Skip to content

Texas · 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.

$13k
Granted FY2024(still arriving)
1
Grants FY2024
10
Organizations funded FY2023
70%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$13,040
Largest grant, FY2024
$13,040
Organizations funded a year
10 to 44
FY2020 to FY2023
States reached, FY2024
1
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 70% of the organizations The Morningstar Foundation funded were first-time grantees, receiving 98% of its grant dollars.

New vs renewed · share of each year

In FY2023, 2% of grant dollars renewed an existing relationship; $3.0M went to new ones.

50%100%’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23
Human ServicesHealthEducationArts & CultureAnimalsPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving1$13k0%
FY202310$3.1M70%
FY202239$275k21%
FY202143$233k44%
FY202044$226kn/a
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Philanthropy$4.9MEducation$282kPublic Safety & Disaster$150kReligion$105kEnvironment$75kHousing & Shelter$71kAnimals$66kHuman Services$66kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
MI
NY
MA
OR
OH
CT
CA
VA
MD
NC
DC
FL

Top grantees

Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Coast Guard Foundation Inc$68,00040%
Blue Ridge Parkway Foundation$50,00031%
West Hampton Baptist Church$50,0001n/a
Gods Pit Crew Inc$48,00030%
The University of North Carolina at Pembroke$45,0003n/a
Forkids Inc$40,00040%
Orphan Helpersinc$32,00041%
Peace River Refuge & Ranch Inc$25,50033%
Rodeheaver Boys Ranch Inc$25,00030%
Lot 2540 Incorporated$20,00016%
Show all 56 grantees
All grantees of The Morningstar Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Coast Guard Foundation Inc$68,00040%
Blue Ridge Parkway Foundation$50,00031%
West Hampton Baptist Church$50,0001n/a
Gods Pit Crew Inc$48,00030%
The University of North Carolina at Pembroke$45,0003n/a
Forkids Inc$40,00040%
Orphan Helpersinc$32,00041%
Peace River Refuge & Ranch Inc$25,50033%
Rodeheaver Boys Ranch Inc$25,00030%
Lot 2540 Incorporated$20,00016%
Project Santa Inc$20,0003n/a
Henderson County & Thermal Belt Habitat for Humanity$19,50030%
Montebello Volunteer Fire Department Inc$18,000313%
Appalachian Voices$15,00030%
American University$15,00010%
The Foundation for Peripheral Neuropathy$15,00021%
Xerces Society Inc$15,00030%
Foundation to Fight H-ABC$13,00028%
Centreville Presbyterian Church$11,0003n/a
The Antelope Valley Boys and Girls Club$10,00020%
Kids Kicking Cancer Inc$10,00010%
Dyers Store Volunteer Fire Department Inc$10,00018%
Grace Resource Center Inc$9,50021%
1st Stage Inc$9,50030%
Johns Hopkins University$8,00020%
The Friends of Homosassa Springs Wi$6,00033%
Suncoast Voices for Children Foundation Inc$5,0001n/a
Medecins Sans Frontieres USA Inc$5,00010%
Virginia Symphony Orchestra$5,00020%
Beauty's Haven Farm & Equine Rescue$5,00011%
Service Dogs of Virginia Inc$5,00011%
Gift of Life Marrow Registry Inc$5,00010%
Operation Save the Streets$5,0001n/a
Virginia Native Plant Society Inc$5,00015%
Alpha Pregnancy Support Inc$5,00016%
Blue Ridge Environmental Defense League$3,50020%
Mother Seton House Inc$3,50010%
Lutheran Social Services National Capital Areainc$3,50010%
Blue Ridge Childrens Museum$3,5002n/a
The Society of St Andrew Inc$3,50020%
Signature Theatre Inc$3,00010%
The Real Way Foundation Inc$3,0001n/a
Norfolk Society for the Prevention of Cruelty to Animals Inc$3,00010%
Interfaith Works$3,00010%
Wedgwood Christian Services$2,50010%
The Painted Turtle$2,50010%
Wags and Walks$2,50010%
I Dream of Whiskers LLC$2,5001n/a
Inova Health System Foundation$2,50010%
National Multiple Sclerosis Society$2,50010%
Safety Shelter of St Johns County Inc$2,00010%
Peninsula Fine Arts Center Inc$2,00011%
American Hiking Society$1,50010%
Forsyth Humane Society$1,5001n/a
DC Strings Workshop Inc$1,00011%
Canine Companions for Independence Inc$1,00010%

