Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE BEN MAY CHARITABLE TRUST
HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)25 W I-65 SERVICE RD N
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOBILE, AL36608
A Employer identification number

23-7145009
B Telephone number (see instructions)

(228) 822-4366
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$33,643,201J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,353 2,353  
4 Dividends and interest from securities... 351,644 351,644  
5a Gross rents............ 37,244 37,244  
b Net rental income or (loss) 37,244
6a Net gain or (loss) from sale of assets not on line 10 777,035
b Gross sales price for all assets on line 6a 8,330,977
7 Capital gain net income (from Part IV, line 2)... 777,035
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -3,269 0  
12 Total. Add lines 1 through 11........ 1,165,007 1,168,276  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 133,626 34,176   99,450
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 758 443   315
b Accounting fees (attach schedule)....... Click to see attachment 39,093 16,953   22,140
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 94,272 25,672   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 934 0   934
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 132,517 117,520   14,997
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 401,200 194,764   137,836
25 Contributions, gifts, grants paid....... 1,380,733 1,380,733
26 Total expenses and disbursements. Add lines 24 and 25 1,781,933 194,764   1,518,569
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -616,926
b Net investment income (if negative, enter -0-) 973,512
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 484,920 495,887 495,887
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,303,294 Click to see attachment2,617,815 2,617,815
b Investments—corporate stock (attach schedule)....... 12,696,584 Click to see attachment13,711,740 13,711,740
c Investments—corporate bonds (attach schedule)....... 1,601,624 Click to see attachment1,908,536 1,908,536
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,465,583 Click to see attachment14,909,223 14,909,223
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,552,005 33,643,201 33,643,201
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 32,552,005 33,643,201
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 32,552,005 33,643,201
30 Total liabilities and net assets/fund balances (see instructions). 32,552,005 33,643,201
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
32,552,005
2
Enter amount from Part I, line 27a .....................
2
-616,926
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,708,140
4
Add lines 1, 2, and 3 ..........................
4
33,643,219
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
18
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
33,643,201
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a REAL ESTATE P   2020-04-03
b TIMBER P   2020-12-31
c PUBLICLY TRADED SECURITIES P   2020-12-31
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 36,903   6,222 30,681
b 365,420   18,271 347,149
c 7,903,263   7,529,449 373,814
d 25,391     25,391
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       30,681
b       347,149
c       373,814
d       25,391
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 777,035
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 13,532
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 13,532
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,532
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 14,077
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,077
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,545
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8,545 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHANCOCK WHITNEY BANK SUCCESSOR TRU Telephone no.bullet (228) 822-4366

