Southanson Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Southanson Trust. Data shown is extracted from Form 990-PF filings.
EIN: 77-6256995
Foundation Overview
Based in Jamiaca Plain, MA, Southanson Trust has awarded 8 grants totaling $145,000 to organizations in Massachusetts and Vermont. Individual grants range from $10,000 to $25,000, with a median award of $20,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 4 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
88% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Plymouth (29%), Boston (29%), Weymouth (29%).
Funding Trajectory
Stable funding levels with 7% change over 6 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Dual focus on healthcare (67%) and education, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Southanson Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Yu-chi Cheng | $12,500 | Boston, MA, US | Education | 2022 |
| Mallory Manson | $20,000 | Weymouth, MA, US | Medical | 2022 |
| Yu-chi Cheng | $12,500 | Boston, MA, US | Education | 2022 |
| Mallory Manson | $20,000 | Weymouth, MA, US | Medical | 2022 |
| John Farmer | $20,000 | Plymouth, MA, US | Medical Expenses | 2020 |
| John Farmer | $25,000 | Plymouth, MA, US | Medical Expenses | 2019 |
| Jose Contreras | $25,000 | Dorchester, MA, US | Medical Expenses | 2016 |
| Mary Jo Clasby | $10,000 | Waterford, VT, US | Medical Expenses | 2016 |
Foundations Similar to Southanson Trust
Discover 5 foundations with comparable assets ($365,761-$374,662), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Wilbraham Rotary Memorial
EIN: 22-2633046 | 12 grants awarded |
$372,116
(≈ Similar) |
$13,500
median grant |
Wilbraham, MA
Same state |
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|
Richard K & Nancy L Donahue
EIN: 04-3133049 | 360 grants awarded |
$373,648
(≈ Similar) |
$15,000
median grant |
Lowell, MA
Same state |
|
|
Lee Family Agape Foundation
EIN: 82-2173540 | 8 grants awarded |
$374,662
(≈ Similar) |
$25,000
median grant |
Newton, MA
Same state |
|
|
Jack Murphy Foundation
EIN: 88-6650516 | 8 grants awarded |
$366,349
(≈ Similar) |
$12,500
median grant |
Boston, MA
Same state |
|
|
The Sandman Family Foundation
EIN: 73-6351444 | 56 grants awarded |
$365,761
(≈ Similar) |
$10,000
median grant |
Wellesley, MA
Same state |
|
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Contact Information
Official contact details for Southanson Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 77-6256995 |
| Website | N/A |
| Address | 501 ARBORWAY Boston, MA 02130-3663 |
Key People (4)
Board members, trustees, and key staff who oversee Southanson Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Jennifer M Peterson |
|---|---|
| Trustee | Vincent Morgan Jr |
| Trustee | Craig Morgan |
| Trustee | Christina Morgan |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Southanson Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.