O Leonard Moretz Fdn Tua | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like O Leonard Moretz Fdn Tua. Data shown is extracted from Form 990-PF filings.
EIN: 58-0012117
Foundation Overview
Based in Hickory, NC, O Leonard Moretz Fdn Tua has awarded 105 grants totaling $4,142,498 to organizations in Texas and North Carolina. Individual grants range from $1,000 to $221,000, with a median award of $5,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 10 recipients (20%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
97% of all grants are concentrated in North Carolina, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within North Carolina, funding concentrates in Hickory (65%), Gastonia (18%), Crossnore (9%).
Funding Trajectory
Strong 499% growth in annual giving over 5 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on general purposes (64%) and community projects, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into O Leonard Moretz Fdn Tua's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Boy Scouts Of America | $4,000 | Gastonia, NC, US | General Support | 2024 |
| Catawba Medical Foundation | $10,000 | Hickory, NC, US | General Support | 2024 |
| Crossnore School | $2,500 | Crossnore, NC, US | General Support | 2024 |
| Hickory Day School | $8,333 | Hickory, NC, US | General Support | 2024 |
| Hickory Soup Kitchen | $5,000 | Hickory, NC, US | General Support | 2024 |
| Holy Trinity Luthern Church | $62,500 | Hickory, NC, US | General Support | 2024 |
| Lenoir-rhyne University | $212,500 | Hickory, NC, US | General Support | 2024 |
| United Arts Council | $50,000 | Gastonia, NC, US | General Support | 2024 |
| Ymca Of Catawba County | $200,000 | Hickory, NC, US | Capital Campaign | 2024 |
| Hickory Museum Of Art | $50,000 | Hickory, NC, US | General Support | 2024 |
| United Arts Council | $5,000 | Gastonia, NC, US | Support | 2023 |
| Ymca Of Catawba County | $200,000 | Hickory, NC, US | Capital Campaign | 2023 |
| Boy Scouts Of America | $4,000 | Gastonia, NC, US | General Support | 2023 |
| Catawba Medical Foundation | $5,000 | Hickory, NC, US | General Support | 2023 |
| Hickory Day School | $8,333 | Hickory, NC, US | General Support | 2023 |
| Hickory Soup Kitchen | $5,000 | Hickory, NC, US | General Support | 2023 |
| Holy Trinity Lutheran Church | $62,500 | Hickory, NC, US | General Support | 2023 |
| Hospitality House | $1,000 | Hickory, NC, US | General Support | 2023 |
| Lenoir-rhyne University | $212,500 | Hickory, NC, US | General Support | 2023 |
| Crossnore School | $2,500 | Crossnore, NC, US | General Support | 2023 |
| Luthern Family Services | $10,000 | Charlotte, NC, US | General Support | 2023 |
| United Arts Council | $5,000 | Gastonia, NC, US | Support | 2023 |
| Ymca Of Catawba County | $200,000 | Hickory, NC, US | Capital Campaign | 2023 |
| Boy Scouts Of America | $4,000 | Gastonia, NC, US | General Support | 2023 |
| Catawba Medical Foundation | $5,000 | Hickory, NC, US | General Support | 2023 |
| Hickory Day School | $8,333 | Hickory, NC, US | General Support | 2023 |
| Hickory Soup Kitchen | $5,000 | Hickory, NC, US | General Support | 2023 |
| Holy Trinity Lutheran Church | $62,500 | Hickory, NC, US | General Support | 2023 |
| Hospitality House | $1,000 | Hickory, NC, US | General Support | 2023 |
| Lenoir-rhyne University | $212,500 | Hickory, NC, US | General Support | 2023 |
| Crossnore School | $2,500 | Crossnore, NC, US | General Support | 2023 |
| Luthern Family Services | $10,000 | Charlotte, NC, US | General Support | 2023 |
| Catawba Medical Foundation | $5,000 | Hickory, NC, US | General Support | 2022 |
| Catawba Science Center | $10,000 | Hickory, NC, US | General Purpose | 2022 |
