Helen W Moulton Fund
Helen W Moulton Fund is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grant totaling $78K. Net investment income was $120K.
Helen W Moulton Fund at a glance
In short: Helen W Moulton Fund gave $78K across 1 grant in 2025 (avg $78K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $77,530
- +16.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $77,530
- +16.8% vs 2024
- Median grant
- $77,530
- Total assets
- $1,421,408
- +2.8% vs 2024
- Primary geography
- Maine (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 Helen W Moulton Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Bangor Theological Seminary ($78K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Helen W Moulton Fund gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 107% 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 2021 to 2025, annual grant giving ranged from $50K (2023) to $82K (2022). In 2025 it made 1 grant totaling $78K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bangor Theological Seminary Bangor, ME | Unrestricted General | $77,530 |
Ready to take the next step with Helen W Moulton Fund?
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 | $1,421,408 | $138,371 | $105,087 | $77,530 | 1 | $87,449 | $120,033 | $81,625 |
| 2024 | $1,382,675 | $53,882 | $91,054 | $66,367 | 1 | $75,552 | $34,864 | $77,013 |
| 2023 | $1,374,941 | $-18,958 | $78,836 | $49,944 | 1 | $58,511 | $16,575 | $71,180 |
| 2022 | $1,450,385 | $264,068 | $107,869 | $81,514 | 1 | $91,038 | $246,402 | $74,613 |
| 2021 | $1,517,316 | $94,313 | $99,659 | $71,381 | 1 | — | $78,208 | $82,486 |
Under IRS private-foundation payout rules, Helen W Moulton Fund reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen W Moulton Fund's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$23K (2022) → $24K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $24K, to Bank of America (Trustee).
Frequently asked questions about Helen W Moulton Fund
How much does Helen W Moulton Fund give each year?
Helen W Moulton Fund gave $78K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $66K across 1 grant.
How large is Helen W Moulton Fund?
Helen W Moulton Fund reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $87K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets).
Where does Helen W Moulton Fund operate?
Helen W Moulton Fund has awarded grants in Maine.
What is Helen W Moulton Fund's EIN?
Helen W Moulton Fund's EIN (Employer Identification Number) is 01-6009480. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Helen W Moulton Fund's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
Forsyth FBO Bangor Theological SEM Co Bank
Dallas, TX
Assets
$380K
Grants
1
Total Given
$21K
Phyllis L Reed Trust
Pittsburgh, PA
Assets
—
Grants
4
Total Given
$8K
John C ENK Char Residual Trust
Brooklyn, OH
The trust supports charities and scholarships, with recent grants benefiting churches, libraries, disability and behavioral health services, museums, and education. Its 2025 grants ranged from $910 to $11,198, with a median of $4,550; 85% of grant dollars went to Maine and 15% to New Jersey. Written applications are mentioned, but most distributions are designated by the trust document, and whether unsolicited requests are accepted is not stated.
Assets
$1.7M
Grants
19
Total Given
$91K
Charles C Morris Charitable Tr
Dallas, TX
The foundation supports educational, health, youth, religious, and community organizations, with recent grants of $1,094 each. Its 2026 grants went mainly to Maine, with smaller shares to Florida and New York; it contributes only to preselected organizations and does not accept unsolicited requests.
Assets
$238K
Grants
10
Total Given
$11K
Tua Eugene B Hamilton
Dallas, TX
Assets
$140K
Grants
29
Total Given
$5K
Wilbur a and Helen L Park Charitable Trust
Portland, ME
Assets
$389K
Grants
18
Total Given
$26K
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Helen W Moulton Fund'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.
Helen W Moulton Fund down — hundreds of funders to go?