BETHESDA, MD
The Morningstar Philanthropic Foundation
Quick Facts
- EIN
- 521270464
- Location
- BETHESDA, MD
- Category
- General
- Total Assets
- $546.1M
- Annual Income
- $62.6M
- IRS Ruling Year
- 1982
- Organization Type
- Corporation
- Tax Deductibility
- Contributions are deductible
About This Foundation
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. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$30.8M
2023+16%
Total Assets
$482.2M
2023+14%
Fair Market Value
$482.2M
2023
Net Worth
$482.2M
2023
Grants Paid
$24.2M
2023
Contributions
$0
2023
Net Investment Income
$16.7M
2023
Distribution Amount
$23.3M
2023
Total Giving by Year
$6.4M
11$9.2M
12$6.9M
13$5.2M
14$13.1M
15$6.4M
19$20.4M
20$30.6M
21$26.6M
22$30.8M
23Asset Growth
$122.5M
11$212.9M
12$217.7M
13$247.6M
14$247.5M
15$398.8M
19$454.1M
20$552.6M
21$422.8M
22$482.2M
23Expense Breakdown (2023)
Grants Paid$24.2M
Interest$231K
Occupancy$149K
Pension & Benefits$109K
Accounting Fees$104K
Legal Fees$2K
Travel & Conferences$171
Revenue Sources (2023)
- Capital Gains (Net)
- $13M
- Dividends
- $9.2M
- Other Income
- $212K
Financial Details (2023)
- Total Revenue
- $22.4M
- Total Expenses
- $30.8M
- Exempt Purpose Expenses
- $25.1M
- Required Distribution
- $23.3M
- Undistributed Income
- $6.5M
- Total Liabilities
- $1
- Excise Tax
- $232K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$19.6M
Average Grant
$393K
Median Grant
$213K
Grant Range
Min$100K
Max$2.4M
Median: $213K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
NY: $5M (13)
MA
MA: $110K (1)
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
OH: $2.6M (2)
PA
NJ
CA
CA: $1.7M (3)
UT
CO
NE
MO
KY
WV
VA
VA: $900K (4)
MD
MD: $3.3M (4)
DE
DC
DC: $6M (22)
AZ
AZ: $125K (1)
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
DC$6M (22)
NY$5M (13)
MD$3.3M (4)
OH$2.6M (2)
CA$1.7M (3)
VA$900K (4)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Fidelity CharitableGENERAL CHARITABLE PURPOSES | Cincinnati, OH | $2.4M | 2023 |
| The Bafrayung FundGENERAL CHARITABLE PURPOSES | Covina, CA | $1.1M | 2023 |
| World Central KitchenGENERAL CHARITABLE PURPOSES | Washington, DC | $1M | 2023 |
| Jewish Federation Of Greater WashingtonGENERAL CHARITABLE PURPOSES | Rockville, MD | $1M | 2023 |
| World Central KitchenGENERAL CHARITABLE PURPOSES | Washington, DC | $1M | 2023 |
| Jewish Federation Of Greater WashingtonGENERAL CHARITABLE PURPOSES | Rockville, MD | $1M | 2023 |
| Planned Parenthood Federation Of AmericaGENERAL CHARITABLE PURPOSES | New York, NY | $1M | 2023 |
| Jewish Federation Of Greater WashingtonGENERAL CHARITABLE PURPOSES | Rockville, MD | $750K | 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 |
| The Sarah And Daniel Rueven Foundation IncGENERAL CHARITABLE PURPOSES | New York, NY | $514K | 2023 |
| Birthright Israel FoundationGENERAL CHARITABLE PURPOSES | New York, NY | $500K | 2023 |
| Hopewell FundGENERAL CHARITABLE PURPOSES | Baltimore, MD | $500K | 2023 |
| Israel Policy ForumGENERAL CHARITABLE PURPOSES | New York, NY | $500K | 2023 |
