The Luckyday Foundation logo

The Luckyday Foundation

JACKSON, MS EIN: 64-0617746 Website

The Luckyday Foundation is a private foundation established in 1978 by the late Frank R. Day, a banking professional who served as chairman of the board and CEO of Trustmark National Bank. Based in Jackson, Mississippi, the foundation is headquartered in Ridgeland. The foundation operates as a 501(c)(3) nonprofit organization with a primary focus on supporting higher education, human services, and religious organizations in Mississippi.

Financial Overview

From 2024 IRS Form 990-PF · View filing

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

Under IRS private-foundation payout rules, The Luckyday Foundation reported a distributable amount of $7.3M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission centers on supporting educational initiatives and developing strong leadership skills and community service among students in Mississippi. The Luckyday Scholars Program creates a community of scholars who aspire to servant leadership, with core values emphasizing scholarship, community, service, and leadership.

Primary funding areas include:

  • Education (94% of giving)
  • Arts & Culture (2% of giving)
  • Social & Human Services (1% of giving)
  • Religion

The foundation also supports food assistance for the needy and care for the sick.

Grantmaking

The foundation limits grants to educational institutions, churches, and organizations serving the sick and needy.

Grant Range

s and Patterns:**

Average Grant

amount: approximately $362,000

Review Cycle

- Scholarship applications are available from the foundation office

How to Apply

**

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Geographic Focus

Where this funder awards grants

100% of grants remain in Mississippi. The foundation's grantmaking is concentrated in Mississippi, with occasional support to organizations in Alabama and Tennessee.

Grant Distribution by State

3states

Cities

AberdeenBrandonFlowoodHattiesburgJacksonLaurelMadisonMemphisMississippi StateMobileRaymondRidgelandUniversityYazoo City

Financial History

Multi-year comparison from IRS filings

Assets and Revenue (2024):

  • Total Assets: $146,566,282
  • Total Giving: $6,398,352
  • Total Revenues: $13,173,858
  • Total Expenses: $7,467,004

Assets and Revenue (2023):

  • Total Assets: $140,859,397
  • Total Revenues: $11,870,217
  • Total Expenses: $7,439,871

Historical Growth:

  • Total assets have grown from $90.1 million in 2011 to $146.6 million in 2024
  • Annual giving has grown from $5.6 million in 2020 to $13.3 million in 2022

Staffing:

  • 3 employees (as of 2024)
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

Among its reported 2024 grants, the largest include Usm Foundation- Lucky Day Scholars Program ($2,400,289), University of Mississippi Foundation ($2,247,500), Msu Foundation ($1,674,813).

RecipientPurposeAmount
DIXIE NATIONAL RODEO MISSISSIPPI STATE, MSTO PROVIDE FUNDS FOR CULTURAL PROGRAMS$7,500
HINDS COMMUNITY COLLEGE DEVELOPMENT FOUNDATION RAYMOND, MSTO PROMOTE HIGHER EDUCATION$15,000
LAUREN ROGER'S MUSEUM OF ART LAUREL, MSTO PROVIDE FUNDS FOR CULTURAL PROGRAMS$250
MISSISSIPPI FOOD NETWORK JACKSON, MSPROVIDE FOOD FOR THE NEEDY$6,000
MS CHILDREN'S MUSEUM JACKSON, MSTO PROVIDE FUNDS FOR CULTURAL PROGRAMS FOR KIDS$7,500
MSU FOUNDATION MISSISSIPPI STATE, MSTO PROVIDE SUPPORT FOR HIGHER EDUCATION$1,674,813
ST JOHN'S EPISCOPAL CHURCH ABERDEEN, MSPROVIDE FUNDS TO RELIGIOUS ORGANIZATION$5,000
STEWPOT COMMUNITY SERVICES JACKSON, MSPROVIDE FOOD FOR THE NEEDY$12,000
THE GLEANERS INC JACKSON, MSPROVIDE FOOD FOR THE NEEDY$15,000
THE WILSON RESEARCH FOUNDATION JACKSON, MSTO PROVIDE SUPPORT OF REHABILITATION CENTER CLINICAL RESEARCH AND THERAPY$7,500

Leadership & Key People

Leadership team and compensation from IRS filings

  • Frank R. Day - Founder (deceased 1999); native of Aberdeen in Monroe County and alumnus of University of Mississippi
  • Jamie G. Houston III - Chairman
  • Gerard R. Host - Foundation Manager
  • Granville Tate - Foundation Manager
  • Kristin R. Merrell - Foundation Manager
  • Holmes S. Adams - Former Chairman

Contact Information:

  • Phone: 601-354-5869
  • Address: Mr. Jamie Houston, Lucky Day Foundation, 1020 Highland Colony Parkway, Suite 804, Ridgeland, Mississippi 39157

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

Recent News & Activity

Recent developments and announcements

2023

The foundation announced a $4 million gift to Mississippi State University for the new Azalea Hall complex (2023)

Luckyday Foundation announces $4 million for MSU's new Azalea ...
2025

The foundation significantly advanced scholarship support through 2025 at Mississippi State University (2022)

Luckyday Foundation significantly advances scholarship support through 2025
2019

The inaugural Luckyday Scholars Program at Mississippi State University launched in 2019

Luckyday Foundation significantly advances scholarship support through 2025
2022

The foundation provided a $9.6 million gift to University of Southern Mississippi (2022)

Luckyday Foundation announces $4 million for MSU's new Azalea ...

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does The Luckyday Foundation fund?

The foundation's mission centers on supporting educational initiatives and developing strong leadership skills and community service among students in Mississippi. The Luckyday Scholars Program creates a community of scholars who aspire to servant leadership, with core values emphasizing scholarship, community, service, and leadership. Primary funding areas include: • **Education** (94% of giving) • **Arts & Culture** (2% of giving) • **Social & Human Services** (1% of giving) • **Religion** Th…

How do I apply for a grant from The Luckyday Foundation?

**Grant Sizes and Patterns:** • Typical grant awards range from $250 to $2,420,000 • Average grant amount: approximately $362,000 • Median grant amount: $100,000 • Recent grants have included major commitments to university foundations and community organizations **Recent Grant Activity:** • $2,247,500 to University of Mississippi Foundation (2024) • $2,420,000 to University of Mississippi Foundation • $475,545 to Missouri State University Foundation • $300,000 to University of Mississippi Foun…

Where does The Luckyday Foundation make grants?

100% of grants remain in Mississippi. The foundation's grantmaking is concentrated in Mississippi, with occasional support to organizations in Alabama and Tennessee.

What size grants does The Luckyday Foundation award?

In 2024, The Luckyday Foundation awarded 12 grants totaling $6.4M — an average of about $533K per grant, based on its IRS Form 990 filings.

How much is The Luckyday Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Luckyday Foundation reported a distributable amount of $7.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Luckyday Foundation's EIN?

The Luckyday Foundation's EIN (Employer Identification Number) is 64-0617746. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in The Luckyday Foundation's focus areas in our free grants database

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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