Southern Historical Preservation Society
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.
Southern Historical Preservation Society at a glance
In short: Southern Historical Preservation Society gave $15K across 5 grants in 2024 (avg $3K), mostly in Mississippi. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $15,428
- +14.2% vs 2023
- Grants made (2024)
- 5
- +66.7% vs 2023
- Average grant
- $3,086
- -31.5% vs 2023
- Median grant
- $3,600
- Total assets
- $212,206
- +37.4% vs 2023
- Primary geography
- Mississippi (70% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Southern Historical Preservation Society funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Magnolia Cemetery ($5K). Together the top 5 received $15K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $6K (2021) to $15K (2024). In 2024 it made 5 grants totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Magnolia Cemetery Mobile, AL | MARKER | $4,598 |
| Canton Cemetery Canton, MS | Restoration | $3,600 |
| Wintergreen Cemetery Port Gibson, MS | Restoration | $3,600 |
| Captain Richard Wilbourn Marker Bryant, MS | MARKER | $2,560 |
| Greenwood Cemetery Jackson, MS | Granite Steps | $1,070 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $212,206 | $70,945 | $21,725 | $15,428 | 5 | $15,428 | $7,745 | $8,654 |
| 2023 | $154,484 | $40,792 | $18,495 | $13,504 | 3 | $13,504 | $3,842 | $6,883 |
| 2022 | $129,140 | $30,230 | $24,434 | $7,200 | 3 | $7,200 | $2,630 | $6,096 |
| 2021 | $136,151 | $69,528 | $12,711 | $5,572 | 6 | $10,755 | $740 | $4,066 |
| 2020 | $74,601 | $23,112 | $11,111 | $10,949 | 3 | — | $862 | $2,886 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Southern Historical Preservation Society funds
Arts, Culture & Humanities Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Southern Historical Preservation Society's focus areas in our free grants database
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