Historical Association of Sout
The discovery, preservation and disseminating of knowledge about history and people of southern Jefferson Co in NYS to provide for the preservation of such material
Historical Association of Sout at a glance
- Total assets
- $1,404,646
- +5.3% vs 2024
- Revenue (2025)
- $95,158
- -5.0% vs 2024
- Expenses (2025)
- $105,327
- +176.4% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Historical Association of Sout funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2021 it made 1 grant totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northern NY Comm Watertown, NY | Scholarshi | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,404,646 | $95,158 | $105,327 | — | — | — |
| 2024 | $1,333,597 | $100,198 | $38,111 | — | — | $12,058 |
| 2023 | $1,240,328 | $76,652 | $41,077 | — | — | $9,653 |
| 2022 | $1,204,753 | $68,108 | $56,921 | — | — | $11,216 |
| 2021 | $1,193,566 | $88,436 | $56,946 | $15,000 | 1 | $15,171 |
| 2020 | $1,114,798 | $67,367 | $62,068 | — | — | $11,203 |
About Historical Association of Sout
Based on IRS filings
Historical Association of Sout is a public charity, based in Adams, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets.
Leadership & Key People
Officers and directors from IRS filings
Historical Association of Sout is led by Alan Reed, President on filings since 2020; none of the 12 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alan Reed
President
On filings since 2020
1 hr/week
No compensation reported
Marcia Reed
Trustee
On filings since 2020
1 hr/week
No compensation reported
Margaret Harpe
Trustee
On filings since 2020
1 hr/week
No compensation reported
Norman Yerdon
Trustee
On filings since 2020
1 hr/week
No compensation reported
David Hutchins
Trustee
On filings since 2021
1 hr/week
No compensation reported
Phillip Chatte
Trustee
On filings since 2022
1 hr/week
No compensation reported
Barbara Rendel
Trustee
On filings since 2024
1 hr/week
No compensation reported
Bilkey Moore
Vice President
On filings since 2020
1 hr/week
No compensation reported
Connie Orr
Corr Secretary
Corr Secretary → Corr Secretery, 2024
Corr Secretery → Corr Secretary, 2025
On filings since 2020
1 hr/week
No compensation reported
Debbie Quick
Secretary
On filings since 2020
1 hr/week
No compensation reported
Mary MacIlvenn
Treasurer
On filings since 2021
1 hr/week
No compensation reported
Clint Gillett
Assistant Treasurer
On filings since 2024
1 hr/week
No compensation reported
Former officers (7)
- Former: Jean Yerdon (2020–2023) — Trustee
- Former: Rufus Chalmers (2020–2023) — Assistant Treasurer
- Former: Allen Reed (2023) — President
- Former: Philip Chatter (2021) — Trustee
- Former: David Hutchinson (2020) — Trustee
- Former: Mary Macilvennie (2020) — Treasurer
- Former: Philip Chatterton (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Historical Association of Sout
How large is Historical Association of Sout?
Historical Association of Sout reported $1.4M in total assets on its 2025 IRS Form 990. Its revenue that year was $95K.
Where does Historical Association of Sout operate?
Historical Association of Sout has awarded grants in New York.
What is Historical Association of Sout's EIN?
Historical Association of Sout's EIN (Employer Identification Number) is 16-1066226. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS April 12, 2022)
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