Joe J Moritz and Evan K Moritz Trust
Joe J Moritz and Evan K Moritz Trust is a private foundation, based in SALINA, KS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $559K in total assets. In 2024, it awarded 2 grants totaling $71K. Net investment income was $32K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$559K
+1.9% YoY
Annual Giving
$71K
+36.6% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$35K
+36.6% YoY
About Joe J Moritz and Evan K Moritz Trust
Based on IRS filings
Joe J Moritz and Evan K Moritz Trust is a private foundation, based in SALINA, KS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $559K in total assets. In 2024, it awarded 2 grants totaling $71K. Net investment income was $32K.
Ready to take the next step with Joe J Moritz and Evan K Moritz Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $558,611 | $548,143 | $516,228 |
| Revenue | $82,412 | $84,824 | $80,408 |
| Expenses | $71,944 | $52,909 | $81,886 |
| Qualifying Distributions | $70,682 | $52,909 | $81,886 |
| Net Investment Income | $31,618 | $33,650 | $29,668 |
| Distributable Amount | $25,144 | $24,146 | $23,645 |
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 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JANE SEIM | TRUSTEE | 2 | — |
| CAROL THOMAS | TRUSTEE | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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