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Nonprofit · EIN 64-6026820

GEORGE BACON ENDOWMENT FUND

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$27K$23K2023$27K$25K2024
Revenue Expenses · by fiscal year end
Financials of GEORGE BACON ENDOWMENT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$26,933$24,742$2,191$503,566$0$503,566
September 30, 2024990-PF$27,143$22,691$4,452$501,416$0$501,416
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$15,852
Net gain from sales of assets
$10,936
Other income
$145

Expenses

Grants and similar amounts paid
$17,048
Compensation of officers, directors and key employees
$5,824
Disbursements for charitable purposes
$19,911
Excise tax on investment income
$307

Balance sheet and other

Total assets, start of year
$501,416
Total assets, end of year
$503,566
Total liabilities, end of year
$0
Net assets, end of year
$503,566
Fair market value of assets
$597,603
Qualifying distributions
$19,911
Net investment income
$26,933

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPT
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$5,824
990-PF for the year ended September 30, 2024: 7 people
NameTitleHours / weekCompensation
CLAYTON JOHNSON
PO BOX 23, LAUREL, MS 39441
PRESIDENT0$0
ELIZABETH SUMRALL
1538 WEST 20TH STREET, LAUREL, MS 39440
TRUSTEE0$0
NAN THAMES
N 5TH AVENUE, LAUREL, MS 39440
TRUSTEE0$0
MIKE CHANCELLOR
26 KATHERINE STREET, LAUREL, MS 39440
TRUSTEE0$0
LEE GILL
PO BOX 18008, HATTIESBURG, MS 39404
SECRETARY/TR0$0
SELMER VALENTINE
1235 KAREN DRIVE, LAUREL, MS 39440
TRUSTEE0$0
MARK HERRING
500 N 5TH AVENUE, LAUREL, MS 39440
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% AMSOUTH BANK
Signed the 990-PF
REGIONS BANK TRUSTEE, TRUST OFFICER
Phone
(205) 820-3141
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
64-6026820
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
1953
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$503,566
Income (IRS master file)
$90,994

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$26,933$24,742$503,566XML
990-PFSeptember 2024$27,143$22,691$501,416XML
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 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 64-6026820).

Questions about GEORGE BACON ENDOWMENT FUND

What is the EIN of GEORGE BACON ENDOWMENT FUND?
The employer identification number (EIN) of GEORGE BACON ENDOWMENT FUND is 64-6026820.
Is GEORGE BACON ENDOWMENT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
Are donations to GEORGE BACON ENDOWMENT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GEORGE BACON ENDOWMENT FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGE BACON ENDOWMENT FUND due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GEORGE BACON ENDOWMENT FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of GEORGE BACON ENDOWMENT FUND?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,824 (REGIONS BANK TRUST DEPT, TRUSTEE).
How much revenue does GEORGE BACON ENDOWMENT FUND have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $26,933, expenses of $24,742 and total assets of $503,566 at year end.

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