Civic Intelligence

First National Bank Brewton Alabama Charitable Foundation

990PF • Fiscal year 2018 • EIN 63-0935188

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

Organization Profile
PO Box 291Jackson, MS 39205

(601) 208-7298

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

54th percentile

1.7%

Faster asset growth than 54% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,166,889

Up $19,051 (+1.7%) from 2017

Net Assets

Up

$1,166,889

Up $19,051 (+1.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin74th percentile

Revenue

Down

$100,264

Down $69,258 (-41%) from 2017

Expenses

Up

$81,213

Up $13,716 (+20%) from 2017

Net Income

Down

$19,051

Down $82,974 (-81%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,051,665Liabilities 2011: $02011Assets 2012: $1,018,075Liabilities 2012: $02012Assets 2013: $1,054,459Liabilities 2013: $02013Assets 2014: $1,086,302Liabilities 2014: $02014Assets 2015: $1,065,295Liabilities 2015: $02015Assets 2017: $1,147,838Liabilities 2017: $0Net Assets 2017: $1,147,8382017Assets 2018: $1,166,889Liabilities 2018: $0Net Assets 2018: $1,166,8892018Assets 2019: $1,157,756Liabilities 2019: $0Net Assets 2019: $1,157,7562019Assets 2020: $1,127,094Liabilities 2020: $0Net Assets 2020: $1,127,0942020Assets 2021: $1,196,048Liabilities 2021: $0Net Assets 2021: $1,196,0482021Assets 2022: $1,177,261Liabilities 2022: $0Net Assets 2022: $1,177,2612022Assets 2023: $1,169,657Liabilities 2023: $0Net Assets 2023: $1,169,6572023Assets 2024: $1,205,823Liabilities 2024: $0Net Assets 2024: $1,205,8232024

Highlighted filing

2018

Assets$1,166,889
Liabilities$0
Net Assets$1,166,889
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $19,587Expenses 2011: $59,562Net Income 2011: -$39,9752011Revenue 2012: $28,963Expenses 2012: $62,553Net Income 2012: -$33,5902012Revenue 2013: $96,800Expenses 2013: $60,416Net Income 2013: $36,3842013Revenue 2014: $99,309Expenses 2014: $67,466Net Income 2014: $31,8432014Revenue 2015: $66,778Expenses 2015: $87,785Net Income 2015: -$21,0072015Revenue 2017: $169,522Expenses 2017: $67,497Net Income 2017: $102,0252017Revenue 2018: $100,264Expenses 2018: $81,213Net Income 2018: $19,0512018Revenue 2019: $68,055Expenses 2019: $77,188Net Income 2019: -$9,1332019Revenue 2020: $45,698Expenses 2020: $76,360Net Income 2020: -$30,6622020Revenue 2021: $147,526Expenses 2021: $78,572Net Income 2021: $68,9542021Revenue 2022: $79,409Expenses 2022: $98,196Net Income 2022: -$18,7872022Revenue 2023: $77,944Expenses 2023: $85,548Net Income 2023: -$7,6042023Revenue 2024: $124,469Expenses 2024: $88,303Net Income 2024: $36,1662024

Highlighted filing

2018

Revenue$100,264
Expenses$81,213
Net Income$19,051
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J STEPHEN NELSONDirector-$0--
THOMAS E MCMILLAN JRDirector-$0--
BROOX G GARRETT JRDirector-$0--
MARK MANNINGDirector-$0--
JOHN B BARNETTDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STATEMENTGENERAL PURPOSE-BREWTON, AL, US$68,132
Filing and Contact Details

Filer

Filer Name
First National Bank Charitable
EIN
63-0935188
Phone
6012087298
Address
PO BOX 291, JACKSON, MS 39205

