Southampton County Historical Society is a private foundation focused on Arts, Culture & Humanities, based in NEWSOMS, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it made $243K in qualifying distributions. Net investment income was $25K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
+25.0% YoY
Revenue
$685K
+39.4% YoY
Qualifying Distributions
$243K
+199.0% YoY
Expenses
$87K
-3.2% YoY
Under IRS private-foundation payout rules, Southampton County Historical Society reported a distributable amount of $58K for 2024 — the minimum it must pay out in qualifying distributions.
About Southampton County Historical Society
Based on IRS filings
Southampton County Historical Society is a private foundation focused on Arts, Culture & Humanities, based in NEWSOMS, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it made $243K in qualifying distributions. Net investment income was $25K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,992,900 | $2,394,628 | $1,992,807 |
| Revenue | $684,775 | $491,189 | $341,345 |
| Expenses | $86,503 | $89,368 | $86,441 |
| Qualifying Distributions | $243,051 | $81,285 | $103,664 |
| Net Investment Income | $25,246 | $10,300 | $996 |
| Distributable Amount | $58,190 | $34,159 | $19,398 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LYNDA UPDIKE | PRESIDENT | 5 | — |
| DANIEL BALFOUR | VP | 1 | — |
| HELEN HILL | SECRETARY | 1 | — |
| JAMES O BERRY | TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Southampton County Historical Society?
Southampton County Historical Society is a private foundation focused on Arts, Culture & Humanities, based in NEWSOMS, VA. It holds $3.0M in total assets as of 2024.
How large is Southampton County Historical Society?
As of 2024, Southampton County Historical Society holds $3.0M in total assets with $685K in annual revenue.
How much is Southampton County Historical Society required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Southampton County Historical Society reported a distributable amount of $58K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Southampton County Historical Society's EIN?
Southampton County Historical Society's EIN (Employer Identification Number) is 54-6059028. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Southampton County Historical Society's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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