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Delaware · 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.

$200k
Granted FY2023
7
Grants FY2023
7
Organizations funded FY2023
57%
First-time grantees FY2023
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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

2
’17
4
’18
2
’19
1
’20
2
’21
6
’22
7
’23
7
’24

Amber years are those where most dollars went to a sponsor.

Median grant, FY2023
$20,000
Largest grant, FY2023
$100,000
Organizations funded a year
1 to 7
FY2017 to FY2023
States reached, FY2023
2
Total assets, FY2023
$3.0M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 57% of the organizations K & R Moelis Family Foundation funded were first-time grantees, receiving 36% of its grant dollars.

New vs renewed · share of each year

In FY2023, 64% of grant dollars renewed an existing relationship; $72k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
Arts & CultureEducationHuman ServicesHealthEnvironmentFood & NutritionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20237$200k57%
FY20226$44k100%
FY20212$28k50%
FY20201$210k0%
FY20192$125k50%
FY20184$57k75%
FY20172$16kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$397kArts & Culture$210kHealth$132kPhilanthropy$128kHuman Services$25kReligion$6kPublic Benefit$5kHousing & Shelter$5kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 23 grantees

What it could do for these grantees

Where it is load-bearing

Each grantee by its size and the share of its budget K & R Moelis Family Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetJohn Jay College Foundation Inc: $310,000 over 2y, 4.2% of budgetWhitney Museum of American Art: $133,000 over 6y, 0.0% of budgetMontefiore Medical Center: $104,300 over 2y, 0.0% of budgetNational Dance Institute: $50,000 over 1y, 0.6% of budgetThe Brigid Alliance Inc: $25,000 over 1y, 0.3% of budgetThe Studio Museum in Harlem: $25,000 over 1y, 0.0% of budgetTrustees of Tufts College: $20,000 over 1y, 0.0% of budgetThe American Institute for Stuttering Treatment and Professional Training: $10,000 over 1y, 0.6% of budgetPlanned Parenthood Hudson Peconic Inc: $7,500 over 1y, 0.0% of budgetFund for the City of New York Inc: $5,000 over 1y, 0.0% of budgetCity Futures Inc: $5,000 over 1y, 0.4% of budgetThe Center for Urban Pedagogy Inc: $5,000 over 1y, 0.4% of budgetRye Country Day School: $5,000 over 1y, 0.0% of budgetDysautonomia Foundation Inc Dba Familial Dysautonomia Foundation: $5,000 over 2y, 0.2% of budgetAnne Saxelby Legacy Fund Inc: $3,500 over 1y, 0.7% of budgetPan-Massachusetts Challenge Inc: $2,500 over 1y, 0.0% of budgetParkinson's Foundation Inc: $2,500 over 1y, 0.0% of budgetHolocaust and Human Rights Education Center: $1,800 over 1y, 0.4% of budgetNew Heights Youth Inc: $1,500 over 1y, 0.0% of budgetThe Brooke Jackman Foundation Inc: $1,000 over 1y, 0.1% of budgetThe Young Men's and Young Women's Hebrew Association: $500 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 21.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jewish Communal FundNY16.8× affinity7 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare K & R Moelis Family Foundation with peer funders

About K & R Moelis Family Foundation

How much does K & R Moelis Family Foundation give?
K & R Moelis Family Foundation reported 7 grants totaling $199,500 in its FY2023 IRS filing. It funded between 1 and 7 organizations a year over FY2017 to FY2023.
What does K & R Moelis Family Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Education (43%), Arts & Culture (23%), Health (14%).
Who are K & R Moelis Family Foundation's largest grantees?
By total granted over FY2017 to FY2024: John Jay College Foundation Inc ($310k), Whitney Museum of American Art ($133k), Montefiore Medical Center ($104k).
Does K & R Moelis Family Foundation fund new organizations?
In FY2023, 57% of the organizations it funded were first-time grantees.
Does K & R Moelis Family Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as K & R Moelis Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Jewish Communal Fund, Gs Donor Advised Philanthropy Fund for Wealth Management Inc, National Philanthropic Trust.
Where is K & R Moelis Family Foundation based?
K & R Moelis Family Foundation is based in DE.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 27 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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