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Moozie Foundation is a private corporation based in DALLAS, TX. The foundation received its IRS ruling in 2011. The principal officer is Karen Herklotz. It holds total assets of $11.4M. Annual income is reported at $3M. Total assets have grown from $8K in 2011 to $11.4M in 2024. The foundation is governed by 7 officers and trustees. Tax records are available from 2015 to 2024. Grantmaking is concentrated in Texas. According to available records, Moozie Foundation has made 83 grants totaling $2.1M, with a median grant of $20K. Annual giving has grown from $505K in 2020 to $1.2M in 2022. Individual grants have ranged from $5K to $150K, with an average award of $25K. The foundation has supported 36 unique organizations. The foundation primarily supports organizations in Texas, Louisiana, California, which account for 96% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Moozie Foundation is a Dallas-based family foundation created by Caroline Rose Hunt and administered through Rosewood Corporation's offices at 2101 Cedar Springs Road. Despite its playful name, it is not affiliated with the Moozie the Cow children's kindness charity at moozie.org (a separate, unrelated 501(c)(3)) — grant seekers should disregard that site entirely; the foundation has no public grants portal of its own, and its actual point of contact runs through Rosewood Corporation's giving page.
The foundation's giving pattern shows a strong preference for established, well-managed organizations already embedded in Dallas's civic and philanthropic ecosystem — United Way of Metropolitan Dallas, Bonton Farms, Bryan's House, Cafe Momentum, and neighborhood-revitalization nonprofits tied to Fair Park and Southern Dallas. Nearly every grant purpose in the record reads simply "to fund general operating support," and repeat, multi-year funding to the same roughly two dozen organizations (Fair Park First received two grants totaling $300,000; Casa Del Lago received four totaling $160,000; United Way of Metropolitan Dallas received six totaling $140,000) indicates the foundation builds long relationships rather than funding one-off projects. First-time applicants should not expect a single grant to open a large check; the realistic path is a modest first award ($10,000-$15,000, the observed median) that can grow into a sustained annual relationship if the organization proves effective.
Rosewood Corporation's own giving page describes a letter-of-inquiry process with site visits "when feasible," which conflicts with third-party grant databases (Cause IQ, Grantable) that flag the foundation as accepting only preselected organizations with no unsolicited requests. The safest reading: the foundation's grantee roster is stable and relationship-driven, but the corporate parent maintains a real intake channel for LOIs. New applicants should treat this as effectively invitation-adjacent — an LOI is the correct entry point, but success likely depends on prior visibility (board or program-officer awareness, a shared connection, or a track record in Southern Dallas community development) rather than a cold submission alone. Organizations with existing relationships to Fair Park revitalization, Bonton, West Dallas, or Dallas human-services networks are best positioned.
Moozie Foundation held $11.44 million in total assets as of its FY2024 Form 990 (filed November 6, 2025), on $3.04 million in FY2024 revenue. Annual charitable disbursement has climbed steadily since a one-time $6 million contribution boosted the endowment in FY2020: grants paid went from $505,000 (24 grants, 2020) to $355,000 (2021, a dip) to $605,000 (2022) to $595,000 (2023) to a record $705,000 across 32 grants in 2024. Total giving figures track closely: $519,318 (2020), $369,688 (2021), $621,493 (2022), $603,750 (2023).
Across the foundation's tracked grant history (83 grants, $2.07 million total), the median grant is $15,000 and the average is $21,042, with the typical range running $10,000-$75,000 (count of 24 in the most recent cycle); third-party aggregators (Instrumentl) cite a wider historical band of $2,500-$150,000, and Rosewood's own giving page cites a narrower $2,500-$10,000 range for new relationships — the discrepancy suggests smaller amounts for first-time or exploratory grants, with established, long-term partners graduating to larger, six-figure cumulative support over multiple years.
Geographically, the foundation is overwhelmingly Texas-focused: 72 of 83 grants (87%) went to Texas organizations, almost entirely in the Dallas metro area, with small numbers reaching California (5), Louisiana (3), and one each to Colorado, Kansas, and New York. By purpose, general operating support dominates — the phrase appears in nearly every grant record — with occasional project-specific carve-outs (a virtual classroom/tutoring setup for Tr Hoover Community Development, a food-and-van purchase for Trusted World, Coronavirus Response funding routed through United Way of Metropolitan Dallas in 2020-2021). The top 16 grantees by cumulative dollars account for roughly $1.5 million of the $2.07 million tracked — Fair Park First ($300,000/2 grants), Casa Del Lago ($160,000/4), Tr Hoover Community Development ($155,000/4), United Way of Metropolitan Dallas ($140,000/6), and Bryan's House ($110,000/5) lead the list, all Dallas human-services or neighborhood-revitalization organizations.
