Nonprofit · EIN 77-6256995
SOUTHANSON TR
Also known as VINCENT J MORGAN ET AL TTEE
Tax-exempt · JAMAICA PLAIN, MA 02130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $25,098 | $2,690 | $22,408 | $403,286 | $0 | $403,286 |
| November 30, 2024 | 990-PF | $24,100 | $2,469 | $21,631 | $371,849 | $0 | $371,849 |
| November 30, 2023 | 990-PF | $941 | $35,052 | -$34,111 | $350,218 | $0 | $350,218 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $12,556
- Interest
- $579
- Net gain from sales of assets
- $11,963
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,162
- Excise tax on investment income
- $333
Balance sheet and other
- Total assets, start of year
- $371,849
- Total assets, end of year
- $403,286
- Total liabilities, end of year
- $0
- Net assets, end of year
- $403,286
- Fair market value of assets
- $403,286
- Qualifying distributions
- $1,162
- Net investment income
- $25,098
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-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER M PETERSON 501 ARBORWAY, BOSTON, MA 02130 | TRUSTEE | 2 | $0 |
| VINCENT MORGAN JR 501 ARBORWAY, BOSTON, MA 02130 | TRUSTEE | 2 | $0 |
| CRAIG MORGAN 501 ARBORWAY, BOSTON, MA 02130 | TRUSTEE | 2 | $0 |
| CHRISTINA MORGAN 501 ARBORWAY, BOSTON, MA 02130 | TRUSTEE | 2 | $0 |
990-PF for the year ended November 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER M PETERSON 501 ARBORWAY, BOSTON, MA 02130 | TRUSTEE | 2 | $0 |
| VINCENT MORGAN JR 501 ARBORWAY, BOSTON, MA 02130 | TRUSTEE | 2 | $0 |
| CRAIG MORGAN 501 ARBORWAY, BOSTON, MA 02130 | TRUSTEE | 2 | $0 |
| CHRISTINA MORGAN 501 ARBORWAY, BOSTON, MA 02130 | TRUSTEE | 2 | $0 |
990-PF for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER M PETERSON 501 ARBORWAY, BOSTON, MA 02130 | TRUSTEE | 2 | $0 |
| VINCENT MORGAN JR 501 ARBORWAY, BOSTON, MA 02130 | TRUSTEE | 2 | $0 |
| CRAIG MORGAN 501 ARBORWAY, BOSTON, MA 02130 | TRUSTEE | 2 | $0 |
| CHRISTINA MORGAN 501 ARBORWAY, BOSTON, MA 02130 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 501 ARBORWAY, JAMAICA PLAIN, MA 02130-3663
- Signed the 990-PF
- VINCENT MORGAN JR, TRUSTEE
- Phone
- (617) 752-1672
- Return prepared by
- AKA ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-6256995
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $403,286
- Income (IRS master file)
- $128,600
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $25,098 | $2,690 | $403,286 | XML |
| 990-PF | November 2024 | $24,100 | $2,469 | $371,849 | XML |
| 990-PF | November 2023 | $941 | $35,052 | $350,218 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 77-6256995).
Questions about SOUTHANSON TR
- What is the EIN of SOUTHANSON TR?
- The employer identification number (EIN) of SOUTHANSON TR is 77-6256995.
- Is SOUTHANSON TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SOUTHANSON TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOUTHANSON TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOUTHANSON TR due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHANSON TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of SOUTHANSON TR?
- The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SOUTHANSON TR have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $25,098, expenses of $2,690 and total assets of $403,286 at year end.
Other nonprofits in JAMAICA PLAIN
- JOHANSEN FAMILY FOUNDATION INC EIN 26-1224033 · last filed 990-PF for 2025
- RUBBLESTONE FOUNDATION EIN 04-3467104 · last filed 990-PF for 2024
- THE JEAS FAMILY CHARITABLE TRUST EIN 30-0663144 · last filed 990-PF for 2025
- SOUTHWEST BOSTON SENIOR SERVICES INC EIN 23-7304163 · last filed 990 for 2025
- SHERRILL HOUSE INC EIN 04-2104321 · last filed 990 for 2024
- VOLUNTEERS OF AMERICA INC EIN 04-6004304 · last filed 990 for 2025
- COMMUNITY SERVINGS INC EIN 22-3154028 · last filed 990 for 2025
- THE BOTTOM LINE INC EIN 04-3351427 · last filed 990 for 2025
All nonprofits in JAMAICA PLAIN · Massachusetts · Philanthropy, voluntarism and grantmaking foundations