· Private foundation
K & R Moelis Family Foundation
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
56% of K & R Moelis Family Foundation’s FY2024 grant dollars went to Trustees Of The University Of Pennsylvania, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 7 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year K & R Moelis Family Foundation named its own grantees at scale: 7 organizations, $200k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2023
- Under $10k3 grants · $5k
- $10k–50k2 grants · $45k
- $50k–250k2 grants · $150k
| Recipient | Amount |
|---|---|
| MONTEFIORE MEDICAL CENTER | $100,000 |
| NATIONAL DANCE INSTITUTE INC | $50,000 |
| WHITNEY MUSEUM OF AMERICAN ART | $25,000 |
| TRUSTEES OF TUFTS COLLEGE | $20,000 |
| DYSAUTONOMIA FOUNDATION INC | $2,500 |
| NEW HEIGHTS YOUTH INC | $1,500 |
| THE YOUNG MENS AND YOUNG WOMENS HEBREW ASSOCIATION | $500 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY19–24, $345k) land where the poverty rate runs at 17%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +161% since the first grant, against +20% for the ones you funded once.
4 repeat relationships — 3 still active in FY2023, 1 since wound down; 10 grantees were first funded in FY2023 (too recent to call). Read against FY2023, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 49% of grant dollars renewed an existing relationship; $26k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- JJJOHN JAY COLLEGE FOUNDATION INC2× · 2019–2020 · $310k · revenue +174%
- WMWHITNEY MUSEUM OF AMERICAN ART6× · 2017–2024 · $133k · revenue +161%
- MMMONTEFIORE MEDICAL CENTER2× · 2022–2023 · $104k · revenue +29%
Funded once
- TSTHE STUDIO MUSEUM IN HARLEMone grant, 2018 · $25k · revenue 0%
- TBTHE BRIGID ALLIANCE INCone grant, 2022 · $25k · revenue +7%
- PPPLANNED PARENTHOOD HUDSON PECONIC INCone grant, 2017 · $8k · revenue +6%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
New york school of interior design provides the most innovative, immersive, and transformative interior design education in the world, demonstrating the impact of professionally designed interiors on the health, happiness, and well-being…
Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.
Undergraduate, graduate, and professional education and research across a broad array of academic domains.
Fordham university, the jesuit university of new york, is committed to the discovery of wisdom and the transmission of learning, through research and through education of the highest quality. for more information, see schedule o.
To educate students to be ethical and socially responsible leaders in a global community.
Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship
The graduate center foundation is committed to promoting and safe-guarding the success of the graduate center by raising funds and managing and investing donations for use by the graduate center. the board of trustees of the foundation…
The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
Manhattan university is an independent catholic instituion of higher learning that embraces qualified men and women of all faiths, cultures, and traditions. the mission of manhattan university is to provide a contemporary, person-centered…
Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…
The baruch college fund is an organization engaged in generating, encouraging and promoting the educational welfare of the students of the bernard m. baruch college of the city university of new york.
For reference, the grantee most central to the portfolio’s shape is City Futures Inc and the most unlike its peers is Whitney Museum of American Art. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 44 years old; the field is 16. You back the established end — and your money leans older still.
The field is 20% startups (under 5 years old) — 4% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 12% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
26 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 26 of the 27 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds JOHN JAY COLLEGE FOUNDATION INC ↗
- Who funds WHITNEY MUSEUM OF AMERICAN ART ↗
- Who funds MONTEFIORE MEDICAL CENTER ↗
- Who funds HOPEWELL FUND ↗
- Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ↗
- Who funds NATIONAL DANCE INSTITUTE ↗
- Who funds THE STUDIO MUSEUM IN HARLEM ↗
- Who funds THE BRIGID ALLIANCE INC ↗
- Who funds IMPACTASSETSINC ↗
- Who funds Trustees of Tufts College ↗
- Who funds THE AMERICAN INSTITUTE FOR STUTTERING TREATMENT AND PROFESSIONAL TRAINING ↗
- Who funds PLANNED PARENTHOOD HUDSON PECONIC INC ↗
- Who funds THE CENTER FOR URBAN PEDAGOGY INC ↗
- Who funds CITY FUTURES INC ↗
- Who funds FUND FOR THE CITY OF NEW YORK INC ↗
- Who funds MYRIAD USA INC ↗
- Who funds RYE COUNTRY DAY SCHOOL ↗
- Who funds DYSAUTONOMIA FOUNDATION INC DBA FAMILIAL DYSAUTONOMIA FOUNDATION ↗
- Who funds ANNE SAXELBY LEGACY FUND INC ↗
- Who funds PAN-MASSACHUSETTS CHALLENGE INC ↗
- Who funds PARKINSON'S FOUNDATION INC ↗
- Who funds HOLOCAUST AND HUMAN RIGHTS EDUCATION CENTER ↗
- Who funds NEW HEIGHTS YOUTH INC ↗
- Who funds THE BROOKE JACKMAN FOUNDATION INC ↗
- Who funds TEACHERS NEED US ↗
- Who funds THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIATION ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Jewish Communal Fund · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · National Philanthropic Trust · Jpmorgan Chase Foundation · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization K & R Moelis Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Trustees of Tufts College — 13% of income from government
- Pan-Massachusetts Challenge Inc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.