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Nonprofit · EIN 56-6419428

JOHN AND FRANCES MORISEY ACCOUNT

Also known as MORISEY JOHN C JR TTEE

Tax-exempt · RALEIGH, NC 27609

Financials

$82K$231K2023$75K$161K2024$66K$201K2025
Revenue Expenses · by fiscal year end
Financials of JOHN AND FRANCES MORISEY ACCOUNT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$65,993$200,550-$134,557$1,519,999$0$1,519,999
December 31, 2024990-PF$75,150$160,680-$85,530$1,654,556$0$1,654,556
December 31, 2023990-PF$81,684$231,216-$149,532$1,740,086$0$1,740,086
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Interest
$65,993

Expenses

Grants and similar amounts paid
$197,350
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$198,450
Excise tax on investment income
$902

Balance sheet and other

Total assets, start of year
$1,654,556
Total assets, end of year
$1,519,999
Total liabilities, end of year
$0
Net assets, end of year
$1,519,999
Fair market value of assets
$1,519,999
Qualifying distributions
$198,450
Net investment income
$65,993

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN C MORISEY JR
6131 FALLS OF NEUSE ROAD SUITE 202, RALEIGH, NC 27609
TRUSTEE0$0
JOHN C MORISEY III
6131 FALLS OF NEUSE ROAD SUITE 202, RALEIGH, NC 27609
TRUSTEE0$0
FRANCES D MORISEY
6131 FALLS OF NEUSE ROAD SUITE 202, RALEIGH, NC 27609
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JOHN C MORISEY JR
6131 FALLS OF NEUSE ROAD SUITE 202, RALEIGH, NC 27609
TRUSTEE0$0
JOHN C MORISEY III
6131 FALLS OF NEUSE ROAD SUITE 202, RALEIGH, NC 27609
TRUSTEE0$0
FRANCES D MORISEY
6131 FALLS OF NEUSE ROAD SUITE 202, RALEIGH, NC 27609
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOHN C MORISEY JR
6131 FALLS OF NEUSE ROAD SUITE 202, RALEIGH, NC 27609
TRUSTEE0$0
JOHN C MORISEY III
6131 FALLS OF NEUSE ROAD SUITE 202, RALEIGH, NC 27609
TRUSTEE0$0
FRANCES D MORISEY
6131 FALLS OF NEUSE ROAD SUITE 202, RALEIGH, NC 27609
TRUSTEE0$0

Address and contacts

Address (IRS master file)
3601 WILLIAMSBOROUGH CT, RALEIGH, NC 27609-6355
Signed the 990-PF
JOHN C MORISEY, TRUSTEE
Phone
(919) 724-0896
Return prepared by
THOMAS JUDY & TUCKER PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
56-6419428
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,519,999
Income (IRS master file)
$65,993

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$65,993$200,550$1,519,999XML
990-PFDecember 2024$75,150$160,680$1,654,556IRS
990-PFDecember 2023$81,684$231,216$1,740,086XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 56-6419428).

Questions about JOHN AND FRANCES MORISEY ACCOUNT

What is the EIN of JOHN AND FRANCES MORISEY ACCOUNT?
The employer identification number (EIN) of JOHN AND FRANCES MORISEY ACCOUNT is 56-6419428.
Is JOHN AND FRANCES MORISEY ACCOUNT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to JOHN AND FRANCES MORISEY ACCOUNT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN AND FRANCES MORISEY ACCOUNT file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN AND FRANCES MORISEY ACCOUNT due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN AND FRANCES MORISEY ACCOUNT last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JOHN AND FRANCES MORISEY ACCOUNT?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JOHN AND FRANCES MORISEY ACCOUNT have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $65,993, expenses of $200,550 and total assets of $1,519,999 at year end.

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