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· Private foundation

O Leonard Moretz Fdn Tua

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$605k
Granted FY2025still arriving
10
Grants FY2025still arriving
1
States reached
$213k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Education$1.2MHuman Services$1.1MArts & Culture$130kReligion$125kHousing & Shelter$51kScience & Tech$43kHealth$37kYouth Development$29kOther$0
02FY2025 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k4 grants · $20k
  • $10k–50k1 grant · $10k
  • $50k–250k5 grants · $575k
$50,000
Median grant
1
States reached
$755k
Total assets
Largest grants
RecipientAmount
LENOIR-RHYNE UNIVERSITY$212,500
YMCA OF CATAWBA COUNTY$200,000
HOLY TRINITY LUTHERN CHURCH$62,500
UNITED ARTS COUNCIL$50,000
HICKORY MUSEUM OF ART$50,000
CATAWBA MEDICAL FOUNDATION$10,000
HICKORY DAY SCHOOL$8,333
HICKORY SOUP KITCHEN$5,000
BOY SCOUTS OF AMERICA$4,000
CROSSNORE SCHOOL$2,500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY20–25) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%AMERICAN HEART ASSOCIATION: $3k → 14%LUTHERN FAMILY SERVICES: $10k → 10%PIEDMONT COUNCIL BOY SCOUTS OF AMERICA: $9k → 12%EXODUS OUTRESEARCH FOUNDATION INC: $13k → 12%CROSSNORE SCHOOL: $5k → 15%AMERICAN HEART ASSOCIATION: $3k → 14%BOY SCOUTS OF AMERICA: $4k → 12%CATAWBA VALLEY COMMUNITY COLLEGE FOUNDATION: $10k → 12%CROSSNORE SCHOOL: $5k → 15%PIEDMONT COUNCIL BOY SCOUTS OF AMERICA: $4k → 12%CATAWBA VALLEY COMMUNITY COLLEGE FOUNDATION: $10k → 12%BOY SCOUTS OF AMERICA: $4k → 12%SAFE HARBOR RESCUE MISSION: $10k → 12%PIEDMONT COUNCIL BOY SCOUTS OF AMERICA: $4k → 12%CATAWBA VALLEY COMMUNITY COLLEGE FOUNDATION: $10k → 12%PIEDMONT COUNCIL BOY SCOUTS OF AMERICA: $4k → 12%SAFE HARBOR RESCUE MISSION: $10k → 12%SAFE HARBOR RESCUE MISSION: $10k → 12%LUTHEROCK: $10k → 15%CATAWBA MEDICAL FOUNDATION: $10k → 12%LUTHEROCK: $10k → 15%CATAWBA MEDICAL FOUNDATION: $5k → 12%HICKORY SOUP KITCHEN: $5k → 12%CATAWBA MEDICAL FOUNDATION: $5k → 12%CATAWBA MEDICAL FOUNDATION: $5k → 12%HICKORY SOUP KITCHEN: $5k → 12%HICKORY SOUP KITCHEN: $5k → 12%HICKORY SOUP KITCHEN: $5k → 12%LENOIR-RHYNE COLLEGE: $221k → 12%LENOIR-RHYNE COLLEGE: $221k → 12%LENOIR-RHYNE UNIVERSITY: $216k → 12%LENOIR-RHYNE UNIVERSITY: $213k → 12%LENOIR-RHYNE UNIVERSITY: $213k → 12%YMCA OF CATAWBA COUNTY: $200k → 12%YMCA OF CATAWBA COUNTY: $200k → 12%YMCA OF CATAWBA COUNTY: $200k → 12%YMCA OF CATAWBA COUNTY: $200k → 12%YMCA OF CATAWBA COUNTY: $200k → 12%HOLY TRINITY LUTHERAN CHURCH: $63k → 12%HOLY TRINITY LUTHERN CHURCH: $63k → 12%HICKORY MUSEUM OF ART: $50k → 12%LENOIR-RHYNE COLLEGE: $21k → 12%HICKORY DAY SCHOOL: $8k → 12%HICKORY DAY SCHOOL: $8k → 12%HICKORY DAY SCHOOL: $8k → 12%HUMANE SOCIETY OF CATAWBA COUNTY: $5k → 12%HUMANE SOCIETY OF CATAWBA COUNTY: $5k → 12%HICKORY COMMUNITY THEATRE: $5k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$2.6M · 20 repeat orgs$79k to everyone else

Grantees it renews have grown median revenue +15% since the first grant, against -23% for those funded once.

