Morningstar Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BLOOMINGTON, MN. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $37 in total assets. In 2023, it awarded 2 grants totaling $38K. Net investment income was $7K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$37
Annual Giving
$38K
Grant Count
2
Avg Grant Size
$19K
About Morningstar Foundation
Based on IRS filings
Morningstar Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BLOOMINGTON, MN. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $37 in total assets. In 2023, it awarded 2 grants totaling $38K. Net investment income was $7K.
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 | 2023 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | $37 | $40,990 | $36,906 |
| Revenue | $6,680 | $899 | $1,025 |
| Expenses | $38,131 | — | — |
| Qualifying Distributions | $38,131 | — | — |
| Net Investment Income | $6,680 | $899 | $1,025 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include LArche USA ($25,421), Church of Saint Bonaventure ($12,710).
| Recipient | Purpose | Amount |
|---|---|---|
| LArche USA Portland, OR | Donation | $25,421 |
| Church of Saint Bonaventure Bloomington, MN | Donation | $12,710 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James Sweeney | President | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Morningstar Foundation?
Morningstar Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BLOOMINGTON, MN. It holds $37 in total assets as of 2023.
How large is Morningstar Foundation?
As of 2023, Morningstar Foundation holds $37 in total assets with $7K in annual revenue. It awarded 2 grants totaling $38K in 2023.
Where does Morningstar Foundation operate?
Morningstar Foundation has awarded grants in Minnesota, Oregon.
What size grants does Morningstar Foundation award?
In 2023, Morningstar Foundation awarded 2 grants totaling $38K — an average of about $19K per grant, based on its IRS Form 990 filings.
What is Morningstar Foundation's EIN?
Morningstar Foundation's EIN (Employer Identification Number) is 20-2924103. IRS Form 990 filing data is available on this page for 2020–2023.
Explore Open Grants
Browse active grant opportunities in Morningstar Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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