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.
Joe J Moritz and Evan K Moritz Tr at a glance
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.
- Annual giving (2025)
- $74,174
- +4.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $37,087
- +4.9% vs 2024
- Median grant
- $37,087
- Total assets
- $613,085
- +9.8% vs 2024
- Primary geography
- Kansas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joe J Moritz and Evan K Moritz Tr funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was St John's Catholic School ($54K). Together the top 2 received $74K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 7 grants of 10 (70%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $28K (2021) to $81K (2022). In 2025 it made 2 grants totaling $74K.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $613,085 | $130,446 | $75,972 | $74,174 | 2 | $74,174 | $29,087 | $26,697 |
| 2024 | $558,611 | $82,412 | $71,944 | $70,682 | 2 | $70,682 | $31,618 | $25,144 |
| 2023 | $548,143 | $84,824 | $52,909 | $51,735 | 2 | $52,909 | $33,650 | $24,146 |
| 2022 | $516,228 | $80,408 | $81,886 | $81,146 | 2 | $81,886 | $29,668 | $23,645 |
| 2021 | $517,706 | $23,253 | $28,966 | $28,074 | 2 | — | $21,253 | $23,820 |
| 2020 | $523,419 | $101,871 | $40,815 | $40,010 | 2 | — | $21,871 | $21,908 |
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.
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.
Data update history
(7)
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
Live grants for the work Joe J Moritz and Evan K Moritz Tr funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Joe J Moritz and Evan K Moritz Tr's focus areas in our free grants database
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