O Leonard Moretz Fdn Tua
O Leonard Moretz Fdn Tua is a private foundation based in Hickory, North Carolina. Its 2025 filing reports grants to charitable organizations, all of them in North Carolina, supporting activities that include higher education, arts, health, education, hunger relief, and community services.
Key facts about O Leonard Moretz Fdn Tua
In short: O Leonard Moretz Fdn Tua gave $605K across 10 grants in 2025 (avg $60K), mostly in North Carolina. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 58-0012117
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $604,833
- Grants made (2025)
- 10
- Average grant
- $60,483
- Median grant
- $30,000
- New grantees (estimate)
- 20% first-time grantees (2 of 10, 2025; small sample)
- Total assets
- $755,291
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 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 2025 IRS Form 990-PF · View filing
Total Assets
$755K
-39.8% YoY
Annual Giving
$605K
+17.3% YoY
Grant Count
10
-9.1% YoY
Avg Grant Size
$60K
+29.0% YoY
Under IRS private-foundation payout rules, O Leonard Moretz Fdn Tua reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
Is O Leonard Moretz Fdn Tua open to new grantees?
20%
first-time grantees, 2025
In 2025, 2 of 10 grantees (20%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $56K; repeat grants $62K. How we count
Medians: $56K first-time, $9K repeat.
- 80% of 2025 grantees were also funded in 2024. Method
- Giving grew 24% from 2022 to 2025. Method
- In 2025 it paid out 734% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s own mission is not stated in the available information. Its 2025 grants show support for organizations including Lenoir-Rhyne University, which describes its work as providing undergraduate and graduate educational programs, and Hickory Museum of Art, whose stated mission is to bring people together and inspire creativity through art. Hickory Soup Kitchen says its primary purpose is providing nutritious meals to people experiencing hunger in its community. Other 2025 recipients include a YMCA, a church, an arts council, a medical foundation, a day school, the Boy Scouts of America, and Crossnore School.
Grantmaking
In 2025, the foundation made 10 grants totaling $604,833. Awards ranged from $2,500 to $212,500, with a median grant of $30,000. The largest grants were $212,500 to Lenoir-Rhyne University for general support and $200,000 to YMCA of Catawba County for a capital campaign. Other notable grants included $62,500 to Holy Trinity Lutheran Church, $50,000 each to United Arts Council and Hickory Museum of Art, and $10,000 to Catawba Medical Foundation, all for general support.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with O Leonard Moretz Fdn Tua?
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in North Carolina. Listed recipients include organizations in Hickory, Gastonia, and Crossnore.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $101K (2020) to $605K (2025). In 2025 it made 10 grants totaling $605K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Lenoir-Rhyne University ($213K). Together the top 10 received $605K.
Grant Size Distribution
60 grants across all recorded years
The most common grant size was under $50K: 46 grants of 60 (77%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lenoir-Rhyne University Hickory, NC | General Support | $212,500 |
| YMCA of Catawba County Hickory, NC | Capital Campaign | $200,000 |
| Holy Trinity Luthern Church Hickory, NC | General Support | $62,500 |
| United Arts Council Gastonia, NC | General Support | $50,000 |
| Hickory Museum of Art Hickory, NC | General Support | $50,000 |
| Catawba Medical Foundation Hickory, NC | General Support | $10,000 |
| Hickory Day School Hickory, NC | General Support | $8,333 |
| Hickory Soup Kitchen Hickory, NC | General Support | $5,000 |
| Boy Scouts of America Gastonia, NC | General Support | $4,000 |
| Crossnore School Crossnore, NC | General Support | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $755,291 | $129,208 | $629,606 | $604,833 (10 grants) |
| 2024 | $1,254,689 | $210,186 | $541,235 | $515,833 (11 grants) |
| 2023 | $1,585,738 | $302,567 | $491,174 | $466,833 (11 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $755,291 | $1,254,689 | $1,585,738 |
| Revenue | $129,208 | $210,186 | $302,567 |
| Expenses | $629,606 | $541,235 | $491,174 |
| Qualifying Distributions | $604,833 | $515,833 | $466,833 |
| Net Investment Income | $110,017 | $188,819 | $276,953 |
| Distributable Amount | $82,378 | $97,190 | $108,663 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists George A Moretz as president; James L Parker as vice president; and Nancy M Burnside, C Sloane Moretz, and Ted Moretz as officers.
O Leonard Moretz Fdn Tua is led by George A. Moretz, President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
George A. Moretz
President
On filings since 2020
5 hrs/week
No compensation reported
C. Sloane Moretz
Officer
On filings since 2020
5 hrs/week
No compensation reported
James L. Parker
Vice President
On filings since 2020
5 hrs/week
No compensation reported
Nancy M. Burnside
Officer
On filings since 2020
5 hrs/week
No compensation reported
Ted Moretz
Officer
On filings since 2020
5 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.
Contact
Mailing address: 929 14Th Ave Nw, Hickory, NC 28601
Phone: (828) 327-2727
Frequently asked questions about O Leonard Moretz Fdn Tua
How much does O Leonard Moretz Fdn Tua give each year?
O Leonard Moretz Fdn Tua gave $605K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $516K across 11 grants.
What is O Leonard Moretz Fdn Tua's typical grant size?
O Leonard Moretz Fdn Tua's median grant in 2025 was $30,000, and its average grant was $60,483, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from O Leonard Moretz Fdn Tua that year got $56K on average.
Where does O Leonard Moretz Fdn Tua give grants?
O Leonard Moretz Fdn Tua gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hickory, NC (7 grants) and Gastonia, NC (2 grants).
Does O Leonard Moretz Fdn Tua give general operating support?
Yes: 90% of O Leonard Moretz Fdn Tua's 2025 grants with a stated purpose (9 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are O Leonard Moretz Fdn Tua's largest grantees?
O Leonard Moretz Fdn Tua's largest 2025 grantees include Lenoir-Rhyne University ($212,500), YMCA of Catawba County ($200,000) and Holy Trinity Luthern Church ($62,500), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.
How large is O Leonard Moretz Fdn Tua?
O Leonard Moretz Fdn Tua reported $755K in total assets on its 2025 IRS Form 990-PF. It paid out $605K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets).
What does O Leonard Moretz Fdn Tua fund?
The foundation’s own mission is not stated in the available information. See mission & focus areas ↑
How do I apply for a grant from O Leonard Moretz Fdn Tua?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is O Leonard Moretz Fdn Tua's EIN?
O Leonard Moretz Fdn Tua's EIN (Employer Identification Number) is 58-0012117. IRS Form 990 filing data is available on this page for 2020–2025.
Does O Leonard Moretz Fdn Tua accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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