Nonprofit · EIN 64-6206956
R E WOOLLEY CHARITABLE TR II UA
Tax-exempt · JACKSON, MS 39225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $34,881 | $74,309 | -$39,428 | $604,733 | $0 | $604,733 |
| December 31, 2024 | 990-PF | $29,010 | $86,580 | -$57,570 | $643,965 | $0 | $643,965 |
| December 31, 2023 | 990-PF | $21,164 | $51,682 | -$30,518 | $701,409 | $0 | $701,409 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,028
- Net gain from sales of assets
- $12,853
Expenses
- Grants and similar amounts paid
- $62,500
- Compensation of officers, directors and key employees
- $10,475
- Disbursements for charitable purposes
- $68,563
- Excise tax on investment income
- $408
Balance sheet and other
- Total assets, start of year
- $643,965
- Total assets, end of year
- $604,733
- Total liabilities, end of year
- $0
- Net assets, end of year
- $604,733
- Fair market value of assets
- $790,372
- Qualifying distributions
- $68,563
- Net investment income
- $34,881
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK PO BOX 291, JACKSON, MS 39205 | TRUSTEE | 1 | $9,975 |
| LINDA WOOLLEY 106 CASTLEWOOD DRIVE, CLINTON, MS 39056 | DIRECTOR | 1 | $100 |
| CLYDE MUSE HCC BOX 1100, RAYMOND, MS 39154 | DIRECTOR | 1 | $100 |
| JOHN BRANNING 581 HIGHLAND COLONY PARKWAY, RIDGELAND, MS 39157 | DIRECTOR | 1 | $100 |
| JUANITA WALKER 103 LAUREN LN, CLINTON, MS 39056 | DIRECTOR | 1 | $100 |
| TERESA BEESON 3137 JACKSON LIBERTY RD, WESSON, MS 39191 | DIRECTOR | 1 | $100 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK PO BOX 291, JACKSON, MS 39205 | TRUSTEE | 1 | $10,063 |
| LINDA WOOLLEY 106 CASTLEWOOD DRIVE, CLINTON, MS 39056 | DIRECTOR | 1 | $100 |
| CLYDE MUSE HCC BOX 1100, RAYMOND, MS 39154 | DIRECTOR | 1 | $100 |
| JOHN BRANNING 581 HIGHLAND COLONY PARKWAY, RIDGELAND, MS 39157 | DIRECTOR | 1 | $100 |
| JUANITA WALKER 103 LAUREN LN, CLINTON, MS 39056 | DIRECTOR | 1 | $100 |
| TERESA BEESON 3137 JACKSON LIBERTY RD, WESSON, MS 39191 | DIRECTOR | 1 | $100 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK PO BOX 291, JACKSON, MS 39205 | TRUSTEE | 1 | $9,755 |
| LINDA WOOLLEY 106 CASTLEWOOD DRIVE, CLINTON, MS 39056 | DIRECTOR | 1 | $100 |
| CLYDE MUSE HCC BOX 1100, RAYMOND, MS 39154 | DIRECTOR | 1 | $100 |
| JOHN BRANNING 581 HIGHLAND COLONY PARKWAY, RIDGELAND, MS 39157 | DIRECTOR | 1 | $100 |
| JUANITA WALKER 103 LAUREN LN, CLINTON, MS 39056 | DIRECTOR | 1 | $100 |
Address and contacts
- Address (IRS master file)
- PO BOX 23106, JACKSON, MS 39225-3106
- In care of
- % TRUSTMARK NATIONAL BANK
- Signed the 990-PF
- TODD KETCHUM, VP
- Phone
- (601) 208-7636
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 64-6206956
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $604,733
- Income (IRS master file)
- $396,022
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $34,881 | $74,309 | $604,733 | IRS |
| 990-PF | December 2024 | $29,010 | $86,580 | $643,965 | IRS |
| 990-PF | December 2023 | $21,164 | $51,682 | $701,409 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 64-6206956).
Questions about R E WOOLLEY CHARITABLE TR II UA
- What is the EIN of R E WOOLLEY CHARITABLE TR II UA?
- The employer identification number (EIN) of R E WOOLLEY CHARITABLE TR II UA is 64-6206956.
- Is R E WOOLLEY CHARITABLE TR II UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to R E WOOLLEY CHARITABLE TR II UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does R E WOOLLEY CHARITABLE TR II UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of R E WOOLLEY CHARITABLE TR II UA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did R E WOOLLEY CHARITABLE TR II UA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of R E WOOLLEY CHARITABLE TR II UA?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 6 received compensation from the organization, the highest $9,975 (TRUSTMARK NATIONAL BANK, TRUSTEE).
- How much revenue does R E WOOLLEY CHARITABLE TR II UA have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,881, expenses of $74,309 and total assets of $604,733 at year end.
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