Moozie Foundation sits among a cluster of similarly asset-sized (~$11.4 million) Philanthropy & Grantmaking-classified private foundations, though public data on peer giving levels and application posture is sparse for this size tier.
| Foundation | Assets | Annual Giving | Primary Focus | Application |
|---|---|---|---|---|
| Moozie Foundation (TX) | $11.44M | $705,000 (FY2024) | Community development / human services, Dallas-concentrated | LOI via Rosewood Corp.; effectively relationship-driven |
| Serafy Foundation (TX) | $11.44M | Not publicly disclosed | Philanthropy & Grantmaking | Website exists (serafyfoundation.org); process not confirmed |
| Alice & Eugene Ford Foundation (MD) | $11.44M | Not publicly disclosed | Philanthropy & Grantmaking | No public website found |
| Ygbl Foundation (NY) | $11.44M | Not publicly disclosed | Philanthropy & Grantmaking | No public website found |
| Am Torah Vchesed Fund (CA) | $11.44M | Not publicly disclosed | Philanthropy & Grantmaking | No public website found |
| Barbara & Julian Cherubini Foundation (DE) | $11.44M | Not publicly disclosed | Philanthropy & Grantmaking | No public website found |
The near-identical asset totals across this peer set ($11.44M each) reflect an asset-band matching methodology rather than genuine programmatic overlap — most peers lack public websites or disclosed giving data, which is itself informative: family foundations at this size typically operate quietly, without dedicated communications infrastructure, and rely on personal networks rather than open RFPs. Moozie stands out among this group for actually maintaining a documented (if indirect, via its corporate parent) intake channel and a visible, geographically-concentrated grantee footprint, making it comparatively more approachable than most peers its size, several of which show no public application pathway at all.
The most concrete recent data point is the foundation's FY2024 Form 990, filed November 6, 2025, showing $705,000 disbursed across 32 grants — the highest annual total and grant count in the foundation's history, up from $595,000/25 grants in FY2023 and $605,000/19 grants in FY2022. This continues a growth trajectory that began after a $6 million contribution boosted the endowment in 2020, pushing total assets to $11.44 million by 2024.
No dedicated news releases or grantee announcements specific to 2025 or 2026 surfaced in web search — coverage is limited to nonprofit-data aggregators (ProPublica, Instrumentl, Cause IQ, Grantmakers.io, Grantable) republishing IRS filing data, plus one grantee-side announcement: The Walls Project's November 2022 post crediting Moozie Foundation with a $20,000 grant to advance creative placemaking and workforce training around Fair Park and Southern Dallas, part of a longer relationship (three grants, $60,000 total, in the foundation's grantee record).
Leadership has been stable: Lynn Fisher serves as Vice President & Secretary (and is the named contact, lfisher@rosewd.com, on Rosewood Corporation's giving page), Geoff Eames as Treasurer, and trustees include Bailey Lafayette Harrison, Haven Sands Heinrichs, Lydia Lygon Sands McCutchen, Peyton Sands, and John Bowmer Sands — consistent with a Hunt-family-controlled foundation with no paid officer compensation reported in any filing year. No leadership changes, new program announcements, or major single-grant news beyond the Walls Project item were identified. Applicants should treat the FY2024 filing as the strongest signal of current capacity: with disbursements at a record high and growing, the foundation appears to have room for new relationships even as it continues heavily favoring its existing Dallas grantee base.
Do not attempt to apply through moozie.org — that domain belongs to an unrelated children's kindness charity ("Moozie the Cow"/Children's Kindness Network) that happens to share the name. The actual intake channel runs through Rosewood Corporation's giving page (rosewd.com/giving-moozie-foundation), with Lynn Fisher, Director, as the named contact (lfisher@rosewd.com). Confirm this contact and process directly before applying, since the foundation has no independent grants portal, no listed deadline, and no public RFP calendar.
Lead with a letter of inquiry, not a full proposal — the foundation's stated process is LOI-first, evaluated via written materials and, when feasible, a site visit. Assemble the full documentation package up front: 501(c)(3) determination letter, a concise statement of organizational purpose and history, the specific dollar amount requested and exactly how it will be used, the most recent IRS Form 990, latest audited financial statements, and a current operating budget with year-to-date financials. Incomplete packages are the likeliest reason for a fast no, given how document-heavy the stated requirements are.
Because nearly every recorded grant purpose is "general operating support," frame the ask as unrestricted funding for a well-run, financially stable organization rather than a narrow project budget — this is what the foundation has consistently funded. Explicitly rule yourself out if you fall into an excluded category: individuals, non-501(c)(3) entities, churches or houses of worship seeking operating support, schools, political organizations, or endowment/fundraising-event campaigns.
The clearest pattern-match for success is geographic and thematic: Southern Dallas neighborhood revitalization, Fair Park-area community development, and Dallas human-services organizations serving vulnerable and underserved populations (housing, food security, workforce training, youth/family services). Organizations outside the Dallas metro, or outside Texas entirely, face materially longer odds — only 13% of tracked grants left Texas. Expect a modest opening grant in the $10,000-$15,000 range (the observed median) rather than a large first award; the foundation's largest cumulative relationships (Fair Park First at $300,000, Casa Del Lago at $160,000) were built over multiple years and multiple grants, not a single ask. Given the site-visit component, local presence and an ability to host foundation representatives in person likely carries real weight.
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Smallest Grant
$10K
Median Grant
$15K
Average Grant
$21K
Largest Grant
$75K
Based on 24 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Moozie Foundation held $11.44 million in total assets as of its FY2024 Form 990 (filed November 6, 2025), on $3.04 million in FY2024 revenue. Annual charitable disbursement has climbed steadily since a one-time $6 million contribution boosted the endowment in FY2020: grants paid went from $505,000 (24 grants, 2020) to $355,000 (2021, a dip) to $605,000 (2022) to $595,000 (2023) to a record $705,000 across 32 grants in 2024. Total giving figures track closely: $519,318 (2020), $369,688 (2021), $6.
Moozie Foundation has distributed a total of $2.1M across 83 grants. The median grant size is $20K, with an average of $25K. Individual grants have ranged from $5K to $150K.
Moozie Foundation is a Dallas-based family foundation created by Caroline Rose Hunt and administered through Rosewood Corporation's offices at 2101 Cedar Springs Road. Despite its playful name, it is not affiliated with the Moozie the Cow children's kindness charity at moozie.org (a separate, unrelated 501(c)(3)) — grant seekers should disregard that site entirely; the foundation has no public grants portal of its own, and its actual point of contact runs through Rosewood Corporation's giving pa.
Moozie Foundation is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 6 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Lynn Fisher | Vice Pres & Sec | $0 | $0 | N/A |
| Peyton Sands | Trustee | $0 | $0 | N/A |
| Lydia Lygon Sands Mccutchen | Trustee | $0 | $0 | N/A |
| Geoff Eames | Treasurer | $0 | $0 | N/A |
| Haven Sands Heinrichs | Trustee | $0 | $0 | N/A |
| Bailey Lafayette Harrison | Trustee | $0 | $0 | N/A |
| John Bowmer Sands | Trustee | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$11.4M
Fair Market Value
N/A
Net Worth
$11.4M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
83
Total Giving
$2.1M
Average Grant
$25K
Median Grant
$20K
Unique Recipients
36
Most Common Grant
$10K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Fair Park FirstTo fund general operating support. | Dallas, TX | $150K | 2022 |
| Casa Del LagoTo fund general operating support. | Dallas, TX | $50K | 2022 |
| Tr Hoover Community DevelopmentTo fund general operating support. | Dallas, TX | $50K | 2022 |
| Community Engagement & Opportunity CouncilTo fund general operating support. | Frisco, TX | $50K | 2022 |
| Dwell With DignityTo fund general operating support. | Dallas, TX | $40K | 2022 |
| The Magdalen HouseTo fund general operating support. | Dallas, TX | $35K | 2022 |
| Bryan'S HouseTo fund general operating support. | Dallas, TX | $30K | 2022 |
| Bonton FarmsTo fund general operating support. | Dallas, TX | $25K | 2022 |
| Mercy StreetTo fund general operating support. | Dallas, TX | $25K | 2022 |
| United Way Of Metropolitan DallasTo fund general operating support. | Dallas, TX | $20K | 2022 |
| The Walls ProjectTo fund general operating support. | Baton Rouge, LA | $20K | 2022 |
| Advocates For Community TransformationTo fund general operating support. | Dallas, TX | $20K | 2022 |
| Greenspace DallasTo fund general operating support. | Dallas, TX | $20K | 2022 |
| West Dallas Community SchoolTo fund general operating support. | Dallas, TX | $15K | 2022 |
| Social Venture Partners - DallasTo fund general operating support. | Dallas, TX | $15K | 2022 |
| Casa Of Los AngelesTo fund general operating support. | Monterey Park, CA | $10K | 2022 |
| Goodwill Industries Of DallasTo fund general operating support. | Dallas, TX | $10K | 2022 |
| Twelfth Step MinistryTo fund general operating support. | Dallas, TX | $10K | 2022 |
| Bachman Lake TogetherTo fund general operating support. | Dallas, TX | $10K | 2022 |
| Trusted WorldTo fund food and van. | Garland, TX | $40K | 2021 |
| The Magdalan HouseTo fund general operating support. | Dallas, TX | $20K | 2021 |
| Cafe MomentumTo fund general operating support. | Dallas, TX | $15K | 2021 |