Moiso Family Foundation

Foundation · Grantmaker San Juan Capistrano, CA EIN: 95-2576203

MOISO FAMILY FOUNDATION is a private foundation based in San Juan Capistrano, California. It made 12 grants totaling $1,425,000 in 2024, all to recipients in California.

Key facts about Moiso Family Foundation

In short: Moiso Family Foundation gave $1.4M across 12 grants in 2024 (avg $119K), mostly in California. 33% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
95-2576203
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,425,000
Grants made (2024)
12
Average grant
$118,750
Median grant
$32,500
New grantees (estimate)
33% first-time grantees (4 of 12, 2024)
Total assets
$3,740,072
Primary geography
California (100% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests and states that it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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

12

+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.

Is Moiso Family Foundation open to new grantees?

33%

first-time grantees, 2024

In 2024, 4 of 12 grantees (33%) were first-time recipients. First grants averaged $281K; repeat grants $38K. How we count

Medians: $58K first-time, $33K repeat.

  • 58% of 2024 grantees were also funded in 2023. Method
  • Giving grew 766% from 2021 to 2024. Method
  • In 2024 it paid out 847% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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

Mission & Focus Areas

No mission statement for the foundation is provided. Among its 2024 grantees, Cow Camp Caridades describes its mission as receiving public contributions to support religious, youth, health, and educational organizations. The California Homebuilding Foundation says it promotes the homebuilding industry through scholarship, research, education, and professional recognition.

Grantmaking

In 2024, the foundation gave 12 grants totaling $1,425,000. Grants ranged from $10,000 to $1,000,000, with a median grant of $32,500. The largest award was $1,000,000 to the Institute for Follicular Lymphoma Innovation. Other notable grants included $100,000 to the Sheriff’s Advisory Council, $75,000 to Heart of Jesus Retreat Center, and $50,000 each to Mission San Juan Capistrano Foundation and St. Catherine’s Academy. All listed grants were identified as charitable contributions.

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Geographic Focus

Where this funder awards grants

All grant dollars in 2024 went to recipients in California. Several recipients were in or near San Juan Capistrano, including Cow Camp Caridades, Mission Basilica School, and Boys & Girls Club of Capistrano Valley.

Grant Distribution by State

1state

Share of all 12 itemized 2024 grant dollars.

States

Cities

San Juan CapistranoRancho Santa MargaritaSanta AntaNorthridgeCosta MesaAnaheimMission ViejoSacramentoSan Luis ObispoStanfordBakersfieldCity Of IndustryDiamond BarLos AngelesNewport BeachRancho Santa Fe

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M5 grants20208 grants202111 grants202211 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Institue for Follicular Lymphoma Innovation: $1.0MInstitue for FollicularLymphoma Innovation$1.0MSheriff's Advisory Council: $100KSheriff's Advisory Council$100KHeart of Jesus Retreat Center: $75KHeart of Jesus Retreat Center$75KMission San Juan Capistrano Foundation: $50KMission San Juan CapistranoFoundation$50KSt Catherine's Academy: $50KSt Catherine's Academy$50KSanta Margarita Catholic High School: $35KSanta Margarita Catholic HighSchool$35KStanford University Buckcardinal Club: $30KStanford UniversityBuckcardinal Club$30KCow Camp Caridades: $25KCow Camp Caridades$25KSociety of Sisters Devoted to the Sacred Heart: $25KSociety of Sisters Devoted tothe Sacred Heart$25KCalifornia Homebuilding Foundation: $15KCalifornia HomebuildingFoundation$15K

Grant Size Distribution

47 grants across all recorded years

35<$50K7$50–100K2$100–250K1$250–500K$500K–1M2$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
INSTITUE FOR FOLLICULAR LYMPHOMA INNOVATION Diamond Bar, CACHARITABLE CONTRIBUTION$1,000,000
SHERIFF'S ADVISORY COUNCIL Santa Anta, CACHARITABLE CONTRIBUTION$100,000
HEART OF JESUS RETREAT CENTER Santa Anta, CACHARITABLE CONTRIBUTION$75,000
MISSION SAN JUAN CAPISTRANO FOUNDATION San Juan Capistrano, CACHARITABLE CONTRIBUTION$50,000
ST CATHERINE'S ACADEMY Anaheim, CACHARITABLE CONTRIBUTION$50,000
SANTA MARGARITA CATHOLIC HIGH SCHOOL Rancho Santa Margarita, CACHARITABLE CONTRIBUTION$35,000
STANFORD UNIVERSITY BUCKCARDINAL CLUB Stanford, CACHARITABLE CONTRIBUTION$30,000
COW CAMP CARIDADES San Juan Capistrano, CACHARITABLE CONTRIBUTION$25,000
SOCIETY OF SISTERS DEVOTED TO THE SACRED HEART Northridge, CACHARITABLE CONTRIBUTION$25,000
CALIFORNIA HOMEBUILDING FOUNDATION Sacramento, CACHARITABLE CONTRIBUTION$15,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2024 $3,740,072 $1,088,328 $1,453,434 $1,425,000 12
2023 $3,987,980 $1,115,400 $1,379,971 $1,365,000 11
2022 $4,067,594 $135,253 $612,751 $568,550 11
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M20202021202220232024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Katrina Moiso Lamkin as president and director; Songia Cox as treasurer and secretary; and Anthony R. Moiso and Jeremy T. Laster as directors.

Moiso Family Foundation is led by Katrina Moiso Lamkin, President & Director on every filing since 2020; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Katrina Moiso Lamkin

    President & Director

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Anthony R. Moiso

    Director

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Jeremy T. Laster

    Director

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Songia Cox

    Treasurer & Secretary

    On filings since 2020

    0.1 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 28811 Ortega Highway, San Juan Capistrano, CA 92675
Phone: (949) 240-3363

Frequently asked questions about Moiso Family Foundation

How much does Moiso Family Foundation give each year?

Moiso Family Foundation gave $1.4M across 12 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.4M across 11 grants.

What is Moiso Family Foundation's typical grant size?

Moiso Family Foundation's median grant in 2024 was $32,500, and its average grant was $118,750, across 12 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Moiso Family Foundation that year got $281K on average.

Where does Moiso Family Foundation give grants?

Moiso Family Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Juan Capistrano, CA (4 grants) and Santa Anta, CA (2 grants).

Who are Moiso Family Foundation's largest grantees?

Moiso Family Foundation's largest 2024 grantees include Institue for Follicular Lymphoma Innovation ($1,000,000), Sheriff's Advisory Council ($100,000) and Heart of Jesus Retreat Center ($75,000), according to its 2024 IRS Form 990-PF. Together they received 82% of its itemized 2024 grant dollars.

How large is Moiso Family Foundation?

Moiso Family Foundation reported $3.7M in total assets on its 2024 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $169K (roughly 5% of its investment assets).

What does Moiso Family Foundation fund?

No mission statement for the foundation is provided. Among its 2024 grantees, Cow Camp Caridades describes its mission as receiving public contributions to support religious, youth, health, and educational organizations. The California Homebuilding Foundation says it promotes the homebuilding industry through scholarship, research, education, and professional recognition.

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

The foundation does not accept unsolicited requests and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Moiso Family Foundation's EIN?

Moiso Family Foundation's EIN (Employer Identification Number) is 95-2576203. IRS Form 990 filing data is available on this page for 2020–2024.

Does Moiso Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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