The Sotherly Foundation
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.
Key facts about The Sotherly Foundation
- EIN
- 47-4140093
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $237,956
- Grants made (2024)
- 1
- Average grant
- $237,956
- Median grant
- $237,956
- Total assets
- $41,889
- Primary geography
- Virginia (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
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
Under IRS private-foundation payout rules, The Sotherly Foundation reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Ready to take the next step with The Sotherly Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Leroy Richardson ($237,956).
| Recipient | Purpose | Amount |
|---|---|---|
| LEROY RICHARDSON CHESAPEAKE, VA | HOME ACQUISITION ASSISTANCE FOR VETERAN | $237,956 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ASHLEY S KIRKLAND | PRESIDENT/DIRECTOR | 5 | — |
| ANDREW M SIMS JR | TREASURER | 1 | — |
| ROBERT E KIRKLAND IV | SECRETARY | — | — |
| SCOTT M KUCINSKI | VP OF EVENTS & FUNDRAISING | — | — |
| DAVID R FOLSOM | DIRECTOR | — | — |
| DUSTIN H DEVORE | DIRECTOR | — | — |
| MARSHALL E RUTLAND | DIRECTOR | — | — |
| DANIEL E CARR | DIRECTOR | — | — |
| RICHARD BACKUS | DIRECTOR | — | — |
| ANDREW M SIMS SR | DIRECTOR | — | — |
Frequently Asked Questions
How large is The Sotherly Foundation?
As of 2024, The Sotherly Foundation holds $42K in total assets with $90K in annual revenue. It awarded 1 grants totaling $238K in 2024.
Where does The Sotherly Foundation operate?
The Sotherly Foundation has awarded grants in Missouri, Virginia.
What size grants does The Sotherly Foundation award?
In 2024, The Sotherly Foundation awarded 1 grants totaling $238K — an average of about $238K per grant, based on its IRS Form 990 filings.
How much is The Sotherly Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sotherly Foundation reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Sotherly Foundation's EIN?
The Sotherly Foundation's EIN (Employer Identification Number) is 47-4140093. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Sotherly Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.