MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MOREY & HELEN MCCARTHY MILLER SCHOLARSHIP FOUNDATION (EIN 04-3222995)
- Tax period
- 2024-03-01 to 2025-02-28
- Filed
- 2026-01-13
- IRS object ID
- 202630139349100148
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-13T16:01:28-06:00 | ReturnTs |
| Tax Period End | 2025-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043222995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER UA MOREY & HELEN SCHOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORE | BusinessNameControlTxt |
| Phone | 2166890416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BY JOSEPH VELKOS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2166890416 | PhoneNum |
| Signature | 2026-01-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-01-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,350,381 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $116,233 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,112 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $824,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,549,268 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $824,056 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $940,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $940,168 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,350 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,450 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,469 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,469 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,459 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,415 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,415 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $42,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,224 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,919 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $182,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $224,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,224 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,919 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $716,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $909,944 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $162,530 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,401,690 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,286,219 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,350,381 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,564,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,286,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,350,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,564,220 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,286,219 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,564,220 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,286,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,564,220 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,286,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,564,220 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $716,030 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,084 | OtherIncreasesAmt |
| Subtotal | $4,286,334 | SubtotalAmt |
| Other Decreases | $115 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,286,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10189. BLACKROCK EQUITY DIVIDEND FUND | 2023-01-31 | 2024-10-03 | $209,384 | $197,773 | $11,611 | $11,611 | |
| 5. GE HEALTHCARE TECHNOLOGIES INC | 2024-10-03 | 2024-12-05 | $408 | $450 | -$42 | -$42 | |
| 30. INVESCO S&P 500 EQUAL WEIGHT $1.61700 | 2024-10-03 | 2024-12-05 | $5,569 | $5,308 | $261 | $261 | |
| 328. INVITATION HOMES INC | 2024-09-06 | 2024-12-05 | $10,979 | $11,510 | -$531 | -$531 | |
| 522. ISHARES GOLD TRUST | 2024-01-02 | 2024-09-30 | $5 | $5 | |||
| 845. ISHARES GOLD TRUST | 2024-01-02 | 2024-10-31 | $9 | $8 | $1 | $1 | |
| 1036. ISHARES GOLD TRUST | 2024-01-02 | 2024-11-30 | $11 | $10 | $1 | $1 | |
