Moeller William E & Mary E Chartiable Trust
Moeller William E & Mary E Chartiable Trust is a private foundation based in Saint Augustine, Florida. Its 2025 filing reports grants to charitable organizations, with awards supporting organizations in Florida and California.
Moeller William E & Mary E Chartiable Trust at a glance
In short: Moeller William E & Mary E Chartiable Trust gave $184K across 15 grants in 2025 (avg $12K), mostly in Florida. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $184,250
- -11.2% vs 2024
- Grants made (2025)
- 15
- +0.0% vs 2024
- Average grant
- $12,283
- -11.2% vs 2024
- Median grant
- $5,000
- Total assets
- $4,386,803
- +0.3% vs 2024
- New grantees (estimate)
- 7% first-time grantees (1 of 15, 2025; small sample)
- Primary geography
- Florida (73% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Moeller William E & Mary E Chartiable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust’s 2023 filing states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 3443, Saint Augustine, FL 32085-3443
Phone: (904) 824-2881
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Moeller William E & Mary E Chartiable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Alpha-Omega Miracle Home ($51K). Together the top 10 received $167K.
Grant Size Distribution
69 grants across all recorded years
The most common grant size was under $50K: 64 grants of 69 (93%).
Geographic Focus
Where this funder awards grants
In 2025, 73% of grant dollars went to recipients in Florida and 27% to recipients in California. The listed grants included organizations in and around Saint Augustine, Florida, as well as Harvey Mudd College in Claremont, California.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Is Moeller William E & Mary E Chartiable Trust open to new grantees?
7%
first-time grantees, 2025
In 2025, 1 of 15 grantees (7%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $5K; repeat grants $13K. How we count
Medians: $5K first-time, $8K repeat.
- 87% of 2025 grantees were also funded in 2024. Method
- Giving grew 23% from 2022 to 2025. Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $17K (2020) to $222K (2023). In 2025 it made 15 grants totaling $184K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Alpha-Omega Miracle Home St Augustine, FL | Support for Programs | $51,250 |
| Harvey Mudd College Claremont, CA | Supportfor Programs | $50,000 |
| Zion Missionary Baptist Church Saing Augustine, FL | Supportfor Programs | $10,500 |
| Safe Pet Rescue Inc St Augustine, FL | Supportfor Programs | $10,000 |
| The Lord's Temple City of Refuge Ministries Hastings, FL | Supportforprograms | $10,000 |
| St Francis House Saint Augustine, FL | Supportforprograms | $10,000 |
| First UMC of St Augustine Saint Augustine, FL | Supportforprograms | $10,000 |
| Cathedral Parish Early Education Center Saint Augustine, FL | Support for Programs | $5,000 |
| Learn to Read of St Johns County Inc Saint Augustine, FL | Supportforprograms | $5,000 |
| Ficpa Scholarship Foundation Orlando, FL | Support Forprograms | $5,000 |
Ready to take the next step with Moeller William E & Mary E Chartiable Trust?
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 | $4,386,803 | $279,934 | $267,144 | $184,250 | 15 | $224,027 | $240,155 | $208,410 |
| 2024 | $4,374,013 | $590,637 | $286,774 | $207,500 | 15 | $243,282 | $554,858 | $206,466 |
| 2023 | $4,070,150 | $336,112 | $293,324 | $222,100 | 15 | $255,719 | $302,715 | $198,782 |
| 2022 | $4,027,362 | $246,561 | $218,186 | $149,350 | 16 | $204,369 | $236,025 | $198,458 |
| 2021 | $3,998,987 | $100,985 | $144,152 | $18,950 | 8 | — | $93,260 | $171,021 |
| 2020 | $4,042,154 | $109,525 | $146,049 | $16,950 | 7 | — | $101,800 | $141,863 |
Under IRS private-foundation payout rules, Moeller William E & Mary E Chartiable Trust reported a distributable amount of $208K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available statements do not provide a mission for the trust itself. Its 2025 grants included support for organizations working in areas such as housing and education for vulnerable families, higher education, animal rescue, family self-sufficiency, assistance for unwed mothers, and scholarships.
These are grantees’ stated missions, not the trust’s: Alpha-Omega Miracle Home says it provides housing, education, and counseling to young mothers, children, and senior women. Harvey Mudd College says it educates engineers, scientists, and mathematicians in the sciences and humanities to prepare them for leadership. SAFE PET RESCUE says it provides cat and dog rescue and adoption, along with education about humane treatment and preventing animal cruelty. St Francis House describes its work as helping families with children achieve self-sufficiency through case management, meals, and educational, health, and career resources. St Gerard Campus says it provides assistance and education for unwed mothers. FICPA Scholarship Foundation says it supports current and future CPAs.
Grantmaking
In 2025, the trust reported 15 grants totaling $184,250. Grant amounts ranged from $2,500 to $51,250, with a median of $5,000. The largest awards were $51,250 to Alpha-Omega Miracle Home and $50,000 to Harvey Mudd College. Other notable grants included $10,000 each to SAFE PET RESCUE, St Francis House, The Lord’s Temple City of Refuge Ministries, and First UMC of St Augustine; and $5,000 each to Cathedral Parish Early Education Center, Learn to Read of St Johns County, FICPA Scholarship Foundation, and St Gerard Campus. The listed grant purposes were support for programs.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists JOHN SUNDEMAN as trustee.
Moeller William E & Mary E Chartiable Trust is led by John Sundeman, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
John Sundeman
Trustee
On filings since 2020
20 hrs/week
$36K (2020) → $36K (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
The highest reported compensation on the 2025 filing was $36K, to John Sundeman (Trustee).
Frequently asked questions about Moeller William E & Mary E Chartiable Trust
How much does Moeller William E & Mary E Chartiable Trust give each year?
Moeller William E & Mary E Chartiable Trust gave $184K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $208K across 15 grants.
What is Moeller William E & Mary E Chartiable Trust's typical grant size?
Moeller William E & Mary E Chartiable Trust's median grant in 2025 was $5,000, and its average grant was $12,283, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Moeller William E & Mary E Chartiable Trust that year got $5K on average.
Where does Moeller William E & Mary E Chartiable Trust give grants?
Moeller William E & Mary E Chartiable Trust gives mostly in Florida: 73% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (27%). The most frequent recipient cities were St Augustine, FL (10 grants).
Does Moeller William E & Mary E Chartiable Trust give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on Moeller William E & Mary E Chartiable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Supportforprograms" (7 grants) and "Supportfor Programs" (5 grants).
Who are Moeller William E & Mary E Chartiable Trust's largest grantees?
Moeller William E & Mary E Chartiable Trust's largest 2025 grantees include Alpha-Omega Miracle Home ($51,250), Harvey Mudd College ($50,000) and Zion Missionary Baptist Church ($10,500), according to its 2025 IRS Form 990-PF. Together they received 61% of its itemized 2025 grant dollars.
How large is Moeller William E & Mary E Chartiable Trust?
Moeller William E & Mary E Chartiable Trust reported $4.4M in total assets on its 2025 IRS Form 990-PF. It paid out $224K in qualifying distributions that year, against a required minimum of $208K (roughly 5% of its investment assets).
What does Moeller William E & Mary E Chartiable Trust fund?
The available statements do not provide a mission for the trust itself. Its 2025 grants included support for organizations working in areas such as housing and education for vulnerable families, higher education, animal rescue, family self-sufficiency, assistance for unwed mothers, and scholarships. See mission & focus areas ↑
How do I apply for a grant from Moeller William E & Mary E Chartiable Trust?
The trust’s 2023 filing states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Moeller William E & Mary E Chartiable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 4, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Moeller William E & Mary E Chartiable Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/moeller-william-e-and-mary-e-chartiable-trust-morg_f71a2ab0270243abb0f6f86b0c5a601b
BibTeX
@misc{grantable_597214278_2026,
author = {{Grantable}},
title = {{Moeller William E \& Mary E Chartiable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/moeller-william-e-and-mary-e-chartiable-trust-morg_f71a2ab0270243abb0f6f86b0c5a601b},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Moeller William E & Mary E Chartiable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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