The Moulton Family Charitable Trust
The Moulton Family Charitable Trust is a private foundation based in Birmingham, Alabama. Its 2025 grants supported organizations working in areas including religious operations, community programs, education, children’s services, and health.
The Moulton Family Charitable Trust at a glance
In short: The Moulton Family Charitable Trust gave $239K across 37 grants in 2025 (avg $6K), mostly in Alabama. 16% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $239,000
- +15.2% vs 2024
- Grants made (2025)
- 37
- -14.0% vs 2024
- Average grant
- $6,459
- +33.9% vs 2024
- Median grant
- $5,000
- Total assets
- $1,910,133
- -0.4% vs 2024
- New grantees (estimate)
- 16% first-time grantees (6 of 37, 2025)
- Primary geography
- Alabama (72% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Moulton Family Charitable Trust
- How to Apply
-
Contact Synovus Trust Co. NA. The trust lists no specific application form and no restrictions on awards.
- Contact
Application contact: Synovus Trust Co Na
Mailing address: 800 Shades Creek Parkway Ste 125, Birmingham, AL 35209
Phone: (205) 868-6159
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Moulton Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Cathedral Church of the Advent ($35K). Together the top 10 received $128K.
Grant Size Distribution
183 grants across all recorded years
The most common grant size was under $50K: 183 grants of 183 (100%).
Geographic Focus
Where this funder awards grants
In 2025, Alabama recipients received 72% of grant dollars. Colorado received 7%, Arizona 6%, and Texas and Georgia 4% each.
Grant Distribution by State
Share of 2025 grant dollars across all 37 itemized grants.
States
Cities
Is The Moulton Family Charitable Trust open to new grantees?
16%
first-time grantees, 2025
In 2025, 6 of 37 grantees (16%) were first-time recipients. First grants averaged $7K; repeat grants $6K. How we count
Medians: $5K first-time, $5K repeat.
- 78% of 2025 grantees were also funded in 2024. Method
- Giving grew 80% from 2022 to 2025. Method
- In 2025 it paid out 146% 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 $77K (2020) to $239K (2025). In 2025 it made 37 grants totaling $239K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cathedral Church of the Advent Birmingham, AL | Religious - Operations | $35,000 |
| Turning Point USA Phoenix, AZ | Community - Operations | $15,000 |
| Big Oak Ranch Springville, AL | Children's Home - Operations | $10,000 |
| Christ Presbyterian Church Helena, AL | Religious - Operations | $10,000 |
| Friends of Camp Mystic San Antonio, TX | Community - Operations | $10,000 |
| Samaritans Purse Alpharetta, GA | Community - Operations | $10,000 |
| St Luke's Episcopal Church Mountain Brook, AL | Religions - Operations | $10,000 |
| Telluride Mountain School Telluride, CO | Community/Educational | $10,000 |
| Vestavia Hills City School Foundation Vestavia Hills, AL | Community - Operations | $10,000 |
| Crippled Children's Foundation Birmingham, AL | Children's Health | $7,500 |
Ready to take the next step with The Moulton Family Charitable 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 | $1,910,133 | $269,335 | $277,524 | $239,000 | 37 | $241,600 | $241,340 | $165,234 |
| 2024 | $1,918,322 | $410,057 | $235,142 | $207,500 | 43 | $210,100 | $385,015 | $149,723 |
| 2023 | $1,743,407 | $27,812 | $154,605 | $131,000 | 37 | $133,530 | $30,643 | $124,330 |
| 2022 | $1,870,200 | $10,812 | $156,635 | $133,000 | 35 | $135,460 | $23,657 | $122,034 |
| 2021 | $2,016,023 | $103,342 | $127,286 | $103,000 | 31 | $105,300 | $81,356 | $130,956 |
| 2020 | $2,039,967 | $15,538 | $123,158 | $77,300 | 24 | — | $23,812 | $107,941 |
Under IRS private-foundation payout rules, The Moulton Family Charitable Trust reported a distributable amount of $165K 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
No mission statement for the trust is provided. Its 2025 grants included support for religious and community operations, educational programs, children’s services, and health research. The grantees describe their work in varied ways: Big Oak Ranch says it provides a Christian home for abused, neglected, and abandoned children; Telluride Mountain School describes a challenging academic program that includes community service and global citizenship; and the Breast Cancer Research Foundation of Alabama’s grant purpose was health and medical research.
