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The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation at a glanceAlso receives grants: funding profile →

· 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.

$25M
Granted FY2024still arriving
209
Grants FY2024still arriving
13
States reached
$5.0M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Philanthropy$37MReligion$12MPublic Benefit$12MInternational$9.6MCivil Rights$8.7MHealth$6.2MFood & Nutrition$6.1MEducation$4.7MOther$0
02FY2024 · 209 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k32 grants · $141k
  • $10k–50k72 grants · $1.7M
  • $50k–250k84 grants · $7.9M
  • $250k+21 grants · $15M
$50,000
Median grant
13
States reached
$546M
Total assets
Largest grants
RecipientAmount
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
NATURAL RESOURCES DEFENSE COUNCIL$500,000
OUR AMERICAN FUTURE FOUNDATION$500,000
OUR AMERICAN FUTURE FOUNDATION$500,000
JEWISH FEDERATION OF GREATER WASHINGTON$500,000
AMERICA VOTES EDUCATION FUND$500,000
HOPEWELL FUND$500,000
ISRAEL POLICY FORUM$500,000
SIERRA CLUB FOUNDATION$350,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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. Its grants spread fairly evenly across need levels.

area typical 11%POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA: $150k → 6%POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA: $100k → 6%POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA: $100k → 6%POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA: $76k → 6%POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA: $75k → 6%JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA: $50k → 6%POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA: $50k → 6%FOOD FOR OTHERS: $25k → 6%BENDER JCC OF GREATER WASHINGTON: $500k → 8%BENDER JCC OF GREATER WASHINGTON: $100k → 8%FAIR CHANCE: $35k → 14%BENDER JCC OF GREATER WASHINGTON: $100k → 8%FAIR CHANCE: $35k → 14%BENDER JCC OF GREATER WASHINGTON: $75k → 8%FAIR CHANCE: $35k → 14%BENDER JCC OF GREATER WASHINGTON: $50k → 8%BENDER JCC OF GREATER WASHINGTON: $50k → 8%BENDER JCC OF GREATER WASHINGTON: $50k → 8%JEWISH FOUNDATION FOR GROUP HOMES: $25k → 8%JEWISH COUNCIL FOR THE AGING: $25k → 8%JEWISH COUNCIL FOR THE AGING: $25k → 8%JEWISH COUNCIL FOR THE AGING: $25k → 8%JEWISH FOUNDATION FOR GROUP HOMES: $25k → 8%INTERNATIONAL REFUGEE ASSISTANCE PROJECT: $100k → 17%INTERNATIONAL REFUGEE ASSISTANCE PROJECT: $100k → 17%INTERNATIONAL REFUGEE ASSISTANCE PROJECT: $100k → 17%INTERNATIONAL REFUGEE ASSISTANCE PROJECT: $50k → 17%JEWISH SOCIAL SERVICE AGENCY: $50k → 8%JEWISH SOCIAL SERVICE AGENCY: $50k → 8%JEWISH SOCIAL SERVICE AGENCY: $50k → 8%JEWISH SOCIAL SERVICE AGENCY: $50k → 8%JEWISH SOCIAL SERVICE AGENCY: $50k → 8%JEWISH SOCIAL SERVICE AGENCY: $50k → 8%MIRIAM'S KITCHEN: $75k → 14%MIRIAM'S KITCHEN: $75k → 14%MIRIAM'S KITCHEN: $75k → 14%MIRIAM'S KITCHEN: $75k → 14%MIRIAM'S KITCHEN: $54k → 14%MIRIAM'S KITCHEN: $30k → 14%INSTITUTE FOR PUBLIC HEALTH INNOVATION: $160k → 14%INSTITUTE FOR PUBLIC HEALTH INNOVATION: $74k → 14%DC ACTION: $50k → 14%DC ACTION: $30k → 14%DC ACTION: $30k → 14%DC ACTION: $30k → 14%FAIR CHANCE: $50k → 14%AYUDA: $40k → 14%AYUDA: $38k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

