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Also known as: D/B/A THE MORNINGSTAR FOUNDATION
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The Morningstar Philanthropic Foundation is a private corporation based in BETHESDA, MD. The foundation received its IRS ruling in 1982. It holds total assets of $546.1M. Annual income is reported at $62.6M. Total assets have grown from $122.5M in 2011 to $546.1M in 2024. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in District of Columbia, New York and Maryland. According to available records, The Morningstar Philanthropic Foundation has made 953 grants totaling $102.9M, with a median grant of $35K. Annual giving has grown from $14.8M in 2020 to $24.2M in 2023. Grantmaking activity was highest in 2022 with $40.1M distributed across 356 grants. Individual grants have ranged from $1K to $4M, with an average award of $108K. The foundation has supported 249 unique organizations. The foundation primarily supports organizations in District of Columbia, New York, Maryland, which account for 82% of all grants. Grantmaking reaches organizations across 17 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$40K
Average Grant
$117K
Largest Grant
$4M
Based on 203 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.
The Morningstar Philanthropic Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 953 grants. Its grantmaking reaches organizations primarily in DC, NY, MD.
The Morningstar Philanthropic Foundation has distributed a total of $102.9M across 953 grants. The median grant size is $35K, with an average of $108K. Individual grants have ranged from $1K to $4M.
The Morningstar Philanthropic Foundation typically selects its grantees rather than accepting unsolicited proposals.
The Morningstar Philanthropic Foundation is headquartered in BETHESDA, MD. While based in MD, the foundation distributes grants to organizations across 17 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Susan R Gelman | DIRECTOR/PRESIDENT | $0 | $0 | N/A |
| Michael C Gelman | DIRECTOR/V.P./TREAS./SEC. | $0 | $43K | $43K |
Total Giving
N/A
Total Assets
$546.1M
Fair Market Value
N/A
Net Worth
$546.1M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
953
Total Giving
$102.9M
Average Grant
$108K
Median Grant
$35K
Unique Recipients
249
Most Common Grant
$50K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| BrookingsGENERAL CHARITABLE PURPOSES | Washington, DC | $125K | 2023 |
| Global ImpactGENERAL CHARITABLE PURPOSES | Alexandria, VA | $125K | 2023 |
| Fidelity CharitableGENERAL CHARITABLE PURPOSES | Cincinnati, OH | $2.4M | 2023 |
| The Bafrayung FundGENERAL CHARITABLE PURPOSES | Covina, CA | $1.1M | 2023 |
| Planned Parenthood Federation Of AmericaGENERAL CHARITABLE PURPOSES | New York, NY | $1M | 2023 |
| Jewish Federation Of Greater WashingtonGENERAL CHARITABLE PURPOSES | Rockville, MD | $1M | 2023 |
| World Central KitchenGENERAL CHARITABLE PURPOSES | Washington, DC | $1M | 2023 |
| Capital Area Food BankGENERAL CHARITABLE PURPOSES | Washington, DC | $700K | 2023 |
| The Jewish Federations Of North AmericaGENERAL CHARITABLE PURPOSES | New York, NY | $600K | 2023 |
| The Sarah And Daniel Rueven Foundation IncGENERAL CHARITABLE PURPOSES | New York, NY | $593K | 2023 |
| Israel Policy ForumGENERAL CHARITABLE PURPOSES | New York, NY | $500K | 2023 |
| Informing DemocracyGENERAL CHARITABLE PURPOSES | Washington, DC | $500K | 2023 |
| Hopewell FundGENERAL CHARITABLE PURPOSES | Baltimore, MD | $500K | 2023 |
| Birthright Israel FoundationGENERAL CHARITABLE PURPOSES | New York, NY | $500K | 2023 |
| Capital Impact PartnersGENERAL CHARITABLE PURPOSES | Arlington, VA | $450K | 2023 |
| Sierra Club FoundationGENERAL CHARITABLE PURPOSES | Oakland, CA | $350K | 2023 |
| Natural Resources Defense CouncilGENERAL CHARITABLE PURPOSES | New York, NY | $325K | 2023 |
| Planned Parenthood Of Metropolitan WashingtonGENERAL CHARITABLE PURPOSES | Washington, DC | $250K | 2023 |
| Priorities Usa FoundationGENERAL CHARITABLE PURPOSES | Washington, DC | $250K | 2023 |
| Pef Israel Endowment FundsGENERAL CHARITABLE PURPOSES | New York, NY | $250K | 2023 |
| United States Holocaust Memorial MuseumGENERAL CHARITABLE PURPOSES | Washington, DC | $200K | 2023 |
| Red Wine & Blue Education FundGENERAL CHARITABLE PURPOSES | Shaker Heights, OH | $200K | 2023 |
| Kids In Need Of DefenseGENERAL CHARITABLE PURPOSES | Washington, DC | $200K | 2023 |
| Gather IncGENERAL CHARITABLE PURPOSES | Washington, DC | $188K | 2023 |
| Dc Central KitchenGENERAL CHARITABLE PURPOSES | Washington, DC | $150K | 2023 |
| Florence Immigrant And Refugee Rights ProjectGENERAL CHARITABLE PURPOSES | Tuscan, AZ | $125K | 2023 |
| Shalom Hartman Institute Of North AmericaGENERAL CHARITABLE PURPOSES | New York, NY | $125K | 2023 |
| Human Rights Campaign FoundationGENERAL CHARITABLE PURPOSES | Washington, DC | $125K | 2023 |
| Brandeis UniversityGENERAL CHARITABLE PURPOSES | Waltham, MA | $110K | 2023 |
| The Washington Institute For Near East PolicyGENERAL CHARITABLE PURPOSES | Washington, DC | $100K | 2023 |
| Hillel InternationalGENERAL CHARITABLE PURPOSES | Washington, DC | $100K | 2023 |
| Capital Camps & Retreat CenterGENERAL CHARITABLE PURPOSES | Rockville, MD | $100K | 2023 |
| Media Matters For AmericaGENERAL CHARITABLE PURPOSES | Washington, DC | $100K | 2023 |
| Edlavitch Jcc Of Washington DcGENERAL CHARITABLE PURPOSES | Washington, DC | $100K | 2023 |
| International Refugee Assistance ProjectGENERAL CHARITABLE PURPOSES | New York, NY | $100K | 2023 |
| Bender Jcc Of Greater WashingtonGENERAL CHARITABLE PURPOSES | Rockville, MD | $100K | 2023 |
| Pozez Jewish Community Center Of Northern VirginiaGENERAL CHARITABLE PURPOSES | Fairfax, VA | $100K | 2023 |