20 repeat relationships: 9 still active in FY2025, 11 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

20
4

Total granted

$2.6M
$29k

Median revenue growth · since first grant

+15%
-23%

Still filing today

50%
25%

New vs renewed · share of each year

In FY2025, 92% of grant dollars renewed an existing relationship; $50k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24’25
Arts & CultureHealthEducationAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CV
    CATAWBA VALLEY COMMUNITY COLLEGE FOUNDATION INC
    3× · 2020–2022 · $30k · revenue +118%
  • CS
    CATAWBA SCIENCE CENTER INC
    3× · 2021–2023 · $30k · revenue +15%
  • HC
    Henderson County & Thermal Belt Habitat for Humanity
    2× · 2020–2021 · $20k · revenue +50%

Funded once

  • EO
    EXODUS OUTRESEARCH FOUNDATION INC
    one grant, 2020 · $13k
  • LF
    LUTHERN FAMILY SERVICES
    one grant, 2024 · $10k
  • HC
    HICKORY COMMUNITY THEATRE INC
    one grant, 2022 · $5k · revenue -23%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Hickory Christian Academy Inc

Education for grades k thru 12

Education
2
Harrisburg University of Science and Technology

See schedule othe harrisburg university of science and technology offers innovative academic and research programs in science and technology that respond to local and global needs. the institution fosters a diverse community of learners,…

Education
3
Hill Country Montessori School Inc

Provide quality education for students from pre school through middle school using the Montessori method of learning and teaching.

Education
4
Houston Christian University

The mission of houston christian university is to provide a learning experience that instills in students a passion for academic, spiritual, and professional excellence as a result of our central confession, "jesus christ is lord."

—
5
Hampshire Country School

Hampshire country school is a place of possibilities for high-ability, neurodiverse students enrolling in later elementary or middle school who have not found success in traditional educational environments. hampshire country school offers…

—
6
Hudsonville Christian School

To provide a christian grade school education for those desiring it in hudsonville, mi and surrounding areas.

—
7
Hancock-Hardin-Wyandot-Putnam Community Action Commission

To reduce the conditions of poverty by providing comprehensive services to improve lives.to accomplish the mission, hhwp cac will collect and analyze data on the nature of poverty and the existing resources in the area. hhwp cac will…

—
8
Cary Christian School Incorporated

Cary christian school provides an excellent classical education founded upon a biblical worldview. classical christian education is an integrated approach to learning which complements students' natural learning stages while infusing…

Education
9
Habitat for Humanity Cabarrus County

Guided by God, Habitat Cabarrus transforms lives and our community by uniting all of Cabarrus County around the cause of decent, affordable housing for everyone.

Housing & Shelter
10
Hampden-Sydney College

Since 1775, the mission of Hampden-Sydney College has been to form good men and good citizens in an atmosphere of sound learning.

Education
11
Hamilton Christian Academy

The organization is a christian school with the purpose of educating students in grades pre-k-12 with a christian curriculum with christian teachers in a christian environment.

