Joe J Moritz and Evan K Moritz Tr

Foundation · Grantmaker Salina, KS EIN: 48-6265896
EducationReligion

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

1state

Share of all 2 itemized 2025 grant dollars.

States

Cities

BeloitConcordia

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K2 grants20202 grants20212 grants20222 grants20232 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

St John's Catholic School: $54KSt John's Catholic School$54KSisters of St Joseph: $20KSisters of St Joseph$20K

Grant Size Distribution

10 grants across all recorded years

7<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
ST JOHN'S CATHOLIC SCHOOL Beloit, KSCHARITABLE$54,174
SISTERS OF ST JOSEPH Concordia, KSCHARITABLE$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K202020212022202320242025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 25, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 7, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 7, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 27, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 23, 2026)
  7. 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.

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