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K & R Moelis Family Foundation at a glance

· 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
2
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

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.

01What it funds
01100% 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
02FY2023 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2023

  • Under $10k3 grants · $5k
  • $10k–50k2 grants · $45k
  • $50k–250k2 grants · $150k
$20,000
Median grant
2
States reached
$3.0M
Total assets
Largest grants
RecipientAmount
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
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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 its grants land in higher-need ZIPs.

area typical 12%AMERICAN INSTITUTE FOR STUTTERING TREATMENT AND PR: $10k → 17%JOHN JAY COLLEGE FOUNDATION INC: $210k → 17%JOHN JAY COLLEGE FOUNDATION INC: $100k → 17%BRIGID ALLIANCE INC: $25k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

76%of every dollar goes to organizations it has funded before.
$552k · 4 repeat orgs$177k to everyone else

Grantees it renews have grown median revenue +161% since the first grant, against +32% for those 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

Re-uppedFunded once

Organizations

4
9

Total granted

$552k
$79k

Median revenue growth · since first grant

+161%
+32%

Still filing today

100%
89%

New vs renewed · share of each year

In FY2024, 49% of grant dollars renewed an existing relationship; $26k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
Arts & CultureHealthHuman ServicesEducationEnvironmentFood & 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.

Backed again, and grew

  • JJ
    JOHN JAY COLLEGE FOUNDATION INC
    2× · 2019–2020 · $310k · revenue +174%
  • WM
    WHITNEY MUSEUM OF AMERICAN ART
    6× · 2017–2024 · $133k · revenue +161%
  • MM
    MONTEFIORE MEDICAL CENTER
    2× · 2022–2023 · $104k · revenue +29%

Funded once

  • TB
    THE BRIGID ALLIANCE INCgraduated
    one grant, 2022 · $25k · revenue +42%
  • TS
    THE STUDIO MUSEUM IN HARLEM
    one grant, 2018 · $25k · revenue 0%
  • PP
    PLANNED PARENTHOOD HUDSON PECONIC INC
    one grant, 2017 · $8k · revenue +6%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
New York School of Interior Design

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…

Education
2
New York University

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.

Education
3
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
4
Fordham University

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.

Education
5
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
6
Dickinson College

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

Education
7
The Graduate Center Foundation Inc

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…

—
8
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld 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.

Science & Tech
9
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
10
Manhattan University

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…

Education
11
The Trustees of Princeton University

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…

Education
12
The Baruch College Fund

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.

Education
How this is measured
The grantee most central to the portfolio’s shape is City Futures Inc; 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.
04the grantee network

26 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
26/26
Grantees still filing
18/26
Grew since first funded

Where the money sits, by cause and then by grantee

JOHN JAY COLLEGE FOUNDATION INC: $310,000 · Human ServicesJOHN JAY COLLEGE FOUNDATION INCTHE BRIGID ALLIANCE INC: $25,000 · Human ServicesTHE BRIGID ALLIANCE INC+1 more: $10,000 · Human ServicesWHITNEY MUSEUM OF AMERICAN ART: $133,000 · Arts & CultureWHITNEY MUSEUM OF AMERICA…NATIONAL DANCE INSTITUTE: $50,000 · Arts & CultureNATIONAL DANCE INSTITUTETHE STUDIO MUSEUM IN HARLEM: $25,000 · Arts & CultureTHE STUDIO MUSEUM IN HARL…+1 more: $1,800 · Arts & CultureHOPEWELL FUND: $100,000 · PhilanthropyHOPEWELL FUNDIMPACTASSETSINC: $23,190 · PhilanthropyIMPACTASSETSINCFUND FOR THE CITY OF NEW YORK INC: $5,000 · PhilanthropyMONTEFIORE MEDICAL CENTER: $104,300 · HealthMONTEFIORE MED…PLANNED PARENTHOOD HUDSON PECONIC INC: $7,500 · HealthPLANNED PARENT…DYSAUTONOMIA FOUNDATION INC DBA FAMILIAL DYSAUTONOMIA FOUNDATION: $5,000 · Health+1 more: $2,500 · HealthTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $60,000 · EducationTRUSTEES O…Trustees of Tufts College: $20,000 · EducationTrustees o…RYE COUNTRY DAY SCHOOL: $5,000 · EducationRYE COUNTR…+1 more: $1,000 · EducationLARCHMONT TEMPLE INC: $5,000 · OtherPAN-MASSACHUSETTS CHALLENGE INC: $2,500 · OtherTHE BROOKE JACKMAN FOUNDATION INC: $1,000 · OtherMYRIAD USA INC: $5,000 · OtherTHE CENTER FOR URBAN PEDAGOGY INC: $5,000 · OtherANNE SAXELBY LEGACY FUND INC: $3,500 · OtherNEW HEIGHTS YOUTH INC: $1,500 · Other+1 more: $500 · OtherCITY FUTURES INC: $5,000 · Housing & Shelter
Human Services$345,000Arts & Culture$209,800Philanthropy$128,190Health$119,300Education$86,000Other$24,000Housing & Shelter$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetHOPEWELL FUND: $100,000 over 1y, 0.1% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $60,000 over 1y, 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 budgetIMPACTASSETSINC: $23,190 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 budgetMYRIAD USA INC: $5,000 over 1y, 0.0% 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 FundGs Donor Advised Phil…National Philanthropi…Jpmorgan Chase Founda…Morgan Stanley Global…Vanguard Charitable E…Donor Advised Charita…American Online Givin…Fidelity Investments …Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization K & R Moelis Family Foundation funds: left to right is the share of its income from government, bottom to top the share from K & R Moelis Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 13%
  • Trustees of Tufts College: 13% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

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

Play a game based on K & R Moelis Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home