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Nonprofit · EIN 13-6084596

ALGERNON SYDNEY SULLIVAN FOUNDATION

Tax-exempt · OXFORD, MS 38655

Financials

$882K$1.5M2023$1.3M$2.1M2024
Revenue Expenses · by fiscal year end
Financials of ALGERNON SYDNEY SULLIVAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$1,291,881$2,139,257-$847,376$15,084,911$31,071$15,053,840
June 30, 2024990-PF$881,984$1,477,972-$595,988$15,909,202$7,986$15,901,216
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$11,638
Dividends
$449,771
Net gain from sales of assets
$660,131
Other income
$170,341

Expenses

Grants and similar amounts paid
$450,500
Compensation of officers, directors and key employees
$207,933
Salaries, compensation and benefits (total)
$71,463
Disbursements for charitable purposes
$2,017,691
Excise tax on investment income
$16,106

Balance sheet and other

Total assets, start of year
$15,909,202
Total assets, end of year
$15,084,911
Total liabilities, end of year
$31,071
Net assets, end of year
$15,053,840
Fair market value of assets
$20,504,527
Qualifying distributions
$2,017,691
Net investment income
$1,247,243

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-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
STEPHAN L MCDAVID
PO BOX 1113, OXFORD, MS 38655
PRESIDENT35$144,800
COURTNEY CARLTON
1109 VAN BUREN AVE, OXFORD, MS 38655
ALUMNI ENGAGEMENT
Highest-paid employee
35$70,425
CAROLINE BURLINGAME
PO BOX 1113, OXFORD, MS 38655
ASSISTANT SECRETARY1$63,133
PETER A ROONEY
PO BOX 1113, OXFORD, MS 38655
VICE PRESIDENT1$0
JOHN C HARDY
PO BOX 1113, OXFORD, MS 38655
SECRETARY/TREASURER1$0
ELIZABETH RANDALL
PO BOX 1113, OXFORD, MS 38655
ASSISTANT TREASURER1$0
KATHRYN YORK
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
ANDREA CROUCH
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
STACEY SPILLERS
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
DAWN WIESE
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
KATHY POTTS
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
JOHN MCCARDELL
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
IRA JACKSON
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
THOMAS S RANKIN
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
DARLA WILKINSON
PO BOX 1113, OXFORD, MS 38655
TRUSTEE EMERITUS1$0
4 more people on this return
NameTitleHours / weekCompensation
ELIZABETH VERNER
PO BOX 1113, OXFORD, MS 38655
TRUSTEE EMERITUS1$0
GRAY WILLIAMS JR
PO BOX 1113, OXFORD, MS 38655
TRUSTEE EMERITUS1$0
PERRY WILSON
PO BOX 1113, OXFORD, MS 38655
TRUSTEE EMERITUS1$0
DAVID FARRAND
PO BOX 1113, OXFORD, MS 38655
TRUSTEE EMERITUS1$0
990-PF for the year ended June 30, 2024: 17 people
NameTitleHours / weekCompensation
STEPHAN L MCDAVID
PO BOX 1113, OXFORD, MS 38655
PRESIDENT35$130,420
COURTNEY CARLTON
1109 VAN BUREN AVE, OXFORD, MS 38655
ALUMNI ENGAGEMENT
Highest-paid employee
35$67,300
CAROLINE BURLINGAME
1109 VAN BUREN AVE, OXFORD, MS 38655
DIRECTOR OF OPERATIO
Highest-paid employee
35$52,675
PERRY WILSON
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
DARLA WILKINSON
PO BOX 1113, OXFORD, MS 38655
TRUSTEE EMERITUS1$0
ELIZABETH VERNER
PO BOX 1113, OXFORD, MS 38655
TRUSTEE EMERITUS1$0
DAVID C FARRAND
PO BOX 1113, OXFORD, MS 38655
ASSISTANT TREASURER1$0
THOMAS S RANKIN
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
JOHN C HARDY
PO BOX 1113, OXFORD, MS 38655
SECRETARY/TREASURER1$0
PETER A ROONEY
PO BOX 1113, OXFORD, MS 38655
VICE PRESIDENT1$0
GRAY WILLIAMS JR
PO BOX 1113, OXFORD, MS 38655
TRUSTEE EMERITUS1$0
ANDREA CROUCH
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
STACEY SPILLERS
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
ELIZABETH RANDALL
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
KATHY POTTS
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
JOHN MCCARDELL
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0
IRA JACKSON
PO BOX 1113, OXFORD, MS 38655
TRUSTEE1$0

Address and contacts

Address (IRS master file)
1109 VAN BUREN AVE, OXFORD, MS 38655-3911
Signed the 990-PF
STEPHAN L MCDAVID, PRESIDENT
Phone
(662) 236-6335
Return prepared by
Olsen & Thompson PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
13-6084596
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1934
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$15,084,911
Income (IRS master file)
$10,636,018

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$1,291,881$2,139,257$15,084,911XML
990-PFJune 2024$881,984$1,477,972$15,909,202IRS
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 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 13-6084596).

Questions about ALGERNON SYDNEY SULLIVAN FOUNDATION

What is the EIN of ALGERNON SYDNEY SULLIVAN FOUNDATION?
The employer identification number (EIN) of ALGERNON SYDNEY SULLIVAN FOUNDATION is 13-6084596.
Is ALGERNON SYDNEY SULLIVAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1934.
Are donations to ALGERNON SYDNEY SULLIVAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALGERNON SYDNEY SULLIVAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ALGERNON SYDNEY SULLIVAN FOUNDATION 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 ALGERNON SYDNEY SULLIVAN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of ALGERNON SYDNEY SULLIVAN FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 19 people; 3 received compensation from the organization, the highest $144,800 (STEPHAN L MCDAVID, PRESIDENT).
How much revenue does ALGERNON SYDNEY SULLIVAN FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,291,881, expenses of $2,139,257 and total assets of $15,084,911 at year end.

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