Other examples include Turning Point USA, which describes its work as empowering civic and cultural engagement, and Samaritan’s Purse, which says it provides spiritual and physical aid to people facing hardship.
Grantmaking
In 2025, the trust awarded 37 grants totaling $239,000. Grants ranged from $1,000 to $35,000, with a median of $5,000. Notable grants included $35,000 to Cathedral Church of the Advent for religious operations; $15,000 to Turning Point USA for community operations; and $10,000 each to Big Oak Ranch for children’s home operations, Christ Presbyterian Church for religious operations, Friends of Camp Mystic for community operations, Samaritan’s Purse for community operations, Telluride Mountain School for community/educational purposes, and Vestavia Hills City School Foundation for community operations.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Synovus Trust Company NA, E Russell Moulton II, and Mary Ellen Moulton as trustees.
The Moulton Family Charitable Trust's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Synovus Trust Company NA
Trustee
On filings since 2020
0.5 hrs/week
$19K (2020) → $26K (2025)
E. Russell Moulton II
Trustee
On filings since 2020
No compensation reported
Mary Ellen Moulton
Trustee
On filings since 2020
No compensation reported
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 $26K, to Synovus Trust Company NA (Trustee).
Frequently asked questions about The Moulton Family Charitable Trust
How much does The Moulton Family Charitable Trust give each year?
The Moulton Family Charitable Trust gave $239K across 37 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $208K across 43 grants.
What is The Moulton Family Charitable Trust's typical grant size?
The Moulton Family Charitable Trust's median grant in 2025 was $5,000, and its average grant was $6,459, across 37 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Moulton Family Charitable Trust that year got $7K on average.
Where does The Moulton Family Charitable Trust give grants?
The Moulton Family Charitable Trust gives mostly in Alabama: 72% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Colorado (7%) and Arizona (6%). The most frequent recipient cities were Birmingham, AL (17 grants), Telluride, CO (4 grants) and Vestavia Hills, AL (3 grants).
Does The Moulton Family Charitable Trust give general operating support?
Not in 2025: none of the 37 grants with a stated purpose on The Moulton Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community - Operations" (10 grants), "Health / Medical Research" (7 grants) and "Humanitarian- Operations" (6 grants).
Who are The Moulton Family Charitable Trust's largest grantees?
The Moulton Family Charitable Trust's largest 2025 grantees include Cathedral Church of the Advent ($35,000), Turning Point USA ($15,000) and Big Oak Ranch ($10,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.
How large is The Moulton Family Charitable Trust?
The Moulton Family Charitable Trust reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $242K in qualifying distributions that year, against a required minimum of $165K (roughly 5% of its investment assets).
What does The Moulton Family Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included support for religious and community operations, educational programs, children’s services, and health research. See mission & focus areas ↑
How do I apply for a grant from The Moulton Family Charitable Trust?
Contact Synovus Trust Co. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Moulton Family Charitable Trust's EIN?
The Moulton Family Charitable Trust's EIN (Employer Identification Number) is 58-6343928. 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. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Explore Open Grants
Browse active grant opportunities in The Moulton Family Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Moulton Family Charitable Trust funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/the-moulton-family-charitable-trust-morg_550d06d0c9dc46df89d0ea666f5787f1
BibTeX
@misc{grantable_586343928_2026,
author = {{Grantable}},
title = {{The Moulton Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-moulton-family-charitable-trust-morg_550d06d0c9dc46df89d0ea666f5787f1},
note = {Accessed 2026-10-11. 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 The Moulton Family Charitable 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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