L Caroline Underwood Historical Museum Trust

KEUKA PARK, NY EIN: 16-6510492

L Caroline Underwood Historical Museum Trust is a private foundation focused on Arts, Culture & Humanities, based in KEUKA PARK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it made $206K in qualifying distributions. Net investment income was $129K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

+45.7% YoY

Revenue

$539K

+899.4% YoY

Qualifying Distributions

$206K

+356.2% YoY

Expenses

$62K

+3.9% YoY

About L Caroline Underwood Historical Museum Trust

Based on IRS filings

L Caroline Underwood Historical Museum Trust is a private foundation focused on Arts, Culture & Humanities, based in KEUKA PARK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it made $206K in qualifying distributions. Net investment income was $129K.

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$148K$296K$444K$592K20202021202220232024
Metric202420232022
Total Assets$1,563,636$1,073,026$1,080,183
Revenue$538,622$53,893$58,842
Expenses$62,122$59,803$61,544
Qualifying Distributions$206,168$45,196$48,432
Net Investment Income$129,115$37,401$45,653
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$0.25$0.5$0.75$10 grants20200 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

0 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Philip L BaileyTrustee2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is L Caroline Underwood Historical Museum Trust?

L Caroline Underwood Historical Museum Trust is a private foundation focused on Arts, Culture & Humanities, based in KEUKA PARK, NY. It holds $1.6M in total assets as of 2024.

How large is L Caroline Underwood Historical Museum Trust?

As of 2024, L Caroline Underwood Historical Museum Trust holds $1.6M in total assets with $539K in annual revenue.

What is L Caroline Underwood Historical Museum Trust's EIN?

L Caroline Underwood Historical Museum Trust's EIN (Employer Identification Number) is 16-6510492. 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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