R E Woolley UA Charitable Trust II Trustmark

Foundation · Grantmaker Jackson, MS EIN: 64-6206956

R E Woolley UA Charitable Trust II Trustmark is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Key facts about R E Woolley UA Charitable Trust II Trustmark

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.

EIN
64-6206956
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$62,500
Grants made (2025)
5
Average grant
$12,500
Median grant
$12,500
Total assets
$604,733
Primary geography
Mississippi (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$605K

-6.1% YoY

Annual Giving

$63K

-16.7% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$13K

-16.7% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 5 itemized 2025 grant dollars.

States

Cities

JacksonBrandonRaymondRidgeland

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K5 grants20205 grants20215 grants20225 grants20235 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

The Mustard Seed: $13KThe Mustard Seed$13KMississippi United Methodist Fdn: $13KMississippi United MethodistFdn$13KHinds Community College Fdn: $13KHinds Community College Fdn$13KAlta Woods United Methodist: $13KAlta Woods United Methodist$13KCommunity Place: $13KCommunity Place$13K

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
THE MUSTARD SEED Brandon, MSGENERAL SUPPORT$12,500
MISSISSIPPI UNITED METHODIST FDN Ridgeland, MSGENERAL SUPPORT$12,500
HINDS COMMUNITY COLLEGE FDN Raymond, MSGENERAL SUPPORT$12,500
ALTA WOODS UNITED METHODIST Jackson, MSGENERAL SUPPORT$12,500
COMMUNITY PLACE Jackson, MSGENERAL SUPPORT$12,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K202020212022202320242025
Metric202520242023
Total Assets$604,733$643,965$701,409
Revenue$34,881$29,010$21,164
Expenses$74,309$86,580$51,682
Qualifying Distributions$68,563$81,106$46,403
Net Investment Income$29,374$22,564$17,439
Distributable Amount$37,418$37,576$36,883

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  7. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  8. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  9. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  10. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  11. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  12. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)

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

Linda Woolley — Director: $100Linda WoolleyDirector$100Clyde Muse — Director: $100Clyde MuseDirector$100John Branning — Director: $100John BranningDirector$100Juanita Walker — Director: $100Juanita WalkerDirector$100Teresa Beeson — Director: $100Teresa BeesonDirector$100

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?

R E Woolley UA Charitable Trust II Trustmark is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Jackson, MS. It holds $605K in total assets as of 2025.

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.

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