What it could do for these grantees

Plus 22 recipients with no EIN on record ($3.1M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Morningstar Foundation supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCoast Guard Foundation Inc: $68,000 over 4y, 0.4% of budgetBlue Ridge Parkway Foundation: $50,000 over 3y, 0.8% of budgetGods Pit Crew Inc: $48,000 over 3y, 0.1% of budgetForkids Inc: $40,000 over 4y, 0.1% of budgetOrphan Helpersinc: $32,000 over 4y, 1.1% of budgetPeace River Refuge & Ranch Inc: $25,500 over 3y, 3.5% of budgetRodeheaver Boys Ranch Inc: $25,000 over 3y, 0.3% of budgetLot 2540 Incorporated: $20,000 over 1y, 5.9% of budgetHenderson County & Thermal Belt Habitat for Humanity: $19,500 over 3y, 0.3% of budgetMontebello Volunteer Fire Department Inc: $18,000 over 3y, 13% of budgetAppalachian Voices: $15,000 over 3y, 0.2% of budgetAmerican University: $15,000 over 1y, 0.0% of budgetThe Foundation for Peripheral Neuropathy: $15,000 over 2y, 0.9% of budgetXerces Society Inc: $15,000 over 3y, 0.1% of budgetFoundation to Fight H-ABC: $13,000 over 2y, 7.9% of budgetThe Antelope Valley Boys and Girls Club: $10,000 over 2y, 0.1% of budgetKids Kicking Cancer Inc: $10,000 over 1y, 0.4% of budgetDyers Store Volunteer Fire Department Inc: $10,000 over 1y, 7.9% of budgetGrace Resource Center Inc: $9,500 over 2y, 0.7% of budget1st Stage Inc: $9,500 over 3y, 0.3% of budgetJohns Hopkins University: $8,000 over 2y, 0.0% of budgetThe Friends of Homosassa Springs Wi: $6,000 over 3y, 3.5% of budgetMedecins Sans Frontieres USA Inc: $5,000 over 1y, 0.0% of budgetVirginia Symphony Orchestra: $5,000 over 2y, 0.0% of budgetBeauty's Haven Farm & Equine Rescue: $5,000 over 1y, 1.2% of budgetService Dogs of Virginia Inc: $5,000 over 1y, 0.8% of budgetGift of Life Marrow Registry Inc: $5,000 over 1y, 0.0% of budgetVirginia Native Plant Society Inc: $5,000 over 1y, 4.8% of budgetAlpha Pregnancy Support Inc: $5,000 over 1y, 5.8% of budgetBlue Ridge Environmental Defense League: $3,500 over 2y, 0.3% of budgetMother Seton House Inc: $3,500 over 1y, 0.3% of budgetLutheran Social Services National Capital Areainc: $3,500 over 1y, 0.1% of budgetThe Society of St Andrew Inc: $3,500 over 2y, 0.0% of budgetSignature Theatre Inc: $3,000 over 1y, 0.0% of budgetNorfolk Society for the Prevention of Cruelty to Animals Inc: $3,000 over 1y, 0.1% of budgetInterfaith Works: $3,000 over 1y, 0.0% of budgetWedgwood Christian Services: $2,500 over 1y, 0.0% of budgetThe Painted Turtle: $2,500 over 1y, 0.1% of budgetWags and Walks: $2,500 over 1y, 0.1% of budgetInova Health System Foundation: $2,500 over 1y, 0.0% of budgetNational Multiple Sclerosis Society: $2,500 over 1y, 0.0% of budgetSafety Shelter of St Johns County Inc: $2,000 over 1y, 0.1% of budgetPeninsula Fine Arts Center Inc: $2,000 over 1y, 0.8% of budgetAmerican Hiking Society: $1,500 over 1y, 0.2% of budgetDC Strings Workshop Inc: $1,000 over 1y, 0.6% of budgetCanine Companions for Independence Inc: $1,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 46.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Hampton Roads Community FoundationVA15× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Morningstar Foundation with peer funders

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.

About The Morningstar Foundation

How much does The Morningstar Foundation give?
The Morningstar Foundation reported 1 grants totaling $13,040 in its FY2024 IRS filing. It funded between 10 and 44 organizations a year over FY2020 to FY2023.
What does The Morningstar Foundation fund?
By grant dollars over FY2020 to FY2024, its largest causes are Philanthropy (82%), Education (5%), Public Safety & Disaster (3%).
Who are The Morningstar Foundation's largest grantees?
By total granted over FY2020 to FY2024: Coast Guard Foundation Inc ($68k), Blue Ridge Parkway Foundation ($50k), West Hampton Baptist Church ($50k).
Does The Morningstar Foundation fund new organizations?
In FY2023, 70% of the organizations it funded were first-time grantees.
Does The 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.
Which funders back the same organizations as The Morningstar Foundation?
Its strongest co-funders, measured against what their size predicts, include Hampton Roads Community Foundation, Galena-Yorktown Foundation, United Way of South Hampton Roads.
Where is The Morningstar Foundation based?
The Morningstar Foundation is based in TX.

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 79 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Morningstar’s filings →

More from the funding graph