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Foundation Dossiers

Minnesota · Private foundation

Morningstar Foundation

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$38k
Granted FY2023
2
Grants FY2023
2
Organizations funded FY2023
Read the full brief
Median grant, FY2023
$25,421
Largest grant, FY2023
$25,421
States reached, FY2023
2
Total assets, FY2023
$37
Applications
Preselected organizations only
Per its most recent filing; check its own site

Top grantees

Largest recipients by total granted, FY2023 to FY2023, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
LArche USA$25,42111%

Plus 1 recipient with no EIN on record ($13k), not named here.

Compare Morningstar Foundation with peer funders

About Morningstar Foundation

How much does Morningstar Foundation give?
Morningstar Foundation reported 2 grants totaling $38,131 in its FY2023 IRS filing.
What does Morningstar Foundation fund?
By grant dollars over FY2023 to FY2023, its largest causes are Health (67%), Religion (33%).
Who are Morningstar Foundation's largest grantees?
By total granted over FY2023 to FY2023: LArche USA ($25k).
Does Morningstar Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is Morningstar Foundation based?
Morningstar Foundation is based in MN.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 2 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home