2024-11-12T12:04:38-06:00 2023-12-31 461498870 BMSS LLC 1020 HIGHLAND COLONY PKWY SUITE 600 RIDGELAND MS 39157 990PF 2023-01-01 200471034 BLUE CROSS & BLUE SHIELD OF MISSISSIPPI FOUNDATION BLUE 6016644504 3545 LAKELAND DRIVE FLOWOOD MS 39232 THOMAS C FENTER MD PRESIDENT AND CHAIRMAN OF THE BOARD 6016645061 2024-11-08 1 0 CHARLES R BYRAM CPA P01298319 6019482924 2024-11-08 2023 2024-10-15 13:58:12Z X 160257057 X 25000000 957376 957376 2506425 2506425 5852078 75085777 5852078 93373 0 0 34409252 9315879 0 27500 0 0 27500 195277 0 0 189027 41303 0 0 40368 27000 0 0 20750 47208 0 0 47208 188529 0 0 15079 6250 0 0 5826 288984 278388 0 10788 822051 278388 0 356546 5473476 5130415 6295527 278388 0 5486961 28113725 9037491 0 2492357 6558250 6558250 6688 6688 6688 25000000 30000000 25000000 25000000 6604206 8402409 8402409 9167590 9741738 9741738 77947239 110362646 110362646 138547 185326 185326 126349939 160257057 160257057 39497 55096 450000 14869 146185 54366 651281 X 126295573 159605776 126295573 159605776 126349939 160257057 126295573 28113725 5196478 159605776 0 159605776 CORPORATE BONDS P 2023-12-31 687500 749807 -62307 -62307 MUNICIPAL BONDS P 2023-12-31 315000 336565 -21565 -21565 MUTUAL FUNDS/EFT'S HARDY REED P 2023-12-31 74083277 68147327 5935950 5935950 5852078 125621 0 125621 0 125621 52534 0 135000 0 187534 X 0 61913 61913 0 0 0 0 0 0 0 0 0 0 0 1 1 MS 1 0 0 0 0 1 WWW.HEALTHIERMISSISSIPPI.ORG JUSTIN L REULET 6016644503 3545 LAKELAND DRIVE FLOWOOD MS 39232 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS C FENTER MD 3545 LAKELAND DRIVE FLOWOOD MS 39232 PRESIDENT AND CHAIRMAN, DIRECTOR 1.00 0 0 0 HARRY M WALKER 3545 LAKELAND DRIVE FLOWOOD MS 39232 VICE CHAIRMAN, DIRECTOR 1.00 10000 0 0 SCOTT T WILLIAMSON 3545 LAKELAND DRIVE FLOWOOD MS 39232 SECRETARY, DIRECTOR 1.00 0 0 0 CHRISTOPHER L TOASTER 3545 LAKELAND DRIVE FLOWOOD MS 39232 TREASURER 1.00 0 0 0 CASEY D BLAND RN 3545 LAKELAND DRIVE FLOWOOD MS 39232 DIRECTOR 1.00 0 0 0 LEE GREER MD 3545 LAKELAND DRIVE FLOWOOD MS 39232 DIRECTOR 1.00 0 0 0 CHRISTINA C THOMAS 3545 LAKELAND DRIVE FLOWOOD MS 39232 DIRECTOR 1.00 0 0 0 JOYCE YATES 3545 LAKELAND DRIVE FLOWOOD MS 39232 DIRECTOR 1.00 10000 0 0 JAMIE MURRELL 3545 LAKELAND DRIVE FLOWOOD MS 39232 DIRECTOR 1.00 7500 0 0 EUGENIA KING 3545 LAKELAND DRIVE FLOWOOD MS 39232 DIRECTOR 30.00 128674 14321 0 MELISA STEWART 3545 LAKELAND DRIVE FLOWOOD MS 39232 PROGRAM MANAGER 30.00 110096 12541 0 0 TRUSTMARK NATIONAL BANK - WEALTH MANAGEMENT 248 EAST CAPITOL STREET SUITE 1000 JACKSON MS 39201 INVESTMENT MANAGEMENT & CONSULTING 174191 HARDY REED LLC 101 SOUTH FRONT STREET TUPELO MS 38804 INVESTMENT MANAGEMENT & CONSULTING 104197 0 0 100953658 18108623 150055 119212336 0 0 119212336 1788185 117424151 5871208 5871208 125621 125621 5745587 93373 5838960 0 5838960 5486961 0 5486961 5838960 0 0 1036173 211049 1247222 5486961 0 0 0 5486961 0 351999 351999 895223 0 0 0 0 0 0 0 895223 684174 211049 THOMAS C FENTER MD PRESIDENT AND CH 3545 LAKELAND DRIVE JACKSON MS 39232 6016645061 THE BLUE CROSS & BLUE SHIELD OF MISSISSIPPI FOUNDATION ACCEPTS REQUESTS FROM POTENTIAL GRANTEES THROUGH ITS WEBSITE (WWW.HEALTHIERMISSISSIPPI.ORG) IN THE FORM OF A "LETTER OF INQUIRY," A BRIEF PRESENTATION OF A REQUEST FOR GRANT FUNDS. THE FOUNDATION ALSO DEVELOPS SIGNATURE GRANT FUNDING OPPORTUNITIES, INCLUDING THE HEALTHY HEROES PROGRAM FOR MUNICIPALITIES AND THE SCHOOL GARDEN PROGRAM FOR K-12 SCHOOLS. THE FOUNDATION'S HEALTHY HOMETOWN AWARDS PROGRAM ENCOURAGES AND REWARDS EXEMPLARY COMMUNITY HEALTH AND WELLNESS. SIMILAR TO THE HEALTHY HOMETOWN AWARDS PROGRAM IS THE HEALTHY SCHOOL AWARDS PROGRAM WHICH BUILDS ON THE GOALS OF SCHOOL HEALTH COUNCILS STATEWIDE. EACH GRANT APPLICATION RECEIVED BY THE FOUNDATION (INCLUDING AWARDS PROGRAM APPLICATIONS), IS PRESENTED TO THE BLUE CROSS & BLUE SHIELD OF MISSISSIPPI FOUNDATION BOARD OF DIRECTORS FOR FUNDING CONSIDERATION. N/A TO BE ELIGILBE FOR FOUNDATION GRANT FUNDING CONSIDERATION, AN ORGANIZATION MUST BE A 501(C)3 CHARITABLE ORGANIZATION (BUT NOT A PRIVATE FOUNDATION) THAT BENEFITS MS, A MS MUNICIPALITY OR A MS SCHOOL. OTHER ELIGIBILITY REQUIREMENTS ARE:1)BE LOCATED IN MS OR IF NOT LOCATED IN MS, AGREE TO USE GRANT FUNDS ONLY FOR THE BENEFIT OF MS;2)BENEFIT THE COMMUNITIES IN MS;3)SERVE THE COMMUNITY WITH NO DISCRIMINATION BY AGE, RACE, GENDER, RELIGION, SEXUAL ORIENTATION, OR DISABILITY;4)NOT DUPLICATE OR SIGNIFICANTLY OVERLAP THE WORK OF PUBLIC AGENCIES;5)BE A 501(C)(3) CHARITABLE ORGANIZATION (BUT NOT A PRIVATE FOUNDATION) AND PROVIDE PROOF OF SUCH CURRENT DESIGNATION IN THE FORM OF AN IRS DETERMINATION LETTER; AND 6)CANNOT HAVE A CONTRACTUAL RELATIONSHIP WITH BLUE CROSS & BLUE SHIELD OF MS, ITS SUBSIDIARIES OR AFFILIATES. BLUE CROSS & BLUE SHIELD OF MS FOUNDATION DOES NOT PROVIDE FUNDING FOR: 1)INDIVIDUALS; 2)DENOMINATIONAL OR RELIGIOUS ORGANIZATIONS;3)POLITICAL CAUCUSES, CANDIDATES, OR CAMPAIGNS; BELMONT SCHOOLS 9 SCHOOL DRIVE BELMONT MS 38827 PC HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM 67799 CITY OF BALDWYN 200 W MAIN STREET BALDWYN MS 38824 GOV HEALTH & WELLNESS - HEALTHY HOMETOWN