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The Ken and Julie Moelis Foundation at a glance

· Private foundation

The Ken and Julie Moelis 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.

$219k
Granted FY2024still arriving
8
Grants FY2024still arriving
3
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Health$547kSocial Science$325kInternational$257kEducation$237kYouth Development$58kArts & Culture$36kPhilanthropy$17kReligion$16kOther$0
02FY2024 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k2 grants · $4k
  • $10k–50k4 grants · $55k
  • $50k–250k2 grants · $161k
$10,000
Median grant
3
States reached
$5.7M
Total assets
Largest grants
RecipientAmount
TOURETTE ASSOCIATION OF AMERICA INC$100,000
FRIENDS OF THE ISRAEL DEFENSE FORCES$60,596
KIPP SOCAL PUBLIC SCHOOLS$25,000
AMERICAN FRIENDS OF SHALVA ISRAEL INC$10,000
MERIT SPREAD FOUNDATION INC$10,000
RETT SYNDROME RESEARCH TRUST$10,000
CROHN'S & COLITIS FOUNDATION INC$2,500
CALIFORNIA COMMUNITY FOUNDATION$1,000
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 (FY23–23, $1k) land where the poverty rate runs at 17%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%THE JOE TORRE SAFE AT HOME FOUNDATION: $1k → 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.

Which US states its grants reach

IL
NY
OR
OH
PA
CT
CA
VA
KS
DC
TX
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.

82%of every dollar goes to organizations it has funded before.
$1.1M · 9 repeat orgs$239k to everyone else

Grantees it renews have grown median revenue +55% since the first grant, against +10% for those funded once.

9 repeat relationships: 3 still active in FY2024, 6 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

9
22

Total granted

$1.1M
$192k

Median revenue growth · since first grant

+55%
+10%

Still filing today

89%
77%

New vs renewed · share of each year

In FY2024, 78% of grant dollars renewed an existing relationship; $48k went to new ones.

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

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

’19’20’21’22’23’24
HealthInternationalEducationArts & CultureYouth DevelopmentHuman ServicesOther
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

  • TA
    TOURETTE ASSOCIATION OF AMERICA INC
    4× · 2020–2024 · $482k · revenue +34%
  • TA
    THE AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT OF OBJECTIVISM
    2× · 2022–2023 · $325k · revenue +55%
  • AI
    AMERICAN ISRAEL EDUCATION FOUNDATION INC
    2× · 2022–2023 · $175k · revenue +2%

Funded once

  • YA
    YOUNG AMERICANS FOR LIBERTY INC
    one grant, 2023 · $50k · revenue -41%
  • UNIVERSITY OF OREGON FOUNDATION
    one grant, 2022 · $45k · revenue +2%
  • AF
    AMERICAN FRIENDS OF SHEVACH INC
    one grant, 2023 · $25k · revenue -39%
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
Target Als Foundation Inc

Our mission is to break down barriers to als research to find effective treatments. by uniting academia, the pharma and biotech industry, government, venture capital, related nonprofits, and the als community, we aim to overcome the…

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
Yeshiva University

The university is composed of several colleges and schools providing undergraduate, graduate, professional and post-doctoral education and training and research and clinical programs.

Education
4
Sanford Burnham Prebys Medical Discovery Institute

Sanford burnham prebys medical discovery institute's mission is to advance the biomedical sciences by cultivating the next generation of scientific leaders, providing meaningful opportunities for researchers of all backgrounds to learn,…

Health
5
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
6
Hugo W Moser Research Institute At Kennedy Krieger Inc

The hugo w. moser research institute at kennedy krieger, inc. (the "research institute") is an internationally recognized research facility finding answers to problems and injuries that affect a child's developing brain. researchers have…

Science & Tech
7
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
8
The Lieber Institute Inc

The mission of the institute is to translate basic genetic and molecular mechanisms of schizophrenia and related developmental brain disorders into clinical advances that change the lives of affected individuals. it is catalyzing a new…

Health
9
Brightfocus Foundation

Brightfocus foundation funds exceptional research worldwide to defeat alzheimer's disease, macular degeneration, and glaucoma and provides expert information on these heartbreaking diseases. please refer to schedule o for a complete…

Health
10
Bar Ilan University in Israel Inc

Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.

—
11
Food Allergy Science Initiative Inc

To accelerate the development of breakthrough discoveries that will transform the lives of people living with food allergies.

—
12
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
How this is measured
The grantee most central to the portfolio’s shape is California Community Foundation; the most unlike its peers is We the Women. 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

32 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. 32 of the 38 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)
32/32
Grantees still filing
23/32
Grew since first funded

