Southold Historical Society Trust XXXXX4007
Southold Historical Society Trust XXXXX4007 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $850K in total assets. In 2025, it awarded 3 grants totaling $65K. Net investment income was $79K.
Southold Historical Society Trust XXXXX4007 at a glance
In short: Southold Historical Society Trust XXXXX4007 gave $65K across 3 grants in 2025 (avg $22K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $65,221
- +0.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $21,740
- +0.0% vs 2024
- Median grant
- $5,433
- Total assets
- $849,868
- +0.7% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Southold Historical Society Trust XXXXX4007 funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Southold Historical Society ($54K). Together the top 3 received $65K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 10 grants of 15 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Southold Historical Society Trust XXXXX4007 gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 104% 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 2025, annual grant giving ranged from $45K (2020) to $65K (2025). In 2025 it made 3 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southold Historical Society Southold, NY | General | $54,355 |
| Floyd Memorial Library Greenport, NY | General | $5,433 |
| Greenport Ufsd Board of Education Greenport, NY | General | $5,433 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $849,868 | $94,311 | $88,928 | $65,221 | 3 | $73,368 | $79,313 | $70,439 |
| 2024 | $844,338 | $60,389 | $87,998 | $65,221 | 3 | $72,801 | $46,374 | $66,542 |
| 2023 | $873,390 | $67,143 | $84,997 | $65,221 | 3 | $72,100 | $52,259 | $59,017 |
| 2022 | $891,460 | $33,457 | $87,859 | $65,221 | 3 | $72,655 | $19,572 | $61,318 |
| 2021 | $945,853 | $93,098 | $83,751 | $61,324 | 3 | $69,072 | $78,753 | $68,499 |
| 2020 | $935,556 | $74,967 | $72,628 | $45,314 | 3 | — | $62,548 | $56,985 |
Under IRS private-foundation payout rules, Southold Historical Society Trust XXXXX4007 reported a distributable amount of $70K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Southold Historical Society Trust XXXXX4007's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$18K (2020) → $22K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $22K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Southold Historical Society Trust XXXXX4007
How much does Southold Historical Society Trust XXXXX4007 give each year?
Southold Historical Society Trust XXXXX4007 gave $65K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $65K across 3 grants.
What is Southold Historical Society Trust XXXXX4007's typical grant size?
Southold Historical Society Trust XXXXX4007's median grant in 2025 was $5,433, and its average grant was $21,740, across 3 grants on its 2025 IRS Form 990-PF.
Where does Southold Historical Society Trust XXXXX4007 give grants?
Southold Historical Society Trust XXXXX4007 gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Greenport, NY (2 grants).
Does Southold Historical Society Trust XXXXX4007 give general operating support?
Yes: 100% of Southold Historical Society Trust XXXXX4007's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Southold Historical Society Trust XXXXX4007?
Southold Historical Society Trust XXXXX4007 reported $850K in total assets on its 2025 IRS Form 990-PF. It paid out $73K in qualifying distributions that year, against a required minimum of $70K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
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