    Located atbullet25 W I-65 SERVICE RD NMOBILEAL ZIP+4bullet36608
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LYNETTE P KOPPEL DIST. COMMITTEE MEMBER
    2.30     		0 0 0
    245 E 93RD ST
    NEW YORK,NY10128
    JOHN D PEEBLES DIST. COMMITTEE MEMBER
    2.00     		25,000 0 0
    118 N ROYAL ST
    MOBILE,AL36602
    STEVEN KOPPEL DIST. COMMITTEE MEMBER
    2.00     		0 0 0
    245 E 93RD ST
    NEW YORK,NY10128
    VIVIAN G JOHNSTON III DIST. COMMITTEE CHAIRMAN
    1.00     		25,000 0 0
    813 DOWNTOWNER BLVD
    MOBILE,AL36609
    ALLISON H PEEBLES DIST. COMMITTEE MEMBER
    1.70     		8,333 0 0
    118 N ROYAL ST
    MOBILE,AL36602
    VIVIAN G JOHNSTON V DIST. COMMITTEE MEMBER
    2.70     		8,333 0 0
    PO BOX 41105
    MOBILE,AL36640
    KEN NIEMEYER SECRETARY
    2.40     		10,000 0 0
    7 FELS AVE
    FAIRHOPE,AL36532
    HANCOCK WHITNEY BANK TRUSTEE
    5.00     		56,960 0 0
    25 W I-65 SERVICE RD N
    MOBILE,AL36608
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    16,841,785
    b
    Average of monthly cash balances.......................
    1b
    423,339
    c
    Fair market value of all other assets (see instructions)................
    1c
    14,457,858
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,722,982
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    31,722,982
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    475,845
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    31,247,137
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,562,357
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,562,357
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    13,532
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,532
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,548,825
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,548,825
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,548,825
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,518,569
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,518,569
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,518,569
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,548,825
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,472,466
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,518,569
    a Applied to 2019, but not more than line 2a 1,472,466
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 46,103
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,502,722
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE BEN MAY CHARITABLE TRUST
    HANCOCK WHITNEY BANK 25 W I-65
    SERVICE RD N
    MOBILE,AL36608
    (228) 822-4366
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER APPLICATION ALONG WITH COPY OF THE IRS TAX EXEMPTION LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALTAPOINTE HEALTH SYSTEMS
    5750 SOUTHLAND DR A
    MOBILE,AL36693     		  PUBLIC CONNECTIONS PROGRAM 10,000
    ALABAMA HUMANITIES FOUNDATION
    1000 IRELAND RD STE 202
    BIRMINGHAM,AL35205     		  PUBLIC ALABAMA HISTORY DAY COMPETITION 5,000
    ALABAMA POLICY INSTITUTE
    2213 MORRIS AVE
    BIRMINGHAM,AL35203     		  PUBLIC DEVELOP POLICY SOLUTIONS TO ISSUES FROM 2020 PANDEMIC IN ALABAMA 10,000
    ALABAMA SHAKESPEARE FESTIVAL INC
    1 FESTIVAL DR
    MONTGOMERY,AL36117     		  PUBLIC SPONSOR 2021 PRODUCTION OF TWELFTH NIGHT 25,000
    AMERICAN CHESTNUT FDN (AL CHAPTER)
    50 N MERRIMON AVE
    ASHVILLE,NC28804     		  PUBLIC CHESTNUT GENOME PROJECT 10,000
    AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE
    633 THIRD AVE
    NEW YORK,NY10017     		  PUBLIC BEN MAY CENTER FOR CHEMICAL THEORY AND COMPUTATION 250,000
    AMERICAN FRIENDS OF THE PERES INSTITUTE FOR PEACE
    200 S BISCAYNE BLVD STE 1680
    MIAMI,FL33131     		  PUBLIC GENERAL PURPOSES 50,000
    AVODAH THE JEWISH SERVICE CORPS
    125 MAIDEN LN 8B
    NEW YORK,NY10038     		  PUBLIC GENERAL PURPOSES 10,000
    BOYS & GIRLS CLUB
    PO BOX 6724
    MOBILE,AL36660     		  PUBLIC EBP PROGRAM 5,000
    CHILDREN OF THE WORLD
    22787 US 98
    FAIRHOPE,AL36532     		  PUBLIC DOMESTIC ADOPTION PROGRAM 25,000
    CONGREGATION B'NAI JESHURUN
    270 W 89TH ST
    NEW YORK,NY10024     		  PUBLIC GENERAL PURPOSES 18,000
    DAUPHIN ISLAND SEA LAB
    101 BIENVILLE BLVD
    DAUPHIN ISLAND,AL36528     		  PUBLIC GENERAL PURPOSES 2,500
    DOE FUND
    232 E 84TH ST
    NEW YORK,NY10028     		  PUBLIC GENERAL PURPOSES 15,000
    DOROT FOUNDATION
    171 W 85TH ST
    NEW YORK,NY10024     		  PUBLIC GENERAL PURPOSES 10,000
    DUMAS WESLEY COMMUNITY CENTER
    126 MOBILE ST
    MOBILE,AL36607     		  PUBLIC SYBIL SMITH FAMILY VILLAGE 25,000
    EMMANUEL CONNECTION
    11055 HWY 39 N
    DALEVILLE,MS39326     		  PUBLIC GENERAL PURPOSES 2,000
    FAIRHOPE FILM FESTIVAL
    122 FAIRHOPE AVE STE 1
    FAIRHOPE,AL36532     		  PUBLIC GENERAL PURPOSES 1,000
    GILDA'S CLUB NEW YORK
    195 W HOUSTON ST
    NEW YORK,NY10014     		  PUBLIC GENERAL PURPOSES 5,000
    GOVERNMENT STREET PRESBYTERIAN CHURCH
    300 GOVERNMENT ST
    MOBILE,AL36602     		  PUBLIC GENERAL PURPOSES 5,000
    GOVERNMENT STREET PRESBYTERIAN CHURCH
    300 GOVERNMENT ST
    MOBILE,AL36602     		  PUBLIC GUESNARD HOUSE 2,500
    INSTITUTE OF SOUTHERN JEWISH LIFE INC
    4915 I-55 100
    JACKSON,MS39206     		  PUBLIC GENERAL PURPOSES 18,000
    ISRAEL POLICY FORUM
    355 LEXINGTON AVE 4TH FLOOR
    NEW YORK,NY10017     		  PUBLIC GENERAL PURPOSES 10,000
    JEWISH THEOLOGICAL SEMINARY
    3080 BROADWAY
    NEW YORK,NY10027     		  PUBLIC GENERAL PURPOSES 75,000
    JEWISH THEOLOGICAL SEMINARY
    3080 BROADWAY
    NEW YORK,NY10027     		  PUBLIC CENTER FOR PASTORAL EDUCATION 25,000
    LEARNING TREE
    5451 ABLE CT
    MOBILE,AL36693     		  PUBLIC GENERAL PURPOSES 10,000
    LITTLE SISTERS OF THE POOR
    1655 MCGILL AVE
    MOBILE,AL36604     		  PUBLIC GENERAL PURPOSES 5,000
    MAIN STREET MOBILE
    PO BOX 112
    MOBILE,AL36601     		  PUBLIC GENERAL PURPOSES 10,000
    MCGILL TOOLEN CATHOLIC SCHOOL
    1501 OLD SHELL RD
    MOBILE,AL36604     		  PUBLIC ST. AUGUSTINE SCHOLARSHIP FUND 50,000
    MOBILE AREA JEWISH FEDERATION
    705 REGENTS WAY
    MOBILE,AL36609     		  PUBLIC GENERAL PURPOSES 5,400
    MOBILE BAYKEEPER
    450 GOVERNMENT ST
    MOBILE,AL36602     		  PUBLIC GENERAL PURPOSES 5,000
    MOUNT VERNON LADIES ASSOC OF THE UNION
    3200 MOUNT VERNON MEMORIAL HWY
    MOUNT VERNON,VA22121     		  PUBLIC GENERAL PURPOSES 35,000
    MULHERIN CUSTODIAL HOME
    2496 HALLS MILL RD
    MOBILE,AL36606     		  PUBLIC BUILDING REPAIRS AND LIFE ESSENTIALS SUPPORT 10,000
    NATIONAL ASSOCIATION OF SCHOLARS
    420 MADISON AVE 7TH FLOOR
    NEW YORK,NY10017     		  PUBLIC RESEARCH ON AMERICAN HIGHER EDUCATION 5,000
    NATURE CONSERVANCY
    2100 FIRST AVE N STE 500
    BIRMINGHAM,AL35203     		  PUBLIC CONTINUE & EXPAND MARINE PROGRAM IN COASTAL ALABAMA 17,500
    ORDER OF ST JOHN
    1850 M ST NW 1070
    WASHINGTON,DC20036     		  PUBLIC GENERAL PURPOSES 50,000
    PEF ISRAEL ENDOWMENT FUND
    630 3RD AVE
    NEW YORK,NY10017     		  PUBLIC RAKIA LEADERSHIP PROGRAM 20,000
    PINE GROVE UNITED METHODIST CHURCH
    2075 POWELL CUT-OFF RD
    LEROY,AL36548     		  PUBLIC GENERAL PURPOSES 7,500
    PRESBYTERIAN HOME FOR CHILDREN
    PO BOX 577
    TALLADEGA,AL35161     		  PUBLIC ASCENSION LEADERSHIP ACADEMY 4,750
    PRICHARD PREPARATORY SCHOOL
    743 MT SINAI AVE
    MOBILE,AL36612     		  PUBLIC GENERAL OPERATIONS 10,000
    RAMAH DAROM
    6400 POWERS FERRY RD STE 215
    ATLANTA,GA30339     		  PUBLIC MAINTAIN "BEN MAY CABIN" AT CAMP 5,000
    SHUBUTA MEMORIAL CEMETERY TRUST
    PO BOX 375
    SHUBUTA,MS39360     		  NC LOCATE UNMARKED GRAVES, DRAINAGE REPAIRS 2,000
    SHUBUTA UNITED METHODIST CHURCH
    5228 HWY 145 N
    WAYNESBORO,MS39367     		  PUBLIC GENERAL PURPOSES 3,000
    SPRINGHILL AVENUE TEMPLE
    1769 SPRINGHILL AVE
    MOBILE,AL36607     		  PUBLIC ESTABLISH BEN MAY ENRICHMENT FUND 7,500
    ST IGNATIUS
    3704 SPRINGHILL AVE
    MOBILE,AL36608     		  PUBLIC GENERAL PURPOSES 8,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		  PUBLIC GENERAL PURPOSES 5,000
    ST LUKE'S EPISCOPAL SCHOOL
    1400 S UNIVERSITY BLVD
    MOBILE,AL36609     		  PUBLIC WIRELESS EXPANSION 20,000
    ST STEPHENS NUTRITIONAL CENTER
    21311 COUNTY RD 34
    ST STEPHENS,AL36569     		  GOV MEALS FOR THE ELDERLY 5,000
    ST STEPHENS VOLUNTEER FIRE DEPT
    PO BOX 81
    ST STEPHENS,AL36569     		  GOV UPGRADING EQUIPMENT 5,000
    ST STEPHENS HISTORICAL COMMISSION
    PO BOX 78
    ST STEPHENS,AL36569     		  PUBLIC SUPPORT FOR SECURITY UPDATES THROUGHOUT THE PARK 25,000
    THE UNIVERSITY OF CHICAGO
    130 E RANDOLPH ST STE 2500
    CHICAGO,IL60601     		  PUBLIC CANCER RESEARCH FUNDING 250,000
    UNITED JEWISH APPEAL
    130 E 59TH ST
    NEW YORK,NY10022     		  PUBLIC GENERAL PURPOSES 25,000
    USS ALABAMA BATTLESHIP FOUNDATION
    PO BOX 65
    MOBILE,AL36601     		  PUBLIC REMEMBRANCE OF 75TH ANNIVERSARY OF THE END OF WWII 750
    WILMER HALL
    3811 OLD SHELL RD
    MOBILE,AL36608     		  PUBLIC GENERAL PURPOSES 2,500
    WOUNDED WARRIOR PROJECT
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		  PUBLIC GENERAL PURPOSES 5,000
    YMCA OF SOUTH ALABAMA INC
    3 S ROYAL ST STE 300
    MOBILE,AL36602     		  PUBLIC BIG BROTHERS BIG SISTERS 20,000
    ALABAMA COASTAL FOUNDATION
    250 CONTI ST
    MOBILE,AL36602     		  PUBLIC EDUCATION PROGRAMS 5,000
    BOY SCOUTS OF AMERICA
    2587 GOVERNMENT BLVD
    MOBILE,AL36606     		  PUBLIC GENERAL PURPOSES 5,000
    TECHNOSERVE
    1777 N KENT ST STE 1100
    ARLINGTON,VA22209     		  PUBLIC GENERAL PURPOSES 5,000
    JEWISH AGENCY FOR ISRAEL
    633 3RD AVE 21ST FLOOR
    NEW YORK,NY10017     		  PUBLIC GENERAL PURPOSES 33,533
    SHABBAT PROJECT INC
    79 MADISON AVE
    NEW YORK,NY10016     		  PUBLIC GENERAL PURPOSES 1,800
    GOVERNMENT STREET UNITED METHODIST
    901 GOVERNMENT ST
    MOBILE,AL36604     		  PUBLIC RESTORATION 10,000
    LEROY HIGH SCHOOL
    26301 US-43
    LEROY,AL36548     		  PUBLIC BANK BOOSTERS 5,000
    MOST PURE HEART OF MARY CATHOLIC
    310 SENGSTAK ST
    MOBILE,AL36603     		  PUBLIC GENERAL OPERATIONS 5,000
    SOCIETY OF 1868 INC
    PO BOX 25
    MOBILE,AL36601     		  PUBLIC PRESERVATION OF BUSH-MOHR HOUSE 25,000
    L'ARCHE MOBILE INC
    151 S ANN ST
    MOBILE,AL36604     		  PUBLIC ACQUISITION OF HOMES 10,000
    FUSE PROJECT
    200 GOVERNMENT ST 4TH FL
    MOBILE,AL36602     		  PUBLIC HISTORIC AVENUE FOUNDATION - BUILT COMMUNITIES CAMPAIGN 25,000
    GOVERNMENT STREET PRESBYTERIAN CHURCH
    300 GOVERNMENT ST
    MOBILE,AL36602     		  PUBLIC MUSIC PROGRAM 2,500
    Total .................................bullet 3a 1,380,733
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 2,353  
    4 Dividends and interest from securities....     14 351,644  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 37,244  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 777,035  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aHARBERT REAL ESTATE PARTNERSHIP     		    14 -3,269  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,165,007 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,165,007
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE BEN MAY CHARITABLE TRUST
     
    HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
    EIN:
    23-7145009
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 39,093 16,953   22,140

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    THE BEN MAY CHARITABLE TRUST
     
    HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
    EIN:
    23-7145009
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    FRIENDS OF MAGNOLIA CEMETERY
          		PO BOX 6383
    MOBILE,AL36660     		2019-12-03 1,800 REPAIRS/REPAVING OF CEMETERY DRIVEWAY 1,800 NONE OCTOBER 30, 2020    
    IMPERIAL HEALTH CHARITY
          		178-180 EDGEWARE RD
    LONDON   W2 2DS
    UK     		2018-12-10 2,500 ACQUISITION OF MATERIAL RELATING TO ALEXANDER FLEMING AND THE DISCOVERY AND DEVELOPMENT OF PENICILLIN FOR THE ALEXANDER FLEMING LABORATORY MUSEUM AT ST. MARY'S HOSPITAL IN LONDON 2,500 NONE MAY 2019, JANUARY 2020    
    SHUBUTA MEMORIAL CEMETERY TRUST
          		PO BOX 375
    SHUBUTA,MS39360     		2019-12-13 3,000 SURVEY OF CEMETERY LOTS WITH GROUND PENETRATING RADAR TO DETECT UNMARKED GRAVES AND DRAINAGE WORK TO SOLVE LONGSTANDING DRAINAGE ISSUES IN THE INTERIOR OF THE CEMETERY.     NOVEMBER 11, 2020, OCTOBER 31, 2021    
    SHUBUTA MEMORIAL CEMETERY TRUST
          		PO BOX 375
    SHUBUTA,MS39360     		2020-12-23 2,000 SURVEY OF CEMETERY TO LOCATE AND MAP MARKED AND UNMARKED GRAVES AND ADDRESS REMEDIAL DRAINAGE ISSUES TO PROTECT EXISTING GRAVES AND ALLOW FOR MORE BURIAL PLOTS.     OCTOBER 31, 2021    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE BEN MAY CHARITABLE TRUST
     
    HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
    EIN:
    23-7145009
    Name of Bond End of Year Book Value End of Year Fair Market Value
    75000 ALTRIA GROUP INC 3.49% 02/14/2022 77,577 77,577
    65000 BANK OF AMERICA CORP 3.559% 04/23/2027 73,392 73,392
    75000 BANK OF NY MELLON CORP 2.95% 01/29/2023-2022 78,890 78,890
    50000 CHARLES SCHWAB CORP 3% 03/10/2025-2024 54,664 54,664
    75000 COMCAST CORP 4.15% 10/15/2028 90,283 90,283
    75000 INTEL CORP 2.45% 11/15/2029-2029 81,357 81,357
    4987 INVESCO SENIOR LOAN ETF 111,110 111,110
    2219 ISHARES IBOXX HIGH YIELD CORP BOND ETF 193,719 193,719
    2420 ISHARES JPM EMERGING MARKETS BOND ETF 280,502 280,502
    391 ISHARES CORE US AGGREGATE BOND ETF 46,212 46,212
    150 ISHARES IBOXX INV GR CORP BD ETF 20,720 20,720
    109 ISHARES ISHARES BARCLAYS 20+ YEAR TREASURY BOND FUND 17,193 17,193
    115 ISHARES SHORT MATURITY BOND ETF 5,770 5,770
    70000 JOHNSON & JOHNSON 2.45% 03/01/2026 76,151 76,151
    65000 JPMORGAN CHASE & CO 3.96% 01/29/2027 74,691 74,691
    65000 MCDONALDS CORP 3.7% 01/30/2026 74,041 74,041
    75000 PAYPAL HLDGS INC 2.3% 06/01/2030-2030 80,311 80,311
    60000 PNC BANK NA BANK NA 2.7% 11/01/2022-2022 62,505 62,505
    75000 REGENERON PHARMACEUTICAL 1.75% 09/15/2030-2030 73,855 73,855
    671 SPDR BLOOMBERG BARCLAYS INT TREASURY BOND ETF 20,955 20,955
    75000 US BANCORP 3.375% 02/05/2024 81,647 81,647
    849 VANECK VECTORS JP MORGAN EM LCL CURR BND ETF 28,246 28,246
    60000 VERIZON COMMUNICATIONS 3.5% 11/01/2024 66,271 66,271
    50000 WALMART INC STORES INC 2.65% 12/15/2024 54,223 54,223
    75000 WELLS FARGO & CO 3.55% 09/29/2025 84,251 84,251

