The Moulton Family Charitable Trust
The Moulton Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 43 grants totaling $208K. Net investment income was $385K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
+10.0% YoY
Annual Giving
$208K
+58.4% YoY
Grant Count
43
+16.2% YoY
Avg Grant Size
$5K
+36.3% YoY
Under IRS private-foundation payout rules, The Moulton Family Charitable Trust reported a distributable amount of $150K for 2024 — the minimum it must pay out in qualifying distributions.
About The Moulton Family Charitable Trust
Based on IRS filings
The Moulton Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 43 grants totaling $208K. Net investment income was $385K.
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 | $1,918,322 | $1,743,407 | $1,870,200 |
| Revenue | $410,057 | $27,812 | $10,812 |
| Expenses | $235,142 | $154,605 | $156,635 |
| Qualifying Distributions | $210,100 | $133,530 | $135,460 |
| Net Investment Income | $385,015 | $30,643 | $23,657 |
| Distributable Amount | $149,723 | $124,330 | $122,034 |
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
170 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Tumtum Tree Foundation ($15,000), Big Oak Ranch ($10,000), Camp Rockmount ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALABAMA PUBLIC TELEVISION BIRMINGHAM, AL | HUMANITARIAN- OPERATIONS | $1,000 |
| AMERICAN RED CROSS HOOVER, AL | HUMANITARIAN - OPERATIONS | $2,000 |
| BIG DOG RANCH RESCUE LOXAHATCHEE GROVES, FL | ANIMAL ADOPTION | $1,000 |
| BIG OAK RANCH SPRINGVILLE, AL | CHILDREN'S HOME - OPERATIONS | $10,000 |
| BIRMINGHAM HUMANE SOCIETY BIRMINGHAM, AL | ANIMAL ADOPTION | $1,000 |
| BOYS & GIRLS CLUB OF ALBANY ALBANY, GA | HUMANITARIAN - OPERATIONS | $2,000 |
| BREAST CANCER RESEARCH FOUNDATION OF ALABAMA BIRMINGHAM, AL | HEALTH / MEDICAL RESEARCH | $5,000 |
| CAMP ROCKMOUNT BLACK MOUNTAIN, NC | COMMUNITY / EDUCATIONAL | $10,000 |
| CARRY WELL BIRMINGHAM, AL | HEALTH / MEDICAL RESEARCH | $2,000 |
| CATHEDRAL CHURCH OF THE ADVENT BIRMINGHAM, AL | RELIGIOUS - OPERATIONS | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SYNOVUS TRUST COMPANY NA | TRUSTEE | 0.5 | $25,042 |
| E RUSSELL MOULTON II | TRUSTEE | — | — |
| MARY ELLEN MOULTON | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Moulton Family Charitable Trust?
The Moulton Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. It holds $1.9M in total assets as of 2024.
How large is The Moulton Family Charitable Trust?
As of 2024, The Moulton Family Charitable Trust holds $1.9M in total assets with $410K in annual revenue. It awarded 43 grants totaling $208K in 2024.
Where does The Moulton Family Charitable Trust operate?
The Moulton Family Charitable Trust has awarded grants in Alabama, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, North Carolina, New York, Oklahoma, Tennessee, Virginia.
What size grants does The Moulton Family Charitable Trust award?
In 2024, The Moulton Family Charitable Trust awarded 43 grants totaling $208K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is The Moulton Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Moulton Family Charitable Trust reported a distributable amount of $150K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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