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Also known as: CO GEORGE MORGENSTERN TRUSTEE
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Morningstar Foundation Exempt Charitable Trust is a private trust based in MONSEY, NY. The foundation received its IRS ruling in 1996. The principal officer is George Morgenstern Trustee. It holds total assets of $34K. Annual income is reported at $68K. Total assets have grown from $9K in 2010 to $16K in 2022. 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 2016 to 2023. The foundation primarily funds organizations in New York and New Jersey. According to available records, Morningstar Foundation Exempt Charitable Trust has made 29 grants totaling $355K, with a median grant of $5K. The foundation has distributed between $91K and $155K annually from 2020 to 2022. Grantmaking activity was highest in 2021 with $155K distributed across 7 grants. Individual grants have ranged from $1K to $89K, with an average award of $12K. The foundation has supported 15 unique organizations. Grants have been distributed to organizations in New York and New Jersey. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$4K
Average Grant
$7K
Largest Grant
$29K
Based on 13 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.
Morningstar Foundation Exempt Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 29 grants. Its grantmaking reaches organizations primarily in NY, NJ.
Morningstar Foundation Exempt Charitable Trust has distributed a total of $355K across 29 grants. The median grant size is $5K, with an average of $12K. Individual grants have ranged from $1K to $89K.
Morningstar Foundation Exempt Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Morningstar Foundation Exempt Charitable Trust is headquartered in MONSEY, NY. While based in NY, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Shlomie Morgenstern | Trustee | $0 | $0 | N/A |
| George Morgenstern | Trustee | $0 | $0 | N/A |
Total Giving
$103K
Total Assets
$16K
Fair Market Value
$16K
Net Worth
$16K
Grants Paid
$103K
Contributions
$54K
Net Investment Income
N/A
Distribution Amount
$2K
Total Grants
29
Total Giving
$355K
Average Grant
$12K
Median Grant
$5K
Unique Recipients
15
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Yeshivah Chayei OlamCHARITABLE | Spring Valley, NY | $29K | 2022 |
| Kollel Nezikin IncCHARITABLE | Lakewood, NJ | $16K | 2022 |
| VariousCHARITABLE | Monsey, NY | $14K | 2022 |
| Bais Medrash L'TorahCHARITABLE | Monsey, NY | $8K | 2022 |
| Bais Medrash Ateres ShlomoCHARITABLE | New York, NY | $5K | 2022 |
| Bais Medrash GovohaCHARITABLE | Lakewood, NJ | $5K | 2022 |
| Bais ZvulCHARITABLE | Jerusalem | $4K | 2022 |
| Yeshiva Shaarei TorahCHARITABLE | Suffern, NY | $3K | 2022 |
| Yeshiva Ohel TorahCHARITABLE | Monsey, NY | $3K | 2022 |
| Yeshiva Geedola Of PassaicCHARITABLE | Passaic, NJ | $2K | 2022 |
| Bais Isaac TzviCHARITABLE | Brooklyn, NY | $1K | 2022 |
| Zichron Menachem IncCHARITABLE | Monsey, NY | $1K | 2022 |
| Abirey LevCHARITABLE | Falsburg, NY | $1K | 2022 |
| Yeshiva Bais DovidCHARITABLE | Monsey, NY | $7K | 2020 |
| Khal Shaarei TefillahCHARITABLE | Monsey, NY | $5K | 2020 |