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Nonprofit · EIN 25-6872022

KEN AND JULIE MOELIS FOUNDATION

Also known as MOELIS KENNETH DAVID TTEE

Tax-exempt · LOS ANGELES, CA 90025

Financials

$367K$1M2023$1.2M$632K2024
Revenue Expenses · by fiscal year end
Financials of KEN AND JULIE MOELIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,171,560$631,513$540,047$5,704,094$0$5,704,094
December 31, 2023990-PF$366,572$1,038,985-$672,413$5,104,691$0$5,104,691
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$24,117
Dividends
$104,967
Interest
$332,133
Net gain from sales of assets
$699,257
Other income
$11,086

Expenses

Grants and similar amounts paid
$219,096
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$243,413
Excise tax on investment income
$10,583

Balance sheet and other

Total assets, start of year
$5,104,691
Total assets, end of year
$5,704,094
Total liabilities, end of year
$0
Net assets, end of year
$5,704,094
Fair market value of assets
$9,169,082
Qualifying distributions
$243,413
Net investment income
$1,144,443

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KENNETH D MOELIS
C/O BAKER TILLY 11150 SANTA MONICA, BLVD 600, LOS ANGELES, CA 90025
TRUSTEE5$0
JULIE T MOELIS
C/O BAKER TILLY 11150 SANTA MONICA, BLVD 600, LOS ANGELES, CA 90025
TRUSTEE5$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
KENNETH D MOELIS
C/O BAKER TILLY 11150 SANTA MONICA, BLVD 600, LOS ANGELES, CA 90025
TRUSTEE5$0
JULIE T MOELIS
C/O BAKER TILLY 11150 SANTA MONICA, BLVD 600, LOS ANGELES, CA 90025
TRUSTEE5$0

Address and contacts

Address (IRS master file)
11150 SANTA MONICA BLVD STE 600, LOS ANGELES, CA 90025-0479
In care of
% SQUAR MILNER
Signed the 990-PF
KENNETH MOELIS, TRUSTEE
Phone
(310) 826-4474
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 25-6872022 or by the name KEN AND JULIE MOELIS FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
25-6872022
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,704,094
Income (IRS master file)
$1,305,959

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,171,560$631,513$5,704,094IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$366,572$1,038,985$5,104,691XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-6872022).

Questions about KEN AND JULIE MOELIS FOUNDATION

What is the EIN of KEN AND JULIE MOELIS FOUNDATION?
The employer identification number (EIN) of KEN AND JULIE MOELIS FOUNDATION is 25-6872022.
Is KEN AND JULIE MOELIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to KEN AND JULIE MOELIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KEN AND JULIE MOELIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KEN AND JULIE MOELIS FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KEN AND JULIE MOELIS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of KEN AND JULIE MOELIS FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does KEN AND JULIE MOELIS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,171,560, expenses of $631,513 and total assets of $5,704,094 at year end.

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