Nonprofit · EIN 81-6335617
JERRY W SCOTT TR
Tax-exempt · MERIDIAN, MS 39302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $214,484 | $71,782 | $142,702 | $2,133,089 | $0 | $2,133,089 |
| December 31, 2024 | 990 | $101,394 | $70,667 | $30,727 | $1,990,387 | $0 | $1,990,387 |
| December 31, 2023 | 990 | $43,604 | $44,262 | -$658 | $1,959,660 | $0 | $1,959,660 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $214,484
- Net gain from sales of assets
- $147,872
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $49,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,000
- Program services (functional)
- $49,000
- Management and general (functional)
- $22,782
Balance sheet and other
- Total assets, start of year
- $1,990,387
- Total assets, end of year
- $2,133,089
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,133,089
- Publicly traded securities
- $1,951,284
- Gross receipts
- $611,891
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2016
- 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 | Other / benefits |
|---|---|---|---|---|
| CITIZENS NATIONAL BANK | TRUSTEE Institutional trustee | 1 | $0 | $21,782 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CITIZENS NATIONAL BANK | TRUSTEE Institutional trustee | 1 | $0 | $20,667 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CITIZENS NATIONAL BANK | TRUSTEE Institutional trustee | 1 | $0 | $18,762 |
Address and contacts
- Address (IRS master file)
- PO BOX 911, MERIDIAN, MS 39302-0911
- In care of
- % THE CITIZENS NTL BK OF MERIDIAN T
- Principal officer (990 for 2025)
- JOHN DAVID BARR, 512 22ND AVE, MERIDIAN, MS 39301
- Signed the 990
- JOHN DAVID BARR, TRUST ADMINISTRATOR
- Phone
- (601) 484-5311
- Return prepared by
- SWAIN COLLINS & NAPP PA
Mission
TO PROVIDE ANNUAL SCHOLARSHIP FUNDS TO THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY. THE TRUST OPERATES SOLEY TO DISTRIBUTE ALL NET INCOME FOR SCHOLARSHIPS.
Program accomplishments
- THE TRUST DISTRIBUTED ITS NET INCOME TO THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY TO FUND SCHOLARSHIPS FOR 2025.Expenses $49,000 · grants $49,000
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
- 81-6335617
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $2,133,089
- Income (IRS master file)
- $611,891
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $214,484 | $71,782 | $2,133,089 | XML |
| 990 | December 2024 | $101,394 | $70,667 | $1,990,387 | XML |
| 990 | December 2023 | $43,604 | $44,262 | $1,959,660 | XML |
| 990 | December 2022 | $553,115 | $40,730 | $1,960,318 | 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 81-6335617).
Questions about JERRY W SCOTT TR
- What is the EIN of JERRY W SCOTT TR?
- The employer identification number (EIN) of JERRY W SCOTT TR is 81-6335617.
- Is JERRY W SCOTT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to JERRY W SCOTT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does JERRY W SCOTT TR 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 JERRY W SCOTT TR 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 JERRY W SCOTT TR 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 JERRY W SCOTT TR?
- The 990 for the year ended December 31, 2025 names JOHN DAVID BARR.
- Who are the officers and directors of JERRY W SCOTT TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JERRY W SCOTT TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $214,484, expenses of $71,782 and total assets of $2,133,089 at year end.
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