Nonprofit · EIN 64-6185571
JOHN E MORRIS TESTAMENTARY TRUST
Tax-exempt · JACKSON, MS 39225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $83,749 | $86,461 | -$2,712 | $1,359,847 | $0 | $1,359,847 |
| December 31, 2024 | 990 | $52,707 | $80,415 | -$27,708 | $1,362,559 | $0 | $1,362,559 |
| December 31, 2023 | 990 | $42,376 | $80,265 | -$37,889 | $1,390,267 | $0 | $1,390,267 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $83,749
- Net gain from sales of assets
- $38,525
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $62,716
- Compensation of officers, directors and key employees
- $18,940
- Salaries, compensation and benefits (total)
- $18,940
- Professional fundraising fees
- $0
- Accounting fees
- $4,303
- Program services (functional)
- $62,716
- Management and general (functional)
- $23,745
Balance sheet and other
- Total assets, start of year
- $1,362,559
- Total assets, end of year
- $1,359,847
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,359,847
- Publicly traded securities
- $1,324,195
- Gross receipts
- $809,410
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2012
- State of legal domicile
- MS
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK | TRUSTEE Institutional trustee | 1 | $18,940 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK | TRUSTEE Institutional trustee | 1 | $18,393 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK | TRUSTEE Institutional trustee | 1 | $17,379 |
Address and contacts
- Address (IRS master file)
- PO BOX 23106, JACKSON, MS 39225-3106
- Principal officer (990 for 2025)
- TRUSTMARK NATIONAL BANK, PO BOX 23106, JACKSON, MS 39225
- Signed the 990
- TRUSTMARK NATIONAL BANK, TRUSTEE
- Phone
- (601) 208-5956
- Return prepared by
- BMSS LLC
Mission
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.
Program accomplishments
- 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.Expenses $62,716 · grants $62,716
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 64-6185571
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,359,847
- Income (IRS master file)
- $809,410
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $83,749 | $86,461 | $1,359,847 | IRS |
| 990 | December 2024 | $52,707 | $80,415 | $1,362,559 | XML |
| 990 | December 2023 | $42,376 | $80,265 | $1,390,267 | XML |
| 990 | December 2022 | $75,892 | $91,160 | $1,428,156 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 64-6185571).
Questions about JOHN E MORRIS TESTAMENTARY TRUST
- What is the EIN of JOHN E MORRIS TESTAMENTARY TRUST?
- The employer identification number (EIN) of JOHN E MORRIS TESTAMENTARY TRUST is 64-6185571.
- Is JOHN E MORRIS TESTAMENTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to JOHN E MORRIS TESTAMENTARY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does JOHN E MORRIS TESTAMENTARY TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JOHN E MORRIS TESTAMENTARY TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN E MORRIS TESTAMENTARY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of JOHN E MORRIS TESTAMENTARY TRUST?
- The 990 for the year ended December 31, 2025 names TRUSTMARK NATIONAL BANK.
- Who are the officers and directors of JOHN E MORRIS TESTAMENTARY TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,940 (TRUSTMARK NATIONAL BANK, TRUSTEE).
- How much revenue does JOHN E MORRIS TESTAMENTARY TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $83,749, expenses of $86,461 and total assets of $1,359,847 at year end.
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