//
Also known as: C/O BAKER TILLY
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Ken And Julie Moelis Foundation is a private trust based in LOS ANGELES, CA. The foundation received its IRS ruling in 2005. The principal officer is Squar Milner. It holds total assets of $5.7M. Annual income is reported at $1.3M. Total assets have grown from $4.6M in 2011 to $5.7M in 2024. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2024. The foundation primarily funds organizations in New York, California and Illinois. According to available records, Ken And Julie Moelis Foundation has made 30 grants totaling $808K, with a median grant of $1K. Annual giving has grown from $298K in 2020 to $504K in 2022. Individual grants have ranged from $100 to $281K, with an average award of $27K. The foundation has supported 17 unique organizations. The foundation primarily supports organizations in New York, California, District of Columbia, which account for 57% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$100
Median Grant
$1K
Average Grant
$43K
Largest Grant
$281K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Ken And Julie Moelis Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 30 grants. Its grantmaking reaches organizations primarily in NY, CA, DC.
Ken And Julie Moelis Foundation has distributed a total of $808K across 30 grants. The median grant size is $1K, with an average of $27K. Individual grants have ranged from $100 to $281K.
Ken And Julie Moelis Foundation typically selects its grantees rather than accepting unsolicited proposals.
Ken And Julie Moelis Foundation is headquartered in LOS ANGELES, CA. While based in CA, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Kenneth D Moelis | TRUSTEE | $0 | $0 | N/A |
| Julie T Moelis | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$5.7M
Fair Market Value
N/A
Net Worth
$5.7M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
30
Total Giving
$808K
Average Grant
$27K
Median Grant
$1K
Unique Recipients
17
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ayn Rand InstituteSOCIAL PROGRAMS | Santa Ana, CA | $100K | 2022 |
| American Israel Education FoundationHUMANITARIAN AID | Washington, DC | $75K | 2022 |
| University Of Oregon FoundationEDUCATION | Eugene, OR | $45K | 2022 |
| Portland Art MuseumEDUCATION | Portland, OR | $25K | 2022 |
| Center For Early EducationSOCIAL PROGRAMS | West Hollywood, CA | $3K | 2022 |
| University Of PennsylvaniaEDUCATION | Philadelphia, PA | $1K | 2022 |
| Susan G KomenMEDICAL RESEARCH | Dallas, TX | $1K | 2022 |
| The Als AssociationAMYOTROPHIC LATERAL SCLEROSIS RESEARCH | Arlington, VA | $1K | 2022 |
| Matthew Silverman Memorial FoundationSOCIAL PROGRAMS | Beverly Hills, CA | $1K | 2022 |
| Friends Of The Israel Defense ForceHUMANITARIAN AID | New York, NY | $3K | 2021 |
| Tourette Association Of AmericaTOURETTE RESEARCH | Bayside, NY | $1K | 2021 |
| Hit The BooksEDUCATION | New York, NY | $100 | 2021 |
| University Of California Los AngelesEDUCATION | Los Angeles, CA | $10K | 2020 |
| Temple Emanuel Of Beverly HillsRELIGIOUS ORGANIZATION | Beverly Hills, CA | $4K | 2020 |
| American Friends Of Israel Sport Center For The DisabledSPORTS FUNDING FOR THE DISABLED | Northfield, IL | $1K | 2020 |
| Cancer Research UkCANCER RESEARCH | Oxford | $1K | 2020 |
| Memorial Sloan Kettering Cancer CenterCANCER RESEARCH | New York, NY | $100 | 2020 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA