The Ken and Julie Moelis Foundation
The Ken and Julie Moelis Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOS ANGELES, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.7M in total assets. In 2024, it awarded 8 grants totaling $219K. Net investment income was $761K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.7M
+11.7% YoY
Annual Giving
$219K
-59.9% YoY
Grant Count
8
-50.0% YoY
Avg Grant Size
$27K
-19.8% YoY
Under IRS private-foundation payout rules, The Ken and Julie Moelis Foundation reported a distributable amount of $365K for 2024 — the minimum it must pay out in qualifying distributions.
About The Ken and Julie Moelis Foundation
Based on IRS filings
The Ken and Julie Moelis Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOS ANGELES, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.7M in total assets. In 2024, it awarded 8 grants totaling $219K. Net investment income was $761K.
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 | $5,704,094 | $5,104,691 | $5,807,381 |
| Revenue | $1,171,560 | $366,572 | $542,429 |
| Expenses | $631,513 | $1,038,985 | $568,398 |
| Qualifying Distributions | $243,413 | $570,425 | $252,000 |
| Net Investment Income | $761,343 | $50,298 | $498,022 |
| Distributable Amount | $364,956 | $309,254 | $317,376 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Tourette Association of America Inc ($100,000), Friends of the Israel Defense Forces ($60,596), Kipp Socal Public Schools ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN FRIENDS OF SHALVA ISRAEL INC NEW YORK, NY | SOCIAL PROGRAMS | $10,000 |
| CALIFORNIA COMMUNITY FOUNDATION LOS ANGELES, CA | SOCIAL PROGRAMS | $1,000 |
| CROHN'S & COLITIS FOUNDATION INC NEW YORK, NY | MEDICAL RESEARCH | $2,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES NEW YORK, NY | HUMANITARIAN AID | $60,596 |
| KIPP SOCAL PUBLIC SCHOOLS LOS ANGELES, CA | SOCIAL PROGRAMS | $25,000 |
| MERIT SPREAD FOUNDATION INC NEW YORK, NY | SOCIAL PROGRAMS | $10,000 |
| RETT SYNDROME RESEARCH TRUST TRUMBULL, CT | MEDICAL RESEARCH | $10,000 |
| TOURETTE ASSOCIATION OF AMERICA INC BAYSIDE, NY | MEDICAL RESEARCH | $100,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KENNETH D MOELIS | TRUSTEE | 5 | — |
| JULIE T MOELIS | TRUSTEE | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Ken and Julie Moelis Foundation?
The Ken and Julie Moelis Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOS ANGELES, CA. It holds $5.7M in total assets as of 2024.
How large is The Ken and Julie Moelis Foundation?
As of 2024, The Ken and Julie Moelis Foundation holds $5.7M in total assets with $1.2M in annual revenue. It awarded 8 grants totaling $219K in 2024.
Where does The Ken and Julie Moelis Foundation operate?
The Ken and Julie Moelis Foundation has awarded grants in California, Connecticut, District of Columbia, Illinois, New York, Oregon, Pennsylvania, Texas, Virginia.
What size grants does The Ken and Julie Moelis Foundation award?
In 2024, The Ken and Julie Moelis Foundation awarded 8 grants totaling $219K — an average of about $27K per grant, based on its IRS Form 990 filings.
How much is The Ken and Julie Moelis Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Ken and Julie Moelis Foundation reported a distributable amount of $365K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Ken and Julie Moelis Foundation's EIN?
The Ken and Julie Moelis Foundation's EIN (Employer Identification Number) is 25-6872022. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Ken and Julie Moelis 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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