Charles Samuel Weems Trust

JACKSON, MS EIN: 64-6020051

Charles Samuel Weems Trust is a private foundation, based in JACKSON, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10.4M in total assets. In 2024, it awarded 1 grants totaling $342K. Net investment income was $629K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$10.4M

+2.3% YoY

Annual Giving

$342K

-16.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$342K

-16.5% YoY

Under IRS private-foundation payout rules, Charles Samuel Weems Trust reported a distributable amount of $414K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles Samuel Weems Trust

Based on IRS filings

Ready to take the next step with Charles Samuel Weems Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Mississippi $2.0M (100%)

States

Mississippi

Cities

Meridian

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$10,437,568	$10,205,681	$10,261,311
Revenue	$724,793	$488,570	$571,354
Expenses	$492,906	$544,200	$612,351
Qualifying Distributions	$430,433	$482,677	$520,130
Net Investment Income	$629,466	$399,811	$483,697
Distributable Amount	$413,596	$415,102	$494,050

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include East Ms State Hospital ($341,660).

Recipient	Purpose	Amount
EAST MS STATE HOSPITAL MERIDIAN, MS	TO BUY THINGS FOR NEEDY PATIENTS THAT THE STATE DOES NOT BUY.	$341,660

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUSTMARK NATIONAL BANK	TRUSTEE	4	$118,139

Frequently Asked Questions

How large is Charles Samuel Weems Trust?

As of 2024, Charles Samuel Weems Trust holds $10.4M in total assets with $725K in annual revenue. It awarded 1 grants totaling $342K in 2024.

Where does Charles Samuel Weems Trust operate?

Charles Samuel Weems Trust has awarded grants in Mississippi.

What size grants does Charles Samuel Weems Trust award?

In 2024, Charles Samuel Weems Trust awarded 1 grants totaling $342K — an average of about $342K per grant, based on its IRS Form 990 filings.

How much is Charles Samuel Weems Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles Samuel Weems Trust reported a distributable amount of $414K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.