| 1111. ISHARES GOLD TRUST | 2024-01-02 | 2024-12-31 | $12 | $11 | $1 | $1 | |
| 2910. ISHARES CORE S&P MID-CAP ETF $2.67500 | 2013-11-04 | 2024-10-03 | $179,167 | $75,553 | $103,614 | $103,614 | |
| 121.08 JOHCM INTERNATIONAL SELECT | 2024-09-25 | 2024-11-01 | $2,934 | $3,059 | -$125 | -$125 | |
| 2004. CLEARBRIDGE LARGE CAP GROWTH | 2019-01-31 | 2024-10-03 | $151,122 | $93,213 | $57,909 | $57,909 | |
| 5045.93 METROPOLITAN WEST T/R BOND FD $0.263 | 2024-09-06 | 2024-11-01 | $45,312 | $47,280 | -$1,968 | -$1,968 | |
| 7659. PIMCO INTL BOND FD USD-HEDGED INST | 2023-01-31 | 2024-10-03 | $76,513 | $72,181 | $4,332 | $4,332 | |
| 5. PARKER HANNIFIN CORP COM | 2024-10-03 | 2024-12-05 | $3,485 | $3,113 | $372 | $372 | |
| 400.86 PRINCIPAL MIDCAP FUND | 2017-02-02 | 2024-12-05 | $19,678 | $8,928 | $10,750 | $10,750 | |
| 9. T-MOBILE US INC | 2024-10-03 | 2024-12-05 | $2,196 | $1,875 | $321 | $321 | |
| 215.03 UNDISCOVERED MGRS BEHAVR VALUE FUND | 2024-10-03 | 2024-12-05 | $20,069 | $18,641 | $1,428 | $1,428 | |
| 4747. VANGUARD FTSE DEV MKTS ETF $1.11400 | 2016-05-31 | 2024-11-01 | $238,506 | $169,142 | $69,364 | $69,364 | |
| 1788. VANGUARD FTSE EMERGING MKTS ETF $1.05000 | 2021-01-29 | 2024-09-25 | $83,587 | $88,393 | -$4,806 | -$4,806 | |
| 1015. VANGUARD RUSSELL 1000 GROWTH INDX FD ETF | 2023-01-31 | 2024-11-01 | $98,678 | $60,248 | $38,430 | $38,430 | |
| 617. VANGUARD RUSSELL 1000 GROWTH INDX FD ETF | 2023-01-31 | 2024-11-22 | $62,536 | $36,624 | $25,912 | $25,912 | |
| 395. VANGUARD RUSSELL 1000 GROWTH INDX FD ETF | 2024-02-29 | 2024-12-05 | $41,633 | $33,674 | $7,959 | $7,959 | |
| 105. VANGUARD RUSSELL 1000 GROWTH INDX FD ETF | 2023-01-31 | 2024-12-05 | $11,067 | $6,233 | $4,834 | $4,834 | |
| 232. VANGUARD S&P 500 ETF $4.48000 | 2016-01-08 | 2024-11-01 | $122,147 | $73,862 | $48,285 | $48,285 | |
| 362. VANGUARD S&P 500 ETF $4.48000 | 2016-01-08 | 2024-11-22 | $198,134 | $64,327 | $133,807 | $133,807 | |
| 200. VANGUARD S&P 500 ETF $4.48000 | 2016-01-08 | 2024-12-05 | $111,568 | $35,540 | $76,028 | $76,028 | |
| 83. VULCAN MATERIALS CO COM | 2024-09-06 | 2024-12-05 | $23,912 | $19,542 | $4,370 | $4,370 | |
| 18426.15 WESTERN ASSET CORE PLUS BOND $0.372 | 2024-09-06 | 2024-11-01 | $168,783 | $176,119 | -$7,336 | -$7,336 | |
| 1. OTHER SALE | 2025-02-28 | $167,779 | $167,280 | $499 | $499 | ||
| 1. OTHER SALE | 2025-02-28 | $2,371,938 | $2,241,408 | $130,530 | $130,530 | ||
| 137. SEAGATE TECHNOLOGY HOLDNGS PLC | 2024-09-06 | 2024-11-22 | $13,629 | $13,902 | -$273 | -$273 | |
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,743 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $824,056 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,116 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,884 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $352 | OverpaymentAmt |
| Applied To ES Tax | $352 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NATIONAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KEYBANK N A | ||||||
| 127 PUBLIC SQUARE | CLEVELAND | OH | 44144 | TRUSTEE | 1 | $10,251 |
| BANK OF AMERICA | ||||||
| P O BOX 653067 | DALLAS | TX | 75265 | FORMER TRUSTEE | 1 | $23,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,344,362 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,344,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,344,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,279,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,648 | TotalTaxAmt |
| Distributable Before Adj | $201,312 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $205,312 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $205,312 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,919 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $192,919 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,312 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $162,192 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,919 | QualifyingDistributionsAmt |
