Miller UA Morey & Helen Schol
Miller UA Morey & Helen Schol is a private foundation based in Brooklyn, Ohio. Its 2025 filing says scholarship recipients must be graduating seniors of Rockville High School who have been accepted to a college or university.
Miller UA Morey & Helen Schol at a glance
In short: Miller UA Morey & Helen Schol gave $210K across 20 grants in 2026 (avg $10K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $209,600
- +15.2% vs 2025
- Grants made (2026)
- 20
- -4.8% vs 2025
- Average grant
- $10,480
- +20.9% vs 2025
- Median grant
- $7,000
- Total assets
- $4,212,010
- -1.7% vs 2025
- Primary geography
- Connecticut (61% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
How to apply to Miller UA Morey & Helen Schol
- How to Apply
-
The 2025 filing lists an application and directs applicants to contact KeyBank N.A. c/o Agnes Marountas. It says recipients must be graduating seniors of Rockville High School who have been accepted to a college or university. The filing also says the foundation does not restrict giving to preselected organizations. **Deadline:** The 2025 filing lists April 26; that deadline is past as of September 28, 2026.
- Contact
Application contact: Keybank N A Co Agnes Marountas
Mailing address: 127 Public Square Oh-01-27-1805, Cleveland, OH 44114
Phone: (216) 689-0416
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Miller UA Morey & Helen Schol funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was University of Connecticut ($61K). Together the top 10 received $165K.
Organizations only. It also paid 2 individual scholarships ($11,000), which are not listed by name.
Grant Size Distribution
85 grants across all recorded years
The most common grant size was under $50K: 84 grants of 85 (99%).
Geographic Focus
Where this funder awards grants
In 2026, Connecticut accounted for 61% of grant dollars, Massachusetts 11%, Rhode Island 7%, and New York and Maryland 5% each. The listed 2026 grants also included recipients in North Carolina and Maine.
Grant Distribution by State
Share of 2026 grant dollars across all 20 itemized grants.
States
Cities
How Miller UA Morey & Helen Schol gives
- Giving held roughly steady from 2023 to 2026 (+18%). Method
- In 2026 it paid out 102% 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 2020 to 2026, annual grant giving ranged from $147K (2020) to $210K (2026). In 2026 it made 20 grants totaling $210K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Connecticut Storrs, CT | Scholarship | $61,000 |
| University of Hartford West Hartford, CT | Scholarship | $25,000 |
| Fairfield University Fairfield, CT | Scholarship | $11,000 |
| Rensselaer Polytechnic Institute Troy, NY | Scholarship | $11,000 |
| Sacred Heart University Fairfield, CT | Scholarship | $11,000 |
| University of Rhode Island Kingston, RI | Scholarship | $10,000 |
| Stonehill College North Easton, MA | Scholarship | $10,000 |
| Towson University Towson, MD | Scholarship | $10,000 |
| University of Massachusetts Amherst Amherst, MA | Scholarship | $8,000 |
| Wesleyan University Middleton, CT | Scholarship | $8,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $4,212,010 | $281,545 | $288,381 | $209,600 | 20 | $223,284 | $241,193 | $219,429 |
| 2025 | $4,286,219 | $940,289 | $224,259 | $182,000 | 21 | $192,919 | $909,944 | $205,312 |
| 2024 | $3,564,220 | $121,760 | $240,597 | $190,000 | 17 | $209,288 | $80,063 | $190,123 |
| 2023 | $3,683,523 | $-105,650 | $247,627 | $178,000 | 13 | $198,254 | $42,033 | $189,550 |
| 2022 | $4,030,132 | $769,016 | $208,944 | $151,000 | 14 | $171,182 | $729,181 | $221,753 |
| 2021 | $3,779,119 | $250,320 | $203,034 | $150,000 | 19 | — | $220,146 | $188,831 |
| 2020 | $3,427,522 | $243,158 | $192,424 | $147,000 | 18 | — | $223,881 | $178,360 |
Under IRS private-foundation payout rules, Miller UA Morey & Helen Schol reported a distributable amount of $219K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its filing describes scholarship eligibility as limited to members of the graduating senior class of Rockville High School who are accepted to a college or university.
