CADENCE BANK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CADENCE BANK FOUNDATION (EIN 64-6217237)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-29
- IRS object ID
- 202533029349100228
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-29T10:01:14-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-10-29 | 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 | 2025-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,953,728 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,788,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,299,404 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $737,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,319,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $737,627 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $54,912 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,325 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,581,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,068,356 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $116,821 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,411 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $58,411 | 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 | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,523 | 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 | $258 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $258 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $129,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,767 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,986 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,006,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,006,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,135,787 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,767 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,065,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,445,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,997,589 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,370,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,456,091 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,456,091 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $19,202,973 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,422,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,798,956 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,346,710 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,492,599 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,715,457 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,823,993 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,823,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,947,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $26,108 | OtherAssetsBOYAmt |
| Other Assets EOY | $36,224 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $36,224 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,770,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,231,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,953,728 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $991,667 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $991,667 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $40,770,001 | CapitalStockBOYAmt |
| Capital Stock EOY | $42,239,746 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,770,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,239,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,770,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,231,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,770,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,445,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,888 | OtherIncreasesAmt |
| Subtotal | $43,231,413 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,231,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 570. INTERNATIONAL BUSINESS MACHS CORP COM | 2020-02-18 | 2024-01-25 | $109,620 | $76,375 | $33,245 | $33,245 | |
| 12. APPLIED MATLS INC COM | 2020-01-24 | 2024-03-26 | $2,529 | $745 | $1,784 | $1,784 | |
| 3384. WALMART INC. | 2022-03-18 | 2024-04-10 | $204,122 | $135,607 | $68,515 | $68,515 | |
| 702. EXPAND ENERGY CORPORATION | 2021-11-12 | 2024-04-12 | $62,231 | $44,358 | $17,873 | $17,873 | |
| 1093. DOMINION ENERGY, INC | 2022-12-16 | 2024-04-19 | $54,365 | $64,796 | -$10,431 | -$10,431 | |
| 10. DOMINION ENERGY, INC | 2022-11-21 | 2024-04-19 | $497 | $594 | -$97 | -$97 | |
| 31589.291 MERIDIAN SMALL CAP GROWTH FUND INV #178 | 2020-06-24 | 2024-05-28 | $395,814 | $472,394 | -$76,580 | -$76,580 | |
| 725. RESTAURANT BRANDS INTL INC COM | 2020-05-13 | 2024-07-10 | $50,423 | $36,741 | $13,682 | $13,682 | |
| 1165. RESTAURANT BRANDS INTL INC COM | 2020-05-20 | 2024-07-11 | $83,441 | $59,550 | $23,891 | $23,891 | |
| 170. FEDEX CORP COM | 2019-06-24 | 2024-07-17 | $52,886 | $27,482 | $25,404 | $25,404 | |
| 1520. CITIZENS FINL GROUP INC COM | 2020-03-13 | 2024-07-24 | $64,723 | $50,317 | $14,406 | $14,406 | |
| 50. DOMINION ENERGY, INC | 2024-03-26 | 2024-07-24 | $2,602 | $2,368 | $234 | $234 | |
| 1487. DOMINION ENERGY, INC | 2023-02-02 | 2024-07-24 | $77,394 | $91,657 | -$14,263 | -$14,263 | |
| 50. KRAFT HEINZ CO COM | 2024-06-13 | 2024-08-02 | $1,798 | $1,738 | $60 | $60 | |
| 2260. KRAFT HEINZ CO COM | 2023-06-16 | 2024-08-02 | $81,285 | $80,316 | $969 | $969 | |
| 1. CUBESMART COM | 2023-10-27 | 2024-08-16 | $48 | $34 | $14 | $14 | |
| 21409.735 GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS FUND - INST #653 | 2020-03-06 | 2024-08-16 | $732,427 | $694,150 | $38,277 | $38,277 | |
