Nonprofit · EIN 64-6164516
HERMAN SMITH UW TR
Tax-exempt · JACKSON, MS 39225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,386 | $10,060 | $3,326 | $138,814 | $0 | $138,814 |
| December 31, 2024 | 990-PF | $11,987 | $9,378 | $2,609 | $135,527 | $0 | $135,527 |
| December 31, 2023 | 990-PF | -$3,080 | $9,597 | -$12,677 | $132,931 | $0 | $132,931 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,961
- Net gain from sales of assets
- $9,425
Expenses
- Grants and similar amounts paid
- $4,590
- Compensation of officers, directors and key employees
- $3,500
- Disbursements for charitable purposes
- $7,990
Balance sheet and other
- Total assets, start of year
- $135,527
- Total assets, end of year
- $138,814
- Total liabilities, end of year
- $0
- Net assets, end of year
- $138,814
- Fair market value of assets
- $151,228
- Qualifying distributions
- $7,990
- Net investment income
- $13,329
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK PO BOX 291, JACKSON, MS 39205 | TRUSTEE | 1 | $3,500 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK PO BOX 291, JACKSON, MS 39205 | TRUSTEE | 1 | $1,925 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK PO BOX 291, JACKSON, MS 39205 | TRUSTEE | 1 | $1,925 |
Address and contacts
- Address (IRS master file)
- PO BOX 23106, JACKSON, MS 39225-3106
- In care of
- % TRUSTMARK NATIONAL BANK TTEE
- Signed the 990-PF
- TODD KETCHUM, VP
- Phone
- (601) 208-5956
- Return prepared by
- ERNST & YOUNG US LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 64-6164516
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $138,814
- Income (IRS master file)
- $59,654
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,386 | $10,060 | $138,814 | IRS |
| 990-PF | December 2024 | $11,987 | $9,378 | $135,527 | IRS |
| 990-PF | December 2023 | -$3,080 | $9,597 | $132,931 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 64-6164516).
Questions about HERMAN SMITH UW TR
- What is the EIN of HERMAN SMITH UW TR?
- The employer identification number (EIN) of HERMAN SMITH UW TR is 64-6164516.
- Is HERMAN SMITH UW TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does HERMAN SMITH UW TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERMAN SMITH UW TR 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 HERMAN SMITH UW TR 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 HERMAN SMITH UW TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,500 (TRUSTMARK NATIONAL BANK, TRUSTEE).
- How much revenue does HERMAN SMITH UW TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,386, expenses of $10,060 and total assets of $138,814 at year end.
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