Morris Calvary Tw

Tax-deductible

Brooklyn, OH501(c)(3) EIN 34-6507923Revenue $3.5M in FY2024Latest return filed Nov 2, 2025

On file with the IRS4900 Tiedeman Road Oh-01-49-0381, 44144-2338 · Brooklyn, OHTax-exempt since Dec 1976Supporting organization — 509(a)(3)

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Grants are made according to trust agreement dated april 4, 1912 keybank n a, as trustee, makes distributions to the following: university hospital of cleveland, st vincent charity hospital, sisiers of st francis health. Under the ohio institional trust funds act of 1999, these beneficiaries have chosen to receive the maximum of income based on the greater of 5% of afv or traditional income. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$162K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $84K a year · 5% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$162K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
9 mo
of spending, in cash
Plus $28.1M in investments, Pt X · Ln 11–13
Looks good: 9.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 1 voting members
Concern: none of 1 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.5M
+844% vs prior year
Spent
$1.6M
To programs
90%
Net assets
$29.3M
By yearFY2021–FY2024
Revenue
$3.5M
FY2024▲ +844%
Tap a bar for its year
Revenue by fiscal year
FY2021$3.6M
FY2022−$152K
FY2023$366K
FY2024$3.5M
Expenses
$1.6M
FY2024▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2021$1.7M
FY2022$1.9M
FY2023$1.7M
FY2024$1.6M
Net assets
$29.3M
FY2024▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2021$30.9M
FY2022$28.8M
FY2023$27.5M
FY2024$29.3M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1976.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $1.5M Management & general 10% · $163K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

1 person listed on the 990; $162K paid to officers and key staff.

Part VII, Section A · reportable compensation
$161,903Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021
Keybank N A———$175,590
Keybank National Association$161,903$152,010$166,605—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Morris Calvary Tw executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Distributes funds to Cleveland hospitals and a healthcare system as per a 1912 trust agreement.

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3 programs · $1.2M · in their own filed words · FY2024
01

Grants are made to support university hospital and are made in proportion to the number of patients cared for during the five (5) years immediately preceding such annual distribution.

$961Kprogram expense
02

Grants are made to support ST vincent CHARITY.HOSPITAL v and are made inproportion to the number of patients cared for during the five (5)YEARS immediately preceding such annual distribution.

$231Kprogram expense
03

Grants are made to support sisters of ST francis health and aremade in proportion to the number of patients cared for during the FIVE(5) years immediately preceding such annual distribution.

$49Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 16 grants · $6.3M · 2021–2024
St John Medical CenterFY2024$231,281
St Vincent Charity Hospital VOH · FY2024$231,281
St John Medical CenterFY2023$240,946
St Vincent Charity Hospital VOH · FY2023$240,946
St John Medical CenterFY2022$276,629
St Vincent Charity Hospital VOH · FY2022$276,629
St John Medical CenterFY2021$238,012
St Vincent Charity Hospital VOH · FY2021$238,012

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$3.5M
Ln 12
Investment incomeLn 3$3.4M
Other incomeLn 4–11$15K
Money outPt IX
$1.6M
Ln 25
Programscol B$1.5M
Managementcol C$163K
Owns and owesPt X
$29.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$29.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$3.4M
Other incomeLn 4–11$15K
Gains on assetsLn 7$3.1M
Total revenueLn 12$3.5M
Assets in detailPt X, end of year
SavingsLn 2$1.3M
Cash and savings togetherLn 1–2$1.3M
InvestmentsLn 11–13$28.1M
Total assetsLn 16$29.3M
LiabilitiesLn 26$0
Net assetsLn 32$29.3M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$154K$1.3M
InvestmentsLn 11–13$27.3M$28.1M
Total assetsLn 16$27.5M$29.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$27.5M$29.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.5M$1.5M
Pay of current officers, directors and key staffLn 5$162K$162K
Accounting feesLn 11c$1K$1K
All other expensesLn 24e$200$200
Total functional expensesLn 25$1.6M$1.5M$163K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 2, 2025 $3.5M$1.6M$1.8M$29.3M 990 PDF
FY2023Filed with the IRS May 5, 2024 $366K$1.7M−$1.3M$27.5M 990 PDF
FY2022Filed with the IRS Nov 7, 2023 −$152K$1.9M−$2.1M$28.8M 990 PDF
FY2021Filed with the IRS Nov 10, 2022 $3.6M$1.7M$1.9M$30.9M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $3,453,241 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $350,719$3,438,174
I-11 Other revenuePrior year $15,003$15,067
I-12 Total revenuePrior year $365,722$3,453,241
I-13 Grants and similar amounts paidPrior year $1,534,202$1,472,407
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $152,010$161,903
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $3,916$1,250
I-18 Total expensesPrior year $1,690,128$1,635,560
I-19 Revenue less expensesPrior year −$1,324,406$1,817,681
Part VI · Governance 0 of 1 board members independent, 4 to look at
VI-1a Voting members of the governing body1
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $3,453,241 across 3 lines filed
Lines not itemized here account for $15,067 of total revenue; see the IRS return.
VIII-3 Investment incomeExcluded from tax $317,385$317,385
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,120,789$3,120,789
VIII-12 Total revenueExcluded from tax $3,453,241$3,453,241
Part IX · Statement of functional expenses $1,635,560 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $1,472,407$1,472,407
IX-5 Pay of current officers, directors and key staffManagement $161,903$161,903
IX-11c Accounting feesManagement $1,050$1,050
IX-24e All other expensesManagement $200$200
IX-25 Total functional expensesPrograms $1,472,407 · Management $163,153 · Fundraising $0$1,635,560
Part X · Balance sheet $29,314,430 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $153,786$1,258,798
X-12 Other securitiesStart of year $27,345,910$28,055,632
X-16 Total assetsStart of year $27,499,696$29,314,430
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $27,499,696$29,314,430
X-33 Total liabilities and net assetsStart of year $27,499,696$29,314,430
Part XI · Reconciliation of net assets $29,314,430 net assets at year end
XI-1 Total revenue$3,453,241
XI-2 Total expenses$1,635,560
XI-3 Revenue less expenses$1,817,681
XI-4 Net assets at start of year$27,499,696
XI-9 Other changes in net assets−$2,947
XI-10 Net assets at end of year$29,314,430

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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