O Leonard Moretz Fdn Tua
O Leonard Moretz Foundation Tua is a private foundation based in Hickory, North Carolina. Established in 1980, the foundation operates as an independent 501(c)(92) nonprofit organization with no employees.
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.
Mission & Focus Areas
The foundation's primary funding interests include:
- Education
- Science and STEM education
- Human Services
- Philanthropy, Voluntarism & Grantmaking
The foundation focuses its grantmaking primarily within North Carolina.
Grantmaking
The foundation does not currently have live grant opportunities listed.
Grant Range
s & Patterns:**
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking is concentrated in North Carolina, with a particular emphasis on the Hickory area and surrounding region.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending July 2024:
- Total Assets: $1,254,689
- Total Revenues: $210,186
- Total Expenses: $541,235
- Investment Income and Dividends: $55,750
- Net Gain from Sale of Non-Inventory Assets: $154,436
Historical Context:
- Previous year (FY 2023) total revenues were $302,567, representing a 30% decrease year-over-year
| 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 |
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 2025
Grant Size Distribution
60 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Lenoir-rhyne University ($212,500), Ymca of Catawba County ($200,000), Holy Trinity Luthern Church ($62,500).
| Recipient | Purpose | Amount |
|---|---|---|
| BOY SCOUTS OF AMERICA GASTONIA, NC | GENERAL SUPPORT | $4,000 |
| CATAWBA MEDICAL FOUNDATION HICKORY, NC | GENERAL SUPPORT | $10,000 |
| CROSSNORE SCHOOL CROSSNORE, NC | GENERAL SUPPORT | $2,500 |
| HICKORY DAY SCHOOL HICKORY, NC | GENERAL SUPPORT | $8,333 |
| HICKORY SOUP KITCHEN HICKORY, NC | GENERAL SUPPORT | $5,000 |
| HOLY TRINITY LUTHERN CHURCH HICKORY, NC | GENERAL SUPPORT | $62,500 |
| LENOIR-RHYNE UNIVERSITY HICKORY, NC | GENERAL SUPPORT | $212,500 |
| UNITED ARTS COUNCIL GASTONIA, NC | GENERAL SUPPORT | $50,000 |
| YMCA OF CATAWBA COUNTY HICKORY, NC | CAPITAL CAMPAIGN | $200,000 |
| HICKORY MUSEUM OF ART HICKORY, NC | GENERAL SUPPORT | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGE A MORETZ | PRESIDENT | 5 | — |
| JAMES L PARKER | VICE PRESIDENT | 5 | — |
| NANCY M BURNSIDE | OFFICER | 5 | — |
| C SLOANE MORETZ | OFFICER | 5 | — |
| TED MORETZ | OFFICER | 5 | — |
Contact Information
Address: 929 14th Ave NW, Hickory, NC 28601-2323
Phone: 828-327-2727
EIN: 58-0012117
Frequently Asked Questions
What does O Leonard Moretz Fdn Tua fund?
The foundation's primary funding interests include: • Education • Science and STEM education • Human Services • Philanthropy, Voluntarism & Grantmaking The foundation focuses its grantmaking primarily within North Carolina.
How do I apply for a grant from O Leonard Moretz Fdn Tua?
**Grant Sizes & Patterns:** • Typical award range: $1,000 to $216,000 • Recent grants have included awards of $212,500, $62,500, and $8,333 **Recent Grant Recipients (2024):** • Lenoir-Rhyne University: $212,500 (General Support) • Holy Trinity Lutheran Church: $62,500 (General Support) • Hickory Day School: $8,333 (General Support) The foundation does not currently have live grant opportunities listed.
Where does O Leonard Moretz Fdn Tua make grants?
The foundation's grantmaking is concentrated in North Carolina, with a particular emphasis on the Hickory area and surrounding region.
What size grants does O Leonard Moretz Fdn Tua award?
In 2025, O Leonard Moretz Fdn Tua awarded 10 grants totaling $605K — an average of about $60K per grant, based on its IRS Form 990 filings.
How much is O Leonard Moretz Fdn Tua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, O Leonard Moretz Fdn Tua reported a distributable amount of $82K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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