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Nonprofit · EIN 64-6020051

CHARLES SAMUEL WEEMS TRUST

Tax-exempt · JACKSON, MS 39225

Financials

$489K$544K2023$725K$493K2024$591K$496K2025
Revenue Expenses · by fiscal year end
Financials of CHARLES SAMUEL WEEMS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$590,978$496,238$94,740$10,532,308$0$10,532,308
December 31, 2024990-PF$724,793$492,906$231,887$10,437,568$0$10,437,568
December 31, 2023990-PF$488,570$544,200-$55,630$10,205,681$0$10,205,681
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$499,589
Net gain from sales of assets
$90,937
Other income
$452

Expenses

Grants and similar amounts paid
$324,823
Compensation of officers, directors and key employees
$129,632
Disbursements for charitable purposes
$412,296
Excise tax on investment income
$6,942

Balance sheet and other

Total assets, start of year
$10,437,568
Total assets, end of year
$10,532,308
Total liabilities, end of year
$0
Net assets, end of year
$10,532,308
Fair market value of assets
$20,172,096
Qualifying distributions
$412,296
Net investment income
$567,877

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
TRUSTMARK NATIONAL BANK
PO BOX 23106, JACKSON, MS 39225
TRUSTEE4$129,632
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUSTMARK NATIONAL BANK
248 EAST CAPITAL STREET, JACKSON, MS 39201
TRUSTEE4$118,139
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUSTMARK NATIONAL BANK
248 EAST CAPITAL STREET, JACKSON, MS 39201
TRUSTEE4$119,895

Address and contacts

Address (IRS master file)
PO BOX 23106, JACKSON, MS 39225-3106
In care of
% TRUSTMARK NATIONAL BANK
Signed the 990-PF
TODD KETCHUM, VICE PRESIDENT & TRUST OFFICER
Phone
(601) 208-5956
Return prepared by
BMSS LLC

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
64-6020051
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,532,308
Income (IRS master file)
$2,116,331

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$590,978$496,238$10,532,308IRS
990-PFDecember 2024$724,793$492,906$10,437,568IRS
990-PFDecember 2023$488,570$544,200$10,205,681XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 64-6020051).

Questions about CHARLES SAMUEL WEEMS TRUST

What is the EIN of CHARLES SAMUEL WEEMS TRUST?
The employer identification number (EIN) of CHARLES SAMUEL WEEMS TRUST is 64-6020051.
Is CHARLES SAMUEL WEEMS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does CHARLES SAMUEL WEEMS TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES SAMUEL WEEMS TRUST 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 SAMUEL WEEMS TRUST 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 SAMUEL WEEMS TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $129,632 (TRUSTMARK NATIONAL BANK, TRUSTEE).
How much revenue does CHARLES SAMUEL WEEMS TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $590,978, expenses of $496,238 and total assets of $10,532,308 at year end.

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