Mid-south Synergy Charitable Foundation logo

Mid-south Synergy Charitable Foundation

NAVASOTA, TX EIN: 27-4376574 Website

TO AWARD SCHOLARSHIPS TO MEMBERS OF MID-SOUTH ELECTRIC COOPERATIVE AND ASSIST THE LOW INCOME AND NEEDY.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+32.6% YoY

Annual Giving

$89K

+2.0% YoY

Grant Count

8

-20.0% YoY

Avg Grant Size

$11K

+27.5% YoY

About Mid-south Synergy Charitable Foundation

Based on IRS filings

Mid-south Synergy Charitable Foundation is a nonprofit organization focused on Education, based in NAVASOTA, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 8 grants totaling $89K. Net investment income was $44K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

ArlingtonBryanCollege StationConroeHuntsvilleMadisonville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$175K$350K$525K$700K20202021202220232024
Metric202420232022
Total Assets$1,024,104$772,341$266,626
Revenue$401,935$636,274$184,647
Expenses$152,743$128,656$161,504
Qualifying Distributions
Net Investment Income$44,354$26,772
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$22K$44K$66K$89K0 grants20200 grants20210 grants202210 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

BRAZOS VALLEY FOOD BANK$20KCOMMUNITY ORGANIZATION F…$10KMONTGOMERY COUNTY FOOD B…$10KST MARY CATHOLIC CHURCH$10KGOOD SHEPHERD MISSION$10KSONSHINE OUTREACH CENTER$10KMADISON COUNTY HOUSE OF …$10KNRECA INTERNATIONAL FOUN…$9K

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KERRY KELTONPRESIDENT1
MIKE MCDOUGALDVICE PRESIDENT1
ANDREW DALLMEYERSECRETARY1
MARSHALL SHIRLEYCHAIRMAN1
JAMES MORRISONDIRECTOR1
STEVE DRIVERDIRECTOR1
DENNIS MCWHORTERDIRECTOR1
PAUL MALEKDIRECTOR1
RUSSEL WATSONDIRECTOR1
KENNETH MCDOUGALDDIRECTOR1
AIMEE PAVELOCKDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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