Private Foundation

THE MORNINGSTAR PHILANTHROPIC FOUNDATION D/B/A THE MORNINGSTAR FOUNDATION

THE MORNINGSTAR PHILANTHROPIC FOUNDATION D/B/A THE MORNINGSTAR FOUNDATION is a private foundation categorized as Private Foundation based in BETHESDA, MD. Its most recent IRS filing (2024) reports revenue of $62.6M, expenses of $32.6M, total assets of $546.1M. Imperigo tracks 1,041 reported grants from this foundation totaling approximately $95.0M.

EIN: 521270464 BETHESDA, MD Latest filing: 2024

Total Revenue$62.6M

Total Expenses$32.6M

Total Assets$546.1M

Grants Given1,041

Grant Total$95.0M

Filing Years2019–2024

Before you apply to The Morningstar Philanthropic Foundation D/B/a the Morningstar Foundation

Preselected only Doesn't accept unsolicited requests for funds, per its 2024 Form 990-PF.

Sometimes funds new orgs 25% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

CIVIC NATION WHEN WE ALL VOTE

WASHINGTON, DC · 2024

GENERAL CHARITABLE PURPOSES

$5,000,000

JEWISH FEDERATION OF GREATER WASHINGTON

ROCKVILLE, MD · 2024

GENERAL CHARITABLE PURPOSES

$1,000,000

JEWISH FEDERATION OF GREATER WASHINGTON

ROCKVILLE, MD · 2024

GENERAL CHARITABLE PURPOSES

$750,000

THE SARAH AND DANIEL RUEVEN FOUNDATION INC

NEW YORK, NY · 2024

GENERAL CHARITABLE PURPOSES

$703,000

CAPITAL AREA FOOD BANK

WASHINGTON, DC · 2024

GENERAL CHARITABLE PURPOSES

$700,000

Showing up to 5 of 1,041 total records — full history available with membership.

Officers & Directors

DIRECTOR/V.P./TREAS./SEC. Michael C Gelman

DIRECTOR/PRESIDENT Susan R Gelman

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support

$92,818,293 962 grants

Education

$514,583 21 grants

Religion & Spirituality

$379,601 5 grants

Youth Development

$153,900 6 grants

Public Safety & Disaster Relief

$130,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$62.6M	$32.6M	$546.1M
2023	$22.4M	$30.8M	$482.2M
2022	$39.7M	$26.6M	$422.8M
2020	$14.8M	$20.4M	$454.1M
2019	$9.5M	$6.4M	$398.8M

Between 2019 and 2024, reported annual revenue grew from $9.5M to $62.6M (+556%), with total assets most recently reported at $546.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AL, AZ, CA, CO, CT, DC, and 4 other states.

ALAZCACOCTDCFLGAHIIN

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE MORNINGSTAR PHILANTHROPIC FOUNDATION D/B/A THE MORNINGSTAR FOUNDATION

Complete financials, all 1,041 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 880,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports