Joe J Moritz & Evan K Moritz Trust
- Assets
- $548.1k
- Revenue
- $84.8k
- Investments
- $512.1k
- Employees
- 0
- Location
- Salina, KS
- Founding
- 01/1986
- Data as of
- 11/2023
- 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 11/2023, Joe J Moritz & Evan K Moritz Trust generated $84.8k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of 0.0% each year. All expenses for the organization totaled $52.9k during the year ending 11/2023. 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 $252,539. 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
2023
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
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jane Seim Trustee | 2 | $0 | |
Carol Thomas Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $50,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $34,824 |
| 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 | $84,824 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $412 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $67 |
| Total operating and administrative expenses | $1,174 |
| Contributions, gifts, grants paid | $51,735 |
| Total expenses and disbursements | $52,909 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,937 |
| Savings and temporary cash investments | $32,140 |
| 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 | $548,143 |
| 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 $51,735 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
STJOHN'S CATHOLIC SCHOOL PURPOSE: CHARITABLE | $42,735 |
SISTERS OF ST JOSEPH PURPOSE: CHARITABLE | $9,000 |