| Applied To Year1 | $162,192 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $174,585 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEYBANK N A CO AGNES MAROUNTAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE OH-01-27-1805 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166890416 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 4/26 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE SCHOLARSHIP RECIPIENTS MUST BE MEMBERS OF THE GRADUATING SENIOR CLASS OF ROCKVILLE HIGH SCHOOL AND ACCEPTED TO A COLLEGE/UNIVERSITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNA MARIA COLLEGE | |||||||
| 50 SUNSET LANE BOX P | PAXTON | MA | 016121198 | NONE | I | SCHOLARSHIP | $8,000 |
| LINCOLN TECHNICAL INSTITUTE | |||||||
| 2299 VAUXHALL RD | UNION | NJ | 07083 | NONE | I | SCHOLARSHIP | $8,000 |
| ARIZONA STATE UNIVERSITY | |||||||
| PO BOX 877705 | TEMPE | AZ | 85287 | NONE | I | SCHOLARSHIP | $9,000 |
| RUTGERS UNIVERSITY | |||||||
| 57 US HIGHWAY 1 | NEW BRUNSWICK | NJ | 089018554 | NONE | I | SCHOLARSHIP | $8,000 |
| UNIVERSITY OF RHODE ISLAND | |||||||
| GREEN HALL | KINGSTON | RI | 02881 | NONE | I | SCHOLARSHIP | $6,000 |
| CENTRAL CONNECTICUT STATE UNIVERSITY | |||||||
| 1615 STANLEY ST | NEW BRITAIN | CT | 06050 | NONE | I | SCHOLARSHIP | $12,000 |
| SOUTHERN CONNECTICUT STATE UNIVERSITY | |||||||
| 501 CRESCENT STREET | NEW HAVEN | CT | 06515 | NONE | I | SCHOLARSHIP | $4,000 |
| WENTWORTH INSTITUTE OF TECHNOLOGY | |||||||
| 550 HUNTINGTON AVE | BOSTON | MA | 021155901 | NONE | I | SCHOLARSHIP | $6,000 |
| ENDICOTT COLLEGE | |||||||
| 376 HALE ST | BEVERLY | MA | 019152096 | NONE | I | SCHOLARSHIP | $6,000 |
| AMERICAN INTERNATIONAL COLLEGE | |||||||
| 1000 STATE ST | SPRINGFIELD | MA | 011093151 | NONE | I | SCHOLARSHIP | $8,000 |
| BRYANT UNIVERSITY | |||||||
| 1150 DOUGLAS PIKE | SMITHFIELD | RI | 029171291 | NONE | I | SCHOLARSHIP | $4,000 |
| ROGER WILLIAMS UNIVERSITY | |||||||
| 1 OLD FERRY RD | BRISTOL | RI | 028092923 | NONE | I | SCHOLARSHIP | $4,000 |
| ALBERTUS MAGNUS COLLEGE | |||||||
| 700 PROSPECT ST | NEW HAVEN | CT | 065111224 | NONE | I | SCHOLARSHIP | $8,000 |
| MITCHELL COLLEGE | |||||||
| 437 PEQUOT AVE | NEW LONDON | CT | 063204452 | NONE | I | SCHOLARSHIP | $8,000 |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 065161916 | NONE | I | SCHOLARSHIP | $9,000 |
| DARTMOUTH COLLEGE | |||||||
| 6068 BLUNT ALUMNI CENTER | HANOVER | NH | 03755 | NONE | I | SCHOLARSHIP | $8,000 |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | NONE | I | SCHOLARSHIP | $2,000 |
| ST JOSEPH UNIVERSITY BROOKLYN | |||||||
| 245 CLINTON AVE | BROOKLYN | NY | 11205 | NONE | I | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DR | LA JOLLA | CA | 92093 | NONE | I | SCHOLARSHIP | $8,000 |
| GETTYSBURG COLLEGE | |||||||
| 300 NORTH WASHINGTON ST BOX 2458 | GETTYSBURG | PA | 173251400 | NONE | I | SCHOLARSHIP | $8,000 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 2131 HILLSIDE RD | STORRS | CT | 06269 | NONE | I | SCHOLARSHIP | $46,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $182,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $824,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $940,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $940,289 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,469 | Amt |
| Disbursements Charitable Prps | $2,469 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEE ATTACHED | AT COST | $4,218,181 | $4,350,381 |
| 74256W584 | AT COST | $68,038 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY RETURN OF CAPITAL ADJUSTMENT | $27 |
| ROC ADJUSTMENT ON CY SALES | $88 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES-DIVIDEND I | $1,379 | $1,379 | $0 |
| INVESTMENT EXPENSES - PROCEEDS | $36 | $36 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COST ADJUSTMENT ON UIT SALES | $35 |
| RECOVERY OF GRANT PAID | $4,000 |
| COST BASIS ADJ | $2,049 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,990 | $2,990 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,116 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $469 | $469 | $0 |