Cadence Bank Foundation

Tupelo, MS
Tax-exempt since March 2000
EIN: 64-6217237

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$6.1M (2023)

Expenses

$2.31M (2023)

Total Assets

$40.8M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$6,095,526

Expenses

$2,314,278

Net Income

$3,781,248

Net Assets

$40,770,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000,000	82.0%
Interest Revenue	$0
Dividends	$957,769	15.7%
Sales of Assets	$251,995	4.1%
Other Income	-$114,238

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,255,329	97.5%
Compensation of Officers*	$91,782	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,770,001
Total Liabilities	$0
Net Assets	$40,770,001

Compensation

Key Employees and Officers	Compensation	Other
Cadence Bank (Trustee)	$91,782	$0

990-PF

Filed on Nov. 4, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$1,251,475

Expenses

$1,928,244

Net Income

-$676,769

Net Assets

$37,017,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$668,327	53.4%
Sales of Assets	$608,182	48.6%
Other Income	-$25,034

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,815,449	94.2%
Compensation of Officers*	$98,340	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,762,602
Total Liabilities	$745,000
Net Assets	$37,017,602

Compensation

Key Employees and Officers	Compensation	Other
Cadence Bank (Trustee)	$98,340	$0

990-PF

Filed on Nov. 8, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$21,579,176

Expenses

$345,161

Net Income

$21,234,015

Net Assets

$38,495,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,476,749	81.0%
Interest Revenue	$0
Dividends	$2,636,943	12.2%
Sales of Assets	$963,146	4.5%
Other Income	$502,338	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,949	82.0%
Compensation of Officers*	$70,756	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,670,021
Total Liabilities	$175,000
Net Assets	$38,495,021

Compensation

Key Employees and Officers	Compensation	Other
Cadence Bank (Fka Bancorpsouth Ban ) (Trustee)	$70,756	$0

990-PF

Filed on April 8, 2023

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

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Fiscal Year Ending Dec.
2020

Revenue

$253,841

Expenses

$136,329

Net Income

$117,512

Net Assets

$17,571,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$378,217	> 100%
Sales of Assets	$0
Other Income	$503	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,970	70.4%
Compensation of Officers*	$51,939	38.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,811,547
Total Liabilities	$240,000
Net Assets	$17,571,547

Compensation

Key Employees and Officers	Compensation	Other
Bancorp South Bank (Trustee)	$51,939	$0

990-PF

Filed on May 13, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$17,704,300

Expenses

$1,432,638

Net Income

$16,271,662

Net Assets

$17,394,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$328,224	1.9%
Sales of Assets	$17,358,517	98.0%
Other Income	$17,559	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$755,760	52.8%
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	$17,704,332
Total Liabilities	$310,000
Net Assets	$17,394,332

Compensation

Key Employees and Officers	Compensation	Other
Bancorpsouth Bank (Trustee)	$0	$0
Cathy Freeman (Distribution Committee Mem)	$0	$0
Chris Bagley (Distribution Committee Mem)	$0	$0
Mandy Mitchell (Distribution Committee Mem)	$0	$0

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990-PF

Filed on May 7, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$181,674

Expenses

$93,213

Net Income

$88,461

Net Assets

$1,119,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$162,182	89.3%
Sales of Assets	$19,448	10.7%
Other Income	$44	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,858	92.1%
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	$1,119,735
Total Liabilities	$0
Net Assets	$1,119,735

Compensation

Key Employees and Officers	Compensation	Other
Bancorpsouth Bank (Trustee)	$0	$0
Cathy Freeman (Distribution Committee Mem)	$0	$0
Chris Bagley (Distribution Committee Mem)	$0	$0
Mandy Mitchell (Distribution Committee Mem)	$0	$0

