George Sohrt Trust CO First State Bank and Trust
George Sohrt Trust CO First State Bank and Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTICELLO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 4 grants totaling $200K. Net investment income was $186K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-1.7% YoY
Annual Giving
$200K
+11.1% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$50K
+11.1% YoY
Under IRS private-foundation payout rules, George Sohrt Trust CO First State Bank and Trust reported a distributable amount of $129K for 2024 — the minimum it must pay out in qualifying distributions.
About George Sohrt Trust CO First State Bank and Trust
Based on IRS filings
George Sohrt Trust CO First State Bank and Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTICELLO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 4 grants totaling $200K. Net investment income was $186K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,169,906 | $1,189,965 | $1,145,711 |
| Revenue | $265,016 | $316,700 | $384,024 |
| Expenses | $285,283 | $272,290 | $378,335 |
| Qualifying Distributions | $202,719 | $183,439 | $285,192 |
| Net Investment Income | $186,300 | $285,433 | $295,925 |
| Distributable Amount | $129,018 | $125,774 | $124,981 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include United Church of Atwood ($50,000), Bourbon Baptist Church ($50,000), Immanuel Lutheran Church ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED CHURCH OF ATWOOD ATWOOD, IL | GENERAL OPERATING | $50,000 |
| BOURBON BAPTIST CHURCH TUSCOA, IL | GENERAL OPERATING | $50,000 |
| IMMANUEL LUTHERAN CHURCH TUSCOLA, IL | GENERAL OPERATING | $50,000 |
| ZION UNITED CHURCH OF CHRIST ARTHUR, IL | GENERAL OPERATING | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is George Sohrt Trust CO First State Bank and Trust?
George Sohrt Trust CO First State Bank and Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTICELLO, IL. It holds $1.2M in total assets as of 2024.
How large is George Sohrt Trust CO First State Bank and Trust?
As of 2024, George Sohrt Trust CO First State Bank and Trust holds $1.2M in total assets with $265K in annual revenue. It awarded 4 grants totaling $200K in 2024.
Where does George Sohrt Trust CO First State Bank and Trust operate?
George Sohrt Trust CO First State Bank and Trust has awarded grants in Illinois.
What size grants does George Sohrt Trust CO First State Bank and Trust award?
In 2024, George Sohrt Trust CO First State Bank and Trust awarded 4 grants totaling $200K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is George Sohrt Trust CO First State Bank and Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, George Sohrt Trust CO First State Bank and Trust reported a distributable amount of $129K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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