Signing Officer

Name
Trustmark National Bank
Title
Trustee
Phone
6012087298
Signed
2019-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
3700 COLONNADE PARKWAY SUITE 300, BIRMINGHAM, AL 35243
Preparer
John H Reamey
Phone
2059337822
Raw XML Appendix336 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0375
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01125
AppliedToPriorYearElection/ElectionDesc0TAXPAYER DISTRIBUTED PREVIOUSLY UNDISTRIBUTED INCOME FOR 2016 IN THE CURRENT YEAR.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0990-PF PART XV SUPPLEMENTARY INFORMATION, GRANTS AND CONTRIBUTIONS PAID
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CONTRIBUTIONS PAID
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOLLOWING IS A LISTING OF CONTRIBUTIONS PAID DURING THE YEAR.EDUCATION:BREWTON ELEMENTARY SCHOOL 200BREWTON MIDDLE SCHOOL 200FIRST UNITED METHODIST CHURCH (SCHOLARSHIP) 1,000FLOMATON HIGH SCHOOL (WASHINGTON TRIP) 1,000POLLARDMCCALL SCHOOL 200TR MILLER HIGH SCHOOL 200WAYNE'S RECREATION & COMMUNITY OUTREACH (SCHOOL SUPPLIES) 500W.S. NEAL HIGH SCHOOL (STUDENT HANDBOOK FOLDERS) 1,321W.S. NEAL HIGH SCHOOL FFA 1,000W.S. NEAL HIGH SCHOOL OTHER 200W.S. NEAL ELEMENTARY SCHOOL 200W.S. NEAL MIDDLE SCHOOL 200GREATER BREWTON FOUNDATION 7,071TOTAL 13,292CHARITIES:BOY SCOUTS OF AMERICA (DONATION) 500COMMUNITY/COUNTY INVOLVEMENT:BREWTON COUNCIL OF THE ARTS 300BREWTON FIRE DEPARTMENT 500BREWTON POLICE DEPARTMENT 500BREWTON PUBLIC LIBRARY FOUNDATION 17,070BREWTON AREA YMCA 10,470CITY OF EAST BREWTON (4TH OF JULY CELEBRATION) 1,500CITY OF EAST BREWTON (CHRISTMAS PROJECT) 1,000COASTAL GATEWAY 5,000EAST BREWTON FIRE DEPARTMENT 500ESCAMBIA COUNTY HABITAT FOR HUMANITY 500ESCAMBIA COUNTY HEALTHCARE AUTHORITY WHEELS OF WELLNESS 4,500ESCAMBIA CO REG. CHILD ADVOCACY 1,500ESCAMBIA CO SHERIFF'S DEPT 500FIRST UNITED METHODIST CHURCH (BACK PACK BUDDIES) 4,000PAWS CROSSED DOG RESCUE 500T.R. MILLER HIGH SCHOOL (SOFTBALL TOURNAMENT) 500T.R. MILLER HIGH SCHOOL (VOLLEYBALL TOURNAMENT) 500UNITED FUND OF BREWTON/EAST BREWTON 5,000TOTAL 54,340TOTAL CONTRIBUTIONS 68,132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0853883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01005465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITY MUTUAL FUNDS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt025000
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt025641
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0217190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQUITY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0210838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt025058
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0100264
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt075206
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt068132
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt068132
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025058
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025058
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt019051
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt075206
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt075206
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt096054
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02606
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02606
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05212
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0479
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt071113
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt081213
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0100264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0100264
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02981
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04210
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt075206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt075206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt075206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt075206
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt019051
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01166889
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01147838
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01166889
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt071784
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt071784
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt071784
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt073705
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01921
IRS990PF/DistributableAmountGrp/TotalTaxAmt01921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01319
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01319
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03240
IRS990PF/FMVAssetsEOYAmt01312672
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt080549
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt070816
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt070728
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0853883
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0853883
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01005465
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0188406
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0217190
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0210838
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01147838
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01166889
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01147838
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01312672
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01147838
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01166889
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01147838
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01166889
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt025641
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01496553
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt052787
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01443766
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022448
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt073705
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01474105
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01496553
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J STEPHEN NELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS E MCMILLAN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BROOX G GARRETT JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK MANNING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOHN B BARNETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0605 EVERGREEN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1315 BELLEVILLE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2218 BELLEVILLE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3607 EDGEWOOD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4272 S MT PLEASANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BREWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BREWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BREWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BREWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MONROEVILLE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd236426
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd336426
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd436460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd01
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt071113
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt071113
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt071113
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TRUSTMARK WEALTH MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0227 BELLEVILLE AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BREWTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036426
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02518092132
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN WRITING WITH PROPOSED USE OF FUNDS REQUESTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MR TRIPP OWENS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02518092132
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 469
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BREWTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd036427
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE GEOGRAPHICAL AREA OF ESCAMBIA COUNTY, ALABAMA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt068132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BREWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036426
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt068132
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02324
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt0657
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt068132
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071784
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071113
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0657
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt069460
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt068132
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05212
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02606
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02606
TaxesSchedule/TaxesDetail/Amt0479
TaxesSchedule/TaxesDetail/Amt15890
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD FROM DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0479
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTMARK NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06012087298
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST NATIONAL BANK CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0630935188
ReturnHeader/Filer/PhoneNum06012087298
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 291
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0937ECAF7EC41075BF38E4BF605EE06D3A1E0D178
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.128.246.202
ReturnHeader/FilingSecurityInformation/IPDt02019-04-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:13:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03700 COLONNADE PARKWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059337822
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H REAMEY
ReturnHeader/ReturnTs02019-05-10T10:08:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,166,889
Liabilities
$0
Net assets
$1,166,889
Revenue
$100,264
Expenses
$81,213
Net income
$19,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.12$0.09$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.08$0.09$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.08$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.15$0.08$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.05$0.08$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.10$0.08$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.17$0.07$0.10
2015Summary only. Only limited summary data is available for this year.$1.07$0.00$0.07$0.09$0.02
2014Summary only. Only limited summary data is available for this year.$1.09$0.00$0.10$0.07$0.03
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$0.10$0.06$0.04
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$0.03$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.02$0.06$0.04