Southanson Trust
Southanson Trust is a private foundation, based in Jamiaca Plain, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $372K in total assets. In 2024, it made $1K in qualifying distributions. Net investment income was $23K.
Southanson Trust at a glance
- Total assets
- $371,849
- +6.2% vs 2023
- Revenue (2024)
- $24,100
- +2461.1% vs 2023
- Qualifying distributions (2024)
- $1,100
- -96.7% vs 2023
- Expenses (2024)
- $2,469
- -93.0% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Southanson Trust funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Southanson Trust gives
- Giving grew 30% from 2020 to 2023. Method
- In 2024 it paid out 6% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $20K (2021) to $33K (2023). In 2023 it made 2 grants totaling $33K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mallory Manson Weymouth, MA | Medical | $20,000 |
| Yu-Chi Cheng Boston, MA | Education | $12,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $371,849 | $24,100 | $2,469 | — | — | $1,100 | $23,000 | $17,461 |
| 2023 | $350,218 | $941 | $35,052 | $32,500 | 2 | $33,776 | $11,016 | $17,657 |
| 2022 | $373,049 | $4,141 | $2,926 | — | — | $1,449 | $2,692 | $18,584 |
| 2021 | $383,114 | $39 | $22,367 | $20,000 | 1 | — | — | $19,418 |
| 2020 | $405,442 | $22,375 | $26,835 | $25,000 | 1 | — | $21,452 | $19,649 |
Under IRS private-foundation payout rules, Southanson Trust reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Southanson Trust's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Christina Morgan
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Craig Morgan
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Jennifer M. Peterson
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Vincent Morgan Jr.
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Southanson Trust
How large is Southanson Trust?
Southanson Trust reported $372K in total assets on its 2024 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Southanson Trust operate?
Southanson Trust has awarded grants in Massachusetts.
What is Southanson Trust's EIN?
Southanson Trust's EIN (Employer Identification Number) is 77-6256995. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Southanson Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Southanson Trust's focus areas in our free grants database
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Southanson Trust down — hundreds of funders to go?