Eloise Jones Trust UW Trustmark Trustee

EIN 64-6214522 • Jackson, MS

248 East Capitol Street Suite 1000Jackson, MS 39201

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

$500k-$1M nonprofits • Source year 2024

0.00x

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

$500k-$1M nonprofits • Source year 2024

-38%

Higher net margin than 12% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

$4,265

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

-1.8%

Faster asset growth than 35% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

7.8%

Faster revenue growth than 50% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

Down

$533,100

Down $9,969 (-1.8%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$533,100

Down $9,969 (-1.8%) from 2023

Operations

Liabilities / Revenue44th percentile Net Margin12th percentile

Revenue

$24,886

Up $1,790 (+7.8%) from 2023

Expenses

Down

$34,378

Down $425 (-1.2%) from 2023

Net Income

-$9,492

Up $2,215 (+19%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$533,100

Liabilities$0

Net Assets$533,100

Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$24,886

Expenses$34,378

Net Income-$9,492

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $533,100
Liabilities: $0
Net assets: $533,100
Revenue: $24,886
Expenses: $34,378
Net income: -$9,492

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$5.33	$0.00	$5.33	$0.25	$0.34	$0.09
2023Detailed filing. Detailed filing data is available for this year.	$5.43	$0.00	$5.43	$0.23	$0.35	$0.12
2022Detailed filing. Detailed filing data is available for this year.	$5.55	$0.00	$5.55	$0.25	$0.42	$0.16
2021Detailed filing. Detailed filing data is available for this year.	$5.76	$0.00	$5.76	$0.37	$0.37	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$5.77	$0.00	$5.77	$0.16	$0.19	$0.03
2019Summary only. Only limited summary data is available for this year.	$5.79	$0.00		$0.41	$1.37	$0.96

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 13, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay60th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$4,265	-	$4,265

Filing and Contact Details

Filer

Filer Name: Eloise Jones Trust Uw Trustmark Trustee
EIN: 64-6214522
Phone: 6012085956
Address: 248 EAST CAPITOL STREET SUITE 1000, JACKSON, MS 39201

Signing Officer

Name: Todd Ketchum
Title: VP
Phone: 6012085956
Signed: 2025-05-13
Discuss with paid preparer: Yes

Preparer

Firm: Ernst & Young US Llp
Address: 800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer: Joseph B Hull
Phone: 6142327290

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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3782
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	24733
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	29115
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	28515
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	25333
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	24733
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	659
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	2024 TRANS POSTED IN 2025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMNT MNGMNT FEES (NON-DED
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	3489
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3489
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	181
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	2023 TRANS POSTED IN 2024
TaxesSchedule/TaxesDetail/Amt	0	241
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TODD KETCHUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VP
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6012085956
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ELOISE JONES TRUST UW TRUSTMARK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt	0	JONE
ReturnHeader/Filer/EIN	0	646214522
ReturnHeader/Filer/PhoneNum	0	6012085956
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	248 EAST CAPITOL STREET SUITE 1000
ReturnHeader/Filer/USAddress/CityNm	0	JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MS
ReturnHeader/Filer/USAddress/ZIPCd	0	39201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	43212
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6142327290
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOSEPH B HULL
ReturnHeader/ReturnTs	0	2025-05-13T12:01:24-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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