William E & Mary E Moeller Charitable Tr FY2024 filing

Tax-deductible

St Augustine, FL501(c)(3)Foundations & GrantmakersEIN 59-7214278

501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $51K a year · 19% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$591K
+76% vs prior year
Spent
$287K
Net assets
$4.4M
By yearFY2020–FY2025
Revenue
$591K
FY2024▲ +76%
Revenue by fiscal year
FY2020$110K
FY2021$101K
FY2022$247K
FY2023$336K
FY2024$591K
FY2025$280K
Expenses
$287K
FY2024▼ -2%
Expenses by fiscal year
FY2020$146K
FY2021$144K
FY2022$218K
FY2023$293K
FY2024$287K
FY2025$267K
Net assets
$4.4M
FY2024▲ +7%
Net assets by fiscal year
FY2020$4.0M
FY2021$4.0M
FY2022$4.0M
FY2023$4.1M
FY2024$4.4M
FY2025$4.4M

From the FY2024 Form 990 (year ending November 2024) · see the original

You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 72% · $208K Operating & administrative 28% · $79K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation
See William E & Mary E Moeller Charitable Tr executive salaries →

Programs and updates

A private foundation based in St Augustine, FL.

Provided by the organization

This section is blank until William E & Mary E Moeller Charitable Tr claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 15 grants · $184K · 2024–2024
Alpha Omega Miracle Home INCFL · FY2024$51,250
Harvey Mudd CollegeCA · FY2024$50,000
Zion Missionary Baptist ChurchFY2024$10,500
First Umc of St AugustineFY2024$10,000
St Francis HouseFY2024$10,000
The Lord's Temple City of Refuge MinistriesFY2024$10,000
Safe Pet Rescue INCFL · FY2024$10,000
Port in the Storm YouthFY2024$5,000
St Gerard CampusFL · FY2024$5,000
Cathedral Parish Early Education CenterFY2024$5,000
St Augustine HistoricalFY2024$2,500
Baymeadows Congregation of Jehovah's WitnessFY2024$2,500
Sisters of St JosephFY2024$2,500

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV6
Average grantPart XV$12K
Median grantPart XV$5K
Largest grantPart XV$51K
Top cause focusNTEEEducation (13%)

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$591K
Investment income$587K
Other income$4K
Money out
$287K
Grants paid$208K
Running costs$79K
Owns and owes
$4.4M
net assets
Cash and savings$65K
Total assets$4.4M
Liabilities$0
2In more detail
Revenue in detail
Investment income$587K
Other income$4K
Total revenue$591K
Assets in detailEnd of year
Cash and savings together$65K
Total assets$4.4M
Liabilities$0
Net assets$4.4M
Operations
Fiscal year endsNovember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $280K$267K$13K$4.4M 990 PDF
FY2024 Viewing $591K$287K$304K$4.4M 990 PDF
FY2023 $336K$293K$43K$4.1M 990 PDF
FY2022 $247K$218K$28K$4.0M 990 PDF
FY2021 $101K$144K−$43K$4.0M 990 PDF
FY2020 $110K$146K−$37K$4.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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