Nonprofit · EIN 20-2120645
JAMES AND KATHERINE MOLER CHARITABLE TRUST
Tax-exempt · CHARLES TOWN, WV 25414
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $155,875 | $186,641 | -$30,766 | $2,274,042 | $0 | $2,274,042 |
| September 30, 2024 | 990-PF | $134,072 | $191,463 | -$57,391 | $2,304,808 | $0 | $2,304,808 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $99,146
- Interest
- $393
- Net gain from sales of assets
- $56,336
Expenses
- Grants and similar amounts paid
- $152,586
- Compensation of officers, directors and key employees
- $30,459
- Disbursements for charitable purposes
- $172,384
- Excise tax on investment income
- $2,002
Balance sheet and other
- Total assets, start of year
- $2,304,808
- Total assets, end of year
- $2,274,042
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,274,042
- Fair market value of assets
- $3,421,932
- Qualifying distributions
- $172,384
- Net investment income
- $155,875
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF CHARLES TOWN 111 E WASHINGTON STREET, CHARLES TOWN, WV 25414 | TRUSTEE | 3 | $30,459 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF CHARLES TOWN 111 E WASHINGTON STREET, CHARLES TOWN, WV 25414 | TRUSTEE | 3 | $28,865 |
Address and contacts
- Address (IRS master file)
- PO BOX 40, CHARLES TOWN, WV 25414-0040
- In care of
- % BANK OF CHARLES TOWN
- Signed the 990-PF
- BANK OF CHARLES TOWN, TRUSTEE
- Phone
- (304) 728-2435
- Return prepared by
- JACKSON KELLY PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 20-2120645
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,274,042
- Income (IRS master file)
- $200,283
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $155,875 | $186,641 | $2,274,042 | IRS |
| 990-PF | September 2024 | $134,072 | $191,463 | $2,304,808 | XML |
| 990-PF | September 2023 | $73,415 | $207,047 | $2,362,199 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2120645).
Questions about JAMES AND KATHERINE MOLER CHARITABLE TRUST
- What is the EIN of JAMES AND KATHERINE MOLER CHARITABLE TRUST?
- The employer identification number (EIN) of JAMES AND KATHERINE MOLER CHARITABLE TRUST is 20-2120645.
- Is JAMES AND KATHERINE MOLER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to JAMES AND KATHERINE MOLER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES AND KATHERINE MOLER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES AND KATHERINE MOLER CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES AND KATHERINE MOLER CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JAMES AND KATHERINE MOLER CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $30,459 (BANK OF CHARLES TOWN, TRUSTEE).
- How much revenue does JAMES AND KATHERINE MOLER CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $155,875, expenses of $186,641 and total assets of $2,274,042 at year end.
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