Morningstar Foundation Exempt Charitable Tr
Morningstar Foundation Exempt Charitable Tr is a private foundation, based in Monsey, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $34K in total assets. In 2025, it awarded 8 grants totaling $50K.
Key facts about Morningstar Foundation Exempt Charitable Tr
In short: Morningstar Foundation Exempt Charitable Tr gave $50K across 8 grants in 2025 (avg $6K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 13-7049647
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $49,655
- Grants made (2025)
- 8
- Average grant
- $6,207
- Median grant
- $4,250
- Total assets
- $33,772
- Primary geography
- New York (77% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$34K
+117.6% YoY
Annual Giving
$50K
-16.5% YoY
Grant Count
8
-33.3% YoY
Avg Grant Size
$6K
+25.2% YoY
Under IRS private-foundation payout rules, Morningstar Foundation Exempt Charitable Tr reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.
How Morningstar Foundation Exempt Charitable Tr gives
- Giving fell 45% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $50K (2025) to $155K (2021). In 2025 it made 8 grants totaling $50K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Yeshiva Shaarei Torah ($6K). Together the top 7 received $26K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 49 grants of 50 (98%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Various Monsey, NY | Charitable | $23,625 |
| Yeshiva Shaarei Torah Suffern, NY | Charitable | $6,150 |
| Yeshiva Gedolah of Elkins Park Elkins Park, PA | Charitable | $5,000 |
| Yeshiva Ohel Torah Monsey, NY | Charitable | $4,500 |
| Kollel Nezikin Inc Lakewood, NJ | Charitable | $4,000 |
| Bais Medrash Govoha Lakewood, NJ | Charitable | $2,500 |
| Bais Yaakov of Spring Valley Monsey, NY | Charitable | $2,000 |
| Bais Medrash L'torah Monsey, NY | Charitable | $1,880 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $33,772 | $15,517 | $15,840 |
| Revenue | $68,007 | $59,225 | $53,830 |
| Expenses | $49,752 | $59,548 | $102,546 |
| Qualifying Distributions | $49,752 | $59,548 | $102,751 |
| Net Investment Income | — | $1 | — |
| Distributable Amount | $1,115 | $772 | $1,980 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 16, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 19, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 22, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 20, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Morningstar Foundation Exempt Charitable Tr's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Shlomie Morgenstern
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Leah Morgenstern
Trustee
New on the 2025 filing
2 hrs/week
No compensation reported
Former officers (1)
- Former: George Morgenstern (2019–2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Morningstar Foundation Exempt Charitable Tr
How much does Morningstar Foundation Exempt Charitable Tr give each year?
Morningstar Foundation Exempt Charitable Tr gave $50K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $59K across 12 grants.
What is Morningstar Foundation Exempt Charitable Tr's typical grant size?
Morningstar Foundation Exempt Charitable Tr's median grant in 2025 was $4,250, and its average grant was $6,207, across 8 grants on its 2025 IRS Form 990-PF.
Where does Morningstar Foundation Exempt Charitable Tr give grants?
Morningstar Foundation Exempt Charitable Tr gives mostly in New York: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (13%) and Pennsylvania (10%). The most frequent recipient cities were Monsey, NY (4 grants) and Lakewood, NJ (2 grants).
Does Morningstar Foundation Exempt Charitable Tr give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Morningstar Foundation Exempt Charitable Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (8 grants).
Who are Morningstar Foundation Exempt Charitable Tr's largest grantees?
Morningstar Foundation Exempt Charitable Tr's largest 2025 grantees include Yeshiva Shaarei Torah ($6,150), Yeshiva Gedolah of Elkins Park ($5,000) and Yeshiva Ohel Torah ($4,500), according to its 2025 IRS Form 990-PF. Together they received 32% of its itemized 2025 grant dollars.
How large is Morningstar Foundation Exempt Charitable Tr?
Morningstar Foundation Exempt Charitable Tr reported $34K in total assets on its 2025 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).
What is Morningstar Foundation Exempt Charitable Tr's EIN?
Morningstar Foundation Exempt Charitable Tr's EIN (Employer Identification Number) is 13-7049647. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Morningstar Foundation Exempt Charitable Tr by hand.
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