John E Morris Testamentary Trust

Public charity · Grantmaker Jackson, MS EIN: 64-6185571

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.

Key facts about John E Morris Testamentary Trust

In short: John E Morris Testamentary Trust gave $63K across 1 grant in 2025 (avg $63K), mostly in Mississippi. Source: 2025 IRS Form 990.

EIN
64-6185571
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$62,716
Grants made (2025)
1
Average grant
$62,716
Median grant
$62,716
Total assets
$1,359,847
Primary geography
Mississippi (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$1.4M

-0.2% YoY

Annual Giving

$63K

+8.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$63K

+8.4% YoY

How John E Morris Testamentary Trust gives

  • Giving held roughly steady from 2022 to 2025 (−4%). Method

From the foundation's IRS Form 990 filings. Methodology.

About John E Morris Testamentary Trust

Based on IRS filings

John E Morris Testamentary Trust is a public charity, based in Jackson, MS. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grant totaling $63K. Net investment income was $84K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Hattiesburg

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $58K (2024) to $66K (2020). In 2025 it made 1 grant totaling $63K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

The Greater Pinebelt Community Foundation: $63KThe Greater Pinebelt CommunityFoundation$63K

The largest 2025 recipient was The Greater Pinebelt Community Foundation ($63K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Greater Pinebelt Community Foundation Hattiesburg, MSProvide financial support to programs, services and activities that enrich and increase the comfort, enjoyment and quality of life of those residents of Hattiesburg, Forrest county, Mississippi, as well as its nearby suburbs, environs, and circumjacencies, who are advanced in age and have been diagnosed as mentally retarded.$62,716

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,359,847$1,362,559$1,390,267
Revenue$83,749$52,707$42,376
Expenses$86,461$80,415$80,265
Net Investment Income$83,749$52,707$42,376

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS August 12, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS July 5, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS June 1, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS May 10, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS June 11, 2025)
  6. Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

John E Morris Testamentary Trust's only listed officer is Trustmark National Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Trustmark National Bank

    Trustee

    On filings since 2020

    1 hr/week

    $18K (2020) → $19K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Trustmark National Bank — Trustee: $19KTrustmark National BankTrustee$19K

The highest reported compensation on the 2025 filing was $19K, to Trustmark National Bank (Trustee).

Frequently asked questions about John E Morris Testamentary Trust

How much does John E Morris Testamentary Trust give each year?

John E Morris Testamentary Trust gave $63K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $58K across 1 grant.

How large is John E Morris Testamentary Trust?

John E Morris Testamentary Trust reported $1.4M in total assets on its 2025 IRS Form 990. Its revenue that year was $84K.

Where does John E Morris Testamentary Trust operate?

John E Morris Testamentary Trust has awarded grants in Mississippi.

What is John E Morris Testamentary Trust's EIN?

John E Morris Testamentary Trust's EIN (Employer Identification Number) is 64-6185571. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990 filings.

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