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Nonprofit · EIN 04-3222995

MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION

Tax-exempt · BROOKLYN, OH 44144

Financials

$122K$241K2023$940K$224K2024$282K$288K2025
Revenue Expenses · by fiscal year end
Financials of MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$281,545$288,381-$6,836$4,212,010$0$4,212,010
February 28, 2025990-PF$940,289$224,259$716,030$4,286,219$0$4,286,219
February 29, 2024990-PF$121,760$240,597-$118,837$3,564,220$0$3,564,220
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$117,352
Net gain from sales of assets
$164,193

Expenses

Grants and similar amounts paid
$209,600
Compensation of officers, directors and key employees
$50,535
Disbursements for charitable purposes
$223,284
Excise tax on investment income
$3,353

Balance sheet and other

Total assets, start of year
$4,286,219
Total assets, end of year
$4,212,010
Total liabilities, end of year
$0
Net assets, end of year
$4,212,010
Fair market value of assets
$4,904,386
Qualifying distributions
$223,284
Net investment income
$281,406

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$50,535
990-PF for the year ended February 28, 2025: 2 people
NameTitleHours / weekCompensation
BANK OF AMERICA
P O BOX 653067, DALLAS, TX 75265
FORMER TRUSTEE1$23,549
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$10,251
990-PF for the year ended February 29, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$42,847

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% FLEET BANK N A -FLEET INVEST SERV
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(216) 689-0416
Return prepared by
PWC US TAX 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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
04-3222995
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
1997
Accounting year ends
February
Files
Form 990-PF
Category (NTEE)
Education (B80Z)
Assets (IRS master file)
$4,212,010
Income (IRS master file)
$1,465,951

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$281,545$288,381$4,212,010XML
990-PFFebruary 2025$940,289$224,259$4,286,219XML
990-PFFebruary 2024$121,760$240,597$3,564,220XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––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 04-3222995).

Questions about MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION

What is the EIN of MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION?
The employer identification number (EIN) of MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION is 04-3222995.
Is MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION?
The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $50,535 (KEYBANK N A, TRUSTEE).
How much revenue does MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $281,545, expenses of $288,381 and total assets of $4,212,010 at year end.

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