Nonprofit · EIN 58-6343928
MOULTON FAMILY CHARITABLE TR
Tax-exempt · BIRMINGHAM, AL 35209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $269,335 | $277,524 | -$8,189 | $1,910,133 | $0 | $1,910,133 |
| December 31, 2024 | 990-PF | $410,057 | $235,142 | $174,915 | $1,918,322 | $0 | $1,918,322 |
| December 31, 2023 | 990-PF | $27,812 | $154,605 | -$126,793 | $1,743,407 | $0 | $1,743,407 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $63,169
- Net gain from sales of assets
- $204,166
- Other income
- $2,000
Expenses
- Grants and similar amounts paid
- $239,000
- Compensation of officers, directors and key employees
- $25,995
- Disbursements for charitable purposes
- $241,600
- Excise tax on investment income
- $3,355
Balance sheet and other
- Total assets, start of year
- $1,918,322
- Total assets, end of year
- $1,910,133
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,910,133
- Fair market value of assets
- $3,448,445
- Qualifying distributions
- $241,600
- Net investment income
- $267,335
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYNOVUS TRUST COMPANY NA 800 SHADES CREEK PARKWAY STE 125, BIRMINGHAM, AL 35209 | TRUSTEE | 0.5 | $25,995 |
| E RUSSELL MOULTON II 3832 TIMBERLINE WAY, BIRMINGHAM, AL 35243 | TRUSTEE | 0 | $0 |
| MARY ELLEN MOULTON 2508 WHETSTONE ROAD, BIRMINGHAM, AL 35243 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYNOVUS TRUST COMPANY NA 800 SHADES CREEK PARKWAY STE 125, BIRMINGHAM, AL 35209 | TRUSTEE | 0.5 | $25,042 |
| E RUSSELL MOULTON II 3832 TIMBERLINE WAY, BIRMINGHAM, AL 35243 | TRUSTEE | 0 | $0 |
| MARY ELLEN MOULTON 2508 WHETSTONE ROAD, BIRMINGHAM, AL 35243 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYNOVUS TRUST COMPANY NA 800 SHADES CREEK PARKWAY STE 125, BIRMINGHAM, AL 35209 | TRUSTEE | 0.5 | $21,075 |
| E RUSSELL MOULTON II 3832 TIMBERLINE WAY, BIRMINGHAM, AL 35243 | TRUSTEE | 0 | $0 |
| MARY ELLEN MOULTON 2508 WHETSTONE ROAD, BIRMINGHAM, AL 35243 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 800 SHADES CREEK PKWY STE 125, BIRMINGHAM, AL 35209-4526
- In care of
- % WILLIAM O DOROUGH JR
- Signed the 990-PF
- SYNOVUS TRUST COMPANY NA, TRUSTEE
- Phone
- (205) 868-6189
- Return prepared by
- MAULDIN & JENKINS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6343928
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,910,133
- Income (IRS master file)
- $719,586
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $269,335 | $277,524 | $1,910,133 | IRS |
| 990-PF | December 2024 | $410,057 | $235,142 | $1,918,322 | IRS |
| 990-PF | December 2023 | $27,812 | $154,605 | $1,743,407 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 58-6343928).
Questions about MOULTON FAMILY CHARITABLE TR
- What is the EIN of MOULTON FAMILY CHARITABLE TR?
- The employer identification number (EIN) of MOULTON FAMILY CHARITABLE TR is 58-6343928.
- Is MOULTON FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MOULTON FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MOULTON FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MOULTON FAMILY CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOULTON FAMILY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MOULTON FAMILY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $25,995 (SYNOVUS TRUST COMPANY NA, TRUSTEE).
- How much revenue does MOULTON FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $269,335, expenses of $277,524 and total assets of $1,910,133 at year end.
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