| Crossnore School | $2,500 | Crossnore, NC, US | General Support | 2022 |
| Frye Regional Medical Center | $1,000 | Hickory, NC, US | General Purpose | 2022 |
| Hickory Soup Kitchen | $5,000 | Hickory, NC, US | General Support | 2022 |
| Lenoir-rhyne University | $216,000 | Hickory, NC, US | General Support | 2022 |
| Lutheran Family Services | $10,000 | Salisbury, NC, US | Support | 2022 |
| Piedmont Council Boy Scouts Of America | $4,000 | Gastonia, NC, US | General Support | 2022 |
| United Arts Council | $5,000 | Gastonia, NC, US | Support | 2022 |
| Ymca Of Catawba County | $200,000 | Hickory, NC, US | Capital Campaign | 2022 |
| Hickory Day School | $8,333 | Hickory, NC, US | General Support | 2022 |
| Catawba Medical Foundation | $5,000 | Hickory, NC, US | General Support | 2022 |
| Catawba Science Center | $10,000 | Hickory, NC, US | General Purpose | 2022 |
| Crossnore School | $2,500 | Crossnore, NC, US | General Support | 2022 |
| Frye Regional Medical Center | $1,000 | Hickory, NC, US | General Purpose | 2022 |
| Hickory Soup Kitchen | $5,000 | Hickory, NC, US | General Support | 2022 |
| Lenoir-rhyne University | $216,000 | Hickory, NC, US | General Support | 2022 |
| Lutheran Family Services | $10,000 | Salisbury, NC, US | Support | 2022 |
| Piedmont Council Boy Scouts Of America | $4,000 | Gastonia, NC, US | General Support | 2022 |
| United Arts Council | $5,000 | Gastonia, NC, US | Support | 2022 |
| Ymca Of Catawba County | $200,000 | Hickory, NC, US | Capital Campaign | 2022 |
| Hickory Day School | $8,333 | Hickory, NC, US | General Support | 2022 |
| Catawba Medical Foundation | $5,000 | Hickory, NC, US | General Support | 2022 |
| Catawba Science Center | $10,000 | Hickory, NC, US | General Purpose | 2022 |
| Crossnore School | $2,500 | Crossnore, NC, US | General Support | 2022 |
| Frye Regional Medical Center | $1,000 | Hickory, NC, US | General Purpose | 2022 |
| Hickory Soup Kitchen | $5,000 | Hickory, NC, US | General Support | 2022 |
| Lenoir-rhyne University | $216,000 | Hickory, NC, US | General Support | 2022 |
| Lutheran Family Services | $10,000 | Salisbury, NC, US | Support | 2022 |
| Piedmont Council Boy Scouts Of America | $4,000 | Gastonia, NC, US | General Support | 2022 |
| United Arts Council | $5,000 | Gastonia, NC, US | Support | 2022 |
| Ymca Of Catawba County | $200,000 | Hickory, NC, US | Capital Campaign | 2022 |
| Hickory Day School | $8,333 | Hickory, NC, US | General Support | 2022 |
| American Heart Association | $2,500 | Dallas, TX, US | General Support | 2021 |
| Catawba Science Center | $5,000 | Hickory, NC, US | General Purpose | 2021 |
| Catawba Valley Community College Foundation | $10,000 | Hickory, NC, US | Workforce Solutions | 2021 |
| Crossnore School | $2,500 | Crossnore, NC, US | General Support | 2021 |
| Frye Regional Medical Center | $1,000 | Hickory, NC, US | General Purpose | 2021 |
| Lenoir-rhyne College | $221,000 | Hickory, NC, US | General Support | 2021 |
| Lutheran Family Services | $10,000 | Salisbury, NC, US | Support | 2021 |
| Piedmont Council Boy Scouts Of America | $4,000 | Gastonia, NC, US | General Support | 2021 |
| Safe Harbor Rescue Mission | $10,000 | Hickory, NC, US | New Building | 2021 |
| United Arts Council | $5,000 | Gastonia, NC, US | Support | 2021 |
| Ymca Of Catawba County | $200,000 | Hickory, NC, US | Capital Campaign | 2021 |
| Catawba Medical Foundation | $5,000 | Hickory, NC, US | General Support | 2021 |
| Hickory Community Theatre | $5,000 | Hickory, NC, US | General Support | 2021 |
| Hickory Soup Kitchen | $5,000 | Hickory, NC, US | General Support | 2021 |
| American Heart Association | $2,500 | Dallas, TX, US | General Support | 2020 |
