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Private foundation (trust)EIN 232855899Est. 1996-08

The Morningstar Foundation

Crwonsville, MD 21032

Accepts unsolicited proposals

Total Assets

$293K

FY 2024

Annual Giving

$11K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$6K

FY 2024

Grant Range

$1K–$10K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$25K

Total Expenses

$15K

Qualifying Distributions

$13K

Distributable Amount

$14K

Min. Investment Return

$14K

Undistributed Income

$8K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2024. Peak $12K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

9 grants

Indian Creek School
$33K
6 grants
McDonough Greatest Good
$10K
1 grant
Girls Inc
$10K
1 grant
Penn State Gift Giving
$1K
1 grant

Grant Size Distribution

9 grants

<$10K
7
grants
$10–50K
2
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Maryland
$43K
80% of total
Florida
$10K
18% of total
Pennsylvania
$1K
2% of total

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The Morningstar Foundation — Grants, Financials & Contact | Grantivo