2024-05-10T09:18:57-05:00 2023-12-31 461498870 BMSS LLC 1020 HIGHLAND COLONY PKWY SUITE 600 RIDGELAND MS 39157 990 2023-01-01 646185571 JOHN E MORRIS TESTAMENTARY TRUST JOHN 6012085956 PO BOX 291 JACKSON MS 39205 TRUSTMARK NATIONAL BANK TRUSTEE 6012085956 2024-05-09 1 TRUSTMARK NATIONAL BANK 999009999 1 TED B EDWARDS CPA P00957105 6019482924 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z TRUSTMARK NATIONAL BANK 248 EAST CAPITOL STREET SUITE 580 JACKSON MS 39201 460146 0 X N/A X 2012 MS THE JOHN E. MORRIS TESTAMENTARY TRUST EXISTS TO HOLD, MANAGE, AND DISTRIBUTE EXEMPT USE FUNDS TO THE GREATER PINEBELT COMMUNITY FOUNDATION FOR THE PURPOSES OF PROVIDING RELIEF TO THOSE SUFFERING FROM MENTAL RETARDATION. 0 0 0 0 0 0 0 0 0 0 75892 42376 0 0 75892 42376 65594 59237 0 0 18055 17379 0 0 0 7511 3649 91160 80265 -15268 -37889 1428156 1390267 0 0 1428156 1390267 THE JOHN E. MORRIS TESTAMENTARY TRUST EXISTS TO HOLD, MANAGE, AND DISTRIBUTE EXEMPT USE FUNDS TO THE GREATER PINEBELT COMMUNITY FOUNDATION FOR THE PURPOSES OF PROVIDING RELIEF TO THOSE SUFFERING FROM MENTAL RETARDATION. 0 0 59237 59237 PAYMENT OF FUNDS TO THE ANN MORRIS MEMORIAL FUND OF THE GREATER PINEBELT COMMUNITY FOUNDATION. AMOUNTS ARE DISTRIBUTED TO CHARITABLE, TAX EXEMPT AGENCIES OR INSTITUTIONS DEDICATED TO THE PROVISION OF PEOPLE SUFFERING FROM MENTAL RETARDATION. 59237 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 X TRUSTMARK TRUST TAX ADMINISTRATION 6012085956 PO BOX 291 JACKSON MS 392050291 TRUSTMARK NATIONAL BANK TRUSTEE 1.00 X 17379 0 0 17379 0 0 0 0 0 0 0 46342 46342 413804 417770 -3966 -3966 -3966 42376 0 0 42376 59237 59237 17379 17379 3249 3249 FOREIGN TAXES 400 400 80265 59237 21028 0 96456 117862 1331123 1271518 577 887 1428156 1390267 0 0 X 1575684 1575684 0 0 -147528 -185417 1428156 1390267 1428156 1390267 -37889 0 X 0 0 0 X X X 1 THE GREATER PINEBELT COMMUNITY FOUNDATION 721390352 7 1 59237 0 1 59237 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 33166 46342 33166 46342 0 0 25266 20628 0 0 7900 25714 1460804 1362448 35335 78879 0 0 1496139 1441327 0 0 0 1496139 1441327 22442 21620 1473697 1419707 51579 49690 0 0 51579 49690 7900 6715 51579 51579 0 51579 59237 0 0 0 0 0 59237 59237 51579 100.000000000000 51579 0 0 0 0 0 61609 61609 0 51579 0 10030 59237 0 59237 0 0 69267 0 0 0 10030 59237 PART IV, SECTION D, LINE 2 TRUSTMARK BANK AS TRUSTEE MEETS QUARTERLY WITH THE SUPPORTED ORGANIZATION TO OBTAIN INPUT ON INVESTMENTS, GRANTS, USE OF ASSETS, ETC., AND DOCUMENTS THE INPUT FROM THE SUPPORTED ORGANIZATION AND HOW THEY WERE CONSIDERED IN THE DECISION MAKING PROCESS. PART IV, SECTION D, LINE 3 THE INVESTMENT AND TRUST OFFICERS MEET TO