—
12
Heckscher Museum

Museum has a mission to create opportunties for everyone to experience art that broadens understanding of the past, fosters community connections to the present, and creates diverse possbilities for the future.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Hickory Community Theatre Inc; the most unlike its peers is American Heart Association Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

12 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 12 of the 25 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
12/12
Grantees still filing
6/12
Grew since first funded

Where the money sits, by cause and then by grantee

YMCA OF CATAWBA COUNTY: $1,000,000 · OtherYMCA OF CATAWBA COUNTYLENOIR-RHYNE COLLEGE: $463,000 · OtherLENOIR-RHYNE COLLEGEHOLY TRINITY LUTHERAN CHURCH: $125,000 · OtherHOLY TRINITY LUTHERAN CHURCHUNITED ARTS COUNCIL: $75,000 · Other+14 more: $261,499 · Other+14 moreLENOIR-RHYNE UNIVERSITY: $641,000 · EducationLENOIR-RHYNE UNIVERSITYHICKORY MUSEUM OF ART INC: $50,000 · Arts & CultureCATAWBA SCIENCE CENTER INC: $30,000 · Arts & CultureHICKORY COMMUNITY THEATRE INC: $5,000 · Arts & CultureCATAWBA MEDICAL FOUNDATION INC: $25,000 · HealthAmerican Heart Association Inc: $7,500 · HealthHUMANE SOCIETY OF CATAWBA COUNTY DBA THE HUMANE SOCIETY OF CATAWBA CO: $10,000 · Animals
Other$1,924,499Education$641,000Arts & Culture$85,000Health$32,500Animals$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetLENOIR-RHYNE UNIVERSITY: $641,000 over 3y, 0.3% of budgetHICKORY MUSEUM OF ART INC: $50,000 over 1y, 5.6% of budgetCATAWBA VALLEY COMMUNITY COLLEGE FOUNDATION INC: $30,000 over 3y, 0.6% of budgetCATAWBA SCIENCE CENTER INC: $30,000 over 3y, 0.9% of budgetCATAWBA MEDICAL FOUNDATION INC: $25,000 over 4y, 1.2% of budgetHICKORY DAY SCHOOL INC: $24,999 over 3y, 0.5% of budgetHenderson County & Thermal Belt Habitat for Humanity: $20,000 over 2y, 0.4% of budgetHICKORY SOUP KITCHEN INC: $20,000 over 4y, 0.9% of budgetHUMANE SOCIETY OF CATAWBA COUNTY DBA THE HUMANE SOCIETY OF CATAWBA CO: $10,000 over 2y, 0.3% of budgetPIEDMONT COUNCIL INC BOY SCOUTS OF AMERICA 420: $8,000 over 2y, 0.1% of budgetAmerican Heart Association Inc: $7,500 over 3y, 0.0% of budgetHICKORY COMMUNITY THEATRE INC: $5,000 over 1y, 0.6% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds LENOIR-RHYNE UNIVERSITY ↗
  • Who funds HICKORY MUSEUM OF ART INC ↗
  • Who funds CATAWBA VALLEY COMMUNITY COLLEGE FOUNDATION INC ↗
  • Who funds CATAWBA SCIENCE CENTER INC ↗
  • Who funds CATAWBA MEDICAL FOUNDATION INC ↗
  • Who funds HICKORY DAY SCHOOL INC ↗
  • Who funds Henderson County & Thermal Belt Habitat for Humanity ↗
  • Who funds HICKORY SOUP KITCHEN INC ↗
  • Who funds HUMANE SOCIETY OF CATAWBA COUNTY DBA THE HUMANE SOCIETY OF CATAWBA CO ↗
  • Who funds PIEDMONT COUNCIL INC BOY SCOUTS OF AMERICA 420 ↗
  • Who funds American Heart Association Inc ↗
  • Who funds HICKORY COMMUNITY THEATRE INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

George Foundation IncNC24.2× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: George Foundation Inc · Tsh Charitable Foundation · Beaver Family Foundation Inc · North Carolina Community Foundation · Broyhill Family Foundation Inc · Corning Incorporated Foundation · Duke Energy Foundation · Foundation for the Carolinas · United Arts Council of Catawba County Inc · Underdown Family Foundation · E Rhodes and Leona B Carpenter Foundation · Ge Aerospace Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization O Leonard Moretz Fdn Tua funds: left to right is the share of its income from government, bottom to top the share from O Leonard Moretz Fdn Tua. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to O Leonard Moretz Fdn Tua?

    Find your warmest path to O Leonard Moretz Fdn Tua through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 25 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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