Nonprofit · EIN 58-0012117
O LEONARD MORETZ FOUNDATION 1019760125 007
Tax-exempt · HICKORY, NC 28601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $129,208 | $629,606 | -$500,398 | $755,291 | $0 | $755,291 |
| July 31, 2024 | 990-PF | $210,186 | $541,235 | -$331,049 | $1,254,689 | $0 | $1,254,689 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $45,365
- Net gain from sales of assets
- $83,650
- Other income
- $193
Expenses
- Grants and similar amounts paid
- $604,833
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $604,833
- Excise tax on investment income
- $1,529
Balance sheet and other
- Total assets, start of year
- $1,254,689
- Total assets, end of year
- $755,291
- Total liabilities, end of year
- $0
- Net assets, end of year
- $755,291
- Fair market value of assets
- $1,335,176
- Qualifying distributions
- $604,833
- Net investment income
- $129,208
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE A MORETZ 929 14TH AVE NW, HICKORY, NC 28601 | PRESIDENT | 5 | $0 |
| JAMES L PARKER 929 14TH AVE NW, HICKORY, NC 28601 | VICE PRESIDENT | 5 | $0 |
| NANCY M BURNSIDE 929 14TH AVE NW, HICKORY, NC 28601 | OFFICER | 5 | $0 |
| C SLOANE MORETZ 929 14TH AVE NW, HICKORY, NC 28601 | OFFICER | 5 | $0 |
| TED MORETZ 929 14TH AVE NW, HICKORY, NC 28601 | OFFICER | 5 | $0 |
990-PF for the year ended July 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE A MORETZ 1779 8TH ST DR NW, HICKORY, NC 28601 | PRESIDENT | 5 | $0 |
| JAMES L PARKER 1779 8TH ST DR NW, HICKORY, NC 28601 | VICE PRESIDENT | 5 | $0 |
| NANCY M BURNSIDE 1779 8TH ST DR NW, HICKORY, NC 28601 | OFFICER | 5 | $0 |
| C SLOANE MORETZ 1779 8TH ST DR NW, HICKORY, NC 28601 | OFFICER | 5 | $0 |
| TED MORETZ 1779 8TH ST DR NW, HICKORY, NC 28601 | OFFICER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 929 14TH AVE NW, HICKORY, NC 28601-2323
- In care of
- % FIRST UNION NATL BANK OF NC
- Signed the 990-PF
- GEORGE A MORETZ, TRUSTEE
- Phone
- (828) 327-2727
- Return prepared by
- MARTIN STARNES & ASSOCIATES CPAS PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 58-0012117
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $755,291
- Income (IRS master file)
- $583,263
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $129,208 | $629,606 | $755,291 | XML |
| 990-PF | July 2024 | $210,186 | $541,235 | $1,254,689 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 58-0012117).
Questions about O LEONARD MORETZ FOUNDATION 1019760125 007
- What is the EIN of O LEONARD MORETZ FOUNDATION 1019760125 007?
- The employer identification number (EIN) of O LEONARD MORETZ FOUNDATION 1019760125 007 is 58-0012117.
- Is O LEONARD MORETZ FOUNDATION 1019760125 007 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does O LEONARD MORETZ FOUNDATION 1019760125 007 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of O LEONARD MORETZ FOUNDATION 1019760125 007 due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did O LEONARD MORETZ FOUNDATION 1019760125 007 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of O LEONARD MORETZ FOUNDATION 1019760125 007?
- The 990-PF for the year ended July 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does O LEONARD MORETZ FOUNDATION 1019760125 007 have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $129,208, expenses of $629,606 and total assets of $755,291 at year end.
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