PHOENIX, AZ
Moreno Family Foundation
Quick Facts
- EIN
- 860918198
- Location
- PHOENIX, AZ
- Category
- Philanthropy & Grantmaking
- Total Assets
- $143.1M
- Annual Income
- $61.8M
- IRS Ruling Year
- 1999
- Organization Type
- Corporation
- Principal Officer
- % Arturo Moreno
- Tax Deductibility
- Contributions are deductible
About This Foundation
Moreno Family Foundation is a private corporation based in PHOENIX, AZ. The foundation received its IRS ruling in 1999. The principal officer is % Arturo Moreno. It holds total assets of $143.1M. Annual income is reported at $61.8M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$8.1M
2023+18%
Total Assets
$123.8M
2023-5%
Fair Market Value
$177.2M
2023
Net Worth
$123.8M
2023
Grants Paid
$8M
2023
Contributions
$0
2023
Net Investment Income
$3.8M
2023
Distribution Amount
$7.3M
2023
Total Giving by Year
$420K
11$556K
12$836K
13$997K
14$1.3M
15$3.2M
19$5.8M
20$8.1M
21$6.9M
22$8.1M
23Asset Growth
$9.2M
11$13.8M
12$20.5M
13$23.5M
14$33.8M
15$112.6M
19$110.5M
20$117.3M
21$129.8M
22$123.8M
23Investment Portfolio (2023)
Total: $113M
Corporate Stock: $112.5M
Government Obligations: $504K
Other Investments: $5.3M
Cash: $5.5M
Corporate Stock (91%)
Government Obligations (0%)
Other Investments (4%)
Cash (4%)
Expense Breakdown (2023)
Grants Paid$8M
Accounting Fees$11K
Revenue Sources (2023)
- Dividends
- $3.8M
- Interest
- $30K
- Capital Gains (Net)
- $-2,371,838
Financial Details (2023)
- Total Revenue
- $1.5M
- Total Expenses
- $8.1M
- Exempt Purpose Expenses
- $8M
- Required Distribution
- $7.3M
- Undistributed Income
- $0
- Total Liabilities
- $1
- Excise Tax
- $53K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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