Moeller William E & Mary E Chartiable Trust
Moeller William E & Mary E Chartiable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT AUGUSTINE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 15 grants totaling $208K. Net investment income was $555K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.4M
+7.5% YoY
Annual Giving
$208K
-6.6% YoY
Grant Count
15
+0.0% YoY
Avg Grant Size
$14K
-6.6% YoY
Under IRS private-foundation payout rules, Moeller William E & Mary E Chartiable Trust reported a distributable amount of $206K for 2024 — the minimum it must pay out in qualifying distributions.
About Moeller William E & Mary E Chartiable Trust
Based on IRS filings
Moeller William E & Mary E Chartiable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT AUGUSTINE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 15 grants totaling $208K. Net investment income was $555K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,374,013 | $4,070,150 | $4,027,362 |
| Revenue | $590,637 | $336,112 | $246,561 |
| Expenses | $286,774 | $293,324 | $218,186 |
| Qualifying Distributions | $243,282 | $255,719 | $204,369 |
| Net Investment Income | $554,858 | $302,715 | $236,025 |
| Distributable Amount | $206,466 | $198,782 | $198,458 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
61 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Harvey Mudd College ($75,000), Safe Pet Rescue Inc ($25,000), Alpha-omega Miracle Home ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SAFE PET RESCUE INC ST AUGUSTINE, FL | SUPPORTFOR PROGRAMS | $25,000 |
| ALPHA-OMEGA MIRACLE HOME ST AUGUSTINE, FL | SUPPORT FOR PROGRAMS | $20,000 |
| HARVEY MUDD COLLEGE CLAREMONT, CA | SUPPORTFOR PROGRAMS | $75,000 |
| CATHEDRAL PARISH EARLY EDUCATION CENTER SAINT AUGUSTINE, FL | SUPPORT FOR PROGRAMS | $10,000 |
| THE WOMAN'S EXCHANGE OF ST AUGUSTINE SAINT AUGUSTINE, FL | SUPPORTFOR PROGRAMS | $5,000 |
| ZION MISSIONARY BAPTIST CHURCH SAING AUGUSTINE, FL | SUPPORTFOR PROGRAMS | $5,000 |
| LEARN TO READ OF ST JOHNS COUNTY INC SAINT AUGUSTINE, FL | SUPPORTFORPROGRAMS | $10,000 |
| SISTERS OF ST JOSEPH SAINT AUGUSTINE, FL | SUPPORTFORPROGRAMS | $1,500 |
| FICPA SCHOLARSHIP FOUNDATION ORLANDO, FL | SUPPORT FORPROGRAMS | $2,500 |
| THE LORD'S TEMPLE CITY OF REFUGE MINISTRIES HASTINGS, FL | SUPPORTFORPROGRAMS | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN SUNDEMAN | TRUSTEE | 20 | $36,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Moeller William E & Mary E Chartiable Trust?
Moeller William E & Mary E Chartiable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT AUGUSTINE, FL. It holds $4.4M in total assets as of 2024.
How large is Moeller William E & Mary E Chartiable Trust?
As of 2024, Moeller William E & Mary E Chartiable Trust holds $4.4M in total assets with $591K in annual revenue. It awarded 15 grants totaling $208K in 2024.
Where does Moeller William E & Mary E Chartiable Trust operate?
Moeller William E & Mary E Chartiable Trust has awarded grants in California, Florida.
What size grants does Moeller William E & Mary E Chartiable Trust award?
In 2024, Moeller William E & Mary E Chartiable Trust awarded 15 grants totaling $208K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Moeller William E & Mary E Chartiable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Moeller William E & Mary E Chartiable Trust reported a distributable amount of $206K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Moeller William E & Mary E Chartiable Trust's EIN?
Moeller William E & Mary E Chartiable Trust's EIN (Employer Identification Number) is 59-7214278. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.