Morningstar Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BUFFALO, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $55K in total assets. In 2024, it awarded 5 grants totaling $4K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$55K
-4.8% YoY
Annual Giving
$4K
-31.7% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$883.2
-4.3% YoY
About Morningstar Foundation
Based on IRS filings
Morningstar Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BUFFALO, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $55K in total assets. In 2024, it awarded 5 grants totaling $4K.
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 | 2021 |
|---|---|---|---|
| Total Assets | $54,732 | $57,492 | $68,845 |
| Revenue | $1,781 | $2,067 | $3,103 |
| Expenses | $4,541 | $6,581 | $6,401 |
| Qualifying Distributions | $4,416 | $6,581 | $6,281 |
| Net Investment Income | — | — | — |
| Distributable Amount | $7,965 | $7,432 | $6,791 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
32 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 |
|---|---|---|---|
| WILLIAM MORAN | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Hindy's Foundation
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Assets
$142K
Grants
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Total Given
$225K
Jeanne & Thomas Hardy Family Foundation
NEW YORK, NY
Assets
$3K
Grants
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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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