| Catawba Valley Community College Foundation | $10,000 | Hickory, NC, US | Workforce Solutions | 2020 |
| Crossnore School | $5,000 | Crossnore, NC, US | General Support | 2020 |
| Catawba Science Center | $15,000 | Hickory, NC, US | General Purpose | 2020 |
| Frye Regional Medical Center | $1,000 | Hickory, NC, US | General Purpose | 2020 |
| Habitat For Humanity | $10,000 | Hickory, NC, US | Support | 2020 |
| Humane Society Of Catawba County | $5,000 | Hickory, NC, US | General Support | 2020 |
| Lenoir-rhyne College | $221,000 | Hickory, NC, US | General Support | 2020 |
| Lutherock | $10,000 | Newland, NC, US | Adventure Park | 2020 |
| Piedmont Council Boy Scouts Of America | $4,000 | Gastonia, NC, US | General Support | 2020 |
| Safe Harbor Rescue Mission | $10,000 | Hickory, NC, US | New Building | 2020 |
| Ymca Of Catawba County | $200,000 | Hickory, NC, US | Capital Campaign | 2020 |
| Lutheran Family Services | $20,000 | Salisbury, NC, US | Support | 2020 |
| United Arts Council | $5,000 | Gastonia, NC, US | Support | 2020 |
| American Heart Association | $2,500 | Dallas, TX, US | General Support | 2019 |
| Piedmont Council Boy Scouts Of America | $9,000 | Gastonia, NC, US | General Support | 2019 |
| Catawba Valley Community College Foundation | $10,000 | Hickory, NC, US | Workforce Solutions | 2019 |
| Crossnore School | $5,000 | Crossnore, NC, US | General Support | 2019 |
| Exodus Outresearch Foundation Inc | $12,500 | Hickory, NC, US | General Purpose | 2019 |
| Frye Regional Medical Center | $1,000 | Hickory, NC, US | General Purpose | 2019 |
| Habitat For Humanity | $10,000 | Hickory, NC, US | Support | 2019 |
| Humane Society Of Catawba County | $5,000 | Hickory, NC, US | General Support | 2019 |
| Lenoir-rhyne College | $21,000 | Hickory, NC, US | General Support | 2019 |
| Lutherock | $10,000 | Newland, NC, US | Adventure Park | 2019 |
| Safe Harbor Rescue Mission | $10,000 | Hickory, NC, US | New Building | 2019 |
| United Arts Council | $5,000 | Gastonia, NC, US | Support | 2019 |
Foundations Similar to O Leonard Moretz Fdn Tua
Discover 5 foundations with comparable assets ($1,318,928-$1,345,218), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Katharine Bontecou Memorial Charitable Trust
EIN: 14-6199874 | 58 grants awarded |
$1,337,137
(≈ Similar) |
$6,500
median grant |
Sunset Beach, NC
Same state |
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|
Kontoor Brands Foundation
EIN: 85-4118555 | 17 grants awarded |
$1,340,069
(≈ Similar) |
$10,000
median grant |
Greensboro, NC
Same state |
|
|
Arthur And Catherine Singer Foundation
EIN: 20-8315034 | 13 grants awarded |
$1,344,944
(≈ Similar) |
$10,000
median grant |
Beaufort, NC
Same state |
|
|
Goforth Family Foundation
EIN: 56-1984601 | 46 grants awarded |
$1,345,218
(≈ Similar) |
$4,500
median grant |
Conover, NC
Same state |
|
|
Grace Richardson Fund
EIN: 56-6067849 | 25 grants awarded |
$1,318,928
(≈ Similar) |
$5,000
median grant |
Greensboro, NC
Same state |
|
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Contact Information
Official contact details for O Leonard Moretz Fdn Tua as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 58-0012117 |
| Website | N/A |
| Address | 929 14TH AVE NW Hickory, NC 28601-2323 |
Key People (5)
Board members, trustees, and key staff who oversee O Leonard Moretz Fdn Tua's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | George A Moretz |
|---|---|
| Vice President | James L Parker |
| Officer | Nancy M Burnside |
| Officer | C Sloane Moretz |
| Officer | Ted Moretz |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for O Leonard Moretz Fdn Tua is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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