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990-PF

Filed on May 13, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$180,081

Expenses

$333,350

Net Income

-$153,269

Net Assets

$1,221,774

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$24,693	13.7%
Interest Revenue	$0
Dividends	$125,001	69.4%
Sales of Assets	$29,626	16.5%
Other Income	$761	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$332,500	99.7%
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	$1,221,774
Total Liabilities	$0
Net Assets	$1,221,774

Compensation

Key Employees and Officers	Compensation	Other
Bancorpsouth Bank (Trustee)	$0	$0
Cathy Freeman (Distribution Committee Mem)	$0	$0
Chris Bagley (Distribution Committee Mem)	$0	$0
Mandy Mitchell (Distribution Committee Mem)	$0	$0

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990-PF

Filed on Oct. 31, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$116,619

Expenses

$318,071

Net Income

-$201,452

Net Assets

$803,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,494	3.0%
Dividends	$104,629	89.7%
Sales of Assets	$8,492	7.3%
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$314,454	98.9%
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	$803,553
Total Liabilities	$0
Net Assets	$803,553

Compensation

Key Employees and Officers	Compensation	Other
Bancorpsouth Bank (Trustee)	$0	$0
Cathy Freeman (Distribution Committee Member)	$0	$0
William L Prater (Distribution Committee Member)	$0	$0
Thomas F Darnell (Distribution Committee Member)	$0	$0

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990-PF

Filed on Nov. 14, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$143,710

Expenses

$938,295

Net Income

-$794,585

Net Assets

$1,005,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10	0.0%
Interest Revenue	$0
Dividends	$40,389	28.1%
Sales of Assets	$95,811	66.7%
Other Income	$7,500	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$933,187	99.5%
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	$1,005,005
Total Liabilities	$0
Net Assets	$1,005,005

Compensation

Key Employees and Officers	Compensation	Other
Bancorpsouth Bank (Trustee)	$0	$0
Cathy S Freeman (Distribution Committee Member)	$0	$0
William L Prater (Distribution Committee Member)	$0	$0
Thomas F Darnell (Distribution Committee Member)	$0	$0

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990-PF

Filed on May 13, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$179,982

Expenses

$648,966

Net Income

-$468,984

Net Assets

$1,930,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,850	13.8%
Sales of Assets	$155,132	86.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$625,000	96.3%
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	$1,930,590
Total Liabilities	$0
Net Assets	$1,930,590

Compensation

Key Employees and Officers	Compensation	Other
Bancorpsouth Bank (Trustee)	$0	$0
Cathy S Freeman (Distribution Committee Mem)	$0	$0
William L Prater (Distribution Committee Mem)	$0	$0
Thomas F Darnell (Distribution Committee Mem)	$0	$0

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990-PF

Filed on April 20, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$310,156

Expenses

$857,966

Net Income

-$547,810

Net Assets

$2,399,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,192	9.1%
Sales of Assets	$281,964	90.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$834,575	97.3%
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	$2,399,574
Total Liabilities	$0
Net Assets	$2,399,574

Compensation

Key Employees and Officers	Compensation	Other
Bancorpsouth Bank (Trustee)	$0	$0
Cathy S Freeman (Distribution Committee Mem)	$0	$0
William L Prater (Distribution Committee Mem)	$0	$0
Greg Ray (Distribution Committee Mem)	$0	$0

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990-PF

Filed on May 14, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$130,842

Expenses

$160,161

Net Income

-$29,319

Net Assets

$2,947,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,322	29.3%
Sales of Assets	$92,520	70.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,600	87.2%
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	$2,947,384
Total Liabilities	$1
Net Assets	$2,947,383

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$179,949

Expenses

$158,907

Net Income

$21,042

Net Assets

$2,976,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,014	26.7%
Sales of Assets	$131,935	73.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,900	86.2%
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	$2,976,703
Total Liabilities	$0
Net Assets	$2,976,703

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Cadence Bank Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $6.1M (2023)

Expenses $2.31M (2023)

Total Assets $40.8M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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 Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$6.1M (2023)

Expenses

$2.31M (2023)

Total Assets

$40.8M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2014

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2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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