K & R Moelis Family Foundation
K & R Moelis Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 9 grants totaling $116K. Net investment income was $45K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
-3.0% YoY
Annual Giving
$116K
-41.9% YoY
Grant Count
9
+28.6% YoY
Avg Grant Size
$13K
-54.8% YoY
Under IRS private-foundation payout rules, K & R Moelis Family Foundation reported a distributable amount of $223K for 2024 — the minimum it must pay out in qualifying distributions.
About K & R Moelis Family Foundation
Based on IRS filings
K & R Moelis Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 9 grants totaling $116K. Net investment income was $45K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,003,279 | $3,097,085 | $2,390,900 |
| Revenue | $141,533 | $1,043,819 | $33,063 |
| Expenses | $235,339 | $337,634 | $320,519 |
| Qualifying Distributions | $140,703 | $228,963 | $226,113 |
| Net Investment Income | $44,738 | $946,668 | — |
| Distributable Amount | $222,957 | $185,123 | $196,955 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Trustees of the University of Pennsylvania ($60,000), Whitney Museum of American Art ($25,000), American Institute for Stuttering Treatment and Pr ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN INSTITUTE FOR STUTTERING TREATMENT AND PR NEW YORK, NY | Scholarship fund at AIS for those unable to afford services for stuttering treatment | $10,000 |
| CITY FUTURES INC NEW YORK, NY | General & Unrestricted | $5,000 |
| FUND FOR THE CITY OF NEW YORK INC NEW YORK, NY | For the 5Boro Institute | $5,000 |
| MYRIAD USA INC NEW YORK, NY | ALIPH - the international alliance for the protection of heritage in conflict areas | $5,000 |
| PAN-MASSACHUSETTS CHALLENGE INC NEEDHAM, MA | General & Unrestricted | $2,500 |
| PARKINSONS FOUNDATION INC MIAMI, FL | General & Unrestricted | $2,500 |
| THE BROOKE JACKMAN FOUNDATION INC NORTH HILLS, NY | General & Unrestricted | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PHILADELPHIA, PA | To support Unpacking The Past | $60,000 |
| WHITNEY MUSEUM OF AMERICAN ART NEW YORK, NY | General & Unrestricted | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Andrew Moelis | VP | 1 | — |
| Kate Moelis | VP | 1 | — |
| Kerry Sperling Moelis | Pres, Dir, Sec, Treas | 1 | — |
| Madelyn Moelis | VP | 1 | — |
| Ron Moelis | Dir, VP | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is K & R Moelis Family Foundation?
K & R Moelis Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $3.0M in total assets as of 2024.
How large is K & R Moelis Family Foundation?
As of 2024, K & R Moelis Family Foundation holds $3.0M in total assets with $142K in annual revenue. It awarded 9 grants totaling $116K in 2024.
Where does K & R Moelis Family Foundation operate?
K & R Moelis Family Foundation has awarded grants in District of Columbia, Florida, Massachusetts, Maryland, New York, Pennsylvania, Texas.
What size grants does K & R Moelis Family Foundation award?
In 2024, K & R Moelis Family Foundation awarded 9 grants totaling $116K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is K & R Moelis Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, K & R Moelis Family Foundation reported a distributable amount of $223K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is K & R Moelis Family Foundation's EIN?
K & R Moelis Family Foundation's EIN (Employer Identification Number) is 46-3754336. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in K & R Moelis Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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