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 $7K across 20 grants in 2025 (avg $350.5), top state Ohio. 35% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,010
- +16.8% vs 2024
- Grants made (2025)
- 20
- +25.0% vs 2024
- Average grant
- $351
- -6.5% vs 2024
- Median grant
- $250
- Total assets
- $93,190
- +1.3% vs 2024
- New grantees (estimate)
- 35% first-time grantees (7 of 20, 2025; small sample)
- Primary geography
- Ohio (40% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
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 10 recipients in 2025
The largest 2025 recipient was Cincinnati Freestore Foodbank ($1K). Together the top 10 received $5K.
Grant Size Distribution
73 grants across all recorded years
The most common grant size was under $50K: 73 grants of 73 (100%).
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 2025 grant dollars across all 20 itemized grants.
States
Cities
Is Moerlein Family Foundation open to new grantees?
35%
first-time grantees, 2025
In 2025, 7 of 20 grantees (35%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $144; repeat grants $462. How we count
Medians: $107 first-time, $350 repeat.
- 65% of 2025 grantees were also funded in 2024. Method
- Giving grew 76% from 2022 to 2025. Method
- In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $2K (2021) to $7K (2025). In 2025 it made 20 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cincinnati Freestore Foodbank Cincinnati, OH | Charitable | $1,350 |
| Bishop Noll Institute Hammond, IN | Charitable | $650 |
| Walnut Hills High School Cincinnati, OH | Charitable | $650 |
| Doctors Without Borders New York, NY | Charitable | $600 |
| Rainforest New York, NY | Charitable | $600 |
| World Wildlife Fund Washington DC, DC | Charitable | $500 |
| St Jude Cincinnati, OH | Charitable | $350 |
| American Cancer Society Hagerstown, MD | Charitable | $250 |
| Purdue West Lafayette, IN | Charitable | $250 |
| Cu Boulder, CO | Charitable | $250 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 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 $6K for 2025 — 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).
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 2025 report compensation.
Officers on the 2025 filing
David Moerlein
President
On filings since 2021
No compensation reported
Colleen Moerlein
Treasurer & V
On filings since 2021
No compensation reported
Tom Moerlein
Secretary
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 $7K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 16 grants.
What is Moerlein Family Foundation's typical grant size?
Moerlein Family Foundation's median grant in 2025 was $250, and its average grant was $351, across 20 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Moerlein Family Foundation that year got $144 on average.
Where does Moerlein Family Foundation give grants?
Moerlein Family Foundation's top state is Ohio, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (17%) and Indiana (13%). The most frequent recipient cities were Cincinnati, OH (6 grants), New York, NY (2 grants) and Chicago, IL (2 grants).
Does Moerlein Family Foundation give general operating support?
Not in 2025: none of the 20 grants with a stated purpose on Moerlein Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (20 grants).
Who are Moerlein Family Foundation's largest grantees?
Moerlein Family Foundation's largest 2025 grantees include Cincinnati Freestore Foodbank ($1,350), Bishop Noll Institute ($650) and Walnut Hills High School ($650), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is Moerlein Family Foundation?
Moerlein Family Foundation reported $93K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets).
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 ↑
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 2021–2025.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- 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.
Explore Open Grants
Browse active grant opportunities in Moerlein Family Foundation's focus areas in our free grants database
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