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE BEN MAY CHARITABLE TRUST
     
    HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
    EIN:
    23-7145009
    Name of Stock End of Year Book Value End of Year Fair Market Value
    24078.931 BLACKROCK HIGH YIELD BOND PORT - INST 187,575 187,575
    34993.886 BLACKROCK SYST MULTI STR INST 353,438 353,438
    34374.704 CAUSEWAY EMERGING MARKETS FUND - INST 516,996 516,996
    4198.16 COHEN & STEERS GL INFR-I 88,287 88,287
    6206.816 COHEN & STEERS GLOBAL REALTY SHARES I 337,340 337,340
    18516.012 DFA COMMODITY STRATEGY PORTFOLIO 100,357 100,357
    10616.498 EATON VANCE FLOATING RATE CLASS I 92,576 92,576
    39992.253 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND - I 401,122 401,122
    22812.319 GOLDMAN SACHS EMERGING MKTS DEBT FUND - I 292,910 292,910
    31498.746 HANCOCK HORIZON QUANTITATIVE LONG/SHORT FD INST 561,938 561,938
    15001.572 MFS MID CAP GROWTH FUND - I 451,997 451,997
    10772.228 TORTOISE MLP & PIPELINE - INST 89,625 89,625
    3556.844 T ROWE PRICE INTERNATIONAL DISCOVERY - I 323,424 323,424
    862 ABB LTD SPONSORED ADR 24,102 24,102
    71 ABBVIE INC 7,608 7,608
    31 ACCELERON PHARMA INC 3,966 3,966
    76 ACCENTURE PLC 19,852 19,852
    58 ACCOLADE INC COM 2,523 2,523
    187 ADAPTHEALTH CORPORATION COM CL A 7,024 7,024
    63 ADAPTIVE BIOTECHNOLOGIES CORP 3,725 3,725
    44 ADC THERAPEUTICS SA 1,408 1,408
    46 ADDUS HOMECARE CORP 5,386 5,386
    24 AFLAC INC COM 1,067 1,067
    75 AGREE REALTY CORP 4,994 4,994
    441 AIA GROUP LTD-SP ADR 21,666 21,666
    518 AIR LIQUIDE- UNSPONSORED ADR 17,037 17,037
    163 AKAMAI TECHNOLOGIES INC 17,113 17,113
    36 ALASKA AIR GROUP 1,872 1,872
    123 ALCOA CORP 2,835 2,835
    643 ALERIAN MLP ETF 16,499 16,499
    4 ALLEGHANY CORP 2,415 2,415
    219 ALLEGRO MICROSYSTEMS INC 5,839 5,839
    34 ALLISON 1,466 1,466
    17 ALLSTATE CORP 1,869 1,869
    20 ALPHABET INC INC CL A 35,053 35,053
    2443 ALSTOM SA 13,901 13,901
    64 ALTICE USA INC - A 2,424 2,424
    22 ALTRA INDUSTRIAL MOTION CORP 1,219 1,219
    27 AMAZON.COM INC 87,937 87,937
    16 AMDOCS LIMITED 1,135 1,135
    15 AMERICAN ELEC PWR INC COM 1,249 1,249
    55 AMERICAN HOMES 4 RENT-A 1,650 1,650
    41 AMERICAN INTL GROUP 1,552 1,552
    24 AMERIPRISE FINANCIAL INC 4,664 4,664
    15 AMERISOURCEBERGEN CORP COM 1,466 1,466
    39 AMETEK INC 4,717 4,717
    22 AMGEN INC 5,058 5,058
    131 AON PLC 27,676 27,676
    985 APPLE INC 130,700 130,700
    339 APPLIED MATERIALS INC COM 29,256 29,256
    43 ARRAY TECHNOLOGIES INC 1,855 1,855
    22 ASGN INC 1,838 1,838
    43 ASPEN TECHNOLOGY INC. 5,601 5,601
    159 ATKORE INTERNATIONAL GROUP I 6,536 6,536
    41 ATLAS ATLAS AIR INC 2,236 2,236
    3 AUTOZONE INC COM 3,556 3,556
    83 AVANTOR INC COM 2,336 2,336
    9 AVERY DENNISON CORP 1,396 1,396
    4428 BANCO SANTANDER CENT HISPANO S A ADR 13,505 13,505
    810 BANK OF AMERICA CORP 24,551 24,551
    202 BED BATH & BEYOND INC 3,588 3,588
    737 BEIERSDORF AG 17,283 17,283
    60 BENTLEY SYSTEMS INCORPORATED COM CL B 2,431 2,431
    296 BERRY GLOBAL GROUP INC 16,632 16,632
    156 BEST BUY INC COM 15,567 15,567
    238 BHP GROUP LTD SPON ADR 15,551 15,551
    21 BIGCOMMERCE HOLDINGS INC 1,347 1,347
    20 BIO RAD LABS INC 11,659 11,659
    40 BIOGEN INC 9,794 9,794
    101 BJS WHOLESALE CLUB HOLDINGS 3,765 3,765
    62 BLOOMIN' BRANDS INC 1,204 1,204
    21 BLUEBIRD BIO INC 909 909
    29 BMW TECHNOLOGIES INC 1,748 1,748
    522 BNP PARIBAS-ADR 13,890 13,890
    32 BOSTON SCIENTIFIC CORP 1,150 1,150
    242 BRIGHTVIEW HOLDINGS INC 3,659 3,659
    50 BRINKER INTL INC COM 2,829 2,829
    42 BRISTOW GROUP INC COM 1,105 1,105
    58 CABOT CORP 2,603 2,603
    28 CACI INTERNATIONAL CL A 6,981 6,981
    160 CAESARS ENTERTAINMENT INC NEW COM 11,883 11,883
    116 CANADIAN NATL RY CO COM 12,743 12,743
    172 CARLISLE COMPANIES 26,863 26,863
    502 CARLSBERG AS B-SPON ADR 16,129 16,129
    31 CENTENE CORP 1,861 1,861
    159 CENTERPOINT ENERGY INC 3,441 3,441
    111 CENTRAL GARDEN & PET CO CL A 4,033 4,033
    249 CHAMPIONX CORPORATION COM 3,810 3,810
    101 CHANGE HEALTHCARE INC 1,884 1,884
    138 CHEVRON CORPORATION 11,654 11,654
    418 CLEVELAND-CLIFFS INC 6,086 6,086
    124 CLOROX COMPANY COMMON 25,038 25,038
    220 CNO FINANCIAL GROUP, INC 4,891 4,891
    40 COCA-COLA EUROPEAN PARTNERS 1,993 1,993
    84 COLLEGIUM PHARMACEUTICAL INC 1,683 1,683
    36 CONCENTRIX CORPORATION COM 3,553 3,553
    377 CONOCOPHILLIPS 15,076 15,076
    633 CONTINENTAL AG-SPONS ADR 9,470 9,470
    54 CORTEVA INC 2,091 2,091
    30 COSTCO WHOLESALE CORP 11,303 11,303
    182 COUSINS PROPERTIES INC 6,097 6,097
    8 CUMMINS INC 1,817 1,817
    10 CURTISS-WRIGHT CORP 1,164 1,164
    232 CYRUSONE INC 16,971 16,971
    414 DAIWA HOUSE INDUS-UNSP ADR 12,362 12,362
    10 DARDEN RESTAURANTS INC 1,191 1,191
    77 DARLING INGREDIENTS, INC 4,441 4,441
    160 DBS GROUP HLDGS LTD 12,168 12,168
    60 DECKERS OUTDOOR CORP 17,207 17,207
    92 DIGITAL RLTY TR INC 12,835 12,835
    26 DISCOVER FINL SVCS 2,354 2,354
    8 DOLLAR TREE INC 864 864
    142 DOMINION ENERGY INC 10,678 10,678
    33 DOVER CORP COM 4,166 4,166
    22 DTE ENERGY CO 2,671 2,671
    13 DUCK CREEK TECHNOLOGIES INC SHS 563 563
    60 DUKE REALTY CORP 2,398 2,398
    30 DUPONT DE NEMOURS INC COM 2,133 2,133
    88 DYCOM INDUSTRIES INC 6,646 6,646
    14 EAGLE MATERIALS 1,419 1,419
    49 EAST WEST BANCORP INC 2,485 2,485
    31 EATON CORP PLC 3,724 3,724
    382 EBAY INC 19,196 19,196
