The James C Wilbourn Lamar School Endowment Trust

Meridian, MS
Tax-exempt since June 1986
EIN: 64-6178898

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$86.3k (2024)

Expenses

$33k (2024)

Total Assets

$403k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$86,334

Expenses

$32,989

Net Income

$53,345

Net Assets

$403,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$22,678	26.3%
Interest Revenue	$0
Dividends	$19,572	22.7%
Sales of Assets	$44,084	51.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,895	66.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$403,333
Total Liabilities	$0
Net Assets	$403,333

Compensation

Key Employees and Officers	Compensation	Other
Citizens National Bank (Trustee)	$0	$0

990-PF

Filed on March 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$38,555

Expenses

$23,121

Net Income

$15,434

Net Assets

$349,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,578	22.2%
Interest Revenue	$0
Dividends	$17,320	44.9%
Sales of Assets	$12,657	32.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,116	39.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$349,988
Total Liabilities	$0
Net Assets	$349,988

Compensation

Key Employees and Officers	Compensation	Other
Citizens National Bank (Trustee)	$0	$0

990-PF

Filed on March 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$62,200

Expenses

$14,512

Net Income

$47,688

Net Assets

$334,554

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,000	16.1%
Program Services	$0
Investment Income	$17,217	27.7%
Net Fundraising	$0
Sales of Assets	$34,983	56.2%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$334,554
Total Liabilities	$0
Net Assets	$334,554

Compensation

Key Employees and Officers	Compensation	Other
Citizens National Bank (Trustee)	$0	$0

990-EZ

Filed on May 15, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$35,635

Expenses

$16,031

Net Income

$19,604

Net Assets

$286,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,000	28.1%
Program Services	$0
Investment Income	$14,577	40.9%
Net Fundraising	$0
Sales of Assets	$11,058	31.0%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$286,866
Total Liabilities	$0
Net Assets	$286,866

Compensation

Key Employees and Officers	Compensation	Other
Citizens National Bank (Trustee)	$0	$0

990-EZ

Filed on May 13, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$18,181

Expenses

$13,572

Net Income

$4,609

Net Assets

$267,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$20,020	> 100%
Program Services	$0
Investment Income	$14,772	81.2%
Net Fundraising	$0
Sales of Assets	-$16,611
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$267,262
Total Liabilities	$0
Net Assets	$267,262

Compensation

Key Employees and Officers	Compensation	Other
Citizens National Bank (Trustee)	$0	$0

990-EZ

Filed on July 19, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$26,513

Expenses

$12,941

Net Income

$13,572

Net Assets

$262,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$5,500	20.7%
Program Services	$0
Investment Income	$14,543	54.9%
Net Fundraising	$0
Sales of Assets	$6,470	24.4%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$262,653
Total Liabilities	$0
Net Assets	$262,653

Compensation

Key Employees and Officers	Compensation	Other
Citizens National Bank (Trustee)	$0	$0

990-EZ

Filed on May 1, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$8,961

Expenses

$11,604

Net Income

-$2,643

Net Assets

$249,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$500	5.6%
Program Services	$0
Investment Income	$13,787	> 100%
Net Fundraising	$0
Sales of Assets	-$5,326
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$249,081
Total Liabilities	$0
Net Assets	$249,081

Compensation

Key Employees and Officers	Compensation	Other
Citizens National Bank (Trustee)	$0	$0

990-EZ

Filed on May 14, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$24,133

Expenses

$11,513

Net Income

$12,620

Net Assets

$251,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,000	41.4%
Program Services	$0
Investment Income	$12,445	51.6%
Net Fundraising	$0
Sales of Assets	$1,688	7.0%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$251,724
Total Liabilities	$0
Net Assets	$251,724

Compensation

Key Employees and Officers	Compensation	Other
Citizens National Bank (Trustee)	$0	$0

990-EZ

Filed on May 11, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$12,439

Expenses

$11,013

Net Income

$1,426

Net Assets

$239,104

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$500	4.0%
Program Services	$0
Investment Income	$11,937	96.0%
Net Fundraising	$0
Sales of Assets	$2	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$239,104
Total Liabilities	$0
Net Assets	$239,104

Compensation

Key Employees and Officers	Compensation	Other
Citizens National Bank (Trustee)	$0	$0

990-EZ

Filed on May 15, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$11,789

Expenses

$10,684

Net Income

$1,105

Net Assets

$237,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$541	4.6%
Program Services	$0
Investment Income	$11,248	95.4%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$237,678
Total Liabilities	$0
Net Assets	$237,678

Compensation

Key Employees and Officers	Compensation	Other
Citizens National Bank (Trustee)	$0	$0

990-EZ

Filed on May 11, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$11,802

Expenses

$9,745

Net Income

$2,057

Net Assets

$236,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$500	4.2%
Program Services	$0
Investment Income	$11,256	95.4%
Net Fundraising	$0
Sales of Assets	$46	0.4%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$236,573
Total Liabilities	$0
Net Assets	$236,573

Compensation

Key Employees and Officers	Compensation	Other
Citizens National Bank (Trustee)	$0	$0

990-EZ

Filed on May 26, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$18,660

Expenses

$9,314

Net Income

$9,346

Net Assets

$234,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$500	2.7%
Program Services	$0
Investment Income	$10,206	54.7%
Net Fundraising	$0
Sales of Assets	$7,954	42.6%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$234,516
Total Liabilities	$0
Net Assets	$234,516

Compensation

Key Employees and Officers	Compensation	Other
Citizens National Bank (Trustee)	$0	$0

990-EZ

Filed on May 15, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$12,779

Expenses

$8,537

Net Income

$4,242

Net Assets

$225,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,053	23.9%
Program Services	$0
Investment Income	$9,726	76.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$225,170
Total Liabilities	$0
Net Assets	$225,170

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$11,935

Expenses

$7,475

Net Income

$4,460

Net Assets

$220,928

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,915	24.4%
Program Services	$0
Investment Income	$9,020	75.6%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$220,928
Total Liabilities	$0
Net Assets	$220,928

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Updated December 5, 2025

The James C Wilbourn Lamar School Endowment Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $86.3k (2024)

Expenses $33k (2024)

Total Assets $403k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

Revenue

$86.3k (2024)

Expenses

$33k (2024)

Total Assets

$403k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2001