DISCUSS THE INVESTMENTS WITH THE SUPPORTED ORGANIZATION. PART V, SECTION D, LINE 8 THE JOHN E. MORRIS TESTAMENTARY TRUST ("TRUST") SUPPORTS THE ANN MORRIS MEMORIAL FUND ("FUND"), WHICH IS A SEGREGATED FUND WITHIN THE GREATER PINEBELT COMMUNITY FOUNDATION - A 501(C)(3) NONPROFIT ORGANIZATION. THE SUPPORTED ORGANIZATION (FUND) IS "ATTENTIVE" TO THE OPERATIONS OF THE SUPPORTING ORGANIZATION (TRUST) BY RECEIVING 100% OF ITS SUPPORT FROM THE TRUST. THE AMOUNT OF SUPPORT RECEIVED FROM THE TRUST IS NECESSARY TO AVOID THE INTERRUPTION OF CARRYING OUT THE FUNCTION OR ACTIVITY (OF ASSISTING AREA ORGANIZATIONS WHO WORK TO ENRICH THE QUALITY OF LIFE OF INTELLECTUALLY CHALLENGED ADULTS) SINCE THE TRUST PROVIDES 100% OF THE SUPPORT FOR THE FUND. ALSO, BECAUSE THE TRUST PROVIDES 100% OF THE SUPPORT FOR THE FUND, THE AMOUNT OF SUPPORT RECEIVED FROM THE TRUST IS A SUFFICIENT PART OF THE TOTAL SUPPORT OF THE FUND. THE SUPPORTING ORGANIZATION IS "RESPONSIVE" TO THE NEEDS AND DEMANDS OF THE SUPPORTED ORGANIZATION BY MAINTAINING A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS AND DIRECTORS OF THE GREATER PINEBELT COMMUNITY FOUNDATION. THE FOUNDATION WILL HAVE A SIGNIFICANT VOICE IN HOW THE TRUST MANAGES AND USES THE TRUST ASSETS. THE TRUST AND THE FUND MEET QUARTERLY TO DISCUSS INVESTMENTS, GRANTS, AND USE OF THE ASSETS. 1 THE GREATER PINEBELT COMMUNITY FOUNDATION 1507 HARDY STREET SUITE 208 HATTIESBURG MS 39401 721390352 501(C)(3) 59237 0 PROVIDE FINANCIAL SUPPORT TO PROGRAMS, SERVICES AND ACTIVITIES THAT ENRICH AND INCREASE THE COMFORT, ENJOYMENT AND QUALITY OF LIFE OF THOSE RESIDENTS OF HATTIESBURG, FORREST COUNTY, MISSISSIPPI, AS WELL AS ITS NEARBY SUBURBS, ENVIRONS, AND CIRCUMJACENCIES, WHO ARE ADVANCED IN AGE AND HAVE BEEN DIAGNOSED AS MENTALLY RETARDED. FORM 990, PART VI, SECTION A, LINE 8A THERE IS NO GOVERNING BODY OR COMMITTEES ACTING ON BEHALF OF THE GOVERNING BODY OF THE ORGANIZATION. ANNUALLY, THE GREATER PINEBELT COMMUNITY FOUNDATION PROVIDES TRUSTMARK NATIONAL BANK A MATRIX OF TAX EXEMPT ORGANIZATIONS WHO HAVE APPLIED FOR A GRANT FROM THE TRUST AS WELL AS THOSE WHO HAVE RECEIVED GRANTS IN THE PAST. INCOME EARNED AND DISTRIBUTIONS MADE ARE RECORDED IN A QUARTERLY STATEMENT. FORM 990, PART VI, SECTION A, LINE 8B SEE ABOVE EXPLANATION WITH REGARD TO LINE 8A. AS EXPLAINED, THE GOVERNING BODY CONSISTS SOLELY OF THE TRUSTEE, TRUSTMARK NATIONAL BANK. THERE ARE NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN PREPARER DELIVERS A COPY OF THE FINAL VERSION OF THE FORM 990 TO THE TRUSTEE, TRUSTMARK NATIONAL BANK, WHO REVIEWS THE RETURN BEFORE FILING. THERE ARE NO OTHER MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.