Morningstar Senior Living Foundation
The Morningstar Senior Living Foundation is dedicated to the development and growth of financial resources to assure the sustainability of the charitable mission of morningstar senior living and its affiliates.
Morningstar Senior Living Foundation at a glance
In short: Morningstar Senior Living Foundation gave $241K across 1 grant in 2024 (avg $241K), mostly in Pennsylvania. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $241,026
- Grants made (2024)
- 1
- Average grant
- $241,026
- Median grant
- $241,026
- Total assets
- $7,878,798
- +33.5% vs 2023
- Primary geography
- Pennsylvania (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
How to apply to Morningstar Senior Living Foundation
Open Grants
3 open opportunities from Morningstar Senior Living Foundation
Scholarship & Enrichment
Morningstar Senior Living Foundation
Amount
Varies
Deadline
Deadline not published
The Good Samaritan Fund
Morningstar Senior Living Foundation
Amount
Varies
Deadline
Deadline not published
Wellness Trust
Morningstar Senior Living Foundation
Amount
Varies
Deadline
Deadline not published
Who Morningstar Senior Living Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Morningstar Senior Living Inc ($241K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $100–250K range: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Morningstar Senior Living Foundation gives
- Giving grew 29% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $162K (2020) to $398K (2023, 18 months). In 2024 it made 1 grant totaling $241K.
*2023: Covers 18 months (fiscal year-end changed).
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morningstar Senior Living Inc Nazareth, PA | General Support of Charitable Mission | $241,026 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $7,878,798 | $1,169,545 | $340,239 | $241,026 | 1 | $393,757 |
| 2023* | $5,903,302 | $900,198 | $536,445 | $397,608 | 2 | $270,067 |
| 2022 | $4,781,769 | $556,507 | $270,858 | $177,648 | 1 | $59,133 |
| 2021 | $5,329,279 | $724,960 | $246,248 | $187,452 | 1 | $270,571 |
| 2020 | $3,838,689 | $396,533 | $356,120 | $162,048 | 1 | $47,157 |
*2023: Covers 18 months (fiscal year-end changed).
About Morningstar Senior Living Foundation
Based on IRS filings
Morningstar Senior Living Foundation is a public charity focused on Housing & Shelter, based in Nazareth, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.9M in total assets. In 2024, it awarded 1 grant totaling $241K. Net investment income was $394K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Morningstar Senior Living Foundation is led by J. David Swartley, CEO on every filing since 2023; none of the 10 officers listed in 2024 report compensation.
Officers on the 2024 filing
J. David Swartley
CEO
On filings since 2023
2 hrs/week
No compensation reported
Susan Capobianco
Executive Director
On filings since 2023
2 hrs/week
No compensation reported
Mollie Santee
Executive Director
New on the 2024 filing
40 hrs/week
No compensation reported
Darrell W. Crook
Chair
On filings since 2020
0.1 hrs/week
No compensation reported
Barbara Seifert-Sigmon
Board Member
On filings since 2020
0.1 hrs/week
No compensation reported
Christopher T. Hunt
Sec'y, Treasurer-Mslf & Cfo-Msl
On filings since 2020
2 hrs/week
No compensation reported
Linda McMeekin
Board Member
Board Member → Vice Chair, 2023
Vice Chair → Board Member, 2024
On filings since 2020
0.1 hrs/week
No compensation reported
Richard Solliday
Board Member
On filings since 2020
0.1 hrs/week
No compensation reported
Colleen Lavdar
Board Member
On filings since 2021
0.1 hrs/week
No compensation reported
Kendahl Difelice
Vice Chair
Board Member → Secretary & Treasurer, 2023
Secretary & Treasurer → Vice Chair, 2024
On filings since 2021
0.1 hrs/week
No compensation reported
Former officers (6)
- Former: Susan C. Drabic (2020–2023) — Bm-Mslf, President & Ceo-Msl
- Former: Karl Butz (2020–2021) — Board Member
- Former: Michael Macy (2020–2021) — Board Member
- Former: Jill S. Tilney (2020) — Board Member
- Former: Marilyn Brewster (2020) — Board Member
- Former: Sharon J. Zondag (2020) — Board Member
Data from IRS Form 990 filings, 2020–2024. "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 Senior Living Foundation
How much does Morningstar Senior Living Foundation give each year?
Morningstar Senior Living Foundation gave $241K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $398K across 2 grants. The 2023 filing year covers 18 months because its fiscal year-end changed.
How large is Morningstar Senior Living Foundation?
Morningstar Senior Living Foundation reported $7.9M in total assets on its 2024 IRS Form 990. Its revenue that year was $1.2M.
What is Morningstar Senior Living Foundation?
Morningstar Senior Living Foundation is a public charity focused on Housing & Shelter, based in Nazareth, PA. It holds $7.9M in total assets as of 2024.
Where does Morningstar Senior Living Foundation operate?
Morningstar Senior Living Foundation has awarded grants in Pennsylvania.
What is Morningstar Senior Living Foundation's EIN?
Morningstar Senior Living Foundation's EIN (Employer Identification Number) is 47-1484857. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in Morningstar Senior Living Foundation's focus areas in our free grants database
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Figures come from Morningstar Senior Living Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Morningstar Senior Living Foundation down — hundreds of funders to go?