· Private foundation
The Morningstar Philanthropic Foundation D/B/A 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 clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k32 grants · $141k
- $10k–50k72 grants · $1.7M
- $50k–250k84 grants · $7.9M
- $250k+21 grants · $15M
| Recipient | Amount |
|---|---|
| CIVIC NATION WHEN WE ALL VOTE | $5,000,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | $1,000,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | $750,000 |
| THE SARAH AND DANIEL RUEVEN FOUNDATION INC | $703,000 |
| CAPITAL AREA FOOD BANK | $700,000 |
| THE MARCH FORTH FOUNDATION | $590,000 |
| THE SARAH AND DANIEL RUEVEN FOUNDATION INC | $557,500 |
| OUR AMERICAN FUTURE FOUNDATION | $500,000 |
| OUR AMERICAN FUTURE FOUNDATION | $500,000 |
| ISRAEL POLICY FORUM | $500,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | $500,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | $500,000 |
| AMERICA VOTES EDUCATION FUND | $500,000 |
| HOPEWELL FUND | $500,000 |
| SIERRA CLUB FOUNDATION | $350,000 |
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 (FY17–24, $3.8M) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 44% of those dollars go to grantees based in above-average-need neighborhoods. Your grants spread fairly evenly across need levels.
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.
Where the work is directed
The same grants, placed two ways — where each recipient sits, and where its stated purpose earmarks the money.
About 12% of The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another.
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the foundation’s own 990 grant descriptions.
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 +43% since the first grant, against +15% for the ones you funded once.
168 repeat relationships — 121 still active in FY2024, 47 since wound down; 36 grantees were first funded in FY2024 (too recent to call).
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, 90% of grant dollars renewed an existing relationship; $2.2M 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
- TSTHE SARAH AND DANIEL RUEVEN FOUNDATION6× · 2019–2024 · $6.5M · revenue +10% · 99% of their budget
- CACAPITAL AREA FOOD BANK INC5× · 2020–2024 · $4.1M · revenue +39%
- GIGATHER INC6× · 2017–2024 · $4.0M · revenue +30% · 58% of their budget
Funded once
- PUPRIORITIES USAone grant, 2020 · $1.0M · revenue -60%
- P2PIC 2021 INCone grant, 2021 · $497k · revenue -100%
- TITHE ISRAEL PROJECTone grant, 2017 · $250k
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 jewish agency binds jews across ideologies and civilizations together in a worldwide jewish family with israel at its center. it provides the global framework for aliyah, ensures global jewish safety, strengthens jewish identity and…
To strengthen and expand the u.s.-israel relationship in ways that enhance the security of the united states and israel.
AJC's mission is to enhance the wellbeing of the Jewish people and Israel, and to advance human rights and democratic values in the United States and around the world. In pursuit of this mission, AJC advances democratic principles, fights…
The Jews of Color Initiatives mission is to advance racial equity in the U.S. Jewish community by centering the leadership of Jews of Color and ensuring that our communities and institutions reflect the multiracial reality of the Jewish…
Our vision is to reignite the zionist spirit and meet the needs of jewish civilization in the twenty-first century by connecting people around the world through the vibrancy and creativity of contemporary israeli culture.
Based on jewish values, the jewish federation of greater los angeles convenes and leads the community and leverages its resources to assure the continuity of the jewish people, support a secure state of israel, care for jews in need here…
The open markets institute works to help people relearn how to use competition policy to build stronger democracies, more just and equitable societies, more innovative and sustainable economies, and a more secure and peaceful world.
Through its news service and public programs, Israel 21c educates individuals and groups about comtemporary life in Israel providing news and information on the people of Israel, its culture and business and scientific achievements.
To proclaim the gospel, grow the messianic jewish community and engage the church concerning israel and the jewish people. this is done through education, evangelism and being a movement leader, all with excellence in order to transform…
Minneapolis jewish federation is a nonprofit organization that promotes a culture of philanthropy, leverages resources to meet local and global jewish needs, and facilitates community planning to ensure a thriving and secure future.
The african middle eastern leadership project's mission is to mobilize, empower, and unite young leaders and activists from the middle east and africa to build resilient, inclusive societies that are free from discrimination, persecution,…
To develop, strengthen, and learn from nonprofit, philanthropic, public, as well as other projects, organizations, and networks that benefit society by advancing civic engagement, community-building, culture, education, religion, service,…
For reference, the grantee most central to the portfolio’s shape is Jewish Council for Public Affairs Inc and the most unlike its peers is The Sarah and Daniel Rueven Foundation. 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 29 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 5% of your grantees by number, and just 2% of your money.
