James M & Katherine W Moler Charitable Trust
James M & Katherine W Moler Charitable Trust is a private foundation, based in Charles Town, WV. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 2 grants totaling $153K. Net investment income was $144K.
James M & Katherine W Moler Charitable Trust at a glance
In short: James M & Katherine W Moler Charitable Trust gave $153K across 2 grants in 2025 (avg $76K), mostly in West Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $152,586
- -4.6% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $76,293
- -4.6% vs 2024
- Median grant
- $76,293
- Total assets
- $2,274,042
- -1.3% vs 2024
- Primary geography
- West Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who James M & Katherine W Moler Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Asbury United Methodist Church ($76K). Together the top 2 received $153K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $50–100K range: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How James M & Katherine W Moler Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 109% 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 $135K (2021) to $178K (2023). In 2025 it made 2 grants totaling $153K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Asbury United Methodist Church Charles Town, WV | To Support Church Activities | $76,293 |
| Shepherd University Foundation Shepherdstown, WV | To Support Moler Scholarship Fund | $76,293 |
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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 | $2,274,042 | $155,875 | $186,641 | $152,586 | 2 | $172,384 | $144,042 | $158,147 |
| 2024 | $2,304,808 | $134,072 | $191,463 | $159,984 | 2 | $178,746 | $122,601 | $149,675 |
| 2023 | $2,362,199 | $73,415 | $207,047 | $178,181 | 2 | $195,927 | $69,511 | $141,700 |
| 2022 | $2,495,831 | $11,545 | $189,917 | $157,588 | 2 | $176,887 | $49,561 | $155,013 |
| 2021 | $2,674,203 | $117,082 | $168,016 | $135,296 | 2 | — | $84,362 | $160,342 |
| 2019 | $2,804,022 | $207,363 | $206,940 | $175,778 | 2 | — | $176,201 | $149,917 |
Under IRS private-foundation payout rules, James M & Katherine W Moler Charitable Trust reported a distributable amount of $158K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James M & Katherine W Moler Charitable Trust's only listed officer is Bank Of Charles Town, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of Charles Town
Trustee
On filings since 2019
3 hrs/week
$29K (2019) → $30K (2025)
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 $30K, to Bank of Charles Town (Trustee).
Frequently asked questions about James M & Katherine W Moler Charitable Trust
How much does James M & Katherine W Moler Charitable Trust give each year?
James M & Katherine W Moler Charitable Trust gave $153K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $160K across 2 grants.
How large is James M & Katherine W Moler Charitable Trust?
James M & Katherine W Moler Charitable Trust reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $172K in qualifying distributions that year, against a required minimum of $158K (roughly 5% of its investment assets).
Where does James M & Katherine W Moler Charitable Trust operate?
James M & Katherine W Moler Charitable Trust has awarded grants in West Virginia.
What is James M & Katherine W Moler Charitable Trust's EIN?
James M & Katherine W Moler Charitable Trust's EIN (Employer Identification Number) is 20-2120645. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS January 6, 2020)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work James M & Katherine W Moler Charitable Trust funds
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