The Morningstar Family Foundation
The Morningstar Family Foundation is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 3 grants totaling $390K. Net investment income was $153K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-16.9% YoY
Annual Giving
$390K
+0.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$130K
+0.0% YoY
Under IRS private-foundation payout rules, The Morningstar Family Foundation reported a distributable amount of $81K for 2024 — the minimum it must pay out in qualifying distributions.
About The Morningstar Family Foundation
Based on IRS filings
The Morningstar Family Foundation is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 3 grants totaling $390K. Net investment income was $153K.
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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 | 2022 |
|---|---|---|---|
| Total Assets | $1,221,141 | $1,468,944 | $1,758,379 |
| Revenue | $161,381 | $118,276 | $91,224 |
| Expenses | $409,184 | $407,711 | $591,085 |
| Qualifying Distributions | $400,836 | $398,788 | $574,398 |
| Net Investment Income | $153,033 | $109,353 | $79,892 |
| Distributable Amount | $81,196 | $91,501 | $112,866 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Combined Jewish Philanthropies ($265,000), Atlantic Council ($100,000), Our Sisters School ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ATLANTIC COUNCIL WASHINGTON, DC | UNRESTRICTED | $100,000 |
| COMBINED JEWISH PHILANTHROPIES BOSTON, MA | UNRESTRICTED | $265,000 |
| OUR SISTERS SCHOOL NEW BEDFORD, MA | UNRESTRICTED | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BETTY MORNINGSTAR | PRESIDENT | 0.25 | — |
| DEBORAH L ANDERSON ESQ | SECRETARY AND TREASURER | 1 | — |
Frequently Asked Questions
How large is The Morningstar Family Foundation?
As of 2024, The Morningstar Family Foundation holds $1.2M in total assets with $161K in annual revenue. It awarded 3 grants totaling $390K in 2024.
Where does The Morningstar Family Foundation operate?
The Morningstar Family Foundation has awarded grants in California, District of Columbia, Massachusetts, Maryland, New York.
What size grants does The Morningstar Family Foundation award?
In 2024, The Morningstar Family Foundation awarded 3 grants totaling $390K — an average of about $130K per grant, based on its IRS Form 990 filings.
How much is The Morningstar Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Morningstar Family Foundation reported a distributable amount of $81K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Morningstar Family Foundation's EIN?
The Morningstar Family Foundation's EIN (Employer Identification Number) is 04-3236053. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Morningstar Family 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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