The Morningstar Family Foundation
BOSTON, MA EIN: 04-3236053
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.2M
-16.9% YoY
Annual Giving
$390K
+0.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$130K
+0.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,221,141 | $1,468,944 | $1,758,379 |
| Revenue | $161,381 | $118,276 | $91,224 |
| Expenses | $409,184 | $407,711 | $591,085 |
| Qualifying Distributions | $400,836 | $398,788 | $574,398 |
| Net Investment Income | $153,033 | $109,353 | $79,892 |
| Distributable Amount | $81,196 | $91,501 | $112,866 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Morningstar Family Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BETTY MORNINGSTAR | PRESIDENT | 0.25 | — |
| DEBORAH L ANDERSON ESQ | SECRETARY AND TREASURER | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $1.4M (68%)
District of Columbia $520K (25%)
California $90K (4%)
Maryland $30K (1%)
New York $15K (1%)
Cities
BethesdaBostonCambridgeNew BedfordNew YorkStanfordWashingtonWellesley
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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