Nonprofit · EIN 64-6024049
ROBERT E LAKE FOUNDATION
Tax-exempt · JACKSON, MS 39225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $70,957 | $53,298 | $17,659 | $744,586 | $1,332 | $743,254 |
| June 30, 2024 | 990-PF | $53,113 | $39,193 | $13,920 | $726,784 | $1,189 | $725,595 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $22,751
- Net gain from sales of assets
- $48,206
Expenses
- Grants and similar amounts paid
- $38,380
- Compensation of officers, directors and key employees
- $6,784
- Disbursements for charitable purposes
- $38,380
- Excise tax on investment income
- $779
Balance sheet and other
- Total assets, start of year
- $726,784
- Total assets, end of year
- $744,586
- Total liabilities, end of year
- $1,332
- Net assets, end of year
- $743,254
- Fair market value of assets
- $951,690
- Qualifying distributions
- $38,380
- Net investment income
- $70,957
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS TRUST DEPT 1020 HIGHLAND COLONY PKWAY SUITE, 200, RIDGELAND, MS 39157 | TRUSTEE | 2 | $6,784 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS TRUST DEPT 1020 HIGHLAND COLONY PKWAY SUITE, 200, RIDGELAND, MS 39157 | TRUSTEE | 2 | $6,111 |
Address and contacts
- Address (IRS master file)
- PO BOX 23100, JACKSON, MS 39225-3100
- In care of
- % DEPOSIT GUARANTY NATL BK TRUSTEE
- Signed the 990-PF
- MYER MACK, TRUSTEE
- Phone
- (601) 790-8158
- Return prepared by
- MATTHEWS CUTRER & LINDSAY PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 64-6024049
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $744,586
- Income (IRS master file)
- $233,947
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $70,957 | $53,298 | $744,586 | XML |
| 990-PF | June 2024 | $53,113 | $39,193 | $726,784 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 64-6024049).
Questions about ROBERT E LAKE FOUNDATION
- What is the EIN of ROBERT E LAKE FOUNDATION?
- The employer identification number (EIN) of ROBERT E LAKE FOUNDATION is 64-6024049.
- Is ROBERT E LAKE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to ROBERT E LAKE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT E LAKE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT E LAKE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT E LAKE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ROBERT E LAKE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,784 (REGIONS TRUST DEPT, TRUSTEE).
- How much revenue does ROBERT E LAKE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $70,957, expenses of $53,298 and total assets of $744,586 at year end.
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