Civic Intelligence

Mr & Mrs E H Sumners Foundation

EIN 64-6167983 • 501(c)3 • Ridgeland, MS

Profile

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.

1020 Highland Colony Parkway 200Ridgeland, MS 39157

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$568,145

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

42nd percentile

4.0%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$74,086,980

Up $2,868,714 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$74,086,980

Up $2,868,714 (+4.0%) from 2023

Operations
Liabilities / Revenue4th percentileNet Margin83rd percentile

Revenue

Up

$8,809,213

Up $2,325,619 (+36%) from 2023

Expenses

Down

$5,940,499

Down $1,395,466 (-19%) from 2023

Net Income

Up

$2,868,714

Up $3,721,085 (+437%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2011: $56,256,247Liabilities 2011: $0Net Assets 2011: $56,256,2472011Assets 2012: $59,875,858Liabilities 2012: $0Net Assets 2012: $59,875,8582012Assets 2013: $61,008,147Liabilities 2013: $0Net Assets 2013: $61,008,1472013Assets 2014: $64,175,926Liabilities 2014: $0Net Assets 2014: $64,175,9262014Assets 2015: $64,744,421Liabilities 2015: $0Net Assets 2015: $64,744,4212015Assets 2016: $62,989,445Liabilities 2016: $0Net Assets 2016: $62,989,4452016Assets 2017: $64,825,228Liabilities 2017: $0Net Assets 2017: $64,825,2282017Assets 2018: $66,803,021Liabilities 2018: $0Net Assets 2018: $66,803,0212018Assets 2019: $67,208,002Liabilities 2019: $0Net Assets 2019: $67,208,0022019Assets 2020: $69,408,508Liabilities 2020: $0Net Assets 2020: $69,408,5082020Assets 2021: $72,595,869Liabilities 2021: $0Net Assets 2021: $72,595,8692021Assets 2022: $72,070,637Liabilities 2022: $0Net Assets 2022: $72,070,6372022Assets 2023: $71,218,266Liabilities 2023: $0Net Assets 2023: $71,218,2662023Assets 2024: $74,086,980Liabilities 2024: $0Net Assets 2024: $74,086,9802024

Highlighted filing

2024

Assets$74,086,980
Liabilities$0
Net Assets$74,086,980
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $1,759,141Expenses 2011: $3,549,704Net Income 2011: -$1,790,5632011Revenue 2012: $7,324,159Expenses 2012: $3,704,548Net Income 2012: $3,619,6112012Revenue 2013: $4,927,083Expenses 2013: $3,794,794Net Income 2013: $1,132,2892013Revenue 2014: $7,196,210Expenses 2014: $4,028,431Net Income 2014: $3,167,7792014Revenue 2015: $4,869,138Expenses 2015: $4,300,643Net Income 2015: $568,4952015Revenue 2016: $2,668,960Expenses 2016: $4,423,936Net Income 2016: -$1,754,9762016Revenue 2017: $6,292,449Expenses 2017: $4,456,666Net Income 2017: $1,835,7832017Revenue 2018: $6,539,185Expenses 2018: $4,561,392Net Income 2018: $1,977,7932018Revenue 2019: $4,939,538Expenses 2019: $4,534,557Net Income 2019: $404,9812019Revenue 2020: $7,029,478Expenses 2020: $4,828,972Net Income 2020: $2,200,5062020Revenue 2021: $8,309,284Expenses 2021: $5,121,923Net Income 2021: $3,187,3612021Revenue 2022: $3,498,933Expenses 2022: $4,024,165Net Income 2022: -$525,2322022Revenue 2023: $6,483,594Expenses 2023: $7,335,965Net Income 2023: -$852,3712023Revenue 2024: $8,809,213Expenses 2024: $5,940,499Net Income 2024: $2,868,7142024