AWARD 100000 CITY OF EUPORA 390 CLARK AVENUE EUPORA MS 39744 GOV HEALTH & WELLNESS - HEALTHY HEROES PROGRAM 110493 CITY OF IUKA 118 S PEARL STREET IUKA MS 38852 GOV HEALTH & WELLNESS - FARMER'S MARKET 248899 CITY OF NETTLETON 124 SHORT AVENUE NETTLETON MS 38858 GOV HEALTH & WELLNESS - FARMER'S MARKET 199850 CITY OF OCEAN SPRINGS PO BOX 1800 OCEAN SPRINGS MS 39566 GOV HEALTH & WELLNESS - HEALTHY HEROES PROGRAM 118995 CREATE FOUNDATION INC PO BOX 1053 TUPELO MS 38802 PC HEALTH & WELLNESS - BUILDING HEALTHY SCHOOLS - BUILDING HEALTHY SCHOOLS - PLAYGROUND - MRYTLE ATTENDANCE CENTER 438872 DELISLE ELEMENTARY SCHOOL 6303 W WITTMAN ROAD PASS CHRISTIAN MS 39571 PC HEALTH & WELLNESS - EDIBLE SCHOOL GARDEN PROGRAM - PERIOD 2 103664 DORSEY ATTENDANCE CENTER 1 DORSEY SCHOOL ROAD FULTON MS 38843 PC HEALTH & WELLNESS - EDIBLE SCHOOL GARDEN PROGRAM 15501 EAST CENTRAL COMMUNITY COLLEGE PO BOX 129 DECATUR MS 39327 PC HEALTH & WELLNESS - UNIVERSITY AND COLLEGE TOBACCO-FREE POLICY TIER 1 10000 EAST CENTRAL COMMUNITY COLLEGE PO BOX 129 DECATUR MS 39327 PC HEALTH & WELLNESS - UNIVERSITY AND COLLEGE TOBACCO-FREE POLICY TIER 2 10000 EAST MISSISSIPPI CENTER FOR EDUCATIONAL DEVELOPMENT INC 1000 HWY 19 N MERIDIAN MS 39307 PC HEALTH & WELLNESS -BUILDING HEALTHY SCHOOLS - PLAYGROUND - SEBASTOPOL ELEMENTARY SCHOOL 438872 ITAWAMBA AGRICULTURAL HIGH SCHOOL 11900 HWY 25 SOUTH FULTON MS 38843 PC HEALTH & WELLNESS - HEALTHY SCHOOL AWARD 50000 MOOREVILLE ELEMENTARY SCHOOL PO BOX 30 MOOREVILLE MS 33857 PC HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM 13564 NORTHWEST MISSISSIPPI COMMUNITY COLLEGE 4975 HWY 51 NORTH SENATOBIA MS 38668 PC HEALTH & WELLNESS - UNIVERSITY AND COLLEGE TOBACCO-FREE POLICY TIER 3 30000 PINEBELT FOUNDATION 1501 ADELINE STREET HATTIESBURG MS 39402 PC HEALTH & WELLNESS -BUILDING HEALTHY SCHOOLS - PLAYGROUND - BUCKATUNNA 438872 PROJECT FIT AMERICA PO BOX 308 BOYES HOT SPRINGS CA 95416 PC HEALTH & WELLNESS - PHYSICAL EDUCATION EQUIPMENT FOR P.E. REGIONAL CONFERENCES 180832 SOUTH SUNFLOWER COUNTY HOSPITAL FOUNDATION 121 E BAKER STREET INDIANOLA MS 38751 PC HEALTH & WELLNESS - ACCESS TO CARE 900000 THE MISSISSIPPI SCHOOL FOR MATHEMATICS AND SCIENCE 1100 COLLEGE ST MUW-1627 COLUMBUS MS 39701 PC HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM 99979 THE UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION 118 COLLEGE DRIVE BOX 5210 HATTIESBURG MS 39406 PC HEALTH & WELLNESS - INCLUSIVE OUTDOOR CLASSROOM AND PLAYGROUND FOR THE CHILDREN'S CENTER - HATTIESBURG 1172771 TOWN OF WESSON PO BOX 297 WESSON MS 