R E Woolley UA Charitable Trust II Trustmark
R E Woolley UA Charitable Trust II Trustmark is a private foundation, based in Jackson, MS. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $605K in total assets. In 2025, it awarded 5 grants totaling $63K. Net investment income was $29K.
R E Woolley UA Charitable Trust II Trustmark at a glance
In short: R E Woolley UA Charitable Trust II Trustmark gave $63K across 5 grants in 2025 (avg $13K), mostly in Mississippi. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $62,500
- -16.7% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $12,500
- -16.7% vs 2024
- Median grant
- $12,500
- Total assets
- $604,733
- -6.1% vs 2024
- Primary geography
- Mississippi (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who R E Woolley UA Charitable Trust II Trustmark funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was The Mustard Seed ($13K). Together the top 5 received $63K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How R E Woolley UA Charitable Trust II Trustmark gives
- Giving fell 34% from 2022 to 2025. Method
- In 2025 it paid out 183% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $41K (2023) to $95K (2022). In 2025 it made 5 grants totaling $63K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Mustard Seed Brandon, MS | General Support | $12,500 |
| Mississippi United Methodist Fdn Ridgeland, MS | General Support | $12,500 |
| Hinds Community College Fdn Raymond, MS | General Support | $12,500 |
| Alta Woods United Methodist Jackson, MS | General Support | $12,500 |
| Community Place Jackson, MS | General Support | $12,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $604,733 | $34,881 | $74,309 | $62,500 | 5 | $68,563 | $29,374 | $37,418 |
| 2024 | $643,965 | $29,010 | $86,580 | $75,000 | 5 | $81,106 | $22,564 | $37,576 |
| 2023 | $701,409 | $21,164 | $51,682 | $40,500 | 5 | $46,403 | $17,439 | $36,883 |
| 2022 | $732,132 | $30,301 | $107,928 | $95,000 | 5 | $98,708 | $22,490 | $39,451 |
| 2021 | $810,770 | $77,649 | $53,899 | $43,000 | 5 | $50,086 | $70,525 | $44,714 |
| 2020 | $787,375 | $-16,272 | $54,504 | $45,500 | 5 | — | $18,138 | $41,987 |
Under IRS private-foundation payout rules, R E Woolley UA Charitable Trust II Trustmark reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
R E Woolley UA Charitable Trust II Trustmark's 2025 filing lists 5 officers; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Clyde Muse
Director
On filings since 2020
1 hr/week
$100 (2021) → $100 (2025)
Juanita Walker
Director
On filings since 2020
1 hr/week
$100 (2023) → $100 (2025)
Linda Woolley
Director
On filings since 2020
1 hr/week
$100 (2021) → $100 (2025)
Teresa Beeson
Director
On filings since 2020
1 hr/week
$100 (2021) → $100 (2025)
John Branning
Director
On filings since 2022
1 hr/week
$100 (2022) → $100 (2025)
Former officers (1)
- Former: Jerry Mitchell (2020–2021) — President
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $100, to Linda Woolley (Director). 5 officers or directors reported compensation on that filing.
Frequently asked questions about R E Woolley UA Charitable Trust II Trustmark
How much does R E Woolley UA Charitable Trust II Trustmark give each year?
R E Woolley UA Charitable Trust II Trustmark gave $63K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $75K across 5 grants.
What is R E Woolley UA Charitable Trust II Trustmark's typical grant size?
R E Woolley UA Charitable Trust II Trustmark's median grant in 2025 was $12,500, and its average grant was $12,500, across 5 grants on its 2025 IRS Form 990-PF.
Where does R E Woolley UA Charitable Trust II Trustmark give grants?
R E Woolley UA Charitable Trust II Trustmark gives mostly in Mississippi: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Jackson, MS (2 grants).
Does R E Woolley UA Charitable Trust II Trustmark give general operating support?
Yes: 100% of R E Woolley UA Charitable Trust II Trustmark's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are R E Woolley UA Charitable Trust II Trustmark's largest grantees?
R E Woolley UA Charitable Trust II Trustmark's largest 2025 grantees include The Mustard Seed ($12,500), Mississippi United Methodist Fdn ($12,500) and Hinds Community College Fdn ($12,500), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is R E Woolley UA Charitable Trust II Trustmark?
R E Woolley UA Charitable Trust II Trustmark reported $605K in total assets on its 2025 IRS Form 990-PF. It paid out $69K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).
What is R E Woolley UA Charitable Trust II Trustmark's EIN?
R E Woolley UA Charitable Trust II Trustmark's EIN (Employer Identification Number) is 64-6206956. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Live grants for the work R E Woolley UA Charitable Trust II Trustmark funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in R E Woolley UA Charitable Trust II Trustmark's focus areas in our free grants database
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