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← MR & MRS E H SUMNERS FOUNDATION

Form 990 for tax year 2025

Filed by MR & MRS E H SUMNERS FOUNDATION.

Totals

Total revenue
$14,573,322
Total expenses
$6,084,887
Contributions and grants received
$0
Grants paid
$5,193,977
Program service revenue
$0
Investment income
$14,482,617
Other revenue
$90,705
Total assets, end of year
$82,575,415
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$82,575,415
Program services expenses (Part IX)
$5,193,977
Management and general expenses
$890,910
Fundraising expenses
$0
Program service expenses (Part III)
$5,193,977

Program services were 85.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $2,745,651 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $204,200

  • 6b · Less rental expenses

    real property $113,495

  • 6c · Rental income or loss

    real property $90,705

  • 6d · Net rental income or loss

    total $90,705 · related or exempt $90,705

  • 7a · Gross sales of assets other than inventory

    securities $36,345,624

  • 7b · Less cost or other basis and sales expenses

    securities $24,608,658

  • 7c · Gain or loss

    securities $11,736,966

  • 7d · Net gain or loss

    total $11,736,966 · related or exempt $11,736,966 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,193,977 · program services $5,193,977

  • 11b · Fees: legal

    total $279,559 · program services $0 · management and general $279,559 · fundraising $0

  • 11c · Fees: accounting

    total $12,150 · program services $0 · management and general $12,150 · fundraising $0

  • 11f · Fees: investment management

    total $599,201 · program services $0 · management and general $599,201 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,450,075 · end of year $2,191,288

  • 10a · Land, buildings and equipment: cost or other basis

    $5,061,562

  • 10c · Land, buildings and equipment, net

    beginning of year $5,061,562 · end of year $5,061,562

  • 11 · Investments: publicly traded securities

    beginning of year $65,575,343 · end of year $75,322,565

  • 29 · Capital stock, trust principal or current funds

    beginning of year $12,631,893 · end of year $12,631,893

  • 31 · Retained earnings, endowment or other funds

    beginning of year $61,455,087 · end of year $69,943,522

Mission and programs · 2025

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.

  • 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

As filed on the 2025 return.

Listed in Part VII

  • Regions Bank - Trustee

    TRUSTEE

    Total calculated
    $599,201
    From this org
    $0
    From related orgs
    $0
    Other
    $599,201
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0

  • Linda Lockwood

    PHILANTHROPIC SOLUTIONS ADVISOR

    Total calculated
    $0
    Hours/week
    0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
15 August 2026
IRS schema version
2025v4.1
Source object
202612379349301761

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