Where the money sits, by cause and then by grantee

TOURETTE ASSOCIATION OF AMERICA INC: $482,132 · HealthTOURETTE ASSOCIATION OF AMERICA INCRETT SYNDROME RESEARCH TRUST INC: $20,000 · Health+6 more: $10,500 · HealthTHE AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT OF OBJECTIVISM: $325,000 · Arts & CultureTHE AYN RAND INSTITUTE THE …PORTLAND ART MUSEUM: $25,000 · Arts & CulturePORTLAND ART MUSEUM+1 more: $10,000 · Arts & CultureAMERICAN ISRAEL EDUCATION FOUNDATION INC: $175,000 · InternationalAMERICAN ISRAEL EDUCA…FRIENDS OF THE ISRAEL DEFENSE FORCES: $72,166 · InternationalFRIENDS OF THE ISRAEL…AMERICAN FRIENDS OF SHEVACH INC: $25,000 · InternationalAMERICAN FRIENDS OF S…AMERICAN FRIENDS OF SHALVA ISRAEL INC: $10,000 · International+1 more: $2,050 · InternationalTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $153,500 · EducationTRUSTEES OF THE U…UNIVERSITY OF OREGON FOUNDATION: $45,000 · EducationUNIVERSITY OF ORE…KIPP SOCAL PUBLIC SCHOOLS: $25,000 · EducationKIPP SOCAL PUBLIC…+2 more: $5,500 · EducationYOUNG AMERICANS FOR LIBERTY INC: $50,000 · Youth DevelopmentNEW HEIGHTS YOUTH INC: $5,000 · Youth Development+1 more: $100 · Youth DevelopmentTEMPLE EMANUEL OF BEVERLY HILLS: $15,670 · OtherUNIVERSITY OF CALIFORNIA LOS ANGELES: $10,000 · OtherRACE TO ERASE MS: $5,000 · Other+5 more: $3,110 · OtherMERIT SPREAD FOUNDATION INC: $10,000 · PhilanthropyPAYPAL CHARITABLE GIVING FUND: $5,000 · PhilanthropyCALIFORNIA COMMUNITY FOUNDATION: $2,000 · PhilanthropyMATTHEW SILVERMAN MEMORIAL FOUNDATION: $2,000 · PhilanthropyTHE JOE TORRE SAFE AT HOME FOUNDATION: $1,000 · Human ServicesWOUNDED WARRIOR PROJECT INC: $1,000 · Human Services
Health$512,632Arts & Culture$360,000International$284,216Education$229,000Youth Development$55,100Other$33,780Philanthropy$19,000Human Services$2,000

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 budgetTOURETTE ASSOCIATION OF AMERICA INC: $482,132 over 4y, 7.2% of budgetTHE AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT OF OBJECTIVISM: $325,000 over 2y, 1.5% of budgetAMERICAN ISRAEL EDUCATION FOUNDATION INC: $175,000 over 2y, 0.1% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $153,500 over 2y, 0.0% of budgetFRIENDS OF THE ISRAEL DEFENSE FORCES: $72,166 over 4y, 0.0% of budgetYOUNG AMERICANS FOR LIBERTY INC: $50,000 over 1y, 0.3% of budgetUNIVERSITY OF OREGON FOUNDATION: $45,000 over 1y, 0.0% of budgetAMERICAN FRIENDS OF SHEVACH INC: $25,000 over 1y, 7.8% of budgetKIPP SOCAL PUBLIC SCHOOLS: $25,000 over 1y, 0.0% of budgetPORTLAND ART MUSEUM: $25,000 over 1y, 0.1% of budgetRETT SYNDROME RESEARCH TRUST INC: $20,000 over 2y, 0.1% of budgetROUNDABOUT THEATRE COMPANY INC: $10,000 over 1y, 0.0% of budgetAMERICAN FRIENDS OF SHALVA ISRAEL INC: $10,000 over 1y, 0.1% of budgetMERIT SPREAD FOUNDATION INC: $10,000 over 1y, 0.1% of budgetPAYPAL CHARITABLE GIVING FUND: $5,000 over 1y, 0.0% of budgetNEW HEIGHTS YOUTH INC: $5,000 over 1y, 0.1% of budgetRACE TO ERASE MS: $5,000 over 1y, 0.4% of budgetTHE CENTER FOR EARLY EDUCATION: $3,000 over 1y, 0.0% of budgetVISION TO LEARN: $2,500 over 1y, 0.0% of budgetYOUTH RENEWAL FUND: $2,500 over 1y, 0.0% of budgetCROHN'S & COLITIS FOUNDATION INC: $2,500 over 1y, 0.0% of budgetAMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR THE DISABLED: $2,050 over 2y, 0.0% of budgetCEDARS-SINAI MEDICAL CENTER: $2,000 over 1y, 0.0% of budgetCALIFORNIA COMMUNITY FOUNDATION: $2,000 over 2y, 0.0% of budgetMATTHEW SILVERMAN MEMORIAL FOUNDATION: $2,000 over 2y, 0.1% of budgetAMYOTROPHIC LATERAL SCLEROSIS ASSN: $2,000 over 2y, 0.0% of budgetTHE JOE TORRE SAFE AT HOME FOUNDATION: $1,000 over 1y, 0.0% of budgetWOUNDED WARRIOR PROJECT INC: $1,000 over 1y, 0.0% of budgetThe Susan G Komen Breast Cancer Foundation Inc: $1,000 over 1y, 0.0% of budgetWe the Women: $500 over 1y, 0.2% of budgetTHE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH: $500 over 1y, 0.0% of budgetHit the Books Inc: $100 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 FundCalifornia Community …Gs Donor Advised Phil…Jewish Community Foun…Morgan Stanley Global…National Philanthropi…Jpmorgan Chase Founda…American Endowment Fo…Vanguard Charitable E…American Online Givin…Donor Advised Charita…The Bank of America C…
Jewish Communal FundNY18.3× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · California Community Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Jewish Community Foundation of Los Angeles · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · Jpmorgan Chase Foundation · American Endowment Foundation · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · The Bank of America Charitable Foundation Inc

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 The Ken and Julie Moelis Foundation funds: left to right is the share of its income from government, bottom to top the share from The Ken and Julie Moelis Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%3%6%10%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →median 1%
  • Portland Art Museum: 1% of income from government
  • Wounded Warrior Project Inc: 0% of income from government
no gov moneyreceives it· size = income
2get 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 · 0–40%
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 38 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Ken and Julie Moelis’ 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