2024-10-24T08:11:52-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 463754336 K & R Moelis Family Foundation % Foundation Source MOEL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 KERRY SPERLING MOELIS PRESIDENT 8008391754 2024-10-21 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 4290490 X 980451 375 375 8442 8442 46285 1618394 1026735 8266 6381 1043819 1041933 0 9955 1622 8333 13400 164 164 114615 93643 20966 138134 95265 29463 199500 199500 337634 95265 228963 706185 946668 27387 147493 147493 252973 726021 761195 2110540 2223571 3381802 2390900 3097085 4290490 0 0 X 2390900 3097085 2390900 3097085 2390900 3097085 2390900 706185 3097085 3097085 Publicly-traded Securities 1618394 590073 1028321 1028321 Passthrough K1 Capital Gain/(Loss) -1586 1026735 13159 13159 13159 17908 0 17908 X 0 4749 4749 false false false false false true true false true true DE true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Andrew Moelis Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Kate Moelis Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Kerry Sperling Moelis Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec, Treas 1.0 0 0 0 Madelyn Moelis Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Ron Moelis Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 591014 53210 3381802 4026026 0 4026026 60390 3965636 198282 198282 13159 13159 185123 185123 185123 228963 0 0 0 0 228963 185123 177109 2021 2020 2019 228963 177109 51854 0 0 133269 0 0 Kerry Sperling Moelis Ron Moelis X DYSAUTONOMIA FOUNDATION INC 315 W 39TH ST RM 701 NEW YORK NY 10018 N/A PC General & Unrestricted 2500 MONTEFIORE MEDICAL CENTER 3325 BAINBRIDGE AVE BRONX NY 10467 N/A PC To support the Montefiore Health Center 100000 NATIONAL DANCE INSTITUTE INC 217 W 147TH ST NEW YORK NY 10039 N/A PC General & Unrestricted 50000 NEW HEIGHTS YOUTH INC 2472 BROADWAY PMB 112 NEW YORK NY 10025 N/A PC General & Unrestricted 1500 THE YOUNG MENS AND YOUNG WOMENS HEBREW ASSOCIATION 1395 LEXINGTON AVE NEW YORK NY 10128 N/A PC General & Unrestricted 500 TRUSTEES OF TUFTS COLLEGE PO BOX 3306 BOSTON MA 02241 N/A PC School of Arts & Sciences - towards financial aid to be utilized by Tufts' highest need students 20000 WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT ST NEW YORK NY 10014 N/A PC General & Unrestricted 25000 199500 14 375 14 8442 18 46285 K-1 Inc/Loss 525990 1885 14 6381 1885 61483 63368 false false false false false false false false false false X X 1 Moelis Ron 900 5th Avenue Apt 11B New York NY 10021 980451 X 1 COINBASE GLOBAL COIN, 10000 sh. 980451 2023-07-24 VANGRD TEL SVC ETF 66963 73342 VANGUARD CONSUMER DISCRETIONAR 79446 83751 VANGUARD CONSUMER STAPLES ETF 36989 36091 VANGUARD ENERGY ETF 36829 35770 VANGUARD FIN ETF 98278 104715 VANGUARD HEALTH CARE ETF 94415 94765 VANGUARD INDUSTRIALS ETF 69294 72521 VANGUARD INFORMATION TECHNOLOG 203465 219737 VANGUARD MTRL ETF 19567 20134 VANGUARD SF REIT ETF 12043 12282 VANGUARD UTLTS ETF 8732 8087 LEGACY VENTURE IX, LLC 1687394 2820230 LEGACY VENTURES X, LLC 536177 561572 Administrative Fees 20941 20941 K-1 Exp LEGACY VENTURE IX, LLC 63347 63344 K-1 Exp LEGACY VENTURES X, LLC 30302 30299 State or Local Filing Fees 25 25 K-1 Inc/Loss LEGACY VENTURE IX, LLC 4944 3718 K-1 Inc/Loss LEGACY VENTURES X, LLC 3322 2663 Investment Management Services 1622 1622 Philanthropic Consulting Srvcs 8333 8333 990-PF Estimated Tax for 2023 13400