Charles Samuel Weems Trust

Jackson, MSGovernment-related / quasi-public EIN 64-6020051Revenue $591K in FY2025Latest return filed May 7, 2026

On file with the IRSPo Box 23106, 39225-3106 · Jackson, MSTax-exempt since 0000

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$130K paid to officers and key staff.
Pay: Part VII

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $236K a year · 30% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$130K
to officers and key staff · 26% of spending
Worth a look: pay to officers and key staff is 26% of spending; over 20%.
990-PF Pt VIII
21 mo
of spending, in cash
Looks good: 21.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$591K
-18% vs prior year
Spent
$496K
Net assets
$10.5M
By yearFY2020–FY2025
Revenue
$591K
FY2025▼ -18%
Tap a bar for its year
Revenue by fiscal year
FY2020$578K
FY2021$1.7M
FY2022$571K
FY2023$489K
FY2024$725K
FY2025$591K
Expenses
$496K
FY2025▲ +0.7%
Tap a bar for its year
Expenses by fiscal year
FY2020$628K
FY2021$484K
FY2022$612K
FY2023$544K
FY2024$493K
FY2025$496K
Net assets
$10.5M
FY2025▲ +0.9%
Tap a bar for its year
Net assets by fiscal year
FY2020$9.1M
FY2021$10.3M
FY2022$10.3M
FY2023$10.2M
FY2024$10.4M
FY2025$10.5M

From the FY2025 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in 0000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 65% · $325K Operating & administrative 35% · $171K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990-PF; $130K paid to officers and key staff.

Part VII, Section A · reportable compensation
$129,632Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024
Trustmark National Bank$129,632$118,139

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Charles Samuel Weems Trust executive salaries →

Programs and updates

A government-related organization based in Jackson, MS.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 1 grant · $325K · 2025–2025
East Ms State HospitalFY2025$324,823

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$325K
Median grantPart XV$325K
Largest grantPart XV$325K

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$591K
Investment income$591K
Other income$452
Money out
$496K
Grants paid$325K
Running costs$171K
Owns and owes
$10.5M
net assets
Cash and savings$884K
Total assets$10.5M
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Investment income$591K
Other income$452
Total revenue$591K
Assets in detailEnd of year
Cash and savings together$884K
Total assets$10.5M
Liabilities$0
Net assets$10.5M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 7, 2026 $591K$496K$95K$10.5M 990 PDF
FY2024Filed with the IRS May 15, 2025 $725K$493K$232K$10.4M 990 PDF
FY2023Filed with the IRS Aug 12, 2024 $489K$544K−$56K$10.2M 990 PDF
FY2022Filed with the IRS Sep 21, 2023 $571K$612K−$41K$10.3M 990 PDF
FY2021Filed with the IRS May 16, 2022 $1.7M$484K$1.2M$10.3M 990 PDF
FY2020Filed with the IRS Sep 27, 2021 $578K$628K−$50K$9.1M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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