The orgs you fund almost never close — 2% lost their exemption, against 13% 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.
260 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. 260 of the 380 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
Showing your 200 largest grantees by grant value.
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 THE JEWISH FEDERATION OF GREATER WASHINGTON INC ↗
- Who funds THE SARAH AND DANIEL RUEVEN FOUNDATION ↗
- Who funds FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
- Who funds CAPITAL AREA FOOD BANK INC ↗
- Who funds GATHER INC ↗
- Who funds ISRAEL POLICY FORUM INC ↗
- Who funds WORLD CENTRAL KITCHEN INC ↗
- Who funds BIRTHRIGHT ISRAEL FOUNDATION ↗
- Who funds PLANNED PARENTHOOD FEDERATION OF AMERICA INC ↗
- Who funds WILLOW REDISTRIBUTION FOUNDATION ↗
- Who funds THE JEWISH FEDERATIONS OF NORTH AMERICA INC ↗
- Who funds GEORGETOWN DAY SCHOOL ↗
- Who funds THE MARCH FORTH FOUNDATION ↗
- Who funds ANTI-DEFAMATION LEAGUE ↗
- Who funds CAPITAL IMPACT PARTNERS ↗
- Who funds HOPEWELL FUND ↗
- Who funds SIERRA CLUB FOUNDATION ↗
- Who funds NATURAL RESOURCES DEFENSE COUNCIL INC ↗
- Who funds AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC ↗
- Who funds THE DC CENTRAL KITCHEN INC ↗
- Who funds OUR AMERICAN FUTURE FOUNDATION ↗
- Who funds The United States Holocaust Memorial Museum ↗
- Who funds PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON DC INC ↗
- Who funds HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE ↗
- Who funds PRIORITIES USA ↗
- Who funds CHESAPEAKE BAY FOUNDATION INC ↗
- Who funds BENDER JCC OF GREATER WASHINGTON ↗
- Who funds KIND INC ↗
- Who funds HUMAN RIGHTS CAMPAIGN FOUNDATION ↗
- Who funds BRANDEIS UNIVERSITY ↗
- Who funds PRIORITIES USA FOUNDATION ↗
- Who funds JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA INC ↗
- Who funds WHEN WE ALL VOTE ↗
- Who funds THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA ↗
- Who funds America Votes Education Fund ↗
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: The Morris and Gwendolyn Cafritz Foundation · Greater Washington Community Foundation · The Jewish Federation of Greater Washington Inc · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · The Shimon Ben Joseph Foundation Dba Jim Joseph Foundation · England Family Foundation · Clark-Winchcole Foundation · Clark Charitable Foundation Inc Dba a James & Alice B Clark Foundation · Eugene & Agnes E Meyer Foundation · Philip L Graham Fund co Graham Holdings Company · The Robert P and Arlene R Kogod Family Foundation · Combined Jewish Philanthropies of Greater Boston Inc
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 Philanthropic Foundation D/B/A 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 or a single department — and drag the year to watch it move.
- Hias Inc — 88% of income from government
- Greater Washington Jewish Coalition Contd — 28% of income from government
- Anacostia Watershed Society Inc — 15% of income from government
- Sowing Empowerment and Economic Development Inc — 9% of income from government
- Brandeis University — 9% of income from government
- Casa Inc — 8% of income from government
- Round House Theatre Inc — 5% of income from government
- Sharsheret Inc — 4% of income from government
- Chesapeake Bay Foundation Inc — 2% of income from government
- The Upcounty Hub Inc — 2% of income from government
- Manna Food Center Inc — 1% of income from government
- Bender Jcc of Greater Washington — 1% of income from government
- Jewish Social Service Agency — 1% of income from government
- Wesleyan University — 1% of income from government
- Hebrew Home of Greater Washington Inc — 0% of income from government
- Alianza Center Inc — 0% of income from government
- Keshet Inc — 0% 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 Philanthropic Foundation D/B/A the Morningstar Foundation?
Find your warmest path to The Morningstar Philanthropic Foundation D/B/A 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.