    47 EDISON INTL COM 2,953 2,953
    265 EDWARDS LIFESCIENCES CORP 24,176 24,176
    8 ELECTRONIC 1,149 1,149
    72 ENCOMPASS HEALTH CORP 5,954 5,954
    2302 ENEL - SOCIETA PER AZIONI 23,365 23,365
    96 ENERSYS 7,974 7,974
    1974 ENGIE SPON ADR 30,202 30,202
    54 ENTEGRIS INC 5,189 5,189
    23 ENTERGY CORP NEW COM 2,296 2,296
    552 EQUINOR ASA SPON ADR 9,064 9,064
    37 EQUITY RESIDENTIAL 2,193 2,193
    75 ESSENT GROUP LTD 3,240 3,240
    7 ESSEX PPTY TR 1,662 1,662
    277 EVENTBRITE, INC CL A 5,014 5,014
    10 EVEREST RE GROUP 2,341 2,341
    40 EVERTECD EVERTEC INC 1,573 1,573
    247 EXELIXIS INC 4,957 4,957
    266 EXELON 11,231 11,231
    17 EXPEDIA GROUP INC 2,251 2,251
    12 EXPEDITORS INTL WASH INC 1,141 1,141
    276 EXTENDED STAY AMERICA INC 4,088 4,088
    287 EXXON MOBIL CORP 11,830 11,830
    142 FACEBOOK INC 38,789 38,789
    1382 FERGUSON NEWCO PLC ADR 16,736 16,736
    52 FIBRPGEN INC 1,929 1,929
    181 FIFTH THIRD BANCORP 4,990 4,990
    131 FIRST FOUNDATION INC COM 2,620 2,620
    135 FIRST INDUSTRIAL REALTY TRUST INC 5,688 5,688
    124 FIRST MERCHANTS CORP 4,639 4,639
    293 FIRST MIDWEST BANCORP INC 4,665 4,665
    1332 FIRST TRUST NORTH AMERICAN ENERGY - ETF 27,932 27,932
    83 FLEX LTD 1,492 1,492
    807 FLUGHAFEN ZURICH AG UNSP ADR 5,810 5,810
    30 FMC CORP 3,448 3,448
    33 FOOT LOCKER INC 1,335 1,335
    388 FUJITSU LTD UNSP ADR 11,238 11,238
    9 GENERAL DYNAMICS CORP 1,339 1,339
    49 GENTEX CORP 1,663 1,663
    71 GILEAD SCIENCES INC. 4,136 4,136
    60 GLATFELTER CORP 983 983
    17 GLOBE LIFE INC 1,614 1,614
    214 GRAPHIC PACKAGING HOLDING CO. 3,625 3,625
    288 GREAT LAKES DREDGE & DOCK CORP 3,793 3,793
    660 GS ACQUISITION GS ACQUISITION HDS CORP 7,524 7,524
    69 HALLIBURTON CO 1,304 1,304
    33 HANOVER INSURANCE GROUP, INC 3,858 3,858
    57 HARLEY DAVIDSON INC 2,092 2,092
    8 HCA HEALTHCARE INC 1,316 1,316
    45 HEALTHPEAK PROPERTIES INC COM 1,360 1,360
    55 HEIDRICK & STRUGGLES INT'L 1,616 1,616
    47 HELMERICH & PAYNE INC 1,089 1,089
    173 HEXAGON AB -UNSP ADR 15,682 15,682
    35 HEXCEL CORP 1,697 1,697
    248 HITACHI LTD 19,691 19,691
    138 HOME DEPOT INC COM 36,656 36,656
    97 HORIZON THERAPEUTICS PLC 7,096 7,096
    95 HOWMET AEROSPACE INC 2,711 2,711
    5 HUBBELL INC 784 784
    7 HUMANA INC COM 2,872 2,872
    386 HUNTINGTON BANCSHARES 4,875 4,875
    8 HUNTINGTON INGALLS IND 1,364 1,364
    9 ICON PLC PLC 1,755 1,755
    345 INDITEX UNSPONSORED ADR 5,534 5,534
    612 INFORMA PLC SP ADR 9,159 9,159
    15 INGEVITY CORP 1,136 1,136
    107 INSMED INC 3,562 3,562
    47 INTERNATIONAL GAME TECHNOLOGY 796 796
    96 INTERTEK GROUP ADR 7,678 7,678
    45 INTUITIVE SURGICAL INC 36,815 36,815
    6874 INVESCO OPTIMUM YIELD DRIVERS 104,897 104,897
    73 IOVANCE BIOTHERAPEUTICS INC 3,387 3,387
    8 IQVIA HOLDINGS INC 1,433 1,433
    4706 ISHARES MSCI EAFE SMALL CAP INDEX FD 321,655 321,655
    546 ISHARES PFD & INCOME SECURITIES ETF 21,026 21,026
    12859 ISHARES S&P 500 GROWTH ETF 820,661 820,661
    4310 ISHARES S&P GLOBAL INFRASTRUCTURE ETF 188,390 188,390
    1546 ISHARES COMMODITIES SELECT STRATEGY ETF 41,232 41,232
    8223 ISHARES CORE MSCI EMERGING MARKETS 510,155 510,155
    4344 ISHARES CORE S&P 500 ETF 1,630,694 1,630,694
    4253 ISHARES CORE S&P SMALL-CAP ETF 390,851 390,851
    486 ISHARES EMERGING MARKETS DIV FRONTIER 100 13,778 13,778
    14251 ISHARES MORNINGSTAR MULTI-ASSET INCOME 343,022 343,022
    14386 ISHARES MSCI EAFE ETF 1,049,603 1,049,603
    959 ISHARES MSCI EMERGING MARKETS ETF 49,552 49,552
    187 ISHARES RUSSELL 2000 ETF 36,663 36,663
    5960 ISHARES S&P MID-CAP 400 GROWTH ETF 430,431 430,431
    3254 ISHARES S&P MID-CAP 400 VALUE ETF 280,820 280,820
    30 ITT INC 2,311 2,311
    430 JABIL INC 18,288 18,288
    88 JAMF HOLDING CORP COM 2,633 2,633
    119 JAZZ PHARMACEUTICALS PLC 19,641 19,641
    261 JP MORGAN CHASE & CO 33,165 33,165
    10 KANSAS CITY SOUTHERN 2,041 2,041
    746 KAO CORP 11,518 11,518
    1177 KEYCORP 19,315 19,315
    25 KILROY REALTY CORP 1,435 1,435
    82 KIMBERLY CLARK CORP COM 11,056 11,056
    6 KLA CORP 1,553 1,553
    427 KNORR-BREMSE UNSP ADR 14,420 14,420
    443 KONINKLIJKE DSM NV SPONS ADR 19,151 19,151
    27 KOPPERS HOLDINGS INC COM 841 841
    12 L3HARRIS TECHNOLOGIES INC 2,268 2,268
    6 LABORATORY CORP OF AMER HLDGS 1,221 1,221
    1 LAM RESEARCH 472 472
    13 LAMAR ADVERTISING 1,082 1,082
    162 LANDSTAR SYSTEMS 21,815 21,815
    24 LAS VEGAS SANDS CORP 1,430 1,430
    7 LEAR CORPORATION 1,113 1,113
    23 LEIDOS HOLDINGS INC 2,418 2,418
    108 LESLIES INC 2,997 2,997
    100 LINDBLAD EXPEDITIONS HLDGS INC 1,712 1,712
    19 LIVE NATION ENTERTAINMENT, INC 1,396 1,396
    35 LKQ CORP 1,233 1,233
    80 LOCKHEED MARTIN CORP COM 28,398 28,398
    357 LONDON STOCK EXCHG-UNSP ADR 11,160 11,160
    204 LONZA GROUP AG-UNSPON ADR 13,072 13,072
    348 MAKITA CORPORATION ADR 17,515 17,515
    31 MARATHON PETE CORP 1,282 1,282
    53 MARKETAXESS 30,240 30,240
    13 MARRIOTT 1,715 1,715
    33 MASCO CORP 1,813 1,813
    54 MASONITE INTERNATIONAL CORP 5,310 5,310
    22 MASTEC INC 1,500 1,500
    13 MEDIFAST INC 2,552 2,552
    462 MEDTRONIC PLC 54,119 54,119
    420 MERCK KGAA SPON ADR 14,435 14,435
    181 METLIFE INC COM 8,498 8,498
    422 MICROSOFT CORP CORPORATION 93,861 93,861
    117 MODINE MANUFACTURING CO 1,470 1,470
    13 MOHAWK INDUS 1,832 1,832
    98 MOLINA HEALTHCARE 20,843 20,843
    238 MONSTER BEVERAGE CORP 22,010 22,010
    67 MOSAIC CO 1,542 1,542
    51 MSCI INC 22,773 22,773
