James M & Katherine W Moler

CHARLES TOWN, WV EIN: 20-2120645

James M & Katherine W Moler is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLES TOWN, WV. IRS filing data is available from 2021 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.

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

About James M & Katherine W Moler

Based on IRS filings

James M & Katherine W Moler is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLES TOWN, WV. IRS filing data is available from 2021 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Charles TownShepherdstown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$57K$114K$171K$228K20212022202320242025
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

Giving Over Time

Total grant dollars and number of grants per year

$0$45K$89K$134K$178K2 grants20212 grants20222 grants20232 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

ASBURY UNITED METHODIST …$76KSHEPHERD UNIVERSITY FOUN…$76K

Grant Size Distribution

10 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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