The Arthur & Gail Morgenstern Family
The Arthur & Gail Morgenstern Family is a private foundation, based in Philadelphia, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $260K in total assets. In 2025, it awarded 9 grants totaling $22K. Net investment income was $10K.
The Arthur & Gail Morgenstern Family at a glance
In short: The Arthur & Gail Morgenstern Family gave $22K across 9 grants in 2025 (avg $2K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,200
- -5.5% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $2,467
- -5.5% vs 2024
- Median grant
- $1,800
- Total assets
- $260,206
- -5.0% vs 2024
- Primary geography
- Pennsylvania (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Arthur & Gail Morgenstern Family funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Philadelphia Community Kollel Co Rabbi Yechiel Biberfeld ($7K). Together the top 9 received $22K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 50 grants of 50 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How The Arthur & Gail Morgenstern Family gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 151% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $21K (2020) to $25K (2021). In 2025 it made 9 grants totaling $22K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Philadelphia Community Kollel Co Rabbi Yechiel Biberfeld Merion Station, PA | Charitable Contribution | $7,200 |
| Aish Hatorah Merion Station, PA | Charitable Contribution | $3,600 |
| Institute for Jewish Ethics Rabbi Alexander Coleman Philadelphia, PA | Charitable Contribution | $3,600 |
| The Chevra Co Jon Erlbaum Philadelphia, PA | Charitable Contribution | $2,500 |
| Talmudical Yeshiva of Philadelphia Philadelphia, PA | Charitable Contribution | $1,800 |
| Chabad of the Main Line Co Rabbi Shraga Sherman Merion Station, PA | Charitable Contribution | $1,000 |
| First Seder Bala Cynwyd, PA | Charitable Contribution | $1,000 |
| Meor Penn Merion Station, PA | Charitable Contribution | $1,000 |
| Chabad House University of Rochester Rochester, NY | Charitable Contribution | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $260,206 | $10,459 | $26,530 | $22,200 | 9 | $22,200 | $10,349 | $14,728 |
| 2024 | $274,039 | $17,540 | $32,879 | $23,500 | 9 | $23,500 | $17,397 | $14,831 |
| 2023 | $289,781 | $17,150 | $30,353 | $24,500 | 10 | $24,500 | $17,063 | $14,834 |
| 2022 | $303,107 | $8,480 | $33,020 | $24,500 | 10 | $24,500 | $10,449 | $16,344 |
| 2021 | $327,859 | $21,434 | $37,896 | $24,900 | 12 | $24,900 | $21,358 | $19,123 |
| 2020 | $344,777 | $172,496 | $27,225 | $20,700 | 10 | — | $27,137 | $14,902 |
Under IRS private-foundation payout rules, The Arthur & Gail Morgenstern Family reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Arthur & Gail Morgenstern Family's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Andrew Morgenstern
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jonathan Morgenstern
Trustee
On filings since 2020
1 hr/week
No compensation reported
Rabbi Sholom Kamenetsky
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 The Arthur & Gail Morgenstern Family
How much does The Arthur & Gail Morgenstern Family give each year?
The Arthur & Gail Morgenstern Family gave $22K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 9 grants.
What is The Arthur & Gail Morgenstern Family's typical grant size?
The Arthur & Gail Morgenstern Family's median grant in 2025 was $1,800, and its average grant was $2,467, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Arthur & Gail Morgenstern Family give grants?
The Arthur & Gail Morgenstern Family gives mostly in Pennsylvania: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Merion Station, PA (4 grants) and Philadelphia, PA (3 grants).
Who are The Arthur & Gail Morgenstern Family's largest grantees?
The Arthur & Gail Morgenstern Family's largest 2025 grantees include Philadelphia Community Kollel Co Rabbi Yechiel Biberfeld ($7,200), Aish Hatorah ($3,600) and Institute for Jewish Ethics Rabbi Alexander Coleman ($3,600), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.
How large is The Arthur & Gail Morgenstern Family?
The Arthur & Gail Morgenstern Family reported $260K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
What is The Arthur & Gail Morgenstern Family's EIN?
The Arthur & Gail Morgenstern Family's EIN (Employer Identification Number) is 25-6716020. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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