K & R Moelis Family Foundation
K & R Moelis Family Foundation is a private foundation, 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.
K & R Moelis Family Foundation at a glance
In short: K & R Moelis Family Foundation gave $116K across 9 grants in 2024 (avg $13K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $116,000
- -41.9% vs 2023
- Grants made (2024)
- 9
- +28.6% vs 2023
- Average grant
- $12,889
- -54.8% vs 2023
- Median grant
- $5,000
- Total assets
- $3,003,279
- -3.0% vs 2023
- Primary geography
- Pennsylvania (52% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who K & R Moelis Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Trustees of the University of Pennsylvania ($60K). Together the top 9 received $116K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 22 grants of 27 (81%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How K & R Moelis Family Foundation gives
- Giving grew 322% from 2021 to 2024. Method
- In 2024 it paid out 63% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $28K (2021) to $210K (2020). In 2024 it made 9 grants totaling $116K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,003,279 | $141,533 | $235,339 | $116,000 | 9 | $140,703 | $44,738 | $222,957 |
| 2023 | $3,097,085 | $1,043,819 | $337,634 | $199,500 | 7 | $228,963 | $946,668 | $185,123 |
| 2022 | $2,390,900 | $33,063 | $320,519 | $166,990 | 8 | $226,113 | — | $196,955 |
| 2021 | $2,680,145 | $461,247 | $125,834 | $27,500 | 2 | $45,344 | $380,750 | $222,883 |
| 2020 | $2,344,732 | $77,974 | $298,579 | $210,000 | 1 | — | $21,494 | $148,710 |
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.
Leadership & Key People
Officers and directors from IRS filings
K & R Moelis Family Foundation is led by Kerry Sperling Moelis, President, Director, Secretary & Treasurer on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Kerry Sperling Moelis
President, Director, Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Ron Moelis
Director & Vice President
On filings since 2020
1 hr/week
No compensation reported
Andrew Moelis
Vice President
On filings since 2020
1 hr/week
No compensation reported
Kate Moelis
Vice President
On filings since 2020
1 hr/week
No compensation reported
Madelyn Moelis
Vice President
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about K & R Moelis Family Foundation
How much does K & R Moelis Family Foundation give each year?
K & R Moelis Family Foundation gave $116K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $200K across 7 grants.
What is K & R Moelis Family Foundation's typical grant size?
K & R Moelis Family Foundation's median grant in 2024 was $5,000, and its average grant was $12,889, across 9 grants on its 2024 IRS Form 990-PF.
Where does K & R Moelis Family Foundation give grants?
K & R Moelis Family Foundation gives mostly in Pennsylvania: 52% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (44%). The most frequent recipient cities were New York, NY (5 grants).
Does K & R Moelis Family Foundation give general operating support?
Yes: 56% of K & R Moelis Family Foundation's 2024 grants with a stated purpose (5 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are K & R Moelis Family Foundation's largest grantees?
K & R Moelis Family Foundation's largest 2024 grantees include Trustees of the University of Pennsylvania ($60,000), Whitney Museum of American Art ($25,000) and American Institute for Stuttering Treatment and PR ($10,000), according to its 2024 IRS Form 990-PF. Together they received 82% of its itemized 2024 grant dollars.
How large is K & R Moelis Family Foundation?
K & R Moelis Family Foundation reported $3.0M in total assets on its 2024 IRS Form 990-PF. It paid out $141K in qualifying distributions that year, against a required minimum of $223K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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