Highlighted filing

2024

Revenue$8,809,213
Expenses$5,940,499
Net Income$2,868,714
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,086,980
Liabilities
$0
Net assets
$74,086,980
Revenue
$8,809,213
Expenses
$5,940,499
Net income
$2,868,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.1$0.00$74.1$8.81$5.94$2.87
2023Detailed filing. Detailed filing data is available for this year.$71.2$0.00$71.2$6.48$7.34$0.85
2022Detailed filing. Detailed filing data is available for this year.$72.1$0.00$72.1$3.50$4.02$0.53
2021Detailed filing. Detailed filing data is available for this year.$72.6$0.00$72.6$8.31$5.12$3.19
2020Detailed filing. Detailed filing data is available for this year.$69.4$0.00$69.4$7.03$4.83$2.20
2019Summary only. Only limited summary data is available for this year.$67.2$0.00$67.2$4.94$4.53$0.40
2018Summary only. Only limited summary data is available for this year.$66.8$0.00$66.8$6.54$4.56$1.98
2017Summary only. Only limited summary data is available for this year.$64.8$0.00$64.8$6.29$4.46$1.84
2016Summary only. Only limited summary data is available for this year.$63.0$0.00$63.0$2.67$4.42$1.75
2015Summary only. Only limited summary data is available for this year.$64.7$0.00$64.7$4.87$4.30$0.57
2014Summary only. Only limited summary data is available for this year.$64.2$0.00$64.2$7.20$4.03$3.17
2013Summary only. Only limited summary data is available for this year.$61.0$0.00$61.0$4.93$3.79$1.13
2012Summary only. Only limited summary data is available for this year.$59.9$0.00$59.9$7.32$3.70$3.62
2011Summary only. Only limited summary data is available for this year.$56.3$0.00$56.3$1.76$3.55$1.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 18, 2025
Return Version
2024v5.2
Gross Receipts
$30,405,912
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$62,406,611$65,575,343▲ $3,168,732
Rtn Earn Endowment Incm Other Fnds$58,586,373$61,455,087▲ $2,868,714
Cap Stk Tr Prin Current Funds$12,631,893$12,631,893→ $0
Land, Buildings, and Equipment, Net$5,061,562$5,061,562→ $0
Savings and Temporary Cash Investments$3,750,093$3,450,075▼ $300,018
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$71,218,266$74,086,980▲ $2,868,714
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$71,218,266$74,086,980▲ $2,868,714
Total Liabilities and Net Assets / Fund Balance$71,218,266$74,086,980▲ $2,868,714

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,061,562-$5,061,562
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleOtherTotal
Regions Bank - TrusteeTrustee$568,145$568,145

Board Members and Trustees

NameTitle
Regina FowlerFoundation Mgr.

Highest Paid Contractors

ContractorServicesLocationCompensation
Harry Sumners Attorney At LawLegal-$284,372
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,081,967
Other Revenue
$-272,754
Change in Net Assets
$2,868,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,076,432
Other Expenses$864,067
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,076,432--$5,076,432
Fees for Service Investment Mgmnt Fees-$568,145-$568,145
Fees for Services Legal-$284,372-$284,372
Fees for Services Accounting-$11,550-$11,550
Total Functional Expenses$5,076,432$864,067$0$5,940,499
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mississippi State UniversityStarkville, MS-Educational$1,522,930
University of MsOxford, MS-Educational$1,522,930
Univ of Ms Medical SchoolJackson, MS-Educational$1,015,286
Holmes Community CollegeGoodman, MS-Educational$507,643
Millsaps CollegeJackson, MS-Educational$507,643
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Once the form 990 has been completed by the cpa, it is mailed to regina fowler, who is a trust officer & vice president for regions bank. She reviews the tax return and then signs and mails the electronic authorization form back to us so that the form 990 can be electronically filed.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Mr & Mrs E H Sumners Foundation
EIN
64-6167983
Phone
6017908156
Address
1020 HIGHLAND COLONY PARKWAY 200, RIDGELAND, MS 39157

