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Nonprofit · EIN 23-7033288

CHARLES BENNETT & JOSEPHINE PERKINS MEMORIAL TRUST

Also known as H

Tax-exempt · JACKSON, MS 39205

Financials

$6K$22K2022$9K$22K2023$18K$22K2024
Revenue Expenses · by fiscal year end
Financials of CHARLES BENNETT & JOSEPHINE PERKINS MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$17,632$21,504-$3,872$361,866$0$361,866
September 30, 2024990-PF$9,422$22,220-$12,798$365,738$0$365,738
September 30, 2023990-PF$5,665$22,457-$16,792$378,536$0$378,536
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$11,422
Net gain from sales of assets
$6,210

Expenses

Grants and similar amounts paid
$15,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$17,545
Excise tax on investment income
$191

Balance sheet and other

Total assets, start of year
$365,738
Total assets, end of year
$361,866
Total liabilities, end of year
$0
Net assets, end of year
$361,866
Fair market value of assets
$468,398
Qualifying distributions
$17,545
Net investment income
$17,632

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ART STEVENS
PO BOX 291, JACKSON, MS 39205
SECRETARY-TREASURER0$0
ROBERT MASSENGILL
PO BOX 291, JACKSON, MS 39205
VICE PRESIDENT0$0
H OWEN CARTY
PO BOX 291, JACKSON, MS 39205
PRESIDENT0$0
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
ART STEVENS
PO BOX 291, JACKSON, MS 39205
SECRETARY-TREASURER0$0
ROBERT MASSENGILL
PO BOX 291, JACKSON, MS 39205
VICE PRESIDENT0$0
H OWEN CARTY
PO BOX 291, JACKSON, MS 39205
PRESIDENT0$0
990-PF for the year ended September 30, 2023: 3 people
NameTitleHours / weekCompensation
ART STEVENS
PO BOX 291, JACKSON, MS 39205
SECRETARY-TREASURER0$0
ROBERT MASSENGILL
PO BOX 291, JACKSON, MS 39205
VICE PRESIDENT0$0
H OWEN CARTY
PO BOX 291, JACKSON, MS 39205
PRESIDENT0$0

Address and contacts

Address (IRS master file)
PO BOX 291, JACKSON, MS 39205-0291
In care of
% TRUST DEPT ROOM 1030
Signed the 990-PF
ART STEVENS, SECRETARY-TREASURER
Phone
(800) 844-2000
Return prepared by
BMSS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
23-7033288
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1969
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$361,866
Income (IRS master file)
$253,143

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$17,632$21,504$361,866XML
990-PFSeptember 2024$9,422$22,220$365,738XML
990-PFSeptember 2023$5,665$22,457$378,536XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7033288).

Questions about CHARLES BENNETT & JOSEPHINE PERKINS MEMORIAL TRUST

What is the EIN of CHARLES BENNETT & JOSEPHINE PERKINS MEMORIAL TRUST?
The employer identification number (EIN) of CHARLES BENNETT & JOSEPHINE PERKINS MEMORIAL TRUST is 23-7033288.
Is CHARLES BENNETT & JOSEPHINE PERKINS MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to CHARLES BENNETT & JOSEPHINE PERKINS MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES BENNETT & JOSEPHINE PERKINS MEMORIAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES BENNETT & JOSEPHINE PERKINS MEMORIAL TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES BENNETT & JOSEPHINE PERKINS MEMORIAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of CHARLES BENNETT & JOSEPHINE PERKINS MEMORIAL TRUST?
The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does CHARLES BENNETT & JOSEPHINE PERKINS MEMORIAL TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $17,632, expenses of $21,504 and total assets of $361,866 at year end.

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