Massachusetts · Private foundation
The Morningstar Family Foundation
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $303k
- Granted FY2021
- 12
- Grants FY2021
- 10
- Organizations funded FY2021
- 0%
- First-time grantees FY2021
Read this first · the figures below need context
91% of The Morningstar Family Foundation’s FY2025 grant dollars went to Combined Jewish Philanthropies Of Greater Boston Inc, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 1 organization directly, so a portfolio cannot be read from it. Everything below is therefore FY2021, the last year The Morningstar Family Foundation named its own grantees at scale: 7 organizations, $303k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
- Median grant, FY2021
- $15,000
- Largest grant, FY2021
- $100,000
- Organizations funded a year
- 8 to 12
- FY2017 to FY2021
- States reached, FY2021
- 4
- Total assets, FY2021
- $1.1M
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2021, 0% of the organizations The Morningstar Family Foundation funded were first-time grantees, receiving 0% of its grant dollars.
New vs renewed · share of each year
In FY2021, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2021 | 10 | $213k | 0% |
| FY2020 | 12 | $294k | 8% |
| FY2019 | 11 | $239k | 27% |
| FY2018 | 10 | $192k | 40% |
| FY2017 | 8 | $68k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.
Top grantees
Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Atlantic Council of the United States Inc | $600,000 | 6 | 0% |
| Wellesley College | $162,500 | 6 | 0% |
| Our Sisters School | $160,000 | 8 | 1% |
| Old Dartmouth Historical Society | $50,000 | 5 | 0% |
| Suffolk University | $50,000 | 1 | 0% |
| Lungevity Foundation Inc | $45,000 | 3 | 0% |
| Freedom House | $45,000 | 4 | 0% |
| Mass General Brigham Incorporated | $45,000 | 3 | n/a |
| Lung Cancer Research Foundation | $15,000 | 1 | 0% |
| Lowell School | $10,000 | 1 | 0% |
Show all 11 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Atlantic Council of the United States Inc | $600,000 | 6 | 0% |
| Wellesley College | $162,500 | 6 | 0% |
| Our Sisters School | $160,000 | 8 | 1% |
| Old Dartmouth Historical Society | $50,000 | 5 | 0% |
| Suffolk University | $50,000 | 1 | 0% |
| Lungevity Foundation Inc | $45,000 | 3 | 0% |
| Freedom House | $45,000 | 4 | 0% |
| Mass General Brigham Incorporated | $45,000 | 3 | n/a |
| Lung Cancer Research Foundation | $15,000 | 1 | 0% |
| Lowell School | $10,000 | 1 | 0% |
| Store to Door | $10,000 | 2 | 0% |
Plus 6 recipients with no EIN on record ($261k), not named here.
Where it is load-bearing
Each grantee by its size and the share of its budget The Morningstar Family Foundation supplied at peak.
Tap a dot to name the grantee.
How this is measured
Warm introductions · Powered by PlinthPlus
How do I get to The Morningstar Family Foundation?
Find your warmest path to The Morningstar Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.
About The Morningstar Family Foundation
- How much does The Morningstar Family Foundation give?
- The Morningstar Family Foundation reported 12 grants totaling $303,000 in its FY2021 IRS filing. It funded between 8 and 12 organizations a year over FY2017 to FY2021.
- What does The Morningstar Family Foundation fund?
- By grant dollars over FY2017 to FY2025, its largest causes are Philanthropy (49%), Education (22%), International (19%).
- Who are The Morningstar Family Foundation's largest grantees?
- By total granted over FY2017 to FY2025: Atlantic Council of the United States Inc ($600k), Wellesley College ($163k), Our Sisters School ($160k).
- Does The Morningstar Family Foundation fund new organizations?
- In FY2021, 0% of the organizations it funded were first-time grantees.
- Does The Morningstar Family 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 The Morningstar Family Foundation based?
- The Morningstar Family Foundation is based in MA.
Play a game based on Morningstar Family’s filings →