| 1. MARRIOTT VACATIONS WRLDWDE CP COM | 2023-10-27 | 2024-08-16 | $71 | $87 | -$16 | -$16 | |
| 465. BROADCOM INC COM | 2019-06-24 | 2024-08-23 | $76,916 | $12,950 | $63,966 | $63,966 | |
| 2160. WENDYS CO COM | 2023-07-28 | 2024-09-04 | $36,323 | $46,516 | -$10,193 | -$10,193 | |
| 1639. WENDYS CO COM | 2023-11-29 | 2024-09-05 | $27,511 | $30,947 | -$3,436 | -$3,436 | |
| 651. WENDYS CO COM | 2023-07-28 | 2024-09-05 | $10,927 | $14,019 | -$3,092 | -$3,092 | |
| 2350. WENDYS CO COM | 2023-12-28 | 2024-09-06 | $39,858 | $45,505 | -$5,647 | -$5,647 | |
| 765. EXPAND ENERGY CORPORATION | 2021-12-20 | 2024-10-18 | $66,526 | $47,883 | $18,643 | $18,643 | |
| 60. EXPAND ENERGY CORPORATION | 2024-06-17 | 2024-10-22 | $5,095 | $4,782 | $313 | $313 | |
| 1103. EXPAND ENERGY CORPORATION | 2022-06-14 | 2024-10-22 | $93,670 | $78,562 | $15,108 | $15,108 | |
| 2701. WENDYS CO COM | 2024-01-05 | 2024-10-29 | $54,897 | $51,866 | $3,031 | $3,031 | |
| 1125. GILEAD SCIENCES INC COM | 2022-02-04 | 2024-10-31 | $100,070 | $72,399 | $27,671 | $27,671 | |
| 70. CITIZENS FINL GROUP INC COM | 2024-10-29 | 2024-11-06 | $3,340 | $2,453 | $887 | $887 | |
| 1490. CITIZENS FINL GROUP INC COM | 2022-09-23 | 2024-11-06 | $71,095 | $48,443 | $22,652 | $22,652 | |
| 55. GILEAD SCIENCES INC COM | 2024-05-08 | 2024-11-13 | $5,095 | $4,034 | $1,061 | $1,061 | |
| 1305. GILEAD SCIENCES INC COM | 2022-03-18 | 2024-11-13 | $120,885 | $82,096 | $38,789 | $38,789 | |
| 740. EOG RES INC COM | 2020-03-02 | 2024-11-15 | $99,613 | $56,325 | $43,288 | $43,288 | |
| 3490. PFIZER INC COM | 2023-12-11 | 2024-11-19 | $86,977 | $102,632 | -$15,655 | -$15,655 | |
| 530. QUALCOMM INC COM | 2020-03-25 | 2024-11-27 | $82,606 | $34,701 | $47,905 | $47,905 | |
| 255. BROADCOM INC COM | 2019-06-24 | 2024-12-13 | $57,507 | $7,102 | $50,405 | $50,405 | |
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P | |||||
| CAPITAL GAIN DIVIDENDS | $304,867 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $737,627 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,377 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $31,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $41,377 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $122 | EsPenaltyAmt |
| Overpayment | $13,489 | OverpaymentAmt |
| Applied To ES Tax | $13,489 | 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 | false | 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 | $116,821 | 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 | $45,256,494 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,858,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,114,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,114,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $721,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,393,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,369,656 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,369,656 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,766 | TotalTaxAmt |
| Distributable Before Adj | $2,341,890 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,341,890 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,341,890 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,065,021 | 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 | $2,065,021 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,341,890 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $178,317 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,069 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $396,209 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $585,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,065,021 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,065,021 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $276,869 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $276,869 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $308,726 | 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 | $308,726 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $308,726 | ExcessFromYear1Amt |
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 | $2,006,035 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,006,035 | 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 | $3,788,772 | 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 | $737,627 | 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 | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $54,912 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,526,399 | ExclusionAmt |
| Related Or Exempt Function Incm | $54,912 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,581,311 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,150 | Amt |
| Net Investment Income | $575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $575 | DisbursementsCharitablePrpsAmt |
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 | $258 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $258 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $54,912 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $31,325 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP TRANSFERS AND ROUNDING | Desc |
| Amt | $15,888 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE PLEDGES | Desc |
| EOY Book Value | $991,667 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,340 | $7,340 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,545 | $3,545 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $638 | $638 | $0 |
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