James And Katherine Moler Charitable Trust
- Assets
- $2.5m
- Revenue
- $11.5k
- Investments
- $2.5m
- Employees
- 0
- Location
- Charles Town, WV
- Founding
- 11/2009
- Data as of
- 09/2022
- EIN
- 20-2120645
Organization Overview
James And Katherine Moler Charitable Trust is located in Charles Town, WV. The organization was established in 2009. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James And Katherine Moler Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2022, James And Katherine Moler Charitable Trust generated $11.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (30.8%) each year. All expenses for the organization totaled $189.9k during the year ending 09/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, James And Katherine Moler Charitable Trust has awarded 14 individual grants totaling $1,036,385. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $112 |
| Dividends & Interest | $61,306 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$49,873 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $11,545 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $29,690 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,173 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $32,329 |
| Contributions, gifts, grants paid | $157,588 |
| Total expenses and disbursements | $189,917 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $19,371 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,290,060 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,495,831 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, James And Katherine Moler Charitable Trust has awarded $157,588 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
ASBURY UNITED METHODIST CHURCH PURPOSE: TO SUPPORT CHURCH ACTIVITIES | $78,794 |
SHEPHERD UNIVERSITY FOUNDATION PURPOSE: TO SUPPORT MOLER SCHOLARSHIP FUND | $78,794 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Diana Davis Spencer Foundation Bethesda, MD | $1,510,145,435 | $31,448,274 |
Davis Family Foundation Hanover, MD | $1,302,672,743 | $64,475,559 |
The Wexner Family Charitable Fund New Albany, OH | $184,942,197 | $254,449,818 |
The Rosser Foundation A Pure Charitable Trust And Public Charit Hampton, VA | $12,195,900 | $36,359,396 |
Maguire Foundation West Conshohocken, PA | $0 | $10,846,953 |
Mabel Pew Myrin Trust Philadelphia, PA | $417,886,148 | $39,075,922 |
Neubauer Family Foundation Philadelphia, PA | $348,008,962 | $28,614,405 |
Quantitative Foundation Philadelphia, PA | $101,541,098 | -$10,401,387 |
Fifth Third Union Trust Co Foundation Cincinnati, OH | $28,852,332 | $17,459,816 |
J N Pew Jr Charitable Trust Philadelphia, PA | $309,649,040 | $25,152,087 |
Lenfest Foundation Inc Philadelphia, PA | $0 | $560,962 |
Carol Ann And Ralph V Haile Jr Foundation Cincinnati, OH | $318,390,176 | $10,905,260 |