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Nonprofit · EIN 64-6152982

WISTER & FRANCES C HENRY TRUST

Tax-exempt · BELZONI, MS 39038

Financials

$64K$116K2023$183K$141K2024
Revenue Expenses · by fiscal year end
Financials of WISTER & FRANCES C HENRY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$183,405$140,906$42,499$513,765$0$513,765
December 31, 2023990-PF$64,496$115,941-$51,445$464,369$0$464,369
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$27,541
Dividends
$2,749
Interest
$412
Net rental income
$101,146
Net gain from sales of assets
$3,269
Other income
$9,758

Expenses

Grants and similar amounts paid
$90,756
Disbursements for charitable purposes
$90,756
Excise tax on investment income
$1,334

Balance sheet and other

Total assets, start of year
$464,369
Total assets, end of year
$513,765
Total liabilities, end of year
$0
Net assets, end of year
$513,765
Fair market value of assets
$2,473,486
Qualifying distributions
$90,756
Net investment income
$146,106

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
KATHY ALLEN
RUTHERFORD STREET, BELZONI, MS 39038
Director0.25$0
LAURA TOWNSEND
FRANCES DRIVE, BELZONI, MS 39038
President0.25$0
BRIAN MCCLELLAN
509 4TH STREET, BELZONI, MS 39038
Director0.25$0
JIMMY TURNER
305 JACKSON STREET, BELZONI, MS 39038
Director0.25$0
JEREMY JACK
P O BOX 534, BELZONI, MS 39038
Director0.25$0
CRYSTAL ROBERTS
148 BLACKWOOD ROAD, BELZONI, MS 39038
Director0.25$0
LEE MURPHY
P O BOX 657, BELZONI, MS 39038
TRUST OFFICER1$0
SUZANNE THOMAS
P O BOX 657, BELZONI, MS 39038
ASST TR OFFICER1$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
KATHY ALLEN
RUTHERFORD STREET, BELZONI, MS 39038
Director0.25$0
LAURA TOWNSEND
FRANCES DRIVE, BELZONI, MS 39038
President0.25$0
BRIAN MCCLELLAN
509 4TH STREET, BELZONI, MS 39038
Director0.25$0
JIMMY TURNER
305 JACKSON STREET, BELZONI, MS 39038
Director0.25$0
JEREMY JACK
P O BOX 534, BELZONI, MS 39038
Director0.25$0
CRYSTAL ROBERTS
148 BLACKWOOD ROAD, BELZONI, MS 39038
Director0.25$0
LEE MURPHY
P O BOX 657, BELZONI, MS 39038
TRUST OFFICER1$0
SUZANNE THOMAS
P O BOX 657, BELZONI, MS 39038
ASST TR OFFICER1$0

Address and contacts

Address (IRS master file)
1440 STATE HIGHWAY 7, BELZONI, MS 39038-3942
In care of
% GB&T GUARANTY BANK & TRUST
Signed the 990-PF
LEE MURPHY, TRUST OFFICER
Phone
(662) 247-1454
Return prepared by
CUNNINGHAM CPAS PLLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
64-6152982
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1977
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$513,765
Income (IRS master file)
$183,405

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$183,405$140,906$513,765XML
990-PFDecember 2023$64,496$115,941$464,369XML
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 64-6152982).

Questions about WISTER & FRANCES C HENRY TRUST

What is the EIN of WISTER & FRANCES C HENRY TRUST?
The employer identification number (EIN) of WISTER & FRANCES C HENRY TRUST is 64-6152982.
Is WISTER & FRANCES C HENRY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to WISTER & FRANCES C HENRY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does WISTER & FRANCES C HENRY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WISTER & FRANCES C HENRY TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WISTER & FRANCES C HENRY TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WISTER & FRANCES C HENRY TRUST?
The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does WISTER & FRANCES C HENRY TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $183,405, expenses of $140,906 and total assets of $513,765 at year end.

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