Private Foundation

O LEONARD MORETZ FDN TUA

Based in HICKORY, NC, O LEONARD MORETZ FDN TUA operates as a Private Foundation. The organization reported $129K in revenue, $630K in expenses, $755K in total assets for fiscal year 2025. Imperigo tracks 72 reported grants from this foundation totaling approximately $2.7M.

EIN: 580012117 HICKORY, NC Latest filing: 2025
Total Revenue$129K
Total Expenses$630K
Total Assets$755K
Grants Given72
Grant Total$2.7M
Filing Years2021–2025

Before you apply to O Leonard Moretz Fdn Tua

Preselected only Doesn't accept unsolicited requests for funds, per its 2025 Form 990-PF.

Sometimes funds new orgs 25% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

LENOIR-RHYNE UNIVERSITY
HICKORY, NC · 2024
GENERAL SUPPORT
$212,500
YMCA OF CATAWBA COUNTY
HICKORY, NC · 2024
CAPITAL CAMPAIGN
$200,000
HOLY TRINITY LUTHERN CHURCH
HICKORY, NC · 2024
GENERAL SUPPORT
$62,500
UNITED ARTS COUNCIL
GASTONIA, NC · 2024
GENERAL SUPPORT
$50,000
HICKORY MUSEUM OF ART
HICKORY, NC · 2024
GENERAL SUPPORT
$50,000

Showing up to 5 of 72 total records — full history available with membership.

Officers & Directors

OFFICER C Sloane Moretz
PRESIDENT George A Moretz
VICE PRESIDENT James L Parker
OFFICER Nancy M Burnside
OFFICER Ted Moretz

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$2,612,999 64 grants
Economic Development
$30,000 3 grants
Environment & Conservation
$20,000 2 grants
Unspecified
$30,000 3 grants

Financial Trends

Year Revenue Expenses Assets
2025 $129K $630K $755K
2024 $210K $541K $1.3M
2023 $303K $491K $1.6M
2022 $98K $518K $1.8M
2021 $191K $548K $2.2M

Between 2021 and 2025, reported annual revenue declined from $191K to $129K (-32%), with total assets most recently reported at $755K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in NC, TX.

NCTX

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for O LEONARD MORETZ FDN TUA

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