Civic Intelligence

Charles Samuel Weems Trust

990PF • Fiscal year 2023 • EIN 64-6020051

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 08, 2024

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

24th percentile

-11%

Higher net margin than 24% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

41st percentile

$119,895

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 24.5% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

31st percentile

-0.5%

Faster asset growth than 31% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,205,681

Down $55,630 (-0.5%) from 2022

Net Assets

Down

$10,205,681

Down $55,630 (-0.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin24th percentile

Revenue

Down

$488,570

Down $82,784 (-14%) from 2022

Expenses

Down

$544,200

Down $68,151 (-11%) from 2022

Net Income

Down

-$55,630

Down $14,633 (-36%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2023

Assets$10,205,681
Liabilities$0
Net Assets$10,205,681
Open 2023 Filing

Operations Trend

Revenue Growth23rd 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

2023

Revenue$488,570
Expenses$544,200
Net Income-$55,630
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUSTMARK NATIONAL BANKTrustee-$119,895-$119,895
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
2024-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Bmss LLC
Address
1020 HIGHLAND COLONY PKWY SUITE 600, RIDGELAND, MS 39157
Preparer
Ted B Edwards CPA
Phone
6019482924
Raw XML Appendix326 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
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 $ 438,874OTHER INCOME 47 ROYALTIES 5,268 -------TOTAL INCOME RECEIPTS $ 444,189 -------LEGAL FEES $ 3,750 TRUSTEE FEES 59,947 REAL ESTATE TAXES 295 OTHER INCOME EXPENSES 344 -------TOTAL INCOME DISBURSEMENTS $ 64,336 -------ACCUMULATED INCOME - DEDUCTION FROM DISTRIBUTABLE AMOUNT $ 379,853 =======
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1RECONCILIATION OF CONTRIBUTIONS, GIFTS, GRANTS PAID:EAST MS STATE HOSPITAL - 2022 UNDISTRIBUTED NET INCOME $409,235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02023814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07255320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCKS & FOREIGN STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02688838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13177163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21652306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ETF - EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ETF - FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ETF - INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03824186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13050043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22002210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-55630
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01356930
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt032661
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0399811
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0-552
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08126
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1508
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0415102
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0794955
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0794955
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0800512
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IRS990PF/FMVAssetsEOYAmt016974157
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0800512
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO BUY THINGS FOR NEEDY PATIENTS THAT THE STATE DOES NOT BUY.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01818 COLLEGE DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0409235
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/AppliedToCurrentYearAmt073442
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0409235
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0415102
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0482677
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0341660
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0409235
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02402
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIFFERENCE IN INCOME/EXPENSE RECOGNITION AND POSTING DATE TO ACCOUNT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-2070
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0-2070
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES - OIL & GAS ROYALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT FEES ALLOCATED TO TAX-EXEMPT INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0765
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11018
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2807
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3-3142
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0765
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2807
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt30
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08126
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL & GAS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08126
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08126
TaxesSchedule/TaxesDetail/Amt0294
TaxesSchedule/TaxesDetail/Amt14195
TaxesSchedule/TaxesDetail/Amt2491
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE PROPERTY TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2SEVERANCE TAX - OIL & GAS ROYALTIES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0294
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14195
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2491
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD KETCHUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT & TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06012085956
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-08
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/PreparerFirmEIN0461498870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMSS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 HIGHLAND COLONY PKWY SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDGELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039157
ReturnHeader/PreparerPersonGrp/PhoneNum06019482924
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TED B EDWARDS CPA
ReturnHeader/ReturnTs02024-08-12T08:33:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,205,681
Liabilities
$0
Net assets
$10,205,681
Revenue
$488,570
Expenses
$544,200
Net income
-$55,630
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