O Leonard Moretz Foundation 1019760125 007

Hickory, NC
EIN: 58-0012117

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$129k (2025)

Expenses

$630k (2025)

Total Assets

$755k (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2025

Revenue

$129,208

Expenses

$629,606

Net Income

-$500,398

Net Assets

$755,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,365	35.1%
Sales of Assets	$83,650	64.7%
Other Income	$193	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$604,833	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$755,291
Total Liabilities	$0
Net Assets	$755,291

Compensation

Key Employees and Officers	Compensation	Other
George A Moretz (President)	$0	$0
James L Parker (Vice President)	$0	$0
Nancy M Burnside (Officer)	$0	$0
C Sloane Moretz (Officer)	$0	$0
Ted Moretz (Officer)	$0	$0

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990-PF

Filed on Dec. 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2024

Revenue

$210,186

Expenses

$541,235

Net Income

-$331,049

Net Assets

$1,254,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,750	26.5%
Sales of Assets	$154,436	73.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$515,833	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,254,689
Total Liabilities	$0
Net Assets	$1,254,689

Compensation

Key Employees and Officers	Compensation	Other
George A Moretz (President)	$0	$0
James L Parker (Vice President)	$0	$0
Nancy M Burnside (Officer)	$0	$0
C Sloane Moretz (Officer)	$0	$0
Ted Moretz (Officer)	$0	$0

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990-PF

Filed on Sept. 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2023

Revenue

$302,567

Expenses

$491,174

Net Income

-$188,607

Net Assets

$1,585,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,195	19.6%
Sales of Assets	$241,267	79.7%
Other Income	$2,105	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,833	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,585,738
Total Liabilities	$0
Net Assets	$1,585,738

Compensation

Key Employees and Officers	Compensation	Other
George A Moretz (President)	$0	$0
James L Parker (Vice President)	$0	$0
Nancy M Burnside (Officer)	$0	$0
C Sloane Moretz (Officer)	$0	$0
Ted Moretz (Officer)	$0	$0

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990-PF

Filed on Sept. 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2022

Revenue

$97,807

Expenses

$518,136

Net Income

-$420,329

Net Assets

$1,774,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,313	55.5%
Sales of Assets	$43,473	44.4%
Other Income	$21	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$486,000	93.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,774,345
Total Liabilities	$0
Net Assets	$1,774,345

Compensation

Key Employees and Officers	Compensation	Other
George A Moretz (President)	$0	$0
James L Parker (Vice President)	$0	$0
Nancy M Burnside (Officer)	$0	$0
C Sloane Moretz (Officer)	$0	$0
Ted Moretz (Officer)	$0	$0

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990-PF

Filed on Aug. 30, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2021

Revenue

$191,149

Expenses

$548,492

Net Income

-$357,343

Net Assets

$2,194,673

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,451	28.0%
Sales of Assets	$137,355	71.9%
Other Income	$343	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$518,500	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,194,674
Total Liabilities	$1
Net Assets	$2,194,673

Compensation

Key Employees and Officers	Compensation	Other
George A Moretz (President)	$0	$0
James L Parker (Vice President)	$0	$0
Nancy M Burnside (Officer)	$0	$0
C Sloane Moretz (Officer)	$0	$0
Ted Moretz (Officer)	$0	$0

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990-PF

Filed on Oct. 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2020

Revenue

$186,158

Expenses

$126,095

Net Income

$60,063

Net Assets

$2,552,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,269	1.2%
Dividends	$68,857	37.0%
Sales of Assets	$115,032	61.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,000	80.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,552,017
Total Liabilities	$1
Net Assets	$2,552,016

Compensation

Key Employees and Officers	Compensation	Other
George A Moretz (President)	$0	$0
James L Parker (Vice President)	$0	$0
Nancy M Burnside (Officer)	$0	$0
C Sloane Moretz (Officer)	$0	$0
Ted Moretz (Officer)	$0	$0

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990-PF

Filed on May 25, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2019

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2016

Revenue

$17,109

Expenses

$202,558

Net Income

-$185,449

Net Assets

$2,542,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.1%
Dividends	$82,364	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,000	82.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,542,453
Total Liabilities	$0
Net Assets	$2,542,453

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2015

Revenue

$509,383

Expenses

$197,577

Net Income

$311,806

Net Assets

$2,692,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$75,167	14.8%
Sales of Assets	$426,751	83.8%
Other Income	$7,457	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,990	81.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,692,765
Total Liabilities	$0
Net Assets	$2,692,765

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2014

Revenue

$242,397

Expenses

$190,215

Net Income

$52,182

Net Assets

$2,416,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,193	31.0%
Sales of Assets	$163,565	67.5%
Other Income	$3,639	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,203	86.3%
Compensation of Officers*	$23,473	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,416,691
Total Liabilities	$0
Net Assets	$2,416,691

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2013

Revenue

$173,864

Expenses

$185,482

Net Income

-$11,618

Net Assets

$2,363,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,645	48.7%
Sales of Assets	$89,219	51.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,967	90.0%
Compensation of Officers*	$22,674	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,363,731
Total Liabilities	$0
Net Assets	$2,363,731

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2012

Revenue

$85,168

Expenses

$202,566

Net Income

-$117,398

Net Assets

$2,400,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$77,656	91.2%
Sales of Assets	$7,505	8.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,665	91.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,400,072
Total Liabilities	$0
Net Assets	$2,400,072

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2011

Revenue

$184,589

Expenses

$217,178

Net Income

-$32,589

Net Assets

$2,517,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.0%
Dividends	$78,428	42.5%
Sales of Assets	$105,138	57.0%
Other Income	$1,000	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,946	90.7%
Compensation of Officers*	$20,785	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,517,469
Total Liabilities	$0
Net Assets	$2,517,469

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

O Leonard Moretz Foundation 1019760125 007

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $129k (2025)

Expenses $630k (2025)

Total Assets $755k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending July 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$129k (2025)

Expenses

$630k (2025)

Total Assets

$755k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending July
2025

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002