· Private foundation
The Morningstar Foundation
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2020–2024.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| BANK OF AMERICA CHARITABLE GIFT | $13,040 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY20–22, $48k) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 63% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +50% since the first grant, against +39% for the ones you funded once.
35 repeat relationships — 1 still active in FY2024, 34 since wound down.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- CGCOAST GUARD FOUNDATION INC4× · 2020–2023 · $68k · revenue +130%
- BRBLUE RIDGE PARKWAY FOUNDATION3× · 2020–2022 · $50k · revenue +57%
- GPGODS PIT CREW INC3× · 2020–2022 · $48k · revenue +45%
Funded once
- CNCHRISTOPHER NEWPORT UNIVERSITY EDUCATIONone grant, 2023 · $100k
- UPUNC PEMBROKE FOUNDATIONone grant, 2023 · $100k
- WHWEST HAMPTON BAPTIST CHURCHone grant, 2023 · $50k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
THE ANIMAL RESCUE FUND OF THE HAMPTONS ACTIVELY RESCUES CATS AND DOGS, PROVIDES QUALITY CARE AND OFFERS SANCTUARY UNTIL LOVING HOMES CAN BE FOUND. ARF's work with animals, within our community and throughout the organization is guided by…
The washington humane society protects animals, supports families, and advocates for positive change to create a world where all animals can thrive. we enrich the humanity of our communities by promoting compassion and encouraging people…
Humane Society of Charlotte mission is to champion the wellbeing of companion animals and strengthen their bond with the people who know, love, and need them.
The Children's Home Society of North Carolina's mission is to promote the right of every child to a permanent, safe, and loving family.
None
Rescue and care for stray or unwanted animals.
Provide food, shelter, rehabilitation and christian ministry to the poor and homeless
Rescue, care, and find homes for abandoned and/or abused animals.
Provide shelter, care, and treatment to homeless animals in the city of portsmouth community through permanent adoptions, spay/neuter programs, and community education.
Dogs playing for life is redefining the meaning and importance of quality of life for all sheltered dogs by improving their experience through playgroups and individualized training, resulting in urgent and responsible livesaving.
To care for pets, find them homes and save lives.
Provide shelter for homeless animals and prevent animal cruelty
For reference, the grantee most central to the portfolio’s shape is Canine Companions for Independence Inc and the most unlike its peers is Montebello Volunteer Fire Department Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 35 years old; the field is 17. You back the established end — and your money leans older still.
The field is 20% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 2% lost their exemption, against 11% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
51 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 51 of the 79 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds BANK OF AMERICA CHARITABLE GIFT FD ↗
- Who funds COAST GUARD FOUNDATION INC ↗
- Who funds BLUE RIDGE PARKWAY FOUNDATION ↗
- Who funds GODS PIT CREW INC ↗
- Who funds FORKIDS INC ↗
- Who funds ORPHAN HELPERSINC ↗
- Who funds PEACE RIVER REFUGE & RANCH INC ↗
- Who funds RODEHEAVER BOYS RANCH INC ↗
- Who funds PROJECT SANTA INC ↗
- Who funds Lot 2540 Incorporated ↗
- Who funds Henderson County & Thermal Belt Habitat for Humanity ↗
- Who funds Montebello Volunteer Fire Department Inc ↗
- Who funds XERCES SOCIETY INC ↗
- Who funds AMERICAN UNIVERSITY ↗
- Who funds The Foundation for Peripheral Neuropathy ↗
- Who funds APPALACHIAN VOICES ↗
- Who funds Foundation to Fight H-ABC ↗
- Who funds The Antelope Valley Boys and Girls Club ↗
- Who funds KIDS KICKING CANCER INC ↗
- Who funds Dyers Store Volunteer Fire Department Inc ↗
- Who funds 1ST STAGE INC ↗
- Who funds Grace Resource Center Inc ↗
- Who funds JOHNS HOPKINS UNIVERSITY ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Hampton Roads Community Foundation · Galena-Yorktown Foundation · United Way of South Hampton Roads · Greater Washington Community Foundation · Enterprise Holdings Foundation · Duke Energy Foundation · Foundation for the Carolinas · Ge Aerospace Foundation · The Ayco Charitable Foundation · Raymond James Charitable Endowment Fund · Network for Good · Shell USA Company Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization The Morningstar Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Xerces Society Inc — 22% of income from government
- American Hiking Society — 14% of income from government
- Johns Hopkins University — 12% of income from government
- Interfaith Works — 4% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
Warm introductions · Powered by PlinthPlus
How do I get to The Morningstar Foundation?
Find your warmest path to The Morningstar 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.