Signing Officer

Name
Regina Fowler
Title
Foundation Manager
Signed
2025-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regina Fowler
Formed
1977
Legal Domicile
Ms
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Ellis & Hirsberg CPA PLLC
Address
PO Box 400, Clarksdale, MS 38614
Preparer
Sidney Maxey
Phone
6626244332
Raw XML AppendixShowing 400 of 487 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0NET 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0REGIONS BANK
IRS990/BooksInCareOfDetail/PhoneNum06017908156
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01020 HIGHLAND COLONY PARKWAY 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0RIDGELAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd039157
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt012631893
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt012631893
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0284372
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0HARRY SUMNERS ATTORNEY AT LAW
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt05076432
IRS990/CYInvestmentIncomeAmt09081967
IRS990/CYOtherExpensesAmt0864067
IRS990/CYOtherRevenueAmt0-272754
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02868714
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05940499
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08809213
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0ALL 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 EDUCATOINAL GRANTS TO STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt05076432
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011550
IRS990/FeesForServicesAccountingGrp/TotalAmt011550
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0284372
IRS990/FeesForServicesLegalGrp/TotalAmt0284372
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0568145
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0568145
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0568145
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0REGIONS BANK - TRUSTEE
IRS990/Form990PartVIISectionAGrp/PersonNm1REGINA FOWLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Foundation Mgr.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt07078847
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt05076432
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05076432
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05076432
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028289355
IRS990/GrossReceiptsAmt030405912
IRS990/GrossRentsGrp/RealAmt0113437
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02003120
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02003120
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt062406611
IRS990/InvestmentsPubTradedSecGrp/EOYAmt065575343
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05061562
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05061562
IRS990/LandBldgEquipCostOrOtherBssAmt05061562
IRS990/LegalDomicileStateCd0MS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt021210508
IRS990/LessRentalExpensesGrp/RealAmt0386191
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0NET 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt071218266
IRS990/NetAssetsOrFundBalancesEOYAmt074086980
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt07078847
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07078847
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-272754
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-272754
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0REGINA FOWLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06580995
IRS990/PYInvestmentIncomeAmt06740432
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0754970
IRS990/PYOtherRevenueAmt0-256838
IRS990/PYRevenuesLessExpensesAmt0-852371
IRS990/PYTotalExpensesAmt07335965
IRS990/PYTotalRevenueAmt06483594
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02868714
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-272754
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt058586373
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt061455087
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03750093
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03450075
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt02116557
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt01872643
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt072626
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt025806
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt02043931
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt01846837
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0864067
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0754970
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt01252490
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt01117673
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt01117673
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt02295445
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt02295445
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0950022
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt02295445
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt0144667
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt02295445
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt02295445
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt05940499
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt05940499
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt021311025
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt07335965
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt04024165
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt05121923
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt04828972
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt02440112
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt027251524
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt05940499
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt07335965
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt04024165
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt05121923
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt04828972
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt023751137
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0864067
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt05940499
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt02295445
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt05076432
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt05940499
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THERE IS NO BOARD OR GOVERNING BODY FOR THIS FOUNDATION. THE TRUST AGREEMENT SPELLS OUT EXACTLY WHAT IS REQUIRED OF REGIONS BANK, THE TRUSTEE FOR THE FOUNDATION. THE FOLLOWING INFORMATION IS AN EXPLANATION OF THAT PROCESS: (1) ALL OF THE NET INCOME OF THE TRUST IS DISTRIBUTED THREE TIMES A YEAR TO THE INSTITUTIONS OF HIGHER LEARNING BASED ON A RATIO PRESCRIBED IN THE TRUST AGREEMENT. (2) EACH NSTITUTION ADMINISTERS THE TRUST FUNDS THROUGH ITS STUDENT FINANCIAL AID OFFICE UNDER POLICY SET BY THE SCHOLARSHIP COMMITTEE OF EACH INSTITUTION IN MAKING EDUCATIONAL GRANTS TO STUDENTS IN CONFORMITY WITH THE TRUST AGREEMENT. (3) ONLY STUDENTS FROM ATTALA, CARROLL, CHOCTAW, MONTGOMERY & WEBSTER COUNTIES IN MS WITH A DESIRE FOR A HIGHER EDUCATION AND POTENTIAL ABILITY TO BENEFIT FROM SUCH EDUCATION, ARE ELIGIBLE FOR THE AWARDS. (4) THE RECIPIENTS MUST MAINTAIN A REQUIRED SCHOLASTIC LEVEL TO CONTINUE RECEIVING AWARDS EACH SEMESTER. (5) EACH OF THE INSTITUTIONS MAKE RESIDENCY DETERMINATIONS BASED UPON MS STATUTORY LAW, JUDICIAL OPINIONS AND ATTORNEY GENERAL RULINGS THAT ADDRESS RESIDENCE FOR TUITION PURPOSES AT STATE INSTITUTIONS OF HIGHER LEARNING. THE COMMITTEE ON RESIDENCY OF EACH INSTITUTION REVIEWS THE APPLICATIONS OF STUDENTS AND USES VARIOUS METHODS WITHIN THE FRAMEWORK OF THE LAW TO VERIFY THE RESIDENCY AND ELIGIBILITY OF THE APPLICANTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt067591061
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt066582889
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt03600084
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt02752250
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt063990977
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt063830639
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt01013866
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0998743
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt066577195
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt065584146
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt02330202
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt02295445
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt067591061
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt066582889
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt02330202
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt02295445
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt05
IRS990ScheduleA/SupportedOrganizationsTotalCnt05
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237310293
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1646008520
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2640410581
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3640303084
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4646011102
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd42
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01522930
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11015286
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt21522930
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3507643
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4507643
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF MISSISSIPPI
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY OF MS MEDICAL SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2MISSISSIPPI STATE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3MILLSAPS COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4HOLMES COMMUNITY COLLEGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt05076432
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt05061562
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05061562
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05061562
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0507643
IRS990ScheduleI/RecipientTable/CashGrantAmt1507643
IRS990ScheduleI/RecipientTable/CashGrantAmt21522930
IRS990ScheduleI/RecipientTable/CashGrantAmt31015286
IRS990ScheduleI/RecipientTable/CashGrantAmt41522930
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4EDUCATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLMES COMMUNITY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MILLSAPS COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MISSISSIPPI STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNIV OF MS MEDICAL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF MS
IRS990ScheduleI/RecipientTable/RecipientEIN0646011102
IRS990ScheduleI/RecipientTable/RecipientEIN1640303084
IRS990ScheduleI/RecipientTable/RecipientEIN2640410581
IRS990ScheduleI/RecipientTable/RecipientEIN3646008520
IRS990ScheduleI/RecipientTable/RecipientEIN4237310293
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 398
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11701 N STATE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 9730
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32500 N STATE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt431 LIBRARY LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GOODMAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1JACKSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2STARKVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3JACKSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4OXFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MS
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd039079
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd139210
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd239762
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd339216
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd438655
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.