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Nonprofit · EIN 65-6254131

JOHN M & SUSAN MORRISON FOUNDATION

Also known as MORRISON JOHN & SUSAN TTEES

Tax-exempt · NAPLES, FL 34108

Financials

$4K$3K2023$5K$3K2024
Revenue Expenses · by fiscal year end
Financials of JOHN M & SUSAN MORRISON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$5,165$3,409$1,756$166,520$0$166,520
June 30, 2024990-PF$4,172$3,362$810$164,764$0$164,764
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$5,138
Interest
$27

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,255
Excise tax on investment income
$70

Balance sheet and other

Total assets, start of year
$164,764
Total assets, end of year
$166,520
Total liabilities, end of year
$0
Net assets, end of year
$166,520
Fair market value of assets
$158,374
Qualifying distributions
$3,255
Net investment income
$5,165

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN M MORRISON
7425 PELICAN BAY BLVD 1401, NAPLES, FL 34108
TRUSTEE/CHAIR/TREASURER1$0
SUSAN M MORRISON
7425 PELICAN BAY BLVD 1401, NAPLES, FL 34108
TRUSTEE/PRESIDENT1$0
JOHN M MORRISON JR
4 JACKSON DRIVE, ACTON, MA 01720
ADVISORY TRUSTEE0.01$0
JULIE MORRISON
205 MILL ST APT 202, EXCELSIOR, MN 55331
ADVISORY TRUSTEE0.01$0
JEANNE M COOK
6093 WOOD HILL LANE, INDEPENDENCE, MN 55359
ADVISORY TRUSTEE0.01$0
MARY S MORRISON
3099 FARVIEW LN, LONG LAKE, MN 55356
ADVISORY TRUSTEE0.1$0
990-PF for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
JOHN M MORRISON
7425 PELICAN BAY BLVD 1401, NAPLES, FL 34108
TRUSTEE/CHAIR/TREASURER1$0
SUSAN M MORRISON
7425 PELICAN BAY BLVD 1401, NAPLES, FL 34108
TRUSTEE/PRESIDENT1$0
JOHN M MORRISON JR
4 JACKSON DRIVE, ACTON, MA 01720
ADVISORY TRUSTEE0.01$0
JULIE MORRISON
205 MILL ST APT 202, EXCELSIOR, MN 55331
ADVISORY TRUSTEE0.01$0
JEANNE M COOK
6093 WOOD HILL LANE, INDEPENDENCE, MN 55359
ADVISORY TRUSTEE0.01$0
MARY S MORRISON
3099 FARVIEW LN, LONG LAKE, MN 55356
ADVISORY TRUSTEE0.1$0

Address and contacts

Address (IRS master file)
7425 PELICAN BAY BLVD APT 1401, NAPLES, FL 34108-8595
Signed the 990-PF
JOHN MORRISON, TRUSTEE/CHAIR/TREASURER
Phone
(763) 512-5291
Return prepared by
RSM US LLP

What it must file and when

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
65-6254131
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
1998
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$166,520
Income (IRS master file)
$5,165

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$5,165$3,409$166,520XML
990-PFJune 2024$4,172$3,362$164,764XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 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 65-6254131).

Questions about JOHN M & SUSAN MORRISON FOUNDATION

What is the EIN of JOHN M & SUSAN MORRISON FOUNDATION?
The employer identification number (EIN) of JOHN M & SUSAN MORRISON FOUNDATION is 65-6254131.
Is JOHN M & SUSAN MORRISON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to JOHN M & SUSAN MORRISON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN M & SUSAN MORRISON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN M & SUSAN MORRISON FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN M & SUSAN MORRISON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of JOHN M & SUSAN MORRISON FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does JOHN M & SUSAN MORRISON FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $5,165, expenses of $3,409 and total assets of $166,520 at year end.

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