Joe J Moritz and Evan K Moritz Tr
Joe J Moritz and Evan K Moritz Tr is a private foundation focused on Education, based in Salina, KS. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $613K in total assets. In 2025, it awarded 2 grants totaling $74K. Net investment income was $29K.
Key facts about Joe J Moritz and Evan K Moritz Tr
In short: Joe J Moritz and Evan K Moritz Tr gave $74K across 2 grants in 2025 (avg $37K), mostly in Kansas. Source: 2025 IRS Form 990-PF.
- EIN
- 48-6265896
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $74,174
- Grants made (2025)
- 2
- Average grant
- $37,087
- Median grant
- $37,087
- Total assets
- $613,085
- Primary geography
- Kansas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$613K
+9.8% YoY
Annual Giving
$74K
+4.9% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$37K
+4.9% YoY
Under IRS private-foundation payout rules, Joe J Moritz and Evan K Moritz Tr reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
How Joe J Moritz and Evan K Moritz Tr gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 278% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ST JOHN'S CATHOLIC SCHOOL Beloit, KS | CHARITABLE | $54,174 |
| SISTERS OF ST JOSEPH Concordia, KS | CHARITABLE | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $613,085 | $558,611 | $548,143 |
| Revenue | $130,446 | $82,412 | $84,824 |
| Expenses | $75,972 | $71,944 | $52,909 |
| Qualifying Distributions | $74,174 | $70,682 | $52,909 |
| Net Investment Income | $29,087 | $31,618 | $33,650 |
| Distributable Amount | $26,697 | $25,144 | $24,146 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 23, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Joe J Moritz and Evan K Moritz Tr's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carol Thomas
Trustee
On filings since 2020
No compensation reported
Jane Seim
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Joe J Moritz and Evan K Moritz Tr
How much does Joe J Moritz and Evan K Moritz Tr give each year?
Joe J Moritz and Evan K Moritz Tr gave $74K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $71K across 2 grants.
How large is Joe J Moritz and Evan K Moritz Tr?
Joe J Moritz and Evan K Moritz Tr reported $613K in total assets on its 2025 IRS Form 990-PF. It paid out $74K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets).
What is Joe J Moritz and Evan K Moritz Tr?
Joe J Moritz and Evan K Moritz Tr is a private foundation focused on Education, based in Salina, KS. It holds $613K in total assets as of 2025.
Where does Joe J Moritz and Evan K Moritz Tr operate?
Joe J Moritz and Evan K Moritz Tr has awarded grants in Kansas.
What is Joe J Moritz and Evan K Moritz Tr's EIN?
Joe J Moritz and Evan K Moritz Tr's EIN (Employer Identification Number) is 48-6265896. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Joe J Moritz and Evan K Moritz Tr by hand.
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