Joe and Sue Degeorge Foundation

Foundation · Grantmaker Branchport, NY EIN: 46-1365298

The Joe and Sue Degeorge Foundation is a private foundation based in Branchport, New York. In 2025, it made 65 grants totaling $118,500 to charitable organizations, including organizations working in animal welfare, education, housing, health care, and conservation.

Key facts about Joe and Sue Degeorge Foundation

In short: Joe and Sue Degeorge Foundation gave $119K across 65 grants in 2025 (avg $2K), mostly in New York. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
46-1365298
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$118,500
Grants made (2025)
65
Average grant
$1,823
Median grant
$1,000
New grantees (estimate)
9% first-time grantees (6 of 65, 2025)
Total assets
$302,601
Primary geography
New York (100% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$303K

+43.5% YoY

Annual Giving

$119K

-21.5% YoY

Grant Count

65

+3.2% YoY

Avg Grant Size

$2K

-23.9% YoY

Under IRS private-foundation payout rules, Joe and Sue Degeorge Foundation reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.

Is Joe and Sue Degeorge Foundation open to new grantees?

9%

first-time grantees, 2025

In 2025, 6 of 65 grantees (9%) were first-time recipients. First grants averaged $2K; repeat grants $2K. How we count

Medians: $2K first-time, $1K repeat.

  • 88% of 2025 grantees were also funded in 2024. Method
  • Giving fell 53% from 2022 to 2025. Method
  • In 2025 it paid out 770% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included support for organizations with varied missions. The Humane Society of Yates County says it works to promote the welfare of companion and domestic animals through education and initiatives addressing pet overpopulation, adoptions, and responsible pet ownership. Keuka College says its mission is to create exemplary citizens and leaders. Yates County Habitat for Humanity describes its work as building and renovating affordable housing in partnership with people in need.

Other 2025 grantees described their work as providing compassionate care for terminally ill residents and their families (Keuka Comfort Care Home), conserving lands and waters (The Nature Conservancy), and inspiring learning for a sustainable future (Shelburne Farms).

Grantmaking

In 2025, the foundation made 65 grants totaling $118,500. Grants ranged from $500 to $20,000, with a median of $1,000. Its largest listed grants were $20,000 to the Humane Society of Yates County and $15,000 to The Living Well. Other listed awards included $5,000 each to Keuka College, The Living Well Dinner Sponsorship, The Nature Conservancy, and United Methodist Church of Rochester; and $3,000 each to Keuka Comfort Care Home and Yates County Habitat for Humanity.

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Geographic Focus

Where this funder awards grants

The 2025 filing reports that 100% of grant dollars went to recipients in New York.

Grant Distribution by State

1state

Share of all 65 itemized 2025 grant dollars.

States

Cities

Branchport

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K57 grants202054 grants202156 grants202260 grants202363 grants202465 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Humane Society of Yates County: $20KHumane Society of Yates County$20KThe Living Well: $15KThe Living Well$15KKeuka College: $5KKeuka College$5KThe Living Well Dinner Sponsorship: $5KThe Living Well DinnerSponsorship$5KThe Nature Conservancy: $5KThe Nature Conservancy$5KUnited Methodist Church of Rochester: $5KUnited Methodist Church ofRochester$5KKeuka Comfort Care Home: $3KKeuka Comfort Care Home$3KYates County Habitat for Humanity: $3KYates County Habitat forHumanity$3KSaunders Finger Lakes Museum: $2KSaunders Finger Lakes Museum$2KShelburne Farms: $2KShelburne Farms$2K

