James Forsythe Milroy Foundation

BELLEFONTAINE, OH EIN: 34-6516844

James Forsythe Milroy Foundation is a private foundation, based in BELLEFONTAINE, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $897K in total assets. In 2024, it awarded 7 grants totaling $41K. Net investment income was $83K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$897K

+3.9% YoY

Annual Giving

$41K

+60.4% YoY

Grant Count

+133.3% YoY

Avg Grant Size

$6K

-31.3% YoY

Under IRS private-foundation payout rules, James Forsythe Milroy Foundation reported a distributable amount of $47K for 2024 — the minimum it must pay out in qualifying distributions.

About James Forsythe Milroy Foundation

Based on IRS filings

Ready to take the next step with James Forsythe Milroy Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $175K (100%)

States

Ohio

Cities

BellefontaineColumbusLewistownWest Mansfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$897,163	$863,605	$878,732
Revenue	$93,086	$29,014	$31,915
Expenses	$59,758	$44,141	$57,005
Qualifying Distributions	$49,900	$33,950	$46,833
Net Investment Income	$83,228	$18,823	$21,743
Distributable Amount	$47,318	$48,272	$51,716

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Grant Size Distribution

27 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Scholarship Recipients ($22,500), Logan County Land Trust ($6,000), Ohio State University - Logan County Extension ($6,000).

Recipient	Purpose	Amount
Logan County Land Trust Bellefontaine, OH	Financial Aid	$6,000
Logan County Jr Fair Bellefontaine, OH	Financial Aid	$50
Ohio State University - Logan County Extension Bellefontaine, OH	Financial Aid	$6,000
Benjamin Logan FFA Bellefontaine, OH	Financial Aid	$4,000
Romans 120 Christian Retreat West Mansfield, OH	Financial Aid	$500
Logan County Fair Bellefontaine, OH	Financial Aid	$2,200
Scholarship Recipients Bellefontaine, OH	Education	$22,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Justin Dinovo	Trustee	5	$3,000
Logan County OSU Extension	Trustee	5	$1,600
Gregory L Menssen	Trustee	5	$1,400

Frequently Asked Questions

How large is James Forsythe Milroy Foundation?

As of 2024, James Forsythe Milroy Foundation holds $897K in total assets with $93K in annual revenue. It awarded 7 grants totaling $41K in 2024.

Where does James Forsythe Milroy Foundation operate?

James Forsythe Milroy Foundation has awarded grants in Ohio.

What size grants does James Forsythe Milroy Foundation award?

In 2024, James Forsythe Milroy Foundation awarded 7 grants totaling $41K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is James Forsythe Milroy Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James Forsythe Milroy Foundation reported a distributable amount of $47K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James Forsythe Milroy Foundation's EIN?

James Forsythe Milroy Foundation's EIN (Employer Identification Number) is 34-6516844. IRS Form 990 filing data is available on this page for 2020–2024.