Southern Historical Preservation Society

Private foundation · Grantmaker Jackson, MS EIN: 82-2912227

Southern Historical Preservation Society is a private foundation focused on Arts, Culture & Humanities, based in Jackson, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $212K in total assets. In 2024, it awarded 5 grants totaling $15K. Net investment income was $8K.

Key facts about Southern Historical Preservation Society

In short: Southern Historical Preservation Society gave $15K across 5 grants in 2024 (avg $3K), mostly in Mississippi. Source: 2024 IRS Form 990-PF.

EIN
82-2912227
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$15,428
Grants made (2024)
5
Average grant
$3,086
Median grant
$3,600
Total assets
$212,206
Primary geography
Mississippi (70% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$212K

+37.4% YoY

Annual Giving

$15K

+14.2% YoY

Grant Count

5

+66.7% YoY

Avg Grant Size

$3K

-31.5% YoY

Under IRS private-foundation payout rules, Southern Historical Preservation Society reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.

How Southern Historical Preservation Society gives

  • Giving grew 177% from 2021 to 2024. Method
  • In 2024 it paid out 178% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 5 itemized grants.

Cities

JacksonMeridianOkolonaBaldwynBryantCantonColliervilleEnterpriseLauderdaleMemphisMendenhallMobilePort GibsonRandolphTupeloVicksburg

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K3 grants2020 6 grants2021 3 grants2022 3 grants2023 5 grants2024

From 2020 to 2024, annual grant giving ranged from $6K (2021) to $15K (2024). In 2024 it made 5 grants totaling $15K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Magnolia Cemetery: $5KMagnolia Cemetery$5KCanton Cemetery: $4KCanton Cemetery$4KWintergreen Cemetery: $4KWintergreen Cemetery$4KCaptain Richard Wilbourn Marker: $3KCaptain Richard WilbournMarker$3KGreenwood Cemetery: $1KGreenwood Cemetery$1K

The largest 2024 recipient was Magnolia Cemetery ($5K). Together the top 5 received $15K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Magnolia Cemetery Mobile, ALMARKER$4,598
Canton Cemetery Canton, MSRestoration$3,600
Wintergreen Cemetery Port Gibson, MSRestoration$3,600
Captain Richard Wilbourn Marker Bryant, MSMARKER$2,560
Greenwood Cemetery Jackson, MSGranite Steps$1,070

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$212,206$154,484$129,140
Revenue$70,945$40,792$30,230
Expenses$21,725$18,495$24,434
Qualifying Distributions$15,428$13,504$7,200
Net Investment Income$7,745$3,842$2,630
Distributable Amount$8,654$6,883$6,096

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Southern Historical Preservation Society is led by Robert Murphree, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Robert Murphree

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Caroling Murphree Roberson

    Director

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • Zee Nobles

    Vice President

    On filings since 2020

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 Southern Historical Preservation Society

How much does Southern Historical Preservation Society give each year?

Southern Historical Preservation Society gave $15K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $14K across 3 grants.

What is Southern Historical Preservation Society's typical grant size?

Southern Historical Preservation Society's median grant in 2024 was $3,600, and its average grant was $3,086, across 5 grants on its 2024 IRS Form 990-PF.

Where does Southern Historical Preservation Society give grants?

Southern Historical Preservation Society gives mostly in Mississippi: 70% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Alabama (30%).

Does Southern Historical Preservation Society give general operating support?

Not in 2024: none of the 5 grants with a stated purpose on Southern Historical Preservation Society's 2024 IRS Form 990-PF were described as general or operating support.

Who are Southern Historical Preservation Society's largest grantees?

Southern Historical Preservation Society's largest 2024 grantees include Magnolia Cemetery ($4,598), Canton Cemetery ($3,600) and Wintergreen Cemetery ($3,600), according to its 2024 IRS Form 990-PF. Together they received 76% of its itemized 2024 grant dollars.

How large is Southern Historical Preservation Society?

Southern Historical Preservation Society reported $212K in total assets on its 2024 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).

What is Southern Historical Preservation Society?

Southern Historical Preservation Society is a private foundation focused on Arts, Culture & Humanities, based in Jackson, MS. It holds $212K in total assets as of 2024.

What is Southern Historical Preservation Society's EIN?

Southern Historical Preservation Society's EIN (Employer Identification Number) is 82-2912227. IRS Form 990 filing data is available on this page for 2020–2024.

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

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