Tri-state Educational Foundation

IUKA, MS EIN: 64-0899593

THE FOUNDATION PROVIDES FUNDING FOR EDUCATIONAL SCHOLARSHIPS AND GRANTS TO QUALIFIED APPLICANTS.

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$2.2M

-6.0% YoY

Annual Giving

$299K

-51.4% YoY

Grant Count

9

-10.0% YoY

Avg Grant Size

$33K

-46.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$549K$1M$2M$2M202020212022202320242025
Metric202520242023
Total Assets$2,190,285$2,329,520$2,690,142
Revenue$1,453,484$1,712,896$1,803,066
Expenses$1,775,232$1,994,879$1,457,987
Qualifying Distributions
Net Investment Income$3,531$4,789$4,026
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$154K$308K$462K$616K12 grants20207 grants20216 grants20227 grants202310 grants20249 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

DELTA STATE UNIVERSITY$124KBOYS AND GIRLS CLUB OF N…$60KUNIVERSITY OF MISSISSIPP…$30KBOYS AND GIRLS CLUB$25KTISHOMINGO COUNTY SCHOOL…$18KMISSISSIPPI STATE UNIVER…$15KTISHOMINGO COUNTY HISTOR…$11KBIGGERSVILLE HIGH SCHOOL$10KIUKA POLICE DEPARTMENT$7K

Grant Size Distribution

51 grants across all recorded years

39<$50K6$50–100K5$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Tri-state Educational Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

SARA ELLINGTONDIRECTOR$120NANCY BROWNSECRETARY/TR$120ELIZABETH LOVELACECHAIRMAN$120MARY D LAMBERTDIRECTOR$60JAMES PHELPSDIRECTOR$60

From 2025 filing

NameTitleHoursCompensation
BOB FERGUSONPAST CHAIRMA1
MARY D LAMBERTDIRECTOR1$60
SARA ELLINGTONDIRECTOR1$120
NANCY BROWNSECRETARY/TR5$120
ELIZABETH LOVELACECHAIRMAN5$120
JAMES PHELPSDIRECTOR1$60

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

BaldwynBlue MountainBoonevilleCherokeeClevelandClintonColumbusCorinthFlorenceFultonIukaJacksonMississippi StateOxfordTupeloUniversity

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

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