Southold Historical Society Trust Xxxxx4007

CHICAGO, IL EIN: 13-6761783

Southold Historical Society Trust Xxxxx4007 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $844K in total assets. In 2024, it awarded 3 grants totaling $65K. Net investment income was $46K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$844K

-3.3% YoY

Annual Giving

$65K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$22K

+0.0% YoY

Under IRS private-foundation payout rules, Southold Historical Society Trust Xxxxx4007 reported a distributable amount of $67K for 2024 — the minimum it must pay out in qualifying distributions.

About Southold Historical Society Trust Xxxxx4007

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $302K (100%)

States

New York

Cities

GreenportSouthold

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$844,338	$873,390	$891,460
Revenue	$60,389	$67,143	$33,457
Expenses	$87,998	$84,997	$87,859
Qualifying Distributions	$72,801	$72,100	$72,655
Net Investment Income	$46,374	$52,259	$19,572
Distributable Amount	$66,542	$59,017	$61,318

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Southold Historical Society ($54,355), Floyd Memorial Library ($5,433), Greenport Ufsd Board of Education ($5,433).

Recipient	Purpose	Amount
FLOYD MEMORIAL LIBRARY GREENPORT, NY	GENERAL	$5,433
SOUTHOLD HISTORICAL SOCIETY SOUTHOLD, NY	GENERAL	$54,355
GREENPORT UFSD BOARD OF EDUCATION GREENPORT, NY	GENERAL	$5,433

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Southold Historical Society Trust Xxxxx4007?

Southold Historical Society Trust Xxxxx4007 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $844K in total assets as of 2024.

How large is Southold Historical Society Trust Xxxxx4007?

As of 2024, Southold Historical Society Trust Xxxxx4007 holds $844K in total assets with $60K in annual revenue. It awarded 3 grants totaling $65K in 2024.

Where does Southold Historical Society Trust Xxxxx4007 operate?

Southold Historical Society Trust Xxxxx4007 has awarded grants in New York.

What size grants does Southold Historical Society Trust Xxxxx4007 award?

In 2024, Southold Historical Society Trust Xxxxx4007 awarded 3 grants totaling $65K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is Southold Historical Society Trust Xxxxx4007 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Southold Historical Society Trust Xxxxx4007 reported a distributable amount of $67K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Southold Historical Society Trust Xxxxx4007's EIN?

Southold Historical Society Trust Xxxxx4007's EIN (Employer Identification Number) is 13-6761783. IRS Form 990 filing data is available on this page for 2020–2024.