VT
WA
MN
IL
WI
NY
MA
OR
IN
OH
PA
NJ
CT
CA
CO
VA
MD
AZ
NC
DC
HI
MS
AL
GA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 12% of The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundationlessmore of its giving
Placed by recipient address · 2.1% directed abroad (not shown)
How this is measured
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 funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

90%of every dollar goes to organizations it has funded before.
$85M · 168 repeat orgs$9.7M to everyone else

Grantees it renews have grown median revenue +47% since the first grant, against +17% for those 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

Re-uppedFunded once

Organizations

168
162

Total granted

$85M
$7.5M

Median revenue growth · since first grant

+47%
+17%

Still filing today

80%
51%

New vs renewed · share of each year

In FY2024, 90% of grant dollars renewed an existing relationship; $2.2M went to new ones.

50%100%’17’19’20’21’22’23’24
RenewedFirst-time

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

’17’19’20’21’22’23’24
EducationCivil RightsArts & CultureHuman ServicesInternationalPhilanthropyOther
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.

Backed again, and grew

  • TS
    THE SARAH AND DANIEL RUEVEN FOUNDATION
    6× · 2019–2024 · $6.5M · revenue +10% · 99% of their budget
  • CA
    CAPITAL AREA FOOD BANK INC
    5× · 2020–2024 · $4.1M · revenue +39%
  • GI
    GATHER INC
    6× · 2017–2024 · $4.0M · revenue +30% · 58% of their budget

Funded once

  • PU
    PRIORITIES USA
    one grant, 2020 · $1.0M · revenue -60%
  • P2
    PIC 2021 INC
    one grant, 2021 · $497k · revenue -100%
  • TI
    THE ISRAEL PROJECT
    one grant, 2017 · $250k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Jewish Agency for Israel

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…

—
2
American Israel Public Affairs Committee

To strengthen and expand the u.s.-israel relationship in ways that enhance the security of the united states and israel.

International
3
American Jewish Committee

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…

Civil Rights
4
Jews of Color Initiative

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…

Civil Rights
5
The Israel Innovation Fund Inc

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.

Arts & Culture
6
Jewish Federation Council of Greater La

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…

Philanthropy
7
Open Markets Institute

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.

Education
8
Israel 21c

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.

Education
9
Jewish Voice Ministries Intl

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…

—
10
Minneapolis Jewish Federation

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.

Philanthropy
11
The African Middle Eastern Leadership Project

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,…

Youth Development
12
Jumpstart Labs Inc Dba Jewish Jumpstart Jslabs

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,…

—
How this is measured
The grantee most central to the portfolio’s shape is Jewish Council for Public Affairs Inc; 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.
05the grantee network

260 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

4
Load-bearing (≥25% of a budget)
61
Early backer (in before they grew)
252/260
Grantees still filing
187/260
Grew since first funded

Where the money sits, by cause and then by grantee

THE JEWISH FEDERATION OF GREATER WASHINGTON INC: $12,056,600 · PhilanthropyTHE JEWISH FEDERATION OF GR…THE SARAH AND DANIEL RUEVEN FOUNDATION: $6,484,733 · PhilanthropyTHE SARAH AND DANIEL RUEVEN…WILLOW REDISTRIBUTION FOUNDATION: $2,903,334 · PhilanthropyWILLOW REDISTRIBUTION FOUND…THE JEWISH FEDERATIONS OF NORTH AMERICA INC: $2,000,000 · PhilanthropyTHE JEWISH FEDERATIONS OF N…THE MARCH FORTH FOUNDATION: $1,803,333 · PhilanthropyTHE MARCH FORTH FOUNDATIONHOPEWELL FUND: $1,600,000 · PhilanthropyHOPEWELL FUND+5 more: $935,000 · PhilanthropyCIVIC NATION WHEN WE ALL VOTE: $5,075,000 · OtherCIVIC NATION WHEN WE ALL VOTEBAFRAYUNG FOUNDATION: $1,970,000 · OtherINFORMING DEMOCRACY: $1,800,000 · OtherPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $3,000,000 · OtherPLANNED PARENTHOOD FEDERATION OF AMERICA INCGEORGETOWN DAY SCHOOL: $1,815,000 · OtherCAPITAL IMPACT PARTNERS: $1,665,000 · Other+129 more: $31,735,455 · Other+129 moreISRAEL POLICY FORUM INC: $3,546,933 · InternationalISRAEL POLI…WORLD CENTRAL KITCHEN INC: $3,115,000 · InternationalWORLD CENTR…BIRTHRIGHT ISRAEL FOUNDATION: $3,036,000 · InternationalBIRTHRIGHT …THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA: $600,000 · InternationalWASHINGTON INSTITUTE FOR NEAR EAST POLICY: $437,500 · International+8 more: $1,046,200 · International+8 moreANTI-DEFAMATION LEAGUE: $1,800,000 · Civil RightsANTI-DEFA…AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC: $1,380,000 · Civil RightsAMERICAN …OUR AMERICAN FUTURE FOUNDATION: $1,100,000 · Civil RightsOUR AMERI…PRIORITIES USA: $1,000,000 · Civil RightsPRIORITIE…HUMAN RIGHTS CAMPAIGN FOUNDATION: $810,000 · Civil RightsHUMAN RIG…PRIORITIES USA FOUNDATION: $750,000 · Civil RightsPRIORITIE…America Votes Education Fund: $500,000 · Civil RightsAmerica V…A WIDER BRIDGE: $330,060 · Civil RightsKESHET INC: $321,000 · Civil Rights+9 more: $1,305,000 · Civil Rights+9 moreFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $6,404,000 · Community ImprovementJEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON: $498,042 · Community ImprovementNATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED: $320,000 · Community Improvement+4 more: $720,000 · Community ImprovementGATHER INC: $4,037,500 · ReligionHILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE: $1,019,000 · ReligionSIXTH & I SYNAGOGUE INC: $382,500 · ReligionONETABLE INC: $335,000 · Religion+3 more: $452,000 · ReligionCAPITAL AREA FOOD BANK INC: $4,101,200 · Food & NutritionBREAD FOR THE CITY INC: $360,000 · Food & NutritionMARTHA'S TABLE INC: $342,301 · Food & NutritionMANNA FOOD CENTER INC: $187,317 · Food & Nutrition+5 more: $465,000 · Food & Nutrition
Philanthropy$27,783,000Other$47,060,455International$11,781,633Civil Rights$9,296,060Community Improvement$7,942,042Religion$6,226,000Food & Nutrition$5,455,818

Showing the 200 largest grantees by grant value.

