First State Bank and Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is George Sohrt Trust CO First State Bank and Trust?
George Sohrt Trust CO First State Bank and Trust reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $177K in qualifying distributions that year, against a required minimum of $101K (roughly 5% of its investment assets).
What is George Sohrt Trust CO First State Bank and Trust's EIN?
George Sohrt Trust CO First State Bank and Trust's EIN (Employer Identification Number) is 37-6122163. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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Figures come from George Sohrt Trust CO First State Bank and Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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