The Luckyday Foundation

JACKSON, MS EIN: 64-0617746

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$146.6M

+4.1% YoY

Annual Giving

$6.4M

-2.0% YoY

Grant Count

12

-7.7% YoY

Avg Grant Size

$533K

+6.2% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M$20M20202021202220232024
Metric202420232022
Total Assets$146,566,282$140,859,397$136,429,051
Revenue$13,173,858$11,870,217$10,924,086
Expenses$7,467,004$7,439,871$7,749,496
Qualifying Distributions$6,740,972$6,860,593$7,022,738
Net Investment Income$12,391,402$11,070,243$9,894,632
Distributable Amount$7,269,341$6,722,578$6,917,061

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$3M$5M$7M12 grants202020 grants202119 grants202213 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

USM FOUNDATION- LUCKY DA…$2.4MUNIVERSITY OF MISSISSIPP…$2.2MMSU FOUNDATION$1.7MHINDS COMMUNITY COLLEGE …$15KTHE GLEANERS INC$15KSTEWPOT COMMUNITY SERVICES$12KDIXIE NATIONAL RODEO$8KMS CHILDREN'S MUSEUM$8KTHE WILSON RESEARCH FOUN…$8KMISSISSIPPI FOOD NETWORK$6K

Grant Size Distribution

76 grants across all recorded years

32<$50K10$50–100K15$100–250K6$250–500K1$500K–1M12$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Luckyday Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

TRUSTMARK NATIONAL B…TRUSTEE$85KJAMIE G HOUSTON IIICHAIRMAN OF THE BOARD$80KGERARD R HOSTVICE CHAIRMAN$20KKRISTIN R MERRELLSECRETARY$20KGRANVILLE TATEFOUNDATION MANAGER$20KMARY PRESTON DUBBERLYFOUNDATION MANAGER$20K

From 2024 filing

NameTitleHoursCompensation
JAMIE G HOUSTON IIICHAIRMAN OF THE BOARD8$80,000
GERARD R HOSTVICE CHAIRMAN4$20,000
KRISTIN R MERRELLSECRETARY4$20,000
GRANVILLE TATEFOUNDATION MANAGER4$20,000
MARY PRESTON DUBBERLYFOUNDATION MANAGER4$20,000
TRUSTMARK NATIONAL BANKTRUSTEE5$85,104

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

3states

Cities

AberdeenBrandonFlowoodHattiesburgJacksonLaurelMadisonMemphisMississippi StateMobileRaymondRidgelandUniversityYazoo City

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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