The Arlindo and Evelyn Jorge Family Foundation Trust
The Arlindo and Evelyn Jorge Family Foundation Trust is a private foundation, based in Halesite, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $12.0M in total assets. In 2025, it awarded 7 grants totaling $725K. Net investment income was $350K.
The Arlindo and Evelyn Jorge Family Foundation Trust at a glance
In short: The Arlindo and Evelyn Jorge Family Foundation Trust gave $725K across 7 grants in 2025 (avg $104K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $725,000
- -16.2% vs 2024
- Grants made (2025)
- 7
- +16.7% vs 2024
- Average grant
- $103,571
- -28.2% vs 2024
- Median grant
- $25,000
- Total assets
- $11,968,646
- -3.4% 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 The Arlindo and Evelyn Jorge Family Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Northwell Health Foundation (Huntington Hospital) ($300K). Together the top 7 received $725K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 16 grants of 30 (53%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How The Arlindo and Evelyn Jorge Family Foundation Trust gives
- Giving grew 80% from 2022 to 2025. Method
- In 2025 it paid out 115% 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 $348K (2021) to $865K (2024). In 2025 it made 7 grants totaling $725K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northwell Health Foundation (Huntington Hospital) Huntington, NY | General | $300,000 |
| Cold Spring Harbor Laboratory Cold Spring Harbor, NY | General Fund | $250,000 |
| The Adirondack Experience Blue Mountain Lake, NY | General Fund | $100,000 |
| Huntington YMCA Huntington, NY | General | $25,000 |
| YMCA at Glen Cove Glen Cove, NY | GeneralGeneral | $25,000 |
| The Wild Center Tupper Lake, NY | General Fund | $15,000 |
| Love of Learning Montessori School Centerport, NY | General Fund | $10,000 |
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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 | $11,968,646 | $472,829 | $896,787 | $725,000 | 7 | $725,000 | $349,985 | $629,732 |
| 2024 | $12,392,604 | $2,107,580 | $998,995 | $865,000 | 6 | $865,000 | $1,982,691 | $569,467 |
| 2023 | $11,284,019 | $694,082 | $855,974 | $715,000 | 6 | $715,000 | $585,162 | $541,603 |
| 2022 | $11,445,911 | $2,186,601 | $524,026 | $403,000 | 6 | $403,000 | $2,077,110 | $475,874 |
| 2021 | $9,783,336 | $709,251 | $463,405 | $348,000 | 5 | $348,000 | $574,150 | $527,599 |
| 2020 | $9,537,490 | $504,299 | $448,270 | $361,074 | 6 | — | $421,818 | $450,742 |
Under IRS private-foundation payout rules, The Arlindo and Evelyn Jorge Family Foundation Trust reported a distributable amount of $630K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Arlindo and Evelyn Jorge Family Foundation Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Judy A Jorge
Trustee
Secretary & Treasurer → President, 2022
President → Trustee, 2024
On filings since 2021
2 hrs/week
No compensation reported
Arizona Kay
Trustee
On filings since 2024
1 hr/week
No compensation reported
Stephanie T Gibbons
Trustee
On filings since 2024
1 hr/week
No compensation reported
Former officers (2)
- Former: Arlin A Jorge (2020–2021) — Chairman
- Former: Judy A Kay (2020) — Secretary & Treasurer
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.
Frequently asked questions about The Arlindo and Evelyn Jorge Family Foundation Trust
How much does The Arlindo and Evelyn Jorge Family Foundation Trust give each year?
The Arlindo and Evelyn Jorge Family Foundation Trust gave $725K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $865K across 6 grants.
What is The Arlindo and Evelyn Jorge Family Foundation Trust's typical grant size?
The Arlindo and Evelyn Jorge Family Foundation Trust's median grant in 2025 was $25,000, and its average grant was $103,571, across 7 grants on its 2025 IRS Form 990-PF.
Where does The Arlindo and Evelyn Jorge Family Foundation Trust give grants?
The Arlindo and Evelyn Jorge Family Foundation Trust 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 Huntington, NY (2 grants).
Does The Arlindo and Evelyn Jorge Family Foundation Trust give general operating support?
Yes: 86% of The Arlindo and Evelyn Jorge Family Foundation Trust's 2025 grants with a stated purpose (6 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Arlindo and Evelyn Jorge Family Foundation Trust's largest grantees?
The Arlindo and Evelyn Jorge Family Foundation Trust's largest 2025 grantees include Northwell Health Foundation (Huntington Hospital) ($300,000), Cold Spring Harbor Laboratory ($250,000) and The Adirondack Experience ($100,000), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.
How large is The Arlindo and Evelyn Jorge Family Foundation Trust?
The Arlindo and Evelyn Jorge Family Foundation Trust reported $12.0M in total assets on its 2025 IRS Form 990-PF. It paid out $725K in qualifying distributions that year, against a required minimum of $630K (roughly 5% of its investment assets).
What is The Arlindo and Evelyn Jorge Family Foundation Trust's EIN?
The Arlindo and Evelyn Jorge Family Foundation Trust's EIN (Employer Identification Number) is 20-6710947. 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Arlindo and Evelyn Jorge Family Foundation Trust funds
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