Moerlein Family Foundation
Moerlein Family Foundation is a private foundation based in Montgomery, Ohio. Its 2025 filing reports 20 charitable grants totaling $7,010 to organizations in several states.
Moerlein Family Foundation at a glance
In short: Moerlein Family Foundation gave $93K across 4 grants in 2026 (avg $23K), mostly in Nebraska. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $93,190
- +1229.4% vs 2025
- Grants made (2026)
- 4
- -80.0% vs 2025
- Average grant
- $23,298
- +6546.9% vs 2025
- Median grant
- $2,075
- Primary geography
- Nebraska (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
How to apply to Moerlein Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 7562 Trailwind Dr, Montgomery, OH 45242
Phone: (513) 503-3461
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Moerlein Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was Donor Advised Charitable Giving Inc ($93K across 2 grants). Together the top 3 received $93K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 69 grants of 70 (99%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in multiple states. Ohio accounted for 40%, New York 17%, Indiana 13%, Washington, DC 7%, and Colorado 6%.
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
How Moerlein Family Foundation gives
- Giving grew 1836% from 2023 to 2026. Method
- In 2026 it paid out well above its IRS minimum distribution (the 5% rule). 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 2021 to 2026, annual grant giving ranged from $2K (2021) to $93K (2026). In 2026 it made 4 grants totaling $93K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Donor Advised Charitable Giving Inc Omaha, NE | Donor Advised Fund | $88,990 |
| Donor Advised Charitable Giving Inc Omaha, NE | Donor Advised Fund | $4,050 |
| Blood Cancer United Washington, DC | Public Charity | $100 |
| Oak Park River Forest Infant Welfare Society Oak Park, IL | Public Charity | $50 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | — | — | $93,190 | $93,190 | 4 | $93,190 | — | $1,893 |
| 2025 | $93,190 | $10,608 | $7,159 | $7,010 | 20 | $7,010 | $4,578 | $6,264 |
| 2024 | $91,956 | $7,764 | $6,690 | $6,000 | 16 | $6,000 | $3,499 | $5,493 |
| 2023 | $90,882 | $1,999 | $5,458 | $4,814 | 16 | $4,814 | $1,426 | $4,573 |
| 2022 | $94,341 | $55,697 | $4,053 | $3,976 | 14 | $3,976 | $1,037 | $3,331 |
| 2021 | $42,697 | $45,147 | $2,450 | $2,450 | 7 | $2,450 | $147 | $400 |
Under IRS private-foundation payout rules, Moerlein Family Foundation reported a distributable amount of $2K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included organizations whose stated missions address nature conservation, children with critical illnesses, Parkinson’s, fire-victim assistance and fire-safety education, family well-being, and other charitable purposes. These are grantee missions, not stated focus areas of the foundation.
For example, World Wildlife Fund describes its mission as conserving nature and reducing threats to the diversity of life on Earth. Make-A-Wish Foundation of America says it creates life-changing wishes for children with critical illnesses. New Moms Inc says it partners with young mothers toward housing stability, economic mobility, and family well-being.
Grantmaking
In 2025, the foundation reported 20 grants totaling $7,010. Grants ranged from $100 to $1,350, with a median of $250. Its largest listed grants were $1,350 to Cincinnati Freestore Foodbank; $650 each to Bishop Noll Institute and Walnut Hills High School; and $600 each to Doctors Without Borders and Rainforest. Other listed recipients included World Wildlife Fund ($500), St Jude ($350), and Make-A-Wish Foundation of America ($250). Its 2026 filing, the latest on this page, reports 4 grants totaling $93,190.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David Moerlein as president, Colleen Moerlein as treasurer, and Tom Moerlein as secretary.
Moerlein Family Foundation is led by David Moerlein, President on every filing since 2021; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
David Moerlein
President
On filings since 2021
2 hrs/week
No compensation reported
Colleen Moerlein
Treasurer & V
On filings since 2021
2 hrs/week
No compensation reported
Tom Moerlein
Secretary
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2026. "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 Moerlein Family Foundation
How much does Moerlein Family Foundation give each year?
Moerlein Family Foundation gave $93K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $7K across 20 grants.
What is Moerlein Family Foundation's typical grant size?
Moerlein Family Foundation's median grant in 2026 was $2,075, and its average grant was $23,298, across 4 grants on its 2026 IRS Form 990-PF.
Where does Moerlein Family Foundation give grants?
Moerlein Family Foundation gives mostly in Nebraska: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Omaha, NE (2 grants).
Does Moerlein Family Foundation give general operating support?
Not in 2026: none of the 4 grants with a stated purpose on Moerlein Family Foundation's 2026 IRS Form 990-PF were described as general or operating support.
What does Moerlein Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants included organizations whose stated missions address nature conservation, children with critical illnesses, Parkinson’s, fire-victim assistance and fire-safety education, family well-being, and other charitable purposes. See mission & focus areas ↑
How do I apply for a grant from Moerlein Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Moerlein Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2026, Moerlein Family Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Moerlein Family Foundation's EIN?
Moerlein Family Foundation's EIN (Employer Identification Number) is 86-3600474. IRS Form 990 filing data is available on this page for 2021–2026.
Does Moerlein Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 13, 2026)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Moerlein Family Foundation funds
Education Open opportunities, soonest deadline first.
- Innovation Award (Student Competition) $10,000 total scholarship pool ($5,000 first place, $2,500 second place, $1,500 third place, plus $1,000 Realtors' Choice Award) · Due November 10, 2026
- Expand Energy STEM Education Fund Grant Up to US $1,000 · Due November 10, 2026
- Scholarship Drawing Due November 10, 2026
Explore Open Grants
Browse active grant opportunities in Moerlein Family Foundation's focus areas in our free grants database
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Moerlein Family Foundation down — hundreds of funders to go?