Nonprofit · EIN 27-2612129
MOOZIE FOUNDATION
Tax-exempt · DALLAS, TX 75201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,042,240 | $722,000 | $2,320,240 | $11,441,064 | $0 | $11,441,064 |
| December 31, 2023 | 990-PF | $315,608 | $603,750 | -$288,142 | $9,122,797 | $0 | $9,122,797 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,800,000
- Dividends
- $67,040
- Other income
- $1,175,200
Expenses
- Grants and similar amounts paid
- $705,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $705,000
- Excise tax on investment income
- $17,011
Balance sheet and other
- Total assets, start of year
- $9,122,797
- Total assets, end of year
- $11,441,064
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,441,064
- Fair market value of assets
- $13,843,904
- Qualifying distributions
- $705,000
- Net investment income
- $1,231,840
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bailey Lafayette Harrison 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Trustee | 0 | $0 |
| Haven Sands Heinrichs 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Trustee | 0 | $0 |
| Lydia Lygon Sands McCutchen 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Trustee | 0 | $0 |
| Peyton Sands 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Trustee | 0 | $0 |
| Lynn Fisher 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Vice Pres & Sec | 0 | $0 |
| Geoff Eames 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Treasurer | 0 | $0 |
| John Bowmer Sands 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bailey Lafayette Harrison 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Trustee | 0 | $0 |
| Haven Sands Heinrichs 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Trustee | 0 | $0 |
| Lydia Lygon Sands McCutchen 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Trustee | 0 | $0 |
| Peyton Sands 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Trustee | 0 | $0 |
| Lynn Fisher 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Vice Pres & Sec | 0 | $0 |
| Geoff Eames 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Treasurer | 0 | $0 |
| John Bowmer Sands 2101 Cedar Springs RdSte1600, Dallas, TX 75201 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2101 CEDAR SPRINGS RD STE 1600, DALLAS, TX 75201-2148
- In care of
- % KAREN HERKLOTZ
- Signed the 990-PF
- Lynn Fisher, Vice Pres & Sec
- Phone
- (214) 849-9000
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-2612129
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $11,441,064
- Income (IRS master file)
- $3,042,240
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,042,240 | $722,000 | $11,441,064 | XML |
| 990-PF | December 2023 | $315,608 | $603,750 | $9,122,797 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about MOOZIE FOUNDATION
- What is the EIN of MOOZIE FOUNDATION?
- The employer identification number (EIN) of MOOZIE FOUNDATION is 27-2612129.
- Is MOOZIE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to MOOZIE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MOOZIE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MOOZIE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOOZIE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MOOZIE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does MOOZIE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,042,240, expenses of $722,000 and total assets of $11,441,064 at year end.
Other nonprofits in DALLAS
- COMMUNITIES FOUNDATION OF TEXAS EIN 75-0964565 · last filed 990 for 2025
- THE DALLAS FOUNDATION EIN 75-2890371 · last filed 990 for 2024
- CARL AND MARILYNN THOMA EIN 46-5446388 · last filed 990-PF for 2024
- JOHN AND SUSAN WILDER FOUNDATION EIN 26-0281707 · last filed 990-PF for 2025
- DALLAS CENTER FOR THE PERFORMING ARTS FOUNDATION INC EIN 75-2890923 · last filed 990 for 2025
- DALLAS JEWISH COMMUNITY FOUNDATION EIN 75-2836123 · last filed 990 for 2025
- ADDY FOUNDATION EIN 47-2607515 · last filed 990-PF for 2025
- UNITED WAY OF METROPOLITAN DALLAS INC EIN 75-6005352 · last filed 990 for 2025
All nonprofits in DALLAS · Texas · Philanthropy, voluntarism and grantmaking foundations