James K Morrill Scholarship Fund
James K Morrill Scholarship Fund is a private foundation focused on Education, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $64K. Net investment income was $158K.
James K Morrill Scholarship Fund at a glance
In short: James K Morrill Scholarship Fund gave $64K across 1 grant in 2025 (avg $64K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $63,526
- +10.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $63,526
- +10.5% vs 2024
- Median grant
- $63,526
- Total assets
- $1,231,465
- +7.0% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who James K Morrill Scholarship Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Ohio Foundation of Independent Colleges ($64K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 6 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How James K Morrill Scholarship Fund gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $43K (2019) to $83K (2020). In 2025 it made 1 grant totaling $64K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ohio Foundation of Independent Colleges Columbus, OH | Scholarship | $63,526 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,231,465 | $175,406 | $94,418 | $63,526 | 1 | $74,427 | $157,712 | $66,707 |
| 2024 | $1,150,515 | $128,557 | $85,735 | $57,500 | 1 | $66,897 | $110,826 | $64,256 |
| 2023 | $1,107,580 | $67,615 | $80,987 | $55,890 | 1 | $64,818 | $50,491 | $58,816 |
| 2022 | $1,121,136 | $28,403 | $92,373 | $64,974 | 2 | $73,774 | $12,132 | $62,061 |
| 2021 | $1,185,263 | $119,192 | $80,939 | $53,558 | 1 | $59,954 | $93,053 | $68,006 |
| 2020 | $1,146,790 | $36,786 | $111,787 | $82,539 | 2 | — | $18,688 | $59,269 |
| 2019 | $1,222,282 | $298,025 | $62,306 | $42,892 | 7 | — | $279,726 | $49,743 |
Under IRS private-foundation payout rules, James K Morrill Scholarship Fund reported a distributable amount of $67K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James K Morrill Scholarship Fund's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$17K (2020) → $20K (2025)
Former officers (1)
- Former: Fifth Third Bank (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $20K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about James K Morrill Scholarship Fund
How much does James K Morrill Scholarship Fund give each year?
James K Morrill Scholarship Fund gave $64K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $58K across 1 grant.
How large is James K Morrill Scholarship Fund?
James K Morrill Scholarship Fund reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $74K in qualifying distributions that year, against a required minimum of $67K (roughly 5% of its investment assets).
What is James K Morrill Scholarship Fund?
James K Morrill Scholarship Fund is a private foundation focused on Education, based in Cincinnati, OH. It holds $1.2M in total assets as of 2025.
Where does James K Morrill Scholarship Fund operate?
James K Morrill Scholarship Fund has awarded grants in District of Columbia, Massachusetts, New Hampshire, New York, Ohio.
What is James K Morrill Scholarship Fund's EIN?
James K Morrill Scholarship Fund's EIN (Employer Identification Number) is 36-7112892. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 27, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 21, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2019–2024
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