JACKSON, MS

Luckyday Foundation

Quick Facts

EIN: 640617746
Location: JACKSON, MS
Category: Philanthropy & Grantmaking
Total Assets: $146.6M
Annual Income: $20.8M
IRS Ruling Year: 1978
Organization Type: Trust
Principal Officer: % Personal Trust Rm 1030
Tax Deductibility: Contributions are deductible

About This Foundation

Luckyday Foundation is a private trust based in JACKSON, MS. The foundation received its IRS ruling in 1978. The principal officer is % Personal Trust Rm 1030. It holds total assets of $146.6M. Annual income is reported at $20.8M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.

View 990 Filings

Financial Overview

Total Giving

$7.4M

2023-4%

Total Assets

$140.9M

2023+3%

Fair Market Value

$146.3M

2023

Net Worth

$140.9M

2023

Grants Paid

$6.5M

2023

Contributions

2023

Net Investment Income

$11.1M

2023

Distribution Amount

$6.7M

2023

Total Giving by Year

$6M

$5.7M

$5.1M

$5.7M

$5.3M

$7.1M

$6.4M

$7.3M

$7.7M

$7.4M

Asset Growth

$90.1M

$89.5M

$91.3M

$94M

$97.7M

$121M

$122M

$133.3M

$136.4M

$140.9M

Expense Breakdown (2023)

Grants Paid$6.5M

Officer Compensation$231K

Accounting Fees$55K

Occupancy$35K

Travel & Conferences$7K

Depreciation$46

Revenue Sources (2023)

Capital Gains (Net): $8.1M
Dividends: $3.3M
Other Income: $528K
Interest: $5

Financial Details (2023)

Total Revenue: $11.9M
Total Expenses: $7.4M
Exempt Purpose Expenses: $6.9M
Required Distribution: $6.7M
Undistributed Income: $6.4M
Total Liabilities: $3K
Excise Tax: $154K

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

990-PF Filings

Tax Period	Return Type	View
2023-12	990PF	View Filing
2022-12	990PF	View Filing
2021-12	990PF	View Filing
2020-12	990PF	View Filing
2018-12	990PF	View Filing
2017-12	990PF	View Filing
2016-12	990PF	View Filing
2015-12	990PF	View Filing