The Ken and Julie Moelis Foundation
The Ken and Julie Moelis Foundation is a private foundation, 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.
The Ken and Julie Moelis Foundation at a glance
In short: The Ken and Julie Moelis Foundation gave $219K across 8 grants in 2024 (avg $27K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $219,096
- -59.9% vs 2023
- Grants made (2024)
- 8
- -50.0% vs 2023
- Average grant
- $27,387
- -19.8% vs 2023
- Median grant
- $10,000
- Total assets
- $5,704,094
- +11.7% vs 2023
- Primary geography
- New York (84% 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 The Ken and Julie Moelis Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Tourette Association of America Inc ($100K). Together the top 8 received $219K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 36 grants of 45 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
How The Ken and Julie Moelis Foundation gives
- Giving grew 3576% from 2021 to 2024. Method
- In 2024 it paid out 67% 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 $6K (2021) to $547K (2023). In 2024 it made 8 grants totaling $219K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tourette Association of America Inc Bayside, NY | Medical Research | $100,000 |
| Friends of the Israel Defense Forces New York, NY | Humanitarian Aid | $60,596 |
| Kipp Socal Public Schools Los Angeles, CA | Social Programs | $25,000 |
| American Friends of Shalva Israel Inc New York, NY | Social Programs | $10,000 |
| Merit Spread Foundation Inc New York, NY | Social Programs | $10,000 |
| Rett Syndrome Research Trust Trumbull, CT | Medical Research | $10,000 |
| Crohn's & Colitis Foundation Inc New York, NY | Medical Research | $2,500 |
| California Community Foundation Los Angeles, CA | Social Programs | $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 | $5,704,094 | $1,171,560 | $631,513 | $219,096 | 8 | $243,413 | $761,343 | $364,956 |
| 2023 | $5,104,691 | $366,572 | $1,038,985 | $546,525 | 16 | $570,425 | $50,298 | $309,254 |
| 2022 | $5,807,381 | $542,429 | $568,398 | $252,000 | 9 | $252,000 | $498,022 | $317,376 |
| 2021 | $6,100,316 | $164,581 | $298,736 | $5,960 | 5 | $5,960 | $163,620 | $301,921 |
| 2020 | $5,949,401 | $931,361 | $543,659 | $298,062 | 7 | — | $923,861 | $231,199 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Ken and Julie Moelis Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Julie T. Moelis
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Kenneth D. Moelis
Trustee
On filings since 2020
5 hrs/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 The Ken and Julie Moelis Foundation
How much does The Ken and Julie Moelis Foundation give each year?
The Ken and Julie Moelis Foundation gave $219K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $547K across 16 grants.
What is The Ken and Julie Moelis Foundation's typical grant size?
The Ken and Julie Moelis Foundation's median grant in 2024 was $10,000, and its average grant was $27,387, across 8 grants on its 2024 IRS Form 990-PF.
Where does The Ken and Julie Moelis Foundation give grants?
The Ken and Julie Moelis Foundation gives mostly in New York: 84% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was California (12%). The most frequent recipient cities were New York, NY (4 grants) and Los Angeles, CA (2 grants).
Does The Ken and Julie Moelis Foundation give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on The Ken and Julie Moelis Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Social Programs" (4 grants) and "Medical Research" (3 grants).
Who are The Ken and Julie Moelis Foundation's largest grantees?
The Ken and Julie Moelis Foundation's largest 2024 grantees include Tourette Association of America Inc ($100,000), Friends of the Israel Defense Forces ($60,596) and Kipp Socal Public Schools ($25,000), according to its 2024 IRS Form 990-PF. Together they received 85% of its itemized 2024 grant dollars.
How large is The Ken and Julie Moelis Foundation?
The Ken and Julie Moelis Foundation reported $5.7M in total assets on its 2024 IRS Form 990-PF. It paid out $243K in qualifying distributions that year, against a required minimum of $365K (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 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.
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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