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Nonprofit · EIN 11-3673801

SUMNER G RAND JR FOUNDATION INC

Tax-exempt · ORLANDO, FL 32854

Financials

−$20K$109K2022$101K$110K2023$107K$207K2024
Revenue Expenses · by fiscal year end
Financials of SUMNER G RAND JR FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$106,782$206,839-$100,057$1,329,225$0$1,329,225
June 30, 2024990$100,817$109,607-$8,790$1,464,003$0$1,464,003
June 30, 2023990-$19,579$109,269-$128,848$1,403,738$0$1,403,738
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$106,782
Net gain from sales of assets
$80,975
Other revenue
$0

Expenses

Grants and similar amounts paid
$181,163
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$4,800
Travel
$1,857
Program services (functional)
$181,163
Management and general (functional)
$25,676

Balance sheet and other

Total assets, start of year
$1,464,003
Total assets, end of year
$1,329,225
Total liabilities, end of year
$0
Net assets, end of year
$1,329,225
Publicly traded securities
$983,915
Net assets without donor restrictions
$1,329,225
Gross receipts
$4,122,762
Employees
0
Volunteers
5
Year formed
2003
State of legal domicile
GA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
SUZANNE RAITTPRESIDENT
Trustee or director, Officer
1$0$375,025$87,076
GERALD BULLOCKVICE PRESIDE
Trustee or director, Officer
1$0$173,124$59,649
RICH LOWRYDIRECTOR
Trustee or director
1$0$170,874$50,123
DONALD BROWNSECRETARY/TR
Trustee or director, Officer
2$0$0$0
SUSAN BROWNDIRECTOR
Trustee or director
2$0$0$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
SUZANNE RAITTPRESIDENT
Trustee or director, Officer
1$0$358,500$70,202
GERALD BULLOCKV PRESIDENT
Trustee or director, Officer
1$0$160,945$44,430
DONALD E BROWNSECRETARY/TR
Trustee or director, Officer
2$0$0$0
SUSAN BROWNDIRECTOR
Trustee or director
2$0$0$0
RICH LOWRYDIRECTOR
Trustee or director
1$0$0$0
990 for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
SUZANNE RAITTPRESIDENT
Trustee or director, Officer
1$0$299,631$68,065
GERALD BULLOCKV PRESIDENT
Trustee or director, Officer
1$0$150,381$53,347
DONALD E BROWNSECRETARY/TR
Trustee or director, Officer
2$0$0$0
SUSAN BROWNDIRECTOR
Trustee or director
2$0$0$0
SYLVIA TANDECIARZDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 540777, ORLANDO, FL 32854-0777
In care of
% COLLEGE OF WILLIAM & MARY
Principal officer (990 for 2024)
DONALD BROWN, PO BOX 540777, ORLANDO, FL 32854
Signed the 990
DONALD BROWN, SECRETARY/TREASURER
Phone
(407) 420-9005
Return prepared by
MKA ADVISORY LLC

Mission

TO SUPPORT THE FACULTY OF ARTS AND SCIENCES OF THE COLLEGE OF WILLIAM & MARY.

990 for the year ended June 30, 2025

Program accomplishments

  • SUPPORTS THE FACULTY OF ARTS AND SCIENCES OF THE COLLEGE OF WILLIAM & MARY THROUGH GRANTS. THE FOUNDATION PRIMARILY PROVIDES SUPPORT FOR THE THEATER, SPEECH AND DANCE DEPARTMENTS.
    Expenses $181,163 · grants $181,163

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
11-3673801
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2003
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B112)
Assets (IRS master file)
$1,329,225
Income (IRS master file)
$4,122,762

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$106,782$206,839$1,329,225XML
990June 2024$100,817$109,607$1,464,003XML
990June 2023-$19,579$109,269$1,403,738XML
990June 2022$123,298$106,113$1,422,320IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-3673801).

Questions about SUMNER G RAND JR FOUNDATION INC

What is the EIN of SUMNER G RAND JR FOUNDATION INC?
The employer identification number (EIN) of SUMNER G RAND JR FOUNDATION INC is 11-3673801.
Is SUMNER G RAND JR FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to SUMNER G RAND JR FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does SUMNER G RAND JR FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SUMNER G RAND JR FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUMNER G RAND JR FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SUMNER G RAND JR FOUNDATION INC?
The 990 for the year ended June 30, 2025 names DONALD BROWN.
Who are the officers and directors of SUMNER G RAND JR FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SUMNER G RAND JR FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $106,782, expenses of $206,839 and total assets of $1,329,225 at year end.

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