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William E & Mary E Moeller Charitab Le Trust is a private trust based in ST AUGUSTINE, FL. The foundation received its IRS ruling in 2001. The principal officer is John Sundeman. It holds total assets of $4.4M. Annual income is reported at $1.9M. The foundation is governed by 1 officer or trustee. GRANTS AND CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS -- SEE PART XV FOR DETAIL LISTING AND -- PAGE 1 COLUMN (d), LINE 26 FOR THE EXPENSE TOTAL. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Florida. According to available records, William E & Mary E Moeller Charitab Le Trust has made 40 grants totaling $318K, with a median grant of $5K. Annual giving has grown from $19K in 2021 to $299K in 2022. Individual grants have ranged from $750 to $50K, with an average award of $8K. The foundation has supported 21 unique organizations. Grants have been distributed to organizations in Florida and California. Contributions to this foundation are tax-deductible.
Smallest Grant
$750
Median Grant
$5K
Average Grant
$9K
Largest Grant
$50K
Based on 16 grants from the most recent 990-PF filing.
INCARCERATED JUVENILE DETENTION EDUCATION PROGRAM -- SEE STATEMENT ATTACHED FOR FURTHER INFORMATION AND -- SEE PAGE 1, COLUMN (d), LINE 24 FOR THE EXPENSE TOTAL
Expenses: $116K
GRANTS AND CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS -- SEE PART XV FOR DETAIL LISTING AND -- PAGE 1 COLUMN (d), LINE 25 FOR THE EXPENSE TOTAL
Expenses: $19K
GRANTS AND CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS -- SEE PART XV FOR DETAIL LISTING AND -- PAGE 1 COLUMN (d), LINE 26 FOR THE EXPENSE TOTAL. Based on available records, the foundation has funded 40 grants. Its grantmaking reaches organizations primarily in FL, CA.
William E & Mary E Moeller Charitab Le Trust has distributed a total of $318K across 40 grants. The median grant size is $5K, with an average of $8K. Individual grants have ranged from $750 to $50K.
William E & Mary E Moeller Charitab Le Trust typically selects its grantees rather than accepting unsolicited proposals.
William E & Mary E Moeller Charitab Le Trust is headquartered in ST AUGUSTINE, FL. While based in FL, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| John Sundeman | TRUSTEE | $36K | $0 | $36K |
Total Giving
$293K
Total Assets
$4.1M
Fair Market Value
$3.9M
Net Worth
$4.1M
Grants Paid
$222K
Contributions
N/A
Net Investment Income
$303K
Distribution Amount
$199K
Total: $3.6M
Total Grants
40
Total Giving
$318K
Average Grant
$8K
Median Grant
$5K
Unique Recipients
21
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Sisters Of St JosephSUPPORTFORPROGRAMS | Saint Augustine, FL | $5K | 2022 |
| Harvey Mudd CollegeSUPPORTFOR PROGRAMS | Claremont, CA | $50K | 2022 |
| Memorial Lutheran ChurchSUPPORTFORPROGRAMS | Saint Augustine, FL | $20K | 2022 |
| Safe Pet Rescue IncSUPPORTFOR PROGRAMS | St Augustine, FL | $11K | 2022 |
| St Francis HouseSUPPORTFORPROGRAMS | Saint Augustine, FL | $10K | 2022 |
| Alpha-Omega Miracle HomeSUPPORT FOR PROGRAMS | St Augustine, FL | $10K | 2022 |
| The Woman'S Exchange Of St AugustineSUPPORTFOR PROGRAMS | Saint Augustine, FL | $10K | 2022 |
| St Augustine Historical SocietySUPPORT FOR PROGRAMS | Saint Augustine, FL | $5K | 2022 |
| Cathedral Parish Early Education CenterSUPPORT FOR PROGRAMS | Saint Augustine, FL | $5K | 2022 |
| The Lord'S Temple City Of Refuge MinistriesSUPPORTFORPROGRAMS | Hastings, FL | $5K | 2022 |
| Ficpa Scholarship FoundationSUPPORT FORPROGRAMS | Orlando, FL | $5K | 2022 |
| Learn To Read Of St Johns County IncSUPPORTFORPROGRAMS | Saint Augustine, FL | $5K | 2022 |
| Zion Missionary Baptist ChurchSUPPORTFOR PROGRAMS | Saing Augustine, FL | $3K | 2022 |
| St Gerard CampusSUPPORTFOR PROGRAMS | Saint Augustine, FL | $3K | 2022 |
| St Augustine Society Incport In The StormSUPPORTFORPROGRAMS | Saint Augustine, FL | $3K | 2022 |
| Baymeadows Congregation Of Jehovah'S WitnessSUPPORTFORPROGRAMS | Jacksonville, FL | $750 | 2022 |
| St Aug Historical Society LibrarySUPPORTFORPROGRAMS | St Augustine, FL | $3K | 2021 |
| The Lord'S Temple City Of Refuse MinistriesSUPPORTFORPROGRAMS | Hastings, FL | $2K | 2021 |
| Sisters Of St Joseph Of St AugustineSUPPORTFORPROGRAMS | Saint Augustine, FL | $1K | 2021 |
| Salvation Army Of St Johns CountySUPPORTFORPROGRAMS | St Augustine, FL | $1K | 2021 |
| Baymeadows Cong Of Jehovah WitnessSUPPORTFORPROGRAMS | Jacksonville, FL | $750 | 2021 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL