The Arlindo and Evelyn Jorge Family Foundation Trust

Private foundation · Grantmaker Halesite, NY EIN: 20-6710947

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.

Key facts about The Arlindo and Evelyn Jorge Family Foundation Trust

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.

EIN
20-6710947
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$725,000
Grants made (2025)
7
Average grant
$103,571
Median grant
$25,000
Total assets
$11,968,646
Primary geography
New York (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$12.0M

-3.4% YoY

Annual Giving

$725K

-16.2% YoY

Grant Count

7

+16.7% YoY

Avg Grant Size

$104K

-28.2% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 7 itemized grants.

Cities

HuntingtonGlen CoveBlue Mountain LakeTupper LakeCold Spring HarborCenterportHauppaugeWestport

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M6 grants2020 5 grants2021 6 grants2022 6 grants2023 6 grants2024 7 grants2025

From 2020 to 2025, annual grant giving ranged from $348K (2021) to $865K (2024). In 2025 it made 7 grants totaling $725K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Northwell Health Foundation (Huntington Hospital): $300KNorthwell Health Foundation(Huntington Hospital)$300KCold Spring Harbor Laboratory: $250KCold Spring Harbor Laboratory$250KThe Adirondack Experience: $100KThe Adirondack Experience$100KHuntington YMCA: $25KHuntington YMCA$25KYMCA at Glen Cove: $25KYMCA at Glen Cove$25KThe Wild Center: $15KThe Wild Center$15KLove of Learning Montessori School: $10KLove of Learning MontessoriSchool$10K

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

16<$50K1$50–100K6$100–250K7$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 16 grants of 30 (53%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Northwell Health Foundation (Huntington Hospital) Huntington, NYGeneral$300,000
Cold Spring Harbor Laboratory Cold Spring Harbor, NYGeneral Fund$250,000
The Adirondack Experience Blue Mountain Lake, NYGeneral Fund$100,000
Huntington YMCA Huntington, NYGeneral$25,000
YMCA at Glen Cove Glen Cove, NYGeneralGeneral$25,000
The Wild Center Tupper Lake, NYGeneral Fund$15,000
Love of Learning Montessori School Centerport, NYGeneral Fund$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$11,968,646$12,392,604$11,284,019
Revenue$472,829$2,107,580$694,082
Expenses$896,787$998,995$855,974
Qualifying Distributions$725,000$865,000$715,000
Net Investment Income$349,985$1,982,691$585,162
Distributable Amount$629,732$569,467$541,603

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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.

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