Nonprofit · EIN 64-6217237
CADENCE BANK FOUNDATION
Tax-exempt · TUPELO, MS 38801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,581,311 | $2,135,787 | $2,445,524 | $43,231,413 | $991,667 | $42,239,746 |
| December 31, 2023 | 990-PF | $6,095,526 | $2,314,278 | $3,781,248 | $40,770,001 | $0 | $40,770,001 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $3,788,772
- Net gain from sales of assets
- $737,627
- Other income
- $54,912
Expenses
- Grants and similar amounts paid
- $2,006,035
- Compensation of officers, directors and key employees
- $116,821
- Disbursements for charitable purposes
- $2,065,021
- Excise tax on investment income
- $27,766
Balance sheet and other
- Total assets, start of year
- $40,770,001
- Total assets, end of year
- $43,231,413
- Total liabilities, end of year
- $991,667
- Net assets, end of year
- $42,239,746
- Fair market value of assets
- $49,953,728
- Qualifying distributions
- $2,065,021
- Net investment income
- $2,068,356
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CADENCE BANK PO Box 789, Tupelo, MS 388020789 | Trustee | 1 | $116,821 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CADENCE BANK PO Box 789, Tupelo, MS 388020789 | Trustee | 1 | $91,782 |
Address and contacts
- Address (IRS master file)
- 2910 WEST JACKSON ST BLDG A, TUPELO, MS 38801-6799
- In care of
- % BANCORPSOUTH BANK TRUST DEPARTMEN
- Signed the 990-PF
- RON MILLS, TRUSTEE
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS LLC
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 | Not 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
- 64-6217237
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $43,231,413
- Income (IRS master file)
- $7,163,241
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,581,311 | $2,135,787 | $43,231,413 | XML |
| 990-PF | December 2023 | $6,095,526 | $2,314,278 | $40,770,001 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 64-6217237).
Questions about CADENCE BANK FOUNDATION
- What is the EIN of CADENCE BANK FOUNDATION?
- The employer identification number (EIN) of CADENCE BANK FOUNDATION is 64-6217237.
- Is CADENCE BANK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to CADENCE BANK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CADENCE BANK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CADENCE BANK FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CADENCE BANK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CADENCE BANK FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $116,821 (CADENCE BANK, Trustee).
- How much revenue does CADENCE BANK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,581,311, expenses of $2,135,787 and total assets of $43,231,413 at year end.
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