39191 GOV HEALTH & WELLNESS - HEALTHY HOMETOWN AWARD 100000 TRI COUNTY ACADEMY 400 COX FERRY RD FLORA MS 39071 PC HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM 99607 TRIDENT FOUNDATION PO BOX 308 BOYES HOT SPRINGS MS 39540 PC HEALTH & WELLNESS -BUILDING HEALTHY SCHOOLS - PLAYGROUND - CREEKBEND ELEMENTARY SCHOOL 524906 5473476 0 14 957376 14 2506425 18 5852078 GRANT RECOVERIES 93373 0 9315879 93373 9409252 11 RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS. ALSO SEE PART XI, LINE 4. 0 0 0 0 0 0 0 0 0 0 X X 1 BLUE CROSS & BLUE SHIELD OF MISSISSIPPI 3545 LAKELAND DRIVE FLOWOOD MS 39232 25000000 X ACCOUNTING FEES 27000 0 0 20750 RESTRICTIONS AND LIMITATIONS ON AWARDS FORM 990-PF PART XV, LINE 2D 4)SPECIAL OCCASION OR COMMEMORATIVE ADVERTISING, I.E., JOURNALS OR DINNER PROGRAMS, UNLESS PART OF AN OVERALL SPONSORSHIP EFFORT; 5)HOSPITALS OR HOSPITAL BUILDING FUNDS UNLESS TO A CHARITABLE BRANCH (501(C)(3)) OF A HOSPITAL; 6)COLLEGE ALUMNI ASSOCIATIONS; OR 7)HIGH SCHOOL OR COLLEGE SPORTS TEAMS OR EVENTS. FORM 990-PF PART VII-B, LINES 1A(3) AND 1A(4) THE FOUNDATION RECEIVED THE FOLLOWING ITEMS AT NO COST FROM BLUE CROSS & BLUE SHIELD OF MISSISSIPPI: 1) OFFICE AND OTHER INCIDENTAL SUPPLIES 2) NON-PROFESSIONAL SERVICES AND 3) THE USE OF BLUE CROSS & BLUE SHIELD OF MISSISSIPPI FACILITIES FOR OFFICE SPACE. AS ALLOWED UNDER REGULATIONS 53.4941(D)-3, THE FOUNDATION REIMBURSED BLUE CROSS & BLUE SHIELD OF MISSISSIPPI FOR COMPENSATION AND EXPENSES DIRECTLY RELATED TO THE PERFORMANCE OF PERSONAL SERVICES WHICH WERE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION.COMPENSATION PAID TO EMPLOYEES REFLECTED ON FORM 990-PF, PART VIII, LINES 1 AND 2 INCLUDES COMPENSATION PAID BY BLUE CROSS BLUE SHIELD OF MISSISSIPPI. CORPORATE BONDS 9741738 9741738 7282746 7282746 1119663 1119663 EXCHANGE-TRADED FUNDS FMV 110362646 110362646 PREPAID FEDERAL EXCISE TAX 24744 0 0 ACCRUED INTEREST 113803 185326 185326 CUSTODY FEES 56457 56457 0 0 INVESTMENT MANAGER FEES 221931 221931 0 0 DUES & ASSESSMENTS 30 0 0 30 SOFTWARE RENTALS & LEASES 5128 0 0 5128 PRINTING & SUPPLIES 1433 0 0 1433 BANKING FEES 545 0 0 545 MISCELLANEOUS EXPENSES 1638 0 0 1638 TELEPHONE EXPENSE 1158 0 0 1350 MEALS AND ENTERTAINMENT 664 0 0 664 GRANT RECOVERIES 93373 0 UNREALIZED GAINS & LOSSES 5196478 DUE TO BLUE CROSS & BLUE SHIELD OF MS 14869 23044 ACCRUED FEDERAL INCOME TAX 0 75876 DEFERRED TAX LIABILITY 0 47265 CONSULTING & PROFESSIONAL 47208 0 0 47208 PAYROLL TAX 15644 0 0 15079 EXCISE TAX - CURRENT 125620 0 0 0 EXCISE TAX - DEFERRED 47265 0 0 0