Moerlein Family Foundation is a private foundation focused on Education, based in MONTGOMERY, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $92K in total assets. In 2024, it awarded 16 grants totaling $6K. Net investment income was $3K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$92K
+1.2% YoY
Annual Giving
$6K
+24.6% YoY
Grant Count
16
+0.0% YoY
Avg Grant Size
$375
+24.6% YoY
Under IRS private-foundation payout rules, Moerlein Family Foundation reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.
About Moerlein Family Foundation
Based on IRS filings
Moerlein Family Foundation is a private foundation focused on Education, based in MONTGOMERY, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $92K in total assets. In 2024, it awarded 16 grants totaling $6K. Net investment income was $3K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $91,956 | $90,882 | $94,341 |
| Revenue | $7,764 | $1,999 | $55,697 |
| Expenses | $6,690 | $5,458 | $4,053 |
| Qualifying Distributions | $6,000 | $4,814 | $3,976 |
| Net Investment Income | $3,499 | $1,426 | $1,037 |
| Distributable Amount | $5,493 | $4,573 | $3,331 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
53 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Doctors Without Borders ($700), Rainforest ($700), Bishop Noll Institute ($650).
| Recipient | Purpose | Amount |
|---|---|---|
| BISHOP NOLL INSTITUTE HAMMOND, IN | CHARITABLE | $650 |
| WORLD WILDLIFE FUND WASHINGTON DC, DC | CHARITABLE | $500 |
| AMERICAN CANCER SOCIETY HAGERSTOWN, MD | CHARITABLE | $250 |
| WALNUT HILLS HIGH SCHOOL CINCINNATI, OH | CHARITABLE | $650 |
| PURDUE WEST LAFAYETTE, IN | CHARITABLE | $250 |
| CU BOULDER, CO | CHARITABLE | $250 |
| NEW MOMS CHICAGO, IL | CHARITABLE | $100 |
| DAVIS PHINNEY FOUNDATION LOUISVILLE, CO | CHARITABLE | $200 |
| CINCINNATI FREESTORE FOODBANK CINCINNATI, OH | CHARITABLE | $600 |
| ST JUDE CINCINNATI, OH | CHARITABLE | $300 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID MOERLEIN | PRESIDENT | — | — |
| COLLEEN MOERLEIN | TREASURER, V | — | — |
| TOM MOERLEIN | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Moerlein Family Foundation?
Moerlein Family Foundation is a private foundation focused on Education, based in MONTGOMERY, OH. It holds $92K in total assets as of 2024.
How large is Moerlein Family Foundation?
As of 2024, Moerlein Family Foundation holds $92K in total assets with $8K in annual revenue. It awarded 16 grants totaling $6K in 2024.
Where does Moerlein Family Foundation operate?
Moerlein Family Foundation has awarded grants in Alabama, Arizona, California, Colorado, District of Columbia, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, Ohio.
What size grants does Moerlein Family Foundation award?
In 2024, Moerlein Family Foundation awarded 16 grants totaling $6K — an average of about $375 per grant, based on its IRS Form 990 filings.
How much is Moerlein Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Moerlein Family Foundation reported a distributable amount of $5K 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 2021–2024.
Explore Open Grants
Browse active grant opportunities in Moerlein 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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