    56 MYR GROUP, INC DEL 3,366 3,366
    121 NATERA INC 12,042 12,042
    268 NESCO HOLDING INC 1,975 1,975
    28 NETFLIX INC 15,140 15,140
    34 NEVRO CORPORATION 5,885 5,885
    147 NEWMONT CORP 8,804 8,804
    484 NEXON CO LTD 14,999 14,999
    322 NINTENDO CO LTD UNSPONS ADR 25,927 25,927
    45 NOMAD FOODS LTD 1,144 1,144
    1530 NORDEA BANK ABP SPON ADR 12,485 12,485
    30 NORWEGIAN CRUISE LINE HOLDINGS 763 763
    283 NOVARTIS AG SPONSORED ADR 26,724 26,724
    14 NVIDIA CORP COM 7,311 7,311
    20 NXP SEMICONDUCTOR NV 3,180 3,180
    70 ON SEMICONDUCTOR CORP 2,291 2,291
    23 OSHKOSH CORP 1,980 1,980
    28 OWENS CORNING INC 2,121 2,121
    199 PACCAR INC 17,170 17,170
    9 PARKER HANNIFIN CORP 2,452 2,452
    134 PARSLEY ENERGY INC-CLASS A 1,903 1,903
    116 PEBBLEBROOK HOTEL TRUST 2,181 2,181
    81 PERFORMANCE FOOD GROUP CO 3,856 3,856
    363 PERNOD-RICARD SA-UNSPON ADR 13,921 13,921
    416 PFIZER INC 15,313 15,313
    79 PG&E CORP 984 984
    29 PIEDMONT LITHIUM LTD 770 770
    37 PIPER SANDLER COS 3,733 3,733
    46 PLANET FITNESS INC - CL A 3,571 3,571
    47 PMV PHARMACEUTICALS INC COM 2,891 2,891
    94 POOL CORPORATION COM 35,015 35,015
    87 PORTLAND GENERAL ELECTRIC CO 3,721 3,721
    37 PPD INC 1,266 1,266
    8 PPG INDUSTRIES INC 1,154 1,154
    256 PROGRESSIVE CORP 25,313 25,313
    175 PROVIDIENT FINANCIAL SERVICES 3,143 3,143
    427 PRUDENTIAL PLC-ADR 15,769 15,769
    322 PULTEGROUP INC 13,885 13,885
    190 PURPLE INNOVATION, INC. COM 6,259 6,259
    24 QORVO INC 3,990 3,990
    242 QUALCOMM INC COM 36,866 36,866
    54 RACKSPACE TECHNOLOGY INC 1,029 1,029
    11 REGAL BELOIT CORP 1,351 1,351
    44 REGENCY CENTERS CORP 2,006 2,006
    16 REINSURANCE GROUP OF AMERICA INC 1,854 1,854
    1157 RELX PLC SPON ADR 28,532 28,532
    7 RENAISSANCERE HOLDINGS LTD COM 1,161 1,161
    79 REVANCE THERAPEUTICS INC 2,239 2,239
    121 REVOLVE GROUP INC CL A 3,772 3,772
    168 REXNORD CORPORATION 6,634 6,634
    24 ROBERT HALF INTL INC 1,500 1,500
    12 ROSS STORES INC COM 1,474 1,474
    147 RYANAIR HLDGS PLC SP ADR 16,167 16,167
    598 RYOHIN KEIKAKU CO UNSP ADR 12,235 12,235
    31 S&P GLOBAL INC 10,191 10,191
    800 SAFRAN SA-UNSPON ADR 28,368 28,368
    72 SALESFORCE.COM 16,022 16,022
    252 SALLY BEAUTY CO INC 3,286 3,286
    762 SAMPO OYJ A SHS-UNSP ADR 16,413 16,413
    634 SANDVIK A/B ADR 15,590 15,590
    567 SANOFI-AVENTIS SPONSORED ADR 27,551 27,551
    127 SCHLUMBERGER LTD 2,772 2,772
    25 SCIENCE APPLICATIONS INTL CORP 2,366 2,366
    18 SEAGEN INC COM 3,153 3,153
    662 SHIMANO INC 15,577 15,577
    463 SHIN-ETSU CHEM-UNSPON ADR 20,363 20,363
    1289 SIEMENS GAMESA RENEWABLE ENERGY ADR 10,396 10,396
    44 SITIME CORPORATION COM 4,925 4,925
    92 SKYWEST 3,709 3,709
    103 SLM CORP 1,276 1,276
    250 SOLARWINDS CORP. 3,738 3,738
    355 SOUTHWEST AIRLINES CO 16,547 16,547
    76 SOUTHWEST GAS HOLDINGS 4,617 4,617
    275 SPDR EMERGING MKTS SMALLCAP ETF 14,198 14,198
    34 SPDR GOLD TR GOLD SHS 6,064 6,064
    158 SPROUT SOCIAL INC CLASS A 7,175 7,175
    17 SS&C TECHNOLOGIES HLDG 1,237 1,237
    16 STATE STREET CORP STREET CORP 1,164 1,164
    61 STEEL DYNAMICS INC 2,249 2,249
    377 STERLING BANCORP/DE 6,778 6,778
    17 STEWART INFORMATION SERVICES 822 822
    162 STIFEL FINANCIAL CORP. 8,175 8,175
    2612 SUMITOMO MTSUI FINL 16,116 16,116
    571 SUNCOR ENERGY INC NEW 9,581 9,581
    59 SUZUKI MOTOR CORP 11,025 11,025
    206 SYNAPTICS INC COM 19,858 19,858
    32 SYNCHRONY 1,111 1,111
    90 SYNEOS HEALTH INC 6,132 6,132
    37 SYNNEX CORP 3,013 3,013
    374 SYSCO 27,773 27,773
    295 T-MOBILE US INC 39,781 39,781
    116 TARGET CORP 20,477 20,477
    156 TAYLOR MORRISON HOME CORP A 4,001 4,001
    36 TE CONNECTIVITY 4,359 4,359
    797 TELENOR ASA-ADR 13,549 13,549
    28 TEMPUR SEALY INTL INC 756 756
    2112 TESCO PLC SPONSORED ADR 20,423 20,423
    58 TEXTRON INC COM 2,803 2,803
    9 TRAVELERS COMPANIES INC COM 1,263 1,263
    103 TREAN INSURANCE GROUP INC COM 1,349 1,349
    102 TRITON INTERNATIONAL LTD BER 4,948 4,948
    71 TRUIST FINANCIAL CORP 3,403 3,403
    4 ULTA BEAUTY INC 1,149 1,149
    342 UNILEVER PLC ADR 20,643 20,643
    238 UNITED COMMUNITY BANKS, INC. 6,769 6,769
    35 UNITED RENTALS INC 8,117 8,117
    58 UNITEDHEALTH COM 20,339 20,339
    20 UNIVERSAL HEALTH SVCS INC 2,750 2,750
    30 US FOODS HOLDING CORP 999 999
    23 VALERO ENERGY CORP NEW COM 1,301 1,301
    3460 VANGUARD GLOBAL EX-US REAL ESTATE ETF 187,913 187,913
    2266 VANGUARD REAL ESTATE ETF 192,451 192,451
    96 VEEVA SYSTEMS INC - CLASS A 26,136 26,136
    265 VESTAS WIND SYSTEM 20,731 20,731
    427 VINCI SA-UNSPONS ADR 10,641 10,641
    166 VISA INC 36,309 36,309
    62 VISTRA CORP COM 1,219 1,219
    115 VITAL FARMS INC COM 2,911 2,911
    669 VIVENDI SA UNSPON ADR 21,475 21,475
    1325 VOLKSWAGEN AG-UNSP ADR PREF 24,671 24,671
    117 VROOM INC COM 4,793 4,793
    139 WALT DISNEY WALT CO NEW 25,184 25,184
    30 WELLTOWER INC 1,939 1,939
    36 WESTERN DIGITAL CORP COM 1,994 1,994
    14 WHIRLPOOL CORP 2,527 2,527
    294 WILLIAMS COS INC 5,895 5,895
    4 WILLIS TOWERS WATSON PLC 843 843
    160 WOLTERS KLUWER NV-SPONS ADR 13,430 13,430
    59 WORLD FUEL SERVICES CORP 1,838 1,838
    27 WYNDHAM DESTINATIONS INC 1,211 1,211
    26 WYNDHAM HOTELS & RESORTS INC 1,545 1,545
    11 WYNN RESORTS LTD. COM 1,241 1,241
    43 XEROX HOLDINGS CORP 997 997
    36 YELP INC. 1,176 1,176
    659 Z HOLDINGS CORP 7,987 7,987
    19 ZIMMER BIOMET HLDGS INC 2,928 2,928
    141 ZOETIS 23,336 23,336