The 2026 grantees include institutions whose own missions describe higher education in varied terms. For example, the University of Hartford says it is dedicated to learning, personal growth, knowledge creation, and the betterment of society. Rensselaer Polytechnic Institute says it educates leaders for technology-based careers and applies technology responsibly. Stonehill College describes itself as a Catholic institution of higher learning committed to scholarship, faith, and the dignity of each person.
Grantmaking
In filing year 2026, the foundation made 20 grants totaling $209,600. Grant amounts ranged from $1,600 to $61,000, with a median of $7,000. The largest awards included $61,000 to the University of Connecticut, $25,000 to the University of Hartford, $11,000 each to Fairfield University, Rensselaer Polytechnic Institute, and Sacred Heart University, and $10,000 each to the University of Rhode Island, Stonehill College, and Towson University. The listed purposes were scholarships.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists KeyBank N.A. as trustee.
Miller UA Morey & Helen Schol's only listed officer is Keybank N A, Trustee on every filing since 2025 (compensated).
Officers on the 2026 filing
Keybank N A
Trustee
On filings since 2025
1 hr/week
$10K (2025) → $51K (2026)
Former officers (2)
- Former: Bank Of America (2022–2025) — Former Trustee
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $51K, to Keybank N a (Trustee).
Frequently asked questions about Miller UA Morey & Helen Schol
How much does Miller UA Morey & Helen Schol give each year?
Miller UA Morey & Helen Schol gave $210K across 20 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $182K across 21 grants.
What is Miller UA Morey & Helen Schol's typical grant size?
Miller UA Morey & Helen Schol's median grant in 2026 was $7,000, and its average grant was $10,480, across 20 grants on its 2026 IRS Form 990-PF.
Where does Miller UA Morey & Helen Schol give grants?
Miller UA Morey & Helen Schol gives mostly in Connecticut: 61% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (11%) and Rhode Island (7%). The most frequent recipient cities were Fairfield, CT (2 grants).
Does Miller UA Morey & Helen Schol give general operating support?
Not in 2026: none of the 20 grants with a stated purpose on Miller UA Morey & Helen Schol's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (20 grants).
Who are Miller UA Morey & Helen Schol's largest grantees?
Miller UA Morey & Helen Schol's largest 2026 grantees include University of Connecticut ($61,000), University of Hartford ($25,000) and Fairfield University ($11,000), according to its 2026 IRS Form 990-PF. It also paid 2 individual scholarships ($11,000), which are not listed by name. Together they received 46% of its itemized 2026 grant dollars.
How large is Miller UA Morey & Helen Schol?
Miller UA Morey & Helen Schol reported $4.2M in total assets on its 2026 IRS Form 990-PF. It paid out $223K in qualifying distributions that year, against a required minimum of $219K (roughly 5% of its investment assets).
What does Miller UA Morey & Helen Schol fund?
No mission statement for the foundation is provided. Its filing describes scholarship eligibility as limited to members of the graduating senior class of Rockville High School who are accepted to a college or university. See mission & focus areas ↑
How do I apply for a grant from Miller UA Morey & Helen Schol?
The 2025 filing lists an application and directs applicants to contact KeyBank N.A. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Miller UA Morey & Helen Schol's EIN?
Miller UA Morey & Helen Schol's EIN (Employer Identification Number) is 04-3222995. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 6, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Miller UA Morey & Helen Schol funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/miller-ua-morey-and-helen-schol-morg_0c81a66fd0314c449aa491089bfa8e83
BibTeX
@misc{grantable_043222995_2026,
author = {{Grantable}},
title = {{Miller UA Morey \& Helen Schol funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/miller-ua-morey-and-helen-schol-morg_0c81a66fd0314c449aa491089bfa8e83},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Miller UA Morey & Helen Schol's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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