Mildred Moyer Charitable Trust Xxxxxxxx

Private foundation · Grantmaker Souderton, PA EIN: 38-7167843

Mildred Moyer Charitable Trust Xxxxxxxx is a private foundation, based in Souderton, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 6 grants totaling $156K. Net investment income was $265K.

Key facts about Mildred Moyer Charitable Trust Xxxxxxxx

In short: Mildred Moyer Charitable Trust Xxxxxxxx gave $156K across 6 grants in 2025 (avg $26K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
38-7167843
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$155,580
Grants made (2025)
6
Average grant
$25,930
Median grant
$27,227
Total assets
$2,949,853
Primary geography
Pennsylvania (55% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.9M

+2.1% YoY

Annual Giving

$156K

-11.2% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$26K

-11.2% YoY

Under IRS private-foundation payout rules, Mildred Moyer Charitable Trust Xxxxxxxx reported a distributable amount of $174K for 2025 — the minimum it must pay out in qualifying distributions.

How Mildred Moyer Charitable Trust Xxxxxxxx gives

  • Giving held roughly steady from 2022 to 2025 (−16%). Method
  • In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Mildred Moyer Charitable Trust Xxxxxxxx?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

BlufftonHarleysvilleNewtonNorthamptonSoudertonZieglerville

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K6 grants2020 6 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $156K (2025) to $184K (2022). In 2025 it made 6 grants totaling $156K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Trustees of Smith College: $31KTrustees of Smith College$31KFrederick Mennonite Community: $31KFrederick Mennonite Community$31KPeter Becker Community: $31KPeter Becker Community$31KZion Mennonite Church: $23KZion Mennonite Church$23KMennonite Church USA: $23KMennonite Church USA$23KBluffton University: $16KBluffton University$16K

The largest 2025 recipient was Trustees of Smith College ($31K). Together the top 6 received $156K.

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 30 grants of 30 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Trustees of Smith College Northampton, MAScholarship$31,116
Frederick Mennonite Community Zieglerville, PAGeneral$31,116
Peter Becker Community Harleysville, PAGeneral$31,116
Zion Mennonite Church Souderton, PAGeneral$23,337
Mennonite Church USA Newton, KSGeneral$23,337
Bluffton University Bluffton, OHScholarship$15,558

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,949,853$2,888,777$2,862,721
Revenue$264,694$212,724$168,285
Expenses$194,571$217,312$213,868
Qualifying Distributions$155,580$175,206$178,754
Net Investment Income$264,681$212,577$168,165
Distributable Amount$174,106$169,961$157,325

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Mildred Moyer Charitable Trust Xxxxxxxx's only listed officer is Univest Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Univest Bank

    Trustee

    On filings since 2020

    1 hr/week

    $32K (2020) → $38K (2025)

Data from IRS Form 990 filings, 2020–2025. "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

Univest Bank — Trustee: $38KUnivest BankTrustee$38K

The highest reported compensation on the 2025 filing was $38K, to Univest Bank (Trustee).

Frequently asked questions about Mildred Moyer Charitable Trust Xxxxxxxx

How much does Mildred Moyer Charitable Trust Xxxxxxxx give each year?

Mildred Moyer Charitable Trust Xxxxxxxx gave $156K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $175K across 6 grants.

What is Mildred Moyer Charitable Trust Xxxxxxxx's typical grant size?

Mildred Moyer Charitable Trust Xxxxxxxx's median grant in 2025 was $27,227, and its average grant was $25,930, across 6 grants on its 2025 IRS Form 990-PF.

Where does Mildred Moyer Charitable Trust Xxxxxxxx give grants?

Mildred Moyer Charitable Trust Xxxxxxxx gives mostly in Pennsylvania: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (20%) and Kansas (15%).

Does Mildred Moyer Charitable Trust Xxxxxxxx give general operating support?

Yes: 67% of Mildred Moyer Charitable Trust Xxxxxxxx's 2025 grants with a stated purpose (4 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Mildred Moyer Charitable Trust Xxxxxxxx's largest grantees?

Mildred Moyer Charitable Trust Xxxxxxxx's largest 2025 grantees include Trustees of Smith College ($31,116), Frederick Mennonite Community ($31,116) and Peter Becker Community ($31,116), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is Mildred Moyer Charitable Trust Xxxxxxxx?

Mildred Moyer Charitable Trust Xxxxxxxx reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $156K in qualifying distributions that year, against a required minimum of $174K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Mildred Moyer Charitable Trust Xxxxxxxx's EIN?

Mildred Moyer Charitable Trust Xxxxxxxx's EIN (Employer Identification Number) is 38-7167843. IRS Form 990 filing data is available on this page for 2020–2025.

