Civic Intelligence

Julia Evans Reed Charitable Trust

990EZ • Fiscal year 2020 • EIN 85-2990252

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 27, 2021

P O Box 1802Greenville, MS 38702

(662) 822-5560

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$21,242

No earlier filing loaded for comparison.

Net Assets

$21,242

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$21,375

No earlier filing loaded for comparison.

Expenses

$133

No earlier filing loaded for comparison.

Net Income

$21,242

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2020: $21,242Liabilities 2020: $0Net Assets 2020: $21,2422020Assets 2021: $40,156Net Assets 2021: $40,1562021Assets 2022: $674,256Liabilities 2022: $0Net Assets 2022: $674,2562022Assets 2023: $501,774Liabilities 2023: $3,369Net Assets 2023: $498,4052023Assets 2024: $576,791Liabilities 2024: $0Net Assets 2024: $576,7912024

Highlighted filing

2020

Assets$21,242
Liabilities$0
Net Assets$21,242

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2020: $21,375Expenses 2020: $133Net Income 2020: $21,2422020Revenue 2021: $28,807Expenses 2021: $10,093Net Income 2021: $18,7142021Revenue 2022: $797,866Expenses 2022: $163,766Net Income 2022: $634,1002022Revenue 2023: $13,580Expenses 2023: $189,431Net Income 2023: -$175,8512023Revenue 2024: $329,578Expenses 2024: $251,192Net Income 2024: $78,3862024

Highlighted filing

2020

Revenue$21,375
Expenses$133
Net Income$21,242
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 27, 2021
Return Version
2020v4.0
Gross Receipts
$21,375
Mission and Program Overview

Mission

To provide funding for the washington county community foundation, the greenville arts council, beagle freedom, link/stryewski foundation, living waters of the world, masterpiece trust and other such charitable organizatons as determined by the co-trustees.

Program Services

DescriptionGrantsExpenses
THE TRUST WAS INTIALLY SET UP IN LATE 2020 BY PROVISIONS OF A WILL OF JULIA EVANS REED. THE PURPOSE OF THE TRUST IS TO TO DONATE ON TO CHARITABLE ORGANIZATIONS THAT ARE QUALIFIED UNDER SECTION 501(c)(3). THE TRUST PLANS TO START MAKING DONATIONS IN 2021.$133-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH SMYTHE MEACHAMTrustee-$0--
COURTNEY V COWARTTrustee-$0--
ANNE F HEEKINTrustee-$0--
JESSICA L BRENTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Julia Evans Reed Charitable Trust
EIN
85-2990252
Phone
6628225560
Address
P O BOX 1802, GREENVILLE, MS 38702

Signing Officer

Name
Jessica L Brent
Title
Trustee
Signed
2021-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Sayle Sandifer & Associates LLP
Address
2037 Hwy 82 E, Greenville, MS 38704
Preparer
V L Sandifer Jr CPA
Phone
6623782222
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $133

Raw XML Appendix201 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.

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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxPeriodBeginDt02020-08-28
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings