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Nonprofit · EIN 85-2990252

JULIA EVANS REED CHARITABLE TRUST

Tax-exempt · GREENVILLE, MS 38702

Financials

$14K$189K2023$330K$251K2024
Revenue Expenses · by fiscal year end
Financials of JULIA EVANS REED CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$329,578$251,192$78,386$576,791$0$576,791
December 31, 2023990$13,580$189,431-$175,851$501,774$3,369$498,405
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$301,600
Program service revenue
$0
Investment income
$27,978
Net gain from sales of assets
$5,719
Other revenue
$0

Expenses

Grants and similar amounts paid
$250,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$64
Accounting fees
$1,028
Program services (functional)
$250,000
Management and general (functional)
$1,192

Balance sheet and other

Total assets, start of year
$501,774
Total assets, end of year
$576,791
Total liabilities, end of year
$0
Net assets, end of year
$576,791
Net assets without donor restrictions
$576,791
Gross receipts
$723,859
Employees
0
Year formed
2020
State of legal domicile
MS

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KEITH SMYTHE MEACHAMTrustee
Trustee or director
0$0
COURTNEY V COWARTTrustee
Trustee or director
0$0
ANNE F HEEKINTrustee
Trustee or director
0$0
JESSICA L BRENTTrustee
Trustee or director
0$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
KEITH SMYTHE MEACHAMTrustee
Trustee or director
0$0
COURTNEY V COWARTTrustee
Trustee or director
0$0
ANNE F HEEKINTrustee
Trustee or director
0$0
JESSICA L BRENTTrustee
Trustee or director
0$0

Address and contacts

Address (IRS master file)
PO BOX 1802, GREENVILLE, MS 38702-1802
In care of
% ROBERT N WARRINGTON
Signed the 990
JESSICA L BRENT, Trustee
Phone
(662) 822-5560
Return prepared by
Sayle Sandifer & Johnson LLP

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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).
    Expenses $250,000 · grants $250,000 · revenue $301,600

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
85-2990252
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III non-functionally integrated
Donations deductible (Pub 78)
Non-functionally integrated Type III supporting organization
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$576,791
Income (IRS master file)
$723,859

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$329,578$251,192$576,791XML
990December 2023$13,580$189,431$501,774XML
990December 2022$797,866$163,766$674,256IRS
990-EZDecember 2021–––IRS
990-EZDecember 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 85-2990252).

Questions about JULIA EVANS REED CHARITABLE TRUST

What is the EIN of JULIA EVANS REED CHARITABLE TRUST?
The employer identification number (EIN) of JULIA EVANS REED CHARITABLE TRUST is 85-2990252.
Is JULIA EVANS REED CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to JULIA EVANS REED CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
Which annual return does JULIA EVANS REED CHARITABLE TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JULIA EVANS REED CHARITABLE TRUST 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 JULIA EVANS REED CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of JULIA EVANS REED CHARITABLE TRUST?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does JULIA EVANS REED CHARITABLE TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $329,578, expenses of $251,192 and total assets of $576,791 at year end.

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