Grant Size Distribution

298 grants across all recorded years

293<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
HUMANE SOCIETY OF YATES COUNTY Branchport, NYTO SUPPORT THE ORGANIZATION$20,000
THE LIVING WELL Branchport, NYTO SUPPORT THE ORGANIZATION$15,000
KEUKA COLLEGE Branchport, NYTO SUPPORT THE ORGANIZATION$5,000
THE LIVING WELL DINNER SPONSORSHIP Branchport, NYTO SUPPORT THE ORGANIZATION$5,000
THE NATURE CONSERVANCY Branchport, NYTO SUPPORT THE ORGANIZATION$5,000
UNITED METHODIST CHURCH OF ROCHESTER Branchport, NYTO SUPPORT THE ORGANIZATION$5,000
KEUKA COMFORT CARE HOME Branchport, NYTO SUPPORT THE ORGANIZATION$3,000
YATES COUNTY HABITAT FOR HUMANITY Branchport, NYTO SUPPORT THE ORGANIZATION$3,000
SAUNDERS FINGER LAKES MUSEUM Branchport, NYTO SUPPORT THE ORGANIZATION$2,000
SHELBURNE FARMS Branchport, NYTO SUPPORT THE ORGANIZATION$2,000

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Number of grants
2025 $118,500 65
2024 $150,950 63
2023 $228,390 60
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K202020212022202320242025
Metric202520242023
Total Assets$302,601$210,847$121,706
Revenue$224,685$240,314$347,911
Expenses$120,777$151,173$229,843
Qualifying Distributions$118,649$151,024$229,843
Net Investment Income$14,626$5,442$3
Distributable Amount$15,403$12,373$1,797

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 1, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 18, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 24, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 17, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 26, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Sue Degeorge as chair, Joseph Degeorge as vice chair, and Theodore Degeorge, Benjamin Degeorge, and Joseph Howlett as directors.

Joe and Sue Degeorge Foundation is led by Sue Degeorge, Chair on every filing since 2020; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Sue Degeorge

    Chair

    On filings since 2020

    No compensation reported

  • Benjamin Degeorge

    Director

    On filings since 2020

    No compensation reported

  • Joseph Howlett

    Director

    On filings since 2020

    No compensation reported

  • Theodore Degeorge

    Director

    On filings since 2020

    No compensation reported

  • Joseph Degeorge

    Vice Chair

    On filings since 2020

    No compensation reported

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.

Contact

Mailing address: 3062 Guyanoga Road, Branchport, NY 14418
Phone: (315) 595-2870

Frequently asked questions about Joe and Sue Degeorge Foundation

How much does Joe and Sue Degeorge Foundation give each year?

Joe and Sue Degeorge Foundation gave $119K across 65 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $151K across 63 grants.

What is Joe and Sue Degeorge Foundation's typical grant size?

Joe and Sue Degeorge Foundation's median grant in 2025 was $1,000, and its average grant was $1,823, across 65 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Joe and Sue Degeorge Foundation that year got $2K on average.

Where does Joe and Sue Degeorge Foundation give grants?

Joe and Sue Degeorge Foundation gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Branchport, NY (65 grants).

Does Joe and Sue Degeorge Foundation give general operating support?

Not in 2025: none of the 65 grants with a stated purpose on Joe and Sue Degeorge Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Support the Organization" (65 grants).

Who are Joe and Sue Degeorge Foundation's largest grantees?

Joe and Sue Degeorge Foundation's largest 2025 grantees include Humane Society of Yates County ($20,000), The Living Well ($15,000) and Keuka College ($5,000), according to its 2025 IRS Form 990-PF. Together they received 34% of its itemized 2025 grant dollars.

How large is Joe and Sue Degeorge Foundation?

Joe and Sue Degeorge Foundation reported $303K in total assets on its 2025 IRS Form 990-PF. It paid out $119K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).

What does Joe and Sue Degeorge Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants included support for organizations with varied missions. The Humane Society of Yates County says it works to promote the welfare of companion and domestic animals through education and initiatives addressing pet overpopulation, adoptions, and responsible pet ownership. Keuka College says its mission is to create exemplary citizens and leaders. Yates County Habitat for Humanity describes its work as building and renovating affo…

How do I apply for a grant from Joe and Sue Degeorge Foundation?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Joe and Sue Degeorge Foundation's EIN?

Joe and Sue Degeorge Foundation's EIN (Employer Identification Number) is 46-1365298. IRS Form 990 filing data is available on this page for 2020–2025.

Does Joe and Sue Degeorge Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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