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE JEWISH FEDERATION OF GREATER WASHINGTON INC: $12,056,600 over 6y, 6.7% of budgetTHE SARAH AND DANIEL RUEVEN FOUNDATION: $6,484,733 over 6y, 99% of budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $6,404,000 over 2y, 0.0% of budgetCAPITAL AREA FOOD BANK INC: $4,101,200 over 5y, 0.8% of budgetGATHER INC: $4,037,500 over 6y, 58% of budgetISRAEL POLICY FORUM INC: $3,546,933 over 6y, 25% of budgetWORLD CENTRAL KITCHEN INC: $3,115,000 over 3y, 0.8% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $3,036,000 over 6y, 1.1% of budgetPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $3,000,000 over 3y, 0.3% of budgetWILLOW REDISTRIBUTION FOUNDATION: $2,903,334 over 3y, 63% of budgetTHE JEWISH FEDERATIONS OF NORTH AMERICA INC: $2,000,000 over 4y, 0.3% of budgetGEORGETOWN DAY SCHOOL: $1,815,000 over 3y, 0.9% of budgetTHE MARCH FORTH FOUNDATION: $1,803,333 over 5y, 100% of budgetANTI-DEFAMATION LEAGUE: $1,800,000 over 4y, 0.5% of budgetCAPITAL IMPACT PARTNERS: $1,665,000 over 3y, 1.1% of budgetHOPEWELL FUND: $1,600,000 over 4y, 0.3% of budgetSIERRA CLUB FOUNDATION: $1,552,500 over 6y, 0.4% of budgetNATURAL RESOURCES DEFENSE COUNCIL INC: $1,425,000 over 6y, 0.2% of budgetAMERICAN CIVIL LIBERTIES UNION FOUNDATION INC: $1,380,000 over 4y, 0.3% of budgetTHE DC CENTRAL KITCHEN INC: $1,297,250 over 6y, 1.0% of budgetOUR AMERICAN FUTURE FOUNDATION: $1,100,000 over 2y, 0.9% of budgetThe United States Holocaust Memorial Museum: $1,064,000 over 6y, 0.2% of budgetPLANNED PARENTHOOD OF METROPOLITAN WASHINGTON DC INC: $1,050,000 over 6y, 1.5% of budgetHILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE: $1,019,000 over 6y, 0.9% of budgetPRIORITIES USA: $1,000,000 over 1y, 1.5% of budgetCHESAPEAKE BAY FOUNDATION INC: $930,000 over 6y, 1.1% of budgetBENDER JCC OF GREATER WASHINGTON: $925,000 over 6y, 6.6% of budgetKIND INC: $850,000 over 5y, 0.5% of budgetHUMAN RIGHTS CAMPAIGN FOUNDATION: $810,000 over 6y, 1.2% of budgetBRANDEIS UNIVERSITY: $764,601 over 5y, 0.1% of budgetPRIORITIES USA FOUNDATION: $750,000 over 2y, 5.5% of budgetJEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA INC: $625,000 over 6y, 4.3% of budgetTHE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA: $600,000 over 6y, 0.6% of budgetWHEN WE ALL VOTE: $600,000 over 2y, 1.7% of budgetPEF ISRAEL ENDOWMENT FUNDS INC: $500,000 over 2y, 0.1% of budgetAmerica Votes Education Fund: $500,000 over 1y, 6.0% of budgetJEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON: $498,042 over 6y, 7.7% of budgetPIC 2021 INC: $497,000 over 1y, 0.8% of budgetRED WINE & BLUE EDUCATION FUND: $475,000 over 2y, 11% of budgetFLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT INC: $475,000 over 5y, 0.7% of budgetBEN AND ESTHER ROSENBLOOM HILLEL CENTER FOR JEWISH LIFE AT UNIVERSITY OF MD: $475,000 over 6y, 6.3% of budgetWASHINGTON INSTITUTE FOR NEAR EAST POLICY: $437,500 over 6y, 0.6% of budgetNEW VENTURE FUND: $425,000 over 3y, 0.0% of budgetFOUNDATION FOR JEWISH CAMP INC: $400,643 over 5y, 0.6% of budgetMIRIAM'S KITCHEN: $399,000 over 6y, 1.0% of budgetSIXTH & I SYNAGOGUE INC: $382,500 over 6y, 2.2% of budgetBREAD FOR THE CITY INC: $360,000 over 6y, 0.5% of budgetINTERNATIONAL REFUGEE ASSISTANCE PROJECT INC: $350,000 over 4y, 0.6% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA ↗
  • Who funds WHEN WE ALL VOTE ↗
  • Who funds PEF ISRAEL ENDOWMENT FUNDS INC ↗

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.

The Morris and Gwendo…Greater Washington Co…The Jewish Federation…Jewish Community Fede…The Shimon Ben Joseph…England Family Founda…Clark-Winchcole Found…Clark Charitable Foun…Eugene & Agnes E Meye…Philip L Graham Fund …The Robert P and Arle…Combined Jewish Phila…
The Morris and Gwendolyn Cafritz FoundationDC65.5× affinity34 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

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.

How much its grantees rely on government

Each dot is one organization The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation funds: left to right is the share of its income from government, bottom to top the share from The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 130%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 2%
  • 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
no gov moneyreceives it· size = income
13get no government money at all
41report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
05Through Plinth

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.

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 380 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

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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