Civic Intelligence

Charles Samuel Weems Trust

990PF • Fiscal year 2022 • EIN 64-6020051

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 18, 2023

Organization Profile
248 East Capitol Street 580Jackson, MS 39201

(601) 208-5956

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

24th percentile

-7.2%

Higher net margin than 24% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$127,943

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 22.4% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

50th percentile

-0.4%

Faster asset growth than 50% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-67%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,261,311

Down $40,997 (-0.4%) from 2021

Net Assets

Down

$10,261,311

Down $40,997 (-0.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin24th percentile

Revenue

Down

$571,354

Down $1,146,769 (-67%) from 2021

Expenses

Up

$612,351

Up $128,666 (+27%) from 2021

Net Income

Down

-$40,997

Down $1,275,435 (-103%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$15M$10M$5.0M$0Assets 2019: $9,117,852Liabilities 2019: $02019Assets 2020: $9,067,870Liabilities 2020: $0Net Assets 2020: $9,067,8702020Assets 2021: $10,302,308Liabilities 2021: $0Net Assets 2021: $10,302,3082021Assets 2022: $10,261,311Liabilities 2022: $0Net Assets 2022: $10,261,3112022Assets 2023: $10,205,681Liabilities 2023: $0Net Assets 2023: $10,205,6812023Assets 2024: $10,437,568Liabilities 2024: $0Net Assets 2024: $10,437,5682024

Highlighted filing

2022

Assets$10,261,311
Liabilities$0
Net Assets$10,261,311
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2019: $931,125Expenses 2019: $144,890Net Income 2019: $786,2352019Revenue 2020: $577,975Expenses 2020: $627,957Net Income 2020: -$49,9822020Revenue 2021: $1,718,123Expenses 2021: $483,685Net Income 2021: $1,234,4382021Revenue 2022: $571,354Expenses 2022: $612,351Net Income 2022: -$40,9972022Revenue 2023: $488,570Expenses 2023: $544,200Net Income 2023: -$55,6302023Revenue 2024: $724,793Expenses 2024: $492,906Net Income 2024: $231,8872024

Highlighted filing

2022

Revenue$571,354
Expenses$612,351
Net Income-$40,997
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 18, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUSTMARK NATIONAL BANKTrustee-$127,943-$127,943
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEAST MS STATE HOSPITALTO BUY THINGS FOR NEEDY PATIENTS THAT THE STATE DOES NOT BUY.PUBLIC CHARITYMERIDIAN, MS, US$435,315
Filing and Contact Details

Filer

Filer Name
Charles Samuel Weems Trust
EIN
64-6020051
Phone
6012085956
Address
248 EAST CAPITOL STREET 580, JACKSON, MS 39201

Signing Officer

Name
Todd Ketchum
Title
Vice President & Trust Officer
Phone
6012085956
Signed
2023-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Haddox Reid Eubank Betts Pllc
Address
1020 HIGHLAND COLONY PKY SUITE 600, RIDGELAND, MS 39157
Preparer
Ted B Edwards CPA
Phone
6019482924
Raw XML Appendix339 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/Amt06959
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06959
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART XI, DISTRIBUTABLE AMOUNT DEDUCTION
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART I, LINE 25, RECONCILIATION OF CONTRIBUTIONS, GIFTS, ETC.
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ACCUMULATED INCOME
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1RECONCILIATION OF CONTRIBUTIONS, GIFTS, GRANTS PAID
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PER ANNUAL ACCOUNTING FILED WITH THE CHANCERY COURT OF JONES COUNTY, MISSISSIPPI AND CONFIRMED BY COURT ORDER, INCOME REQUIRED TO BE ACCUMULATED WAS: DIVIDENDS $402,033INTEREST 149ROYALTIES 5,963 --------TOTAL INCOME RECEIPTS $408,145 -------- OTHER DISBURSEMENTS 834LEGAL 3,750ACCOUNTING 3,479TRUSTEE FEES 63,962FEDERAL TAXES 22,673REAL ESTATE PROPERTY TAX 623 -------- TOTAL INCOME DISBURSEMENTS $95,321 --------ACCUMULATED INCOME - DEDUCTION FROM DISTRIBUTABLE AMOUNT $312,824 ========
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1RECONCILIATION OF CONTRIBUTIONS, GIFTS, GRANTS PAID:EAST MS STATE HOSPITAL - 2021 UNDISTRIBUTED NET INCOME $435,315 ========
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01659174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06704807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCKS & FOREIGN STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03828028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13157656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21206093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ETF - EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ETF - FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ETF - INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04498253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12959876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21330825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0435315
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0368099
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0394312
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-40997
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03846450
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0545141
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt084815
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0177036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03678152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0163823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14475
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-40997
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010261311
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt0312824
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0806874
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0813597
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09987
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0426384
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IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02007
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0364
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02402
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08191777
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08788954
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0550069
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010302308
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016005819
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0247796
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0183246
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TRUSTMARK NATIONAL BANK
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06012086734
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO BUY THINGS FOR NEEDY PATIENTS THAT THE STATE DOES NOT BUY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EAST MS STATE HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01818 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MERIDIAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd039307
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0435315
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/AppliedToCurrentYearAmt084815
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0435315
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0494050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0520130
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0409235
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0435315
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0364
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIFFERENCE IN INCOME/EXPENSE RECOGNITION AND POSTING DATE TO ACCOUNT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02402
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02402
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES ALLOCATED TO TAX-EXEMPT INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01549
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1945
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2-1394
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01549
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1945
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt20
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08744
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL & GAS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08744
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08744
TaxesSchedule/TaxesDetail/Amt0622
TaxesSchedule/TaxesDetail/Amt11616
TaxesSchedule/TaxesDetail/Amt2519
TaxesSchedule/TaxesDetail/Amt329383
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE PROPERTY TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2SEVERANCE TAXES - OIL & GAS ROYALTIES
TaxesSchedule/TaxesDetail/CategoryTxt3EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0622
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11616
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2519
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD KETCHUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT & TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06012085956
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES SAMUEL WEEMS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TRUSTMARK NATIONAL BANK
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0646020051
ReturnHeader/Filer/PhoneNum06012085956
ReturnHeader/Filer/USAddress/AddressLine1Txt0248 EAST CAPITOL STREET 580
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640414329
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HADDOX REID EUBANK BETTS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 HIGHLAND COLONY PKY SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDGELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039157
ReturnHeader/PreparerPersonGrp/PhoneNum06019482924
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TED B EDWARDS CPA
ReturnHeader/ReturnTs02023-09-21T15:33:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KETCHUM
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,261,311
Liabilities
$0
Net assets
$10,261,311
Revenue
$571,354
Expenses
$612,351
Net income
-$40,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.72$0.49$0.23
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.49$0.54$0.06
2022Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.57$0.61$0.04
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.72$0.48$1.23
2020Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.58$0.63$0.05
2019Summary only. Only limited summary data is available for this year.$9.12$0.00$0.93$0.14$0.79