2025-03-10T10:27:20-05:00 2024-12-31 640854432 SWAIN COLLINS & NAPP PA 2921 8TH STREET MERIDIAN MS 39301 990 2024-01-01 816335617 JERRY W SCOTT TRUST JERR 6014845311 PO BOX 911 MERIDIAN MS 39302 JOHN DAVID BARR TRUST ADMINISTRATOR 6014845311 2025-03-06 1 1 DANNA NAPP P01315304 6014838090 2025-03-06 2024 2025-03-06 01:10:19Z JOHN DAVID BARR 512 22ND AVE MERIDIAN MS 39301 564204 0 X N/A X 2016 MS THE TRUST OPERATES TO FUND SCHOLARSHIPS ON AN ANNUAL BASIS TO THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY OR ANOTHER INSTITUTION INCLUDING A COMMUNITY COLLEGE. THE TRUST OPERATES SOLEY TO DISTRIBUTE ALL NET INCOME OF THE TRUST FOR SCHOLARSHIPS TO BE MADE IN $3,500 INCREMENTS. 1 0 0 0 0 0 0 0 0 0 43604 101394 0 0 43604 101394 24500 49000 0 0 0 0 0 0 0 19762 21667 44262 70667 -658 30727 1959660 1990387 0 0 1959660 1990387 TO PROVIDE ANNUAL SCHOLARSHIP FUNDS TO THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY. THE TRUST OPERATES SOLEY TO DISTRIBUTE ALL NET INCOME FOR SCHOLARSHIPS. 0 0 49000 49000 THE TRUST DISTRIBUTED ITS NET INCOME TO THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY TO FUND SCHOLARSHIPS FOR 2024. 49000 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 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X JOHN DAVID BARR TRUST ADMINISTRATOR 6014845311 512 22ND AVE MERIDIAN MS 39301 X CITIZENS NATIONAL BANK TRUSTEE 1.00 X 0 0 20667 0 0 20667 0 0 0 0 0 62583 62583 250 250 501371 462810 38561 38561 38561 101394 101394 0 0 49000 49000 20667 20667 1000 1000 70667 49000 21667 0 378 1 17043 64605 1942239 1925781 1959660 1990387 0 0 X 0 0 0 0 1959660 1990387 1959660 1990387 1959660 1990387 30727 0 X 0 0 0 X X 1 MISSISSIPPI STATE UNIVERSITY 640410581 5 1 49000 0 1 49000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X 1 0 PART IV, SECTION D, LINE 2: THE ORGANIZATION HAS A DIRECT CONTACT PERSON AT THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY AS WELL AS A CONTACT PERSON AT THE MAIN CAMPUS. THE PARTIES STAY IN CONTINOUS CONTACT THROUGH EMAIL, PHONE CONFERENCES AS WELL AS FACE TO FACE MEETINGS. PART IV, SECTION D, LINE 3: THE SUPPORTED ORGANIZATION, MISSISSIPPI STATE UNIVERSITY, HAS A SIGNIFICANT VOICE IN THE MAKING AND TIMING OF GRANTS, AND OTHERWISE DIRECTING THE USE OF THE ORGANIZATIONS INCOME AND ASSETS. SCHOLARSHIP BENEFICIARIES ARE SELECTED ON AN OBJECTIVE,NON-DISCRIMINATORY BASIS. OFFICERS, DIRECTORS AND TRUSTEES OF MSU PLANNED GIVING WORK WITH THE ORGANIZATION IN THE TIMING AND SELECTION PROCESS OF SCHOLARSHIPS. PART IV, SECTION E, LINE 2A: THE ONLY PURPOSE OF THE ORGANIZATION IS TO FUND SCHOLARSHIPS AT THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION PURPOSE IS TO EDUCATE ITS STUDENTS. THE ORGANIZATION FUNDING OF SCHOLARSHIPS FURTHERS THE EXEMPT PURPOSE OF THE SUPPORTED ORGANIZATION. 1 PART I, LINE 2: THE ORGANIZATION RECEIVES THE NAMES AND SUPPORTING INFORMATION FROM THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY FOR THE INDIVIDUALS RECEIVING THE GRANTS. THE ORGANIZATION THEN COMPARES THE INFORMATION TO THE GRANT CRITERIA FOR COMPILANCE. THIS PROCEDURE IS CONTAINED IN A WRITTEN AGREEMENT BETWEEN THE ORGANIZATION AND MISSISSIPPI STATE UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF FORM 990, THE TRUSTEE REVIEWS THE FORM FOR CORRECTNESS AND COMPLETENESS BEFORE SIGNING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ONLY UPON REQUEST.