James And Katherine Moler Charitable Trust

Charles Town, WV
Tax-exempt since Nov. 2009
EIN: 20-2120645

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$156k (2025)

Expenses

$187k (2025)

Total Assets

$2.27M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Revenue

$155,875

Expenses

$186,641

Net Income

-$30,766

Net Assets

$2,274,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$393	0.3%
Dividends	$99,146	63.6%
Sales of Assets	$56,336	36.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,384	92.4%
Compensation of Officers*	$30,459	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,274,042
Total Liabilities	$0
Net Assets	$2,274,042

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$30,459	$0

990-PF

Filed on Oct. 21, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2024

Revenue

$134,072

Expenses

$191,463

Net Income

-$57,391

Net Assets

$2,304,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$403	0.3%
Dividends	$96,077	71.7%
Sales of Assets	$37,592	28.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,746	93.4%
Compensation of Officers*	$28,865	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,304,808
Total Liabilities	$0
Net Assets	$2,304,808

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$28,865	$0

990-PF

Filed on Oct. 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2023

Revenue

$73,415

Expenses

$207,047

Net Income

-$133,632

Net Assets

$2,362,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,028	1.4%
Dividends	$79,394	> 100%
Sales of Assets	-$7,007
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,927	94.6%
Compensation of Officers*	$27,302	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,362,199
Total Liabilities	$0
Net Assets	$2,362,199

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$27,302	$0

990-PF

Filed on Oct. 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2022

Revenue

$11,545

Expenses

$189,917

Net Income

-$178,372

Net Assets

$2,495,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$112	1.0%
Dividends	$61,306	> 100%
Sales of Assets	-$49,873
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,887	93.1%
Compensation of Officers*	$29,690	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,495,831
Total Liabilities	$0
Net Assets	$2,495,831

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$29,690	$0

990-PF

Filed on Oct. 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$117,082

Expenses

$168,016

Net Income

-$50,934

Net Assets

$2,674,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$68,490	58.5%
Sales of Assets	$48,581	41.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,296	80.5%
Compensation of Officers*	$30,715	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,674,203
Total Liabilities	$1
Net Assets	$2,674,202

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$30,715	$0

990-PF

Filed on Oct. 28, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2020

Revenue

$91,215

Expenses

$170,100

Net Income

-$78,885

Net Assets

$2,725,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$128	0.1%
Dividends	$81,633	89.5%
Sales of Assets	$9,454	10.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,834	81.0%
Compensation of Officers*	$28,212	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,725,137
Total Liabilities	$1
Net Assets	$2,725,136

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$28,212	$0

990-PF

Filed on Nov. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2019

Revenue

$207,363

Expenses

$206,940

Net Income

$423

Net Assets

$2,804,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,025	1.0%
Dividends	$89,860	43.3%
Sales of Assets	$115,478	55.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,778	84.9%
Compensation of Officers*	$29,000	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,804,022
Total Liabilities	$1
Net Assets	$2,804,021

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$29,000	$0

990-PF

Filed on Jan. 6, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2018

Revenue

$141,065

Expenses

$196,267

Net Income

-$55,202

Net Assets

$2,803,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$405	0.3%
Dividends	$79,122	56.1%
Sales of Assets	$61,538	43.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,950	82.5%
Compensation of Officers*	$30,467	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,803,599
Total Liabilities	$0
Net Assets	$2,803,599

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$30,467	$0

990-PF

Filed on Oct. 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2017

Revenue

$109,943

Expenses

$92,562

Net Income

$17,381

Net Assets

$2,858,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$105	0.1%
Dividends	$75,353	68.5%
Sales of Assets	$34,485	31.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,613	65.5%
Compensation of Officers*	$29,690	32.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,858,801
Total Liabilities	$0
Net Assets	$2,858,801

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$29,690	$0

990-PF

Filed on Oct. 16, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2016

Revenue

$105,379

Expenses

$185,137

Net Income

-$79,758

Net Assets

$2,841,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$185	0.2%
Dividends	$69,580	66.0%
Sales of Assets	$33,623	31.9%
Other Income	$1,991	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,662	83.5%
Compensation of Officers*	$28,984	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,886,086
Total Liabilities	$44,666
Net Assets	$2,841,420

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$28,984	$0

990-PF

Filed on Nov. 22, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$77,405

Expenses

$264,974

Net Income

-$187,569

Net Assets

$2,921,178

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$76,828	99.3%
Sales of Assets	$576	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$228,442	86.2%
Compensation of Officers*	$30,557	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,921,178
Total Liabilities	$0
Net Assets	$2,921,178

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$30,557	$0

990-PF

Filed on Oct. 25, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$199,535

Expenses

$106,863

Net Income

$92,672

Net Assets

$3,108,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$87,353	43.8%
Sales of Assets	$112,180	56.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,890	62.6%
Compensation of Officers*	$31,115	29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,108,747
Total Liabilities	$0
Net Assets	$3,108,747

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$31,115	$0

990-PF

Filed on Nov. 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2013

Revenue

$317,622

Expenses

$193,609

Net Income

$124,013

Net Assets

$3,016,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$835	0.3%
Interest Revenue	$5	0.0%
Dividends	$95,027	29.9%
Sales of Assets	$221,755	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,030	83.2%
Compensation of Officers*	$29,694	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,016,075
Total Liabilities	$1
Net Assets	$3,016,074

990-PF

Filed on Jan. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2012

Revenue

$92,739

Expenses

$185,485

Net Income

-$92,746

Net Assets

$2,892,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$94,158	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,734	81.8%
Compensation of Officers*	$27,812	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,892,062
Total Liabilities	$1
Net Assets	$2,892,061

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated March 23, 2026

James And Katherine Moler Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $156k (2025)

Expenses $187k (2025)

Total Assets $2.27M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$156k (2025)

Expenses

$187k (2025)

Total Assets

$2.27M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010