| Informing DemocracyGENERAL CHARITABLE PURPOSES | Washington, DC | $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 |
| The Bafrayung FundGENERAL CHARITABLE PURPOSES | Covina, CA | $258K | 2023 |
| Pef Israel Endowment FundsGENERAL CHARITABLE PURPOSES | New York, NY | $250K | 2023 |
| The Sarah And Daniel Rueven Foundation IncGENERAL CHARITABLE PURPOSES | New York, NY | $250K | 2023 |
| Planned Parenthood Of Metropolitan WashingtonGENERAL CHARITABLE PURPOSES | Washington, DC | $250K | 2023 |
| Priorities Usa FoundationGENERAL CHARITABLE PURPOSES | Washington, DC | $250K | 2023 |
| Capital Impact PartnersGENERAL CHARITABLE PURPOSES | Arlington, VA | $225K | 2023 |
| Kids In Need Of DefenseGENERAL CHARITABLE PURPOSES | Washington, DC | $200K | 2023 |
| Red Wine & Blue Education FundGENERAL CHARITABLE PURPOSES | Shaker Heights, OH | $200K | 2023 |
| United States Holocaust Memorial MuseumGENERAL CHARITABLE PURPOSES | Washington, DC | $200K | 2023 |
| Gather IncGENERAL CHARITABLE PURPOSES | Washington, DC | $188K | 2023 |
| Gather IncGENERAL CHARITABLE PURPOSES | Washington, DC | $188K | 2023 |
| Gather IncGENERAL CHARITABLE PURPOSES | Washington, DC | $188K | 2023 |
| Gather IncGENERAL CHARITABLE PURPOSES | Washington, DC | $188K | 2023 |
| Dc Central KitchenGENERAL CHARITABLE PURPOSES | Washington, DC | $150K | 2023 |
| BrookingsGENERAL CHARITABLE PURPOSES | Washington, DC | $125K | 2023 |
| Human Rights Campaign FoundationGENERAL CHARITABLE PURPOSES | Washington, DC | $125K | 2023 |
| Florence Immigrant And Refugee Rights ProjectGENERAL CHARITABLE PURPOSES | Tuscan, AZ | $125K | 2023 |
| Pef Israel Endowment FundsGENERAL CHARITABLE PURPOSES | New York, NY | $125K | 2023 |
| Global ImpactGENERAL CHARITABLE PURPOSES | Alexandria, VA | $125K | 2023 |
| Shalom Hartman Institute Of North AmericaGENERAL CHARITABLE PURPOSES | New York, NY | $125K | 2023 |
| Brandeis UniversityGENERAL CHARITABLE PURPOSES | Waltham, MA | $110K | 2023 |
| Dc Central KitchenGENERAL CHARITABLE PURPOSES | Washington, DC | $105K | 2023 |
| The Washington Institute For Near East PolicyGENERAL CHARITABLE PURPOSES | Washington, DC | $100K | 2023 |
| The Jewish Federations Of North AmericaGENERAL CHARITABLE PURPOSES | New York, NY | $100K | 2023 |
| Edlavitch Jcc Of Washington DcGENERAL CHARITABLE PURPOSES | Washington, DC | $100K | 2023 |
| Hillel InternationalGENERAL CHARITABLE PURPOSES | Washington, DC | $100K | 2023 |
| Pozez Jewish Community Center Of Northern VirginiaGENERAL CHARITABLE PURPOSES | Fairfax, VA | $100K | 2023 |
| Third Way InstituteGENERAL CHARITABLE PURPOSES | Washington, DC | $100K | 2023 |
| International Refugee Assistance ProjectGENERAL CHARITABLE PURPOSES | New York, NY | $100K | 2023 |
| Media Matters For AmericaGENERAL CHARITABLE PURPOSES | Washington, DC | $100K | 2023 |
| Our American Future FoundationGENERAL CHARITABLE PURPOSES | Washington, DC | $100K | 2023 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica