The Sotherly Foundation

WILLIAMSBURG, VA EIN: 47-4140093

The Sotherly Foundation is a private foundation, based in WILLIAMSBURG, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $42K in total assets. In 2024, it awarded 1 grants totaling $238K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$42K

-78.2% YoY

Annual Giving

$238K

Grant Count

1

Avg Grant Size

$238K

About The Sotherly Foundation

Based on IRS filings

The Sotherly Foundation is a private foundation, based in WILLIAMSBURG, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $42K in total assets. In 2024, it awarded 1 grants totaling $238K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

ChesapeakeHamptonNewport NewsSaint Charles

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$66K$132K$198K$265K20202021202220232024
Metric202420232022
Total Assets$41,889$192,184$129,228
Revenue$90,199$65,465$16,397
Expenses$240,494$2,509$2,466
Qualifying Distributions$238,590$628$616
Net Investment Income
Distributable Amount$4,223$7,726$5,606

Giving Over Time

Total grant dollars and number of grants per year

$0$59K$119K$178K$238K2 grants20202 grants20210 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

LEROY RICHARDSON$238K

Grant Size Distribution

5 grants across all recorded years

4<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ASHLEY S KIRKLANDPRESIDENT/DIRECTOR5
ANDREW M SIMS JRTREASURER1
ROBERT E KIRKLAND IVSECRETARY
SCOTT M KUCINSKIVP OF EVENTS & FUNDRAISING
DAVID R FOLSOMDIRECTOR
DUSTIN H DEVOREDIRECTOR
MARSHALL E RUTLANDDIRECTOR
DANIEL E CARRDIRECTOR
RICHARD BACKUSDIRECTOR
ANDREW M SIMS SRDIRECTOR

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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