Morningstar Foundation Exempt Chari
Morningstar Foundation Exempt Chari is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONSEY, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16K in total assets. In 2024, it awarded 12 grants totaling $59K. Net investment income was $1.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16K
-2.0% YoY
Annual Giving
$59K
-42.1% YoY
Grant Count
12
+20.0% YoY
Avg Grant Size
$5K
-51.8% YoY
About Morningstar Foundation Exempt Chari
Based on IRS filings
Morningstar Foundation Exempt Chari is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONSEY, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16K in total assets. In 2024, it awarded 12 grants totaling $59K. Net investment income was $1.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,517 | $15,840 | $64,556 |
| Revenue | $59,225 | $53,830 | $86,608 |
| Expenses | $59,548 | $102,546 | $90,835 |
| Qualifying Distributions | $59,548 | $102,751 | $90,835 |
| Net Investment Income | $1 | — | — |
| Distributable Amount | $772 | $1,980 | $3,379 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
51 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGE MORGENSTERN | Trustee | 2 | — |
| SHLOMIE MORGENSTERN | Trustee | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Grants
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Uw E J Madden Mem Open Hearts Club 10-214880
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1
Total Given
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Hindy's Foundation
BROOKLYN, NY
Assets
$142K
Grants
8
Total Given
$225K
Jeanne & Thomas Hardy Family Foundation
NEW YORK, NY
Assets
$3K
Grants
3
Total Given
$3K
Ramsleg Foundation
BRIGHTWATERS, NY
Assets
$543
Grants
1
Total Given
$500
Druckenmiller Foundation
NEW YORK, NY
Assets
$1.8B
Grants
58
Total Given
$135.7M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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