The Moody Charitable Trust

GULF SHORES, AL EIN: 63-6212088

The Moody Charitable Trust is a private foundation, based in GULF SHORES, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $313K in total assets. In 2024, it awarded 2 grants totaling $13K. Net investment income was $3K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$313K

+6.4% YoY

Annual Giving

$13K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$7K

+0.0% YoY

Under IRS private-foundation payout rules, The Moody Charitable Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About The Moody Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $33K (52%)

Tennessee $30K (48%)

States

Alabama Tennessee

Cities

FoleyMemphis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$312,586	$293,902	$275,935
Revenue	$32,665	$31,920	$387
Expenses	$13,981	$13,953	$11,942
Qualifying Distributions	$13,981	$13,953	$11,942
Net Investment Income	$2,665	$1,920	$387
Distributable Amount	$14,472	$13,638	$14,048

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Judes Children's Research Hosp ($6,500), South Baldwin Literacy Council ($6,500).

Recipient	Purpose	Amount
ST JUDES CHILDREN'S RESEARCH HOSP MEMPHIS, TN	TREATS & DEFEATS CHILDHOOD CANCER	$6,500
SOUTH BALDWIN LITERACY COUNCIL FOLEY, AL	PROVIDES LITERACY INSTR. TO COMMUNIT	$6,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WILLIAM D MOODY	EXEC TRUSTEE	—	—

Frequently Asked Questions

How large is The Moody Charitable Trust?

As of 2024, The Moody Charitable Trust holds $313K in total assets with $33K in annual revenue. It awarded 2 grants totaling $13K in 2024.

Where does The Moody Charitable Trust operate?

The Moody Charitable Trust has awarded grants in Alabama, Tennessee.

What size grants does The Moody Charitable Trust award?

In 2024, The Moody Charitable Trust awarded 2 grants totaling $13K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is The Moody Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Moody Charitable Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.