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Nonprofit · EIN 55-6069479

EDWARD & SARA J MORAN SCHOLARSHIP TR

Tax-exempt · OAKLAND, MD 21550

Financials

$42K$48K2023$71K$49K2024
Revenue Expenses · by fiscal year end
Financials of EDWARD & SARA J MORAN SCHOLARSHIP TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$71,391$49,147$22,244$817,467$0$817,467
July 31, 2024990-PF$41,983$48,051-$6,068$795,223$0$795,223
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$40,956
Dividends
$35,350
Interest
$1,595
Net gain from sales of assets
-$6,510

Expenses

Grants and similar amounts paid
$39,600
Compensation of officers, directors and key employees
$9,025
Disbursements for charitable purposes
$39,600
Excise tax on investment income
$514

Balance sheet and other

Total assets, start of year
$795,223
Total assets, end of year
$817,467
Total liabilities, end of year
$0
Net assets, end of year
$817,467
Fair market value of assets
$846,539
Qualifying distributions
$39,600
Net investment income
$36,945

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIRST UNITED BANK TRUST - TRUST
120 S SECOND ST, OAKLAND, MD 21550
TRUSTEE5$9,025
990-PF for the year ended July 31, 2024: 1 people
NameTitleHours / weekCompensation
FIRST UNITED BANK TRUST - TRUST
120 S SECOND ST, OAKLAND, MD 21550
TRUSTEE5$9,187

Address and contacts

Address (IRS master file)
PO BOX 557, OAKLAND, MD 21550-4557
In care of
% THE NATIONAL BANK OF KEYSER TRUST
Signed the 990-PF
CHRISTINE SISLER, VP & TRUST INV
Phone
(301) 533-2367
Return prepared by
HUBER MICHAELS & COMPANY

What it must file and when

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

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
55-6069479
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
1976
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$817,467
Income (IRS master file)
$281,930

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$71,391$49,147$817,467XML
990-PFJuly 2024$41,983$48,051$795,223XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 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 55-6069479).

Questions about EDWARD & SARA J MORAN SCHOLARSHIP TR

What is the EIN of EDWARD & SARA J MORAN SCHOLARSHIP TR?
The employer identification number (EIN) of EDWARD & SARA J MORAN SCHOLARSHIP TR is 55-6069479.
Is EDWARD & SARA J MORAN SCHOLARSHIP TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to EDWARD & SARA J MORAN SCHOLARSHIP TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EDWARD & SARA J MORAN SCHOLARSHIP TR file?
Form 990-PF. Private foundations file every year.
When is the next return of EDWARD & SARA J MORAN SCHOLARSHIP TR due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EDWARD & SARA J MORAN SCHOLARSHIP TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of EDWARD & SARA J MORAN SCHOLARSHIP TR?
The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,025 (FIRST UNITED BANK TRUST - TRUST, TRUSTEE).
How much revenue does EDWARD & SARA J MORAN SCHOLARSHIP TR have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $71,391, expenses of $49,147 and total assets of $817,467 at year end.

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