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Nonprofiteer
← MORITZ FAM FOUNDATION

Form 990 for tax year 2025

Filed by MORITZ FAM FOUNDATION.

Totals

Total revenue
$273,074
Total expenses
$114,323
Contributions and grants received
$0
Grants paid
$97,404
Program service revenue
$0
Investment income
$273,074
Other revenue
$0
Total assets, end of year
$3,159,610
Total liabilities, end of year
$16,080
Net assets or fund balances, end of year
$3,143,530
Program services expenses (Part IX)
$97,404
Management and general expenses
$16,919
Fundraising expenses
$0
Program service expenses (Part III)
$97,404

Program services were 85.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $69,786 · excluded $69,786

  • 7a · Gross sales of assets other than inventory

    securities $586,795

  • 7b · Less cost or other basis and sales expenses

    securities $383,507

  • 7c · Gain or loss

    securities $203,288

  • 7d · Net gain or loss

    total $203,288 · excluded $203,288

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $97,404 · program services $97,404

  • 11a · Fees: management

    total $11,919 · management and general $11,919

  • 11c · Fees: accounting

    total $3,500 · management and general $3,500

  • 11f · Fees: investment management

    total $1,300 · management and general $1,300

  • 24a · Other expenses: FILING FEES

    total $200 · management and general $200

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $19,703 · end of year $21,412

  • 11 · Investments: publicly traded securities

    beginning of year $2,767,445 · end of year $3,138,198

  • 18 · Grants payable

    beginning of year $41,080 · end of year $16,080

  • 27 · Net assets without donor restrictions

    beginning of year $2,746,068 · end of year $3,143,530

Mission and programs · 2025

Mission

SEE SCHEDULE O. THE MORITZ FAMILY FOUNDATION SERVES FAMILIES AND CHILDREN BY PROVIDING GRANTS TO ORGANIZATIONS WHOSE PROGRAMS REDCUE POVERTY AND IMPROVE EDUCATION.REDUCING POVERTY:1. HELPING PEOPLE TO MAKE A BETTER LIFE FOR THEMSELVES AND THEIR CHILDREN2. ADDRESS CRITICAL HUMAN NEEDS SUCH AS HOUSING, FOOD, AND CLEAN WATERIMPROVING EDUCATION:1. SERVE DISADVANTAGED STUDENTS AND HELP THEM ACHIEVE ACADEMIC SUCCESS2. STRENGTHEN EDUCATIONAL INSTITUTIONS FOR COMMUNITIES WHO DO NOT HAVE THE RESOURCES

Activities or mission (Part I)

TO MAKE GRANTS TO REDUCE POVERTY AND IMPROVE EDUCATION

  • EDUCATION

    Expenses $50,000 · Grants $50,000

  • SOCIAL SERVICES

    Expenses $22,500 · Grants $22,500

  • NEIGHBORHOOD

    Expenses $16,330 · Grants $16,330

  • ADVANCING PHILANTHROPY

    Expenses $5,574 · Grants $5,574

  • HEALTH

    Expenses $2,500 · Grants $2,500

  • RELIGION

    Expenses $500 · Grants $500

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lou Ann Ransom

    CHAIRPERSON/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Molly Tyger

    ASST. SECRETARY/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ann Airey

    PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ned Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sharon Komlofske

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael B Zieg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • April Hoak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Catharine M Presper

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey C Moritz

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Douglas F Kridler

    ASST SECRETARY

    Total calculated
    $727,590
    From this org
    $0
    From related orgs
    $617,573
    Other
    $110,017
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $567,573 related
    Bonus
    $0 + $50,000 related
    Other
    $0
    Deferred
    $0 + $85,000 related
    Nontaxable benefits
    $0 + $25,017 related
    Filer's total
    $0 + $727,590 related

  • Scott Heitkamp

    ASST TREASURER

    Total calculated
    $493,643
    From this org
    $0
    From related orgs
    $419,882
    Other
    $73,761
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,153 related
    Bonus
    $0 + $88,729 related
    Other
    $0
    Deferred
    $0 + $35,000 related
    Nontaxable benefits
    $0 + $38,761 related
    Filer's total
    $0 + $493,643 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
DOUGLAS F. KRIDLER HAS AN EXECUTIVE EMPLOYMENT AGREEMENT WITH THE COLUMBUS FOUNDATION THAT INCLUDES A DEFERRED COMPENSATION CLIFF-RETENTION BONUS. PER THE AGREEMENT, AMOUNTS ARE DEFERRED FOR 2 YEARS, FOR EACH FULLY COMPLETED CALENDAR YEAR, AND THEN PAID OUT IN THE THIRD YEAR AFTER VESTING. DEFERRED AMOUNTS ARE REPORTED ON PART VII SCHEDULE J ACCORDINGLY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
16 July 2026
IRS schema version
2025v4.2
Source object
202632179349301518

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