Nonprofit · EIN 64-6167983
MR & MRS E H SUMNERS FOUNDATION
Tax-exempt · RIDGELAND, MS 39157
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $14,573,322 | $6,084,887 | $8,488,435 | $82,575,415 | $0 | $82,575,415 |
| December 31, 2024 | 990 | $8,809,213 | $5,940,499 | $2,868,714 | $74,086,980 | $0 | $74,086,980 |
| December 31, 2023 | 990 | $6,483,594 | $7,335,965 | -$852,371 | $71,218,266 | $0 | $71,218,266 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $14,482,617
- Net rental income
- $90,705
- Net gain from sales of assets
- $11,736,966
- Other revenue
- $90,705
Expenses
- Grants and similar amounts paid
- $5,193,977
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $279,559
- Accounting fees
- $12,150
- Program services (functional)
- $5,193,977
- Management and general (functional)
- $890,910
Balance sheet and other
- Total assets, start of year
- $74,086,980
- Total assets, end of year
- $82,575,415
- Total liabilities, end of year
- $0
- Net assets, end of year
- $82,575,415
- Land, buildings and equipment
- $5,061,562
- Publicly traded securities
- $75,322,565
- Gross receipts
- $39,295,475
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1977
- State of legal domicile
- MS
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REGIONS BANK - TRUSTEE | TRUSTEE Institutional trustee | 0 | $0 | $599,201 |
| LINDA LOCKWOOD | PHILANTHROPIC SOLUTIONS ADVISOR Institutional trustee | 0 | $0 | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REGIONS BANK - TRUSTEE | Trustee Institutional trustee | 0 | $0 | $568,145 |
| REGINA FOWLER | Foundation Mgr. Institutional trustee | 0 | $0 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REGIONS BANK - TRUSTEE | Trustee Institutional trustee | 0 | $0 | $498,127 |
| REGINA FOWLER | Foundation Mgr. Institutional trustee | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1020 HIGHLAND COLONY PKWY STE 200, RIDGELAND, MS 39157-2129
- Principal officer (990 for 2025)
- LINDA L LOCKWOOD, 1020 HIGHLAND COLONY PARKWAY 200, RIDGELAND, MS 39157
- Signed the 990
- LINDA L LOCKWOOD, PHILANTHROPIC SOLUTIONS ADVISOR
- Phone
- (314) 615-2360
- Return prepared by
- GASTON CPA FIRM
Mission
NET INCOME IS DISTRIBUTED 3 TIMES A YEAR TO 5 INSTITUTIONS OF HIGHER LEARNING. EACH INSTITUTION ADMINISTERS THE TRUST FUNDS THROUGH ITS FINANCIAL AID OFFICE UNDER POLICY SET BY THE SCHOLARSHIP COMMITTEE OF EACH INSTITUTION IN MAKING EDUCATIONAL GRANTS TO STUDENTS.
Program accomplishments
- ALL NET INCOME IS DISTRIBUTED 3 TIMES A YEAR TO 5 INSTITUTIONS OF HIGHER LEARNING. EACH INSTITUTION ADMINISTERS THE TRUST FUNDS THROUGH ITS FINANCIAL AID OFFICE UNDER POLICY SET BY THE SCHOLARSHIP COMMITTEE OF EACH INSTITUTION IN MAKING EDUCATIONAL GRANTS TO STUDENTS.Expenses $5,193,977 · grants $5,193,977 · revenue $14,573,322
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 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 64-6167983
- 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
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B120)
- Assets (IRS master file)
- $82,575,415
- Income (IRS master file)
- $39,295,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $14,573,322 | $6,084,887 | $82,575,415 | XML |
| 990 | December 2024 | $8,809,213 | $5,940,499 | $74,086,980 | XML |
| 990 | December 2023 | $6,483,594 | $7,335,965 | $71,218,266 | XML |
| 990 | December 2022 | $3,498,933 | $4,024,165 | $72,070,637 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 64-6167983).
Questions about MR & MRS E H SUMNERS FOUNDATION
- What is the EIN of MR & MRS E H SUMNERS FOUNDATION?
- The employer identification number (EIN) of MR & MRS E H SUMNERS FOUNDATION is 64-6167983.
- Is MR & MRS E H SUMNERS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to MR & MRS E H SUMNERS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MR & MRS E H SUMNERS FOUNDATION 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 MR & MRS E H SUMNERS 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 MR & MRS E H SUMNERS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MR & MRS E H SUMNERS FOUNDATION?
- The 990 for the year ended December 31, 2025 names LINDA L LOCKWOOD.
- Who are the officers and directors of MR & MRS E H SUMNERS FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MR & MRS E H SUMNERS FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $14,573,322, expenses of $6,084,887 and total assets of $82,575,415 at year end.
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