The Morningstar Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Morningstar Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 23-2855899

Foundation Overview

Based in Crwonsville, MD, The Morningstar Foundation has awarded 19 grants totaling $113,900 to organizations in Maryland, Florida and 1 other state across the US. Individual grants range from $500 to $10,500, with a median award of $7,500.

Latest Tax Year
2024
Total Giving (all years)
$113,900
Total Assets
$293,211
Median Grant (all grants)
$7,500

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$5,675
% Median Grant Growth
+468% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Highly Accessible: 100%

4 of 4 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.

Geographic Focus
Maryland

74% of all grants are concentrated in Maryland, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Maryland, funding concentrates in Crownsville (79%), Owings Mill (14%), Annapolis (7%).

Funding Trajectory
+51%

Strong 51% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Morningstar Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Penn State Gift Giving $1,030 State College, PA, US For General Purpose 2024
Mcdonough Greatest Good $10,320 Owings Mill, MD, US For General Purpose 2024
Penn State Gift Giving $1,030 State College, PA, US For General Purpose 2024
Mcdonough Greatest Good $10,320 Owings Mill, MD, US For General Purpose 2024
Indian Creek School $10,000 Crownsville, MD, US For General Purpose 2023
Indian Creek School $1,000 Crownsville, MD, US For General Purpose 2023
Indian Creek School $500 Crownsville, MD, US For General Purpose 2023
Indian Creek School $1,000 Crownsville, MD, US For General Purpose 2022
Indian Creek School $10,500 Crownsville, MD, US For General Purpose 2022
Indian Creek School $1,000 Crownsville, MD, US For General Purpose 2022
Indian Creek School $10,500 Crownsville, MD, US For General Purpose 2022
Indian Creek School $1,000 Crownsville, MD, US For General Purpose 2022
Indian Creek School $10,500 Crownsville, MD, US For General Purpose 2022
Impact 100 Greater Chesapeake $2,200 Annapolis, MD, US For General Purpose 2021
Indian Creek School $8,000 Crownsville, MD, US For General Purpose 2021
Indian Creek School $10,000 Crownsville, MD, US For General Purpose 2020
Girls Inc $10,000 Sarasota, FL, US For General Purposes 2018
Girls Inc $7,500 Sarasota, FL, US For General Purposes 2017
Girls Inc $7,500 Sarasota, FL, US For General Purposes 2016

Foundations Similar to The Morningstar Foundation

Discover 5 foundations with comparable assets ($285,818-$298,717), similar grant patterns, and geographic focus in MD that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 86-1201472 | 4 grants awarded
$292,370
(≈ Similar)
$5,500
median grant
Upper Marlboro, MD
Same state
100%
Excellent match

EIN: 52-2005740 | 24 grants awarded
$294,133
(≈ Similar)
$5,000
median grant
Lutherville, MD
Same state
100%
Excellent match

EIN: 13-6128661 | 53 grants awarded
$297,389
(≈ Similar)
$4,700
median grant
Cabin John, MD
Same state
99%
Excellent match

EIN: 52-2377368 | 57 grants awarded
$298,717
(≈ Similar)
$5,000
median grant
Potomac, MD
Same state
99%
Excellent match

EIN: 52-2006783 | 302 grants awarded
$285,818
(≈ Similar)
$10,000
median grant
Rockville, MD
Same state
99%
Excellent match

Contact Information

Official contact details for The Morningstar Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 23-2855899
Website N/A
Address 362 WEST BRIDGE STREET New Hope, PA 18938-0000

Key People (2)

Board members, trustees, and key staff who oversee The Morningstar Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Katherine Murphy Riggs
Vice President Martha J Murphy

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Morningstar Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.