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Nonprofit · EIN 47-6855924

CHARLES AND ANNECE CONLEE CHARITABLE FOUNDATION

Tax-exempt · TUPELO, MS 38802

Financials

$50K$53K2023$70K$46K2024$67K$46K2025
Revenue Expenses · by fiscal year end
Financials of CHARLES AND ANNECE CONLEE CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$66,966$46,418$20,548$771,283$0$771,283
December 31, 2024990-PF$70,226$45,848$24,378$750,703$0$750,703
December 31, 2023990-PF$49,954$52,659-$2,705$725,858$0$725,858
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$20,402
Interest
$1,920
Net gain from sales of assets
$44,644

Expenses

Grants and similar amounts paid
$38,110
Disbursements for charitable purposes
$38,110
Excise tax on investment income
$476

Balance sheet and other

Total assets, start of year
$750,703
Total assets, end of year
$771,283
Total liabilities, end of year
$0
Net assets, end of year
$771,283
Fair market value of assets
$817,183
Qualifying distributions
$38,110
Net investment income
$42,546

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ALLISON YOUNGBLOOD
209 TROY STREET, TUPELO, MS 38804
TRUST ADMINI0$0
ALISON WIGGERS
209 TROY ST, TUPELO, MS 38804
TRUST ADMINI0$0
WHITNEY REYNOLDS
209 TROY STREET, TUPELO, MS 38804
TRUST ADMINI0$0
LAURA MCCURRY
209 TROY STREET, TUPELO, MS 38804
TRUST ADMINI0$0
CRYSTAL TUCKER
209 TROY STREET, TUPELO, MS 38804
TRUST ADMINI0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
ALLISON YOUNGBLOOD
209 TROY STREET, TUPELO, MS 38804
TRUST ADMINI0$0
ALISON WIGGERS
209 TROY ST, TUPELO, MS 38804
TRUST ADMINI0$0
WHITNEY REYNOLDS
209 TROY STREET, TUPELO, MS 38804
TRUST ADMINI0$0
LAURA MCCURRY
209 TROY STREET, TUPELO, MS 38804
TRUST ADMINI0$0
CRYSTAL TUCKER
209 TROY STREET, TUPELO, MS 38804
TRUST ADMINI0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
ALLISON YOUNGBLOOD
209 TROY STREET, TUPELO, MS 38804
TRUST ADMINI0$0
ALISON WIGGERS
209 TROY ST, TUPELO, MS 38804
TRUST ADMINI0$0
WHITNEY REYNOLDS
209 TROY STREET, TUPELO, MS 38804
TRUST ADMINI0$0
LAURA MCCURRY
209 TROY STREET, TUPELO, MS 38804
TRUST ADMINI0$0
CRYSTAL TUCKER
209 TROY STREET, TUPELO, MS 38804
TRUST ADMINI0$0

Address and contacts

Address (IRS master file)
C/O RENASANT BANK, TUPELO, MS 38802-0000
In care of
% RENASANT BANK TTEE
Signed the 990-PF
WHITNEY REYNOLDS, TRUST ADMINISTRATOR
Phone
(662) 680-1285
Return prepared by
NAIL MCKINNEY PROFESSIONAL ASSOCIATION

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-6855924
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
2017
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$771,283
Income (IRS master file)
$258,433

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$66,966$46,418$771,283XML
990-PFDecember 2024$70,226$45,848$750,703IRS
990-PFDecember 2023$49,954$52,659$725,858XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 47-6855924).

Questions about CHARLES AND ANNECE CONLEE CHARITABLE FOUNDATION

What is the EIN of CHARLES AND ANNECE CONLEE CHARITABLE FOUNDATION?
The employer identification number (EIN) of CHARLES AND ANNECE CONLEE CHARITABLE FOUNDATION is 47-6855924.
Is CHARLES AND ANNECE CONLEE CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to CHARLES AND ANNECE CONLEE CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES AND ANNECE CONLEE CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES AND ANNECE CONLEE CHARITABLE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES AND ANNECE CONLEE CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CHARLES AND ANNECE CONLEE CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does CHARLES AND ANNECE CONLEE CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $66,966, expenses of $46,418 and total assets of $771,283 at year end.

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