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

Your AI grants department

Here's the math on researching Mildred Moyer Charitable Trust Xxxxxxxx by hand.

Explore Open Grants

Browse active grant opportunities in Mildred Moyer Charitable Trust Xxxxxxxx's focus areas in our free grants database

Similar Funders

Funders with grantees in common

RL and Etta L Triplett

Bluffton, OH

Assets

$129K

Grants

4

Total Given

$7K

Tr Uw Chas E Schell Education

Cincinnati, OH

Assets

$8.2M

Grants

8

Total Given

$1.2M

J Earl Belch Charitable Trust

Columbus Grove, OH

The trust funds local school facilities and programs, scholarships, Christian education, and other organizations’ activities, primarily benefiting Columbus Grove and Putnam County, Ohio. Its 2025 grants ranged from $649 to $650,008, with a median of $6,739. It accepts requests by letter to Nicholas Gilgenbaugh, and says it does not limit giving to preselected organizations.

Assets

$1.1M

Grants

12

Total Given

$1.1M

Montgomery County Foundation Inc

Blue Bell, PA

The Montgomery County Foundation supports nonprofit operating needs and community programs in areas such as education, health, human services, culture, homelessness, and employment services for adults with disabilities. Its 2025 grants ranged from $10,000 to $44,500, with a median of $10,000; it primarily funds organizations serving Montgomery County, Pennsylvania, and invites organizations to submit an introduction form through its grant portal.

Public, Societal Benefit

Assets

$8.4M

Grants

12

Total Given

$160K

Voorhies Scholarship Tua

Saint Louis, MO

The Voorhies Scholarship TUA funds scholarships for engineering students who meet its GPA and residency requirements, with awards typically ranging from $1,000 to $3,000. Its grants support students in Michigan, and applicants must live in Genesee or Shiawassee County; the filing lists an application and contact, so requests are accepted.

Education

Assets

$476K

Grants

15

Total Given

$27K

IBM International Foundation

Armonk, NY

The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$357.7M

Grants

16

Total Given

$11.7M

Berry Marie D FD H PFDN

Brooklyn, OH

The foundation primarily funds scholarships to educational institutions, with occasional general operating support; its 2025 grants ranged from $500 to $28,450, with a median of $2,550. It gives mainly in Ohio, with smaller amounts in nearby states, and directs applicants to the Marie Berry Scholarship Form on the Hancock County Educational Service Center website; requests are due March 31.

Assets

$2.6M

Grants

25

Total Given

$119K

Edward R Pillars Irr

Pittsburgh, PA

The foundation funds scholarships for students who attend a school in Fostoria, Ohio. Recent awards typically ranged from $500 to $5,000, with a median of $3,250; the available information does not state whether it accepts unsolicited requests.

Assets

$2.0M

Grants

31

Total Given

$99K

John Q Shunk Association

Bucyrus, OH

The John Q Shunk Association funds scholarships and community organizations, with most of its giving in Ohio. In 2024, it made 35 grants ranging from $1,000 to $13,750, with a median of $2,500; scholarship applications are accepted, but the profile does not say whether it accepts unsolicited requests for other funding.

Assets

$927K

Grants

35

Total Given

$115K

A K Stephenson Fdn Char Tr Agy

Eagan, MN

The foundation primarily supports university scholarships, with 2025 grants ranging from $2,000 to $52,000 and a median award of $2,000. Most funding went to Ohio, with smaller amounts awarded in other states. It does not limit giving to preselected organizations; its filing says to request an application from Thomas Humbach, with an April 1 deadline.

Assets

$2.2M

Grants

36

Total Given

$194K

The Austin E Knowlton Foundation Inc

Cincinnati, OH

The foundation primarily funds higher education, including scholarships and campus buildings, programs, and student services, with a focus on colleges and universities in Ohio, Kentucky, and Indiana; most 2024 grant dollars went to Ohio. Its 2024 grants ranged from $5,000 to $6 million, with a median of $30,000. It says it does not limit giving to preselected organizations and invites applicants to contact Sherri L. Calk with materials, including proof of tax-exempt status.

Assets

$266.5M

Grants

46

Total Given

$11.6M

Seachange Capital Partners Inc

New York, NY

SeaChange funds nonprofits exploring or carrying out mergers, shared services, and other sustained collaborations, and provides loans and advice for organizations facing financial or organizational challenges, including loans for New York City nonprofits. Its 2024 grants ranged from $6,250 to $225,000, with a median of $20,000; grant programs include New York City, Greater Philadelphia, and other geographies.

Philanthropy, Voluntarism & Grantmaking

Assets

$9.8M

Grants

47

Total Given

$1.3M

More Funders in Pennsylvania

Mildred Moyer Charitable Trust Xxxxxxxx down — hundreds of funders to go?

Want AI to do this for you?