Nonprofit · EIN 64-0617746
LUCKYDAY FOUNDATION
Tax-exempt · JACKSON, MS 39225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $12,049,725 | $7,921,495 | $4,128,230 | $150,694,566 | $2,638 | $150,691,928 |
| December 31, 2024 | 990-PF | $13,173,858 | $7,467,004 | $5,706,854 | $146,566,282 | $2,584 | $146,563,698 |
| December 31, 2023 | 990-PF | $11,870,217 | $7,439,871 | $4,430,346 | $140,859,397 | $2,553 | $140,856,844 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,201,933
- Net gain from sales of assets
- $7,383,068
- Other income
- $464,724
Expenses
- Grants and similar amounts paid
- $6,916,212
- Compensation of officers, directors and key employees
- $241,090
- Salaries, compensation and benefits (total)
- $127,522
- Disbursements for charitable purposes
- $7,307,575
- Excise tax on investment income
- $156,291
Balance sheet and other
- Total assets, start of year
- $146,566,282
- Total assets, end of year
- $150,694,566
- Total liabilities, end of year
- $2,638
- Net assets, end of year
- $150,691,928
- Fair market value of assets
- $164,435,518
- Qualifying distributions
- $7,307,575
- Net investment income
- $11,732,615
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA G SMITH 1020 HIGHLAND COLONY PARKWAY SUITE, 804, RIDGELAND, MS 39157 | EXEC DIRECTOR Highest-paid employee | 40 | $127,522 |
| TRUSTMARK BANK PO BOX 291, JACKSON, MS 392050291 | TRUSTEE | 5 | $81,090 |
| JAMIE G HOUSTON III 106 ROCKINGHAM CIRCLE, RIDGELAND, MS 39157 | CHAIRMAN OF THE BOARD | 8 | $80,000 |
| GERARD R HOST 270 HIDDEN OAKS DRIVE, RIDGELAND, MS 39157 | VICE CHAIRMAN | 4 | $20,000 |
| KRISTIN R MERRELL 4355 N HONEYSUCKLE LANE, JACKSON, MS 39211 | SECRETARY | 4 | $20,000 |
| GRANVILLE TATE JR 1716 ST ANN STREET, JACKSON, MS 39202 | FOUNDATION MANAGER | 4 | $20,000 |
| MARY PRESTON DUBBERLY 152 HERONS LANDING, RIDGELAND, MS 39157 | FOUNDATION MANAGER | 4 | $20,000 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA G SMITH 1020 HIGHLAND COLONY PARKWAY SUITE, 804, RIDGELAND, MS 39157 | EXEC DIRECTOR Highest-paid employee | 40 | $123,099 |
| TRUSTMARK NATIONAL BANK PO BOX 291, JACKSON, MS 392050291 | TRUSTEE | 5 | $85,104 |
| JAMIE G HOUSTON III PO BOX 650, JACKSON, MS 39205 | CHAIRMAN OF THE BOARD | 8 | $80,000 |
| GERARD R HOST 270 HIDDEN OAKS DRIVE, RIDGELAND, MS 39157 | VICE CHAIRMAN | 4 | $20,000 |
| KRISTIN R MERRELL 4355 N HONEYSUCKLE LANE, JACKSON, MS 39211 | SECRETARY | 4 | $20,000 |
| GRANVILLE TATE 1716 ST ANN STREET, JACKSON, MS 39202 | FOUNDATION MANAGER | 4 | $20,000 |
| MARY PRESTON DUBBERLY 238 WESTLAKE CIRCLE, MADISON, MS 39110 | FOUNDATION MANAGER | 4 | $20,000 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA G SMITH 1020 HIGHLAND COLONY PARKWAY SUITE, 804, RIDGELAND, MS 39157 | EXEC DIRECTOR Highest-paid employee | 40 | $118,121 |
| JAMIE G HOUSTON III 1020 HIGHLAND COLONY PARKWAY SUITE, 804, RIDGELAND, MS 39157 | CHAIRMAN OF THE BOARD | 8 | $80,000 |
| TRUSTMARK NATIONAL BANK PO BOX 291, JACKSON, MS 392050291 | TRUSTEE | 5 | $71,042 |
| GERARD R HOST 1020 HIGHLAND COLONY PARKWAY SUITE, 804, RIDGELAND, MS 39157 | VICE CHAIRMAN | 4 | $20,000 |
| KRISTIN R MERRELL 1020 HIGHLAND COLONY PARKWAY SUITE, 804, RIDGELAND, MS 39157 | SECRETARY | 4 | $20,000 |
| GRANVILLE TATE 1020 HIGHLAND COLONY PARKWAY SUITE, 804, RIDGELAND, MS 39157 | FOUNDATION MANAGER | 4 | $20,000 |
| MARY PRESTON DUBBERLY 1020 HIGHLAND COLONY PARKWAY SUITE, 804, RIDGELAND, MS 39157 | FOUNDATION MANAGER | 4 | $20,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 23106, JACKSON, MS 39225-3106
- In care of
- % PERSONAL TR RM 1030
- Signed the 990-PF
- TODD KETCHUM, VICE PRESIDENT AND TRUST OFFIC
- Phone
- (601) 208-5956
- Return prepared by
- BMSS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 64-0617746
- 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
- 1978
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $150,694,566
- Income (IRS master file)
- $45,621,980
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $12,049,725 | $7,921,495 | $150,694,566 | XML |
| 990-PF | December 2024 | $13,173,858 | $7,467,004 | $146,566,282 | XML |
| 990-PF | December 2023 | $11,870,217 | $7,439,871 | $140,859,397 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 64-0617746).
Questions about LUCKYDAY FOUNDATION
- What is the EIN of LUCKYDAY FOUNDATION?
- The employer identification number (EIN) of LUCKYDAY FOUNDATION is 64-0617746.
- Is LUCKYDAY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to LUCKYDAY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCKYDAY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCKYDAY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUCKYDAY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LUCKYDAY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 7 received compensation from the organization, the highest $127,522 (PATRICIA G SMITH, EXEC DIRECTOR).
- How much revenue does LUCKYDAY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,049,725, expenses of $7,921,495 and total assets of $150,694,566 at year end.
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