Joe J Moritz & Evan K Moritz Trust
- Assets
- $516.2k
- Revenue
- $80.4k
- Investments
- $512.1k
- Employees
- 0
- Location
- Salina, KS
- Founding
- 01/1986
- Data as of
- 11/2022
- EIN
- 48-6265896
Organization Overview
Joe J Moritz & Evan K Moritz Trust is located in Salina, KS. The organization was established in 1986. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Joe J Moritz & Evan K Moritz Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 11/2022, Joe J Moritz & Evan K Moritz Trust generated $80.4k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.8%) each year. All expenses for the organization totaled $81.9k during the year ending 11/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Joe J Moritz & Evan K Moritz Trust has awarded 18 individual grants totaling $240,814. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONTRIBUTION TO ST. JOHN'S CATHOLIC SCHOOL, BELOIT, KS
CONTRIBUTION TO SISTERS OF ST. JOSEPH, CONCORDIA, KS
CONTRIBUTION TO ST. JOHN'S CATHOLIC CHURCH, BELOIT, KS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Carol Thomas Trustee | 0 | $0 | |
Jane Seim Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $50,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $30,408 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $80,408 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $295 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $740 |
| Contributions, gifts, grants paid | $81,146 |
| Total expenses and disbursements | $81,886 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,100 |
| Savings and temporary cash investments | $1,062 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $4 |
| Total assets | $516,228 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Joe J Moritz & Evan K Moritz Trust has awarded $81,146 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
STJOHN'S CATHOLIC SCHOOL PURPOSE: CHARITABLE | $73,146 |
SISTERS OF ST JOSEPH PURPOSE: CHARITABLE | $8,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Hagan Scholarship Foundation Columbia, MO | $259,194,852 | $64,132,818 |
The Cielo Foundation Boulder, CO | $91,518,762 | $7,665,188 |
Merle Chambers Fund Denver, CO | $66,462,880 | $7,349,081 |
Mutual Of Omaha Foundation Omaha, NE | $120,899,798 | $13,368,524 |
Claire M Hubbard Foundation Omaha, NE | $31,541,308 | $3,169,912 |
Maffei Foundation Denver, CO | $13,828,182 | $18,020,171 |
D F Dillon Foundation Lincoln, NE | $47,396,549 | $3,325,825 |
The Denver Health And Hospitals Foundation Denver, CO | $28,533,635 | $6,042,640 |
Dehaemers Fam Charitable Tr Overland Park, KS | $122,347,321 | $4,858,235 |
The Helmerich Trust Tulsa, OK | $102,632,790 | $13,260,619 |
World Wide Technology Foundation St Louis, MO | $15,800,629 | $11,017,439 |
Sturm Family Foundation Denver, CO | $102,941,130 | $16,700,881 |