CADENCE BANK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CADENCE BANK FOUNDATION (EIN 64-6217237)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202433099349101053
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T14:01:16-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481248384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELIANCE INTEGRATED SOLUTIONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 W BROWN DEER RD | AddressLine1Txt |
| City | BROWN DEER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 646217237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CADENCE BANK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BANC | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2910 WEST JACKSON ST BLDG A | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON MILLS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN M MCCORMICK | PreparerPersonNm |
| PTIN | P00470933 | PTIN |
| Phone | 3026089908 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,523,897 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $957,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $948,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $251,995 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,272,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $251,995 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$114,238 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$114,238 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,095,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,086,227 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,782 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,891 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,891 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,823 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,823 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $235 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $235 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $105,840 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,208,438 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,208,438 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,314,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,255,329 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,781,248 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,027,278 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,455,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,370,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,370,217 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $19,113,369 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,202,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,803,656 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,347,575 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,346,710 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,424,976 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,823,994 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,823,993 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,898,940 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $22,206 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,108 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $26,108 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,762,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,770,001 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,523,897 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $745,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $745,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $37,017,602 | CapitalStockBOYAmt |
| Capital Stock EOY | $40,770,001 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,017,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,770,001 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,762,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,770,001 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,017,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,781,248 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,798,850 | SubtotalAmt |
| Other Decreases | $28,849 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,770,001 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 70. SCHWAB CHARLES CORP NEW COM | 2022-03-31 | 2023-01-03 | $5,750 | $5,948 | -$198 | -$198 | |
| 1439. SCHWAB CHARLES CORP NEW COM | 2020-08-17 | 2023-01-03 | $118,205 | $49,864 | $68,341 | $68,341 | |
| 2020. FIRST HORIZON CORPORATION | 2021-07-16 | 2023-01-25 | $49,661 | $23,966 | $25,695 | $25,695 | |
| 1860. FIRST HORIZON CORPORATION | 2021-07-19 | 2023-01-26 | $45,775 | $28,583 | $17,192 | $17,192 | |
| 1870. FIRST HORIZON CORPORATION | 2021-09-17 | 2023-02-15 | $46,390 | $28,342 | $18,048 | $18,048 | |
| 1857. FIRST HORIZON CORPORATION | 2021-10-20 | 2023-02-21 | $46,115 | $30,567 | $15,548 | $15,548 | |
| 1270. OLD REPUBLIC INTL CORP COM | 2020-10-07 | 2023-02-24 | $33,366 | $19,679 | $13,687 | $13,687 | |
| 540. CRACKER BARREL OLD CTRY STORE COM | 2021-12-27 | 2023-03-24 | $60,757 | $64,820 | -$4,063 | -$4,063 | |
| 570. CRACKER BARREL OLD CTRY STORE COM | 2022-03-17 | 2023-03-30 | $64,142 | $71,454 | -$7,312 | -$7,312 | |
| 370. UNITED PARCEL SVC INC CL B | 2019-09-18 | 2023-04-28 | $66,485 | $42,668 | $23,817 | $23,817 | |
| 149. PRICE T ROWE GROUP INC COM | 2022-06-10 | 2023-05-03 | $15,947 | $17,224 | -$1,277 | -$1,277 | |
| 591. PRICE T ROWE GROUP INC COM | 2021-09-17 | 2023-05-03 | $63,251 | $80,045 | -$16,794 | -$16,794 | |
| 820. APPLIED MATLS INC COM | 2020-01-24 | 2023-05-04 | $92,266 | $45,423 | $46,843 | $46,843 | |
| 419. VIATRIS INC COM | 2020-03-20 | 2023-07-13 | $4,294 | $6,526 | -$2,232 | -$2,232 | |
| 1820. OLD REPUBLIC INTL CORP COM | 2020-12-21 | 2023-08-03 | $51,155 | $31,188 | $19,967 | $19,967 | |
| 800. TOTALENERGIES SE | 2021-07-19 | 2023-09-01 | $51,012 | $33,033 | $17,979 | $17,979 | |
| 1490. OLD REPUBLIC INTL CORP COM | 2020-12-22 | 2023-09-12 | $41,302 | $28,041 | $13,261 | $13,261 | |
| 1049. ADVANCE AUTO PTS INC COM | 2023-06-14 | 2023-10-16 | $55,069 | $154,679 | -$99,610 | -$99,610 | |
| 1. ADVANCE AUTO PTS INC COM | 2022-09-23 | 2023-10-16 | $53 | $161 | -$108 | -$108 | |
| 1. LINCOLN NATL CORP IND COM | 2022-12-19 | 2023-10-23 | $22 | $29 | -$7 | -$7 | |
| 1892. OLD REPUBLIC INTL CORP COM | 2022-05-27 | 2023-10-26 | $52,901 | $41,621 | $11,280 | $11,280 | |
| 2110. VERIZON COMMUNICATIONS INC COM | 2021-08-10 | 2023-11-02 | $75,559 | $119,265 | -$43,706 | -$43,706 | |
| 1894. VERIZON COMMUNICATIONS INC COM | 2022-02-07 | 2023-11-09 | $67,855 | $97,429 | -$29,574 | -$29,574 | |
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $165,218 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $251,995 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,279 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,279 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,656 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $24,656 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,377 | OverpaymentAmt |
| Applied To ES Tax | $10,377 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CADENCE BANK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6626802000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 789 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CADENCE BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 789 | AddressLine1Txt |
| City | Tupelo | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 388020789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $91,782 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,038,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,038,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,038,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $570,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,467,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,873,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,873,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,279 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,279 | TotalTaxAmt |
| Distributable Before Adj | $1,859,120 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,859,120 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,859,120 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,255,329 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,255,329 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,859,120 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $178,317 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,069 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $189,386 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,255,329 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,859,120 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $396,209 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $585,595 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $585,595 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $178,317 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $11,069 | ExcessFromYear1Amt |
| Excess From Current Year | $396,209 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Cathy Freeman | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 789 | AddressLine1Txt |
| City | Tupelo | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6626802000 | RecipientPhoneNum |
| Form And Info And Materials | Letter from the organization requesting funds and giving the nature of use of the funds. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Requests are reviewed on a quarterly basis | SubmissionDeadlinesTxt |
| Restrictions On Awards | Contributions are only made to 501(c) entities. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED DONEE LIST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2910 WEST JACKSON ST | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL CONTRIBUTION | GrantOrContributionPurposeTxt |
| Amt | $2,208,438 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,208,438 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $957,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $251,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Related Or Exempt Function Incm | -$114,238 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,209,764 | ExclusionAmt |
| Related Or Exempt Function Incm | -$114,238 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,095,526 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CADENCE BANK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2910 WEST JACKSON ST | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $22,206 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP TRANSFERS AND ROUNDING | Desc |
| Amt | $28,849 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES-DIVIDEND I | Desc |
| Revenue And Expenses Per Books | $235 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $235 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | -$114,238 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$114,238 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE PLEDGES | Desc |
| BOY Book Value | $745,000 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,482 | $6,482 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $4,234 | $4,234 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,107 | $1,107 | $0 |
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