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE BEN MAY CHARITABLE TRUST
     
    HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
    EIN:
    23-7145009
    US Government Securities - End of Year Book Value:

    2,617,815
    US Government Securities - End of Year Fair Market Value:

    2,617,815
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE BEN MAY CHARITABLE TRUST
     
    HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
    EIN:
    23-7145009
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TIMBERLANDS & MINERALS FMV 14,888,772 14,888,772
    HARBERT REAL ESTATE FUND III FMV 20,451 20,451

    TY 2020 LegalFeesSchedule
    Name:
    THE BEN MAY CHARITABLE TRUST
     
    HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
    EIN:
    23-7145009
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 758 443   315


    TY 2020 OtherDecreasesSchedule
    Name:
    THE BEN MAY CHARITABLE TRUST
     
    HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
    EIN:
    23-7145009
    Description Amount
    BOOK/TAX DIFFERENCE 18


    TY 2020 OtherExpensesSchedule
    Name:
    THE BEN MAY CHARITABLE TRUST
     
    HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
    EIN:
    23-7145009
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES 3,850 0   3,850
    ROAD & TIMBER MAINTENANCE 114,763 114,763   0
    INSURANCE 7,245 2,101   5,144
    ADR FEES 656 656   0
    APPRAISAL 6,003 0   6,003


    TY 2020 OtherIncomeSchedule2
    Name:
    THE BEN MAY CHARITABLE TRUST
     
    HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
    EIN:
    23-7145009
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    HARBERT REAL ESTATE PARTNERSHIP -3,269   -3,269


    TY 2020 OtherIncreasesSchedule
    Name:
    THE BEN MAY CHARITABLE TRUST
     
    HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
    EIN:
    23-7145009
    Description Amount
    INCREASE (DECREASE) IN UNREALIZED GAINS 1,708,140


    TY 2020 TaxesSchedule
    Name:
    THE BEN MAY CHARITABLE TRUST
     
    HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
    EIN:
    23-7145009
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX, NET 68,500 0   0
    REAL ESTATE TAXES 23,635 23,635   0
    FOREIGN TAX 2,037 2,037   0
    STATE INCOME TAXES, NET 100 0   0