Moiso Family Foundation

SAN JUAN CAPISTRANO, CA EIN: 95-2576203

The Moiso Family Foundation is a private foundation based in San Juan Capistrano, California. It operates as a 501(c)(3) organization with no employees and focuses on philanthropic grantmaking in select priority areas.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.7M

-6.2% YoY

Annual Giving

$1.4M

+4.4% YoY

Grant Count

+9.1% YoY

Avg Grant Size

$119K

-4.3% YoY

Under IRS private-foundation payout rules, Moiso Family Foundation reported a distributable amount of $169K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding focuses include:

Education
Philanthropy, Voluntarism & Grantmaking
Health Care
Historic Preservation

Grantmaking

The foundation has demonstrated support for historic preservation initiatives, including a $45,000 grant to the Mission Preservation Foundation in San Juan Capistrano (2023).

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in California, with particular activity in the San Juan Capistrano area.

Grant Distribution by State

California $3.7M (100%)

States

California

Cities

AnaheimBakersfieldCity Of IndustryCosta MesaDiamond BarLos AngelesMission ViejoNewport BeachNorthridgeRancho Santa FeRancho Santa MargaritaSacramentoSan Juan CapistranoSan Luis ObispoSanta AntaStanford

Financial History

Multi-year comparison from IRS filings

Total Assets: $3,740,072
Total Annual Giving: $1,425,000
EIN: 95-2576203

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,740,072	$3,987,980	$4,067,594
Revenue	$1,088,328	$1,115,400	$135,253
Expenses	$1,453,434	$1,379,971	$612,751
Qualifying Distributions	$1,427,540	$1,366,358	$570,763
Net Investment Income	$65,657	$25,281	$17,629
Distributable Amount	$168,629	$162,091	$207,556

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

47 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Institue for Follicular Lymphoma Innovation ($1,000,000), Sheriff's Advisory Council ($100,000), Heart of Jesus Retreat Center ($75,000).

Recipient	Purpose	Amount
HEART OF JESUS RETREAT CENTER SANTA ANTA, CA	CHARITABLE CONTRIBUTION	$75,000
MISSION SAN JUAN CAPISTRANO FOUNDATION SAN JUAN CAPISTRANO, CA	CHARITABLE CONTRIBUTION	$50,000
SANTA MARGARITA CATHOLIC HIGH SCHOOL RANCHO SANTA MARGARITA, CA	CHARITABLE CONTRIBUTION	$35,000
COW CAMP CARIDADES SAN JUAN CAPISTRANO, CA	CHARITABLE CONTRIBUTION	$25,000
SOCIETY OF SISTERS DEVOTED TO THE SACRED HEART NORTHRIDGE, CA	CHARITABLE CONTRIBUTION	$25,000
STANFORD UNIVERSITY BUCKCARDINAL CLUB STANFORD, CA	CHARITABLE CONTRIBUTION	$30,000
ST CATHERINE'S ACADEMY ANAHEIM, CA	CHARITABLE CONTRIBUTION	$50,000
MISSION BASCILICA SCHOOL SAN JUAN CAPISTRANO, CA	CHARITABLE CONTRIBUTION	$10,000
CALIFORNIA HOMEBUILDING FOUNDATION SACRAMENTO, CA	CHARITABLE CONTRIBUTION	$15,000
INSTITUE FOR FOLLICULAR LYMPHOMA INNOVATION DIAMOND BAR, CA	CHARITABLE CONTRIBUTION	$1,000,000

Leadership & Key People

Leadership team and compensation from IRS filings

While the foundation itself maintains a minimal staffing structure, the Moiso family has deep roots in the San Juan Capistrano community. James Jerome Moiso (1941-2024) was a member of the family and quietly supported numerous causes throughout his life, including the Mission San Juan Capistrano Preservation Foundation and other regional organizations.

Anthony R. Moiso, Chairman and Chief Executive Officer of Rancho Mission Viejo, serves as a Trustee of the San Juan Capistrano Historical Society and a member of the Board of Directors of the Mission San Juan Capistrano Preservation Foundation.

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KATRINA MOISO LAMKIN	PRESIDENT & DIRECTOR	0.1	—
SONGIA COX	TREASURER & SECRETARY	0.1	—
ANTHONY R MOISO	DIRECTOR	0.1	—
JEREMY T LASTER	DIRECTOR	0.1	—

Frequently Asked Questions

What does Moiso Family Foundation fund?

The foundation's primary funding focuses include: • Education • Philanthropy, Voluntarism & Grantmaking • Health Care • Historic Preservation

How do I apply for a grant from Moiso Family Foundation?

**Financial Capacity:** • Total assets: $3,740,072 • Total annual giving: $1,425,000 • Typical grant awards range from $1,000 to $1,035,000 **Recent Grants:** The foundation has demonstrated support for historic preservation initiatives, including a $45,000 grant to the Mission Preservation Foundation in San Juan Capistrano (2023).

Where does Moiso Family Foundation make grants?

The foundation primarily funds organizations in California, with particular activity in the San Juan Capistrano area.

What size grants does Moiso Family Foundation award?

In 2024, Moiso Family Foundation awarded 12 grants totaling $1.4M — an average of about $119K per grant, based on its IRS Form 990 filings.

How much is Moiso Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Moiso Family Foundation reported a distributable amount of $169K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.