James M & Katherine W Moler Charitable Trust

Private foundation · Grantmaker Charles Town, WV EIN: 20-2120645

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.

Key facts about James M & Katherine W Moler Charitable Trust

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.

EIN
20-2120645
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$152,586
Grants made (2025)
2
Average grant
$76,293
Median grant
$76,293
Total assets
$2,274,042
Primary geography
West Virginia (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.3M

-1.3% YoY

Annual Giving

$153K

-4.6% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$76K

-4.6% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

Cities

Charles TownShepherdstown

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K2 grants2019 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $135K (2021) to $178K (2023). In 2025 it made 2 grants totaling $153K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Asbury United Methodist Church: $76KAsbury United Methodist Church$76KShepherd University Foundation: $76KShepherd University Foundation$76K

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

<$50K10$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Asbury United Methodist Church Charles Town, WVTo Support Church Activities$76,293
Shepherd University Foundation Shepherdstown, WVTo Support Moler Scholarship Fund$76,293

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,274,042$2,304,808$2,362,199
Revenue$155,875$134,072$73,415
Expenses$186,641$191,463$207,047
Qualifying Distributions$172,384$178,746$195,927
Net Investment Income$144,042$122,601$69,511
Distributable Amount$158,147$149,675$141,700

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS January 6, 2020)
  2. IRS filings on file for fiscal years 2021–2025

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

Bank of Charles Town — Trustee: $30KBank of Charles TownTrustee$30K

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.

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