The Morningstar Family Foundation | Foundation Profile

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

EIN: 04-3236053

Foundation Overview

Based in Boston, MA, The Morningstar Family Foundation has awarded 81 grants totaling $3,711,250 to organizations in District of Columbia, Massachusetts and 4 other states across the US. Individual grants range from $2,500 to $390,000, with a median award of $15,000.

Latest Tax Year
2023
Total Giving (all years)
$3,711,250
Total Assets
$1,763,942
Median Grant (all grants)
$15,000

Latest Form 990-PF Snapshot

Total Grants
3
Median Grant
$100,000
% Median Grant Growth
+264% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

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

New Applicant Friendliness
Limited Sample: 0%

3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Massachusetts

70% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Boston (51%), New Bedford (21%), Wellesley (19%).

Funding Trajectory
+71%

Strong 71% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes + 2 others

Diversified giving across multiple program areas with primary emphasis on general purposes (67%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Morningstar Family 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
Atlantic Council $100,000 Washington, DC, US Unrestricted 2023
Combined Jewish Philanthropies $265,000 Boston, MA, US Unrestricted 2023
Our Sisters School $25,000 New Bedford, MA, US Unrestricted 2023
Atlantic Council $100,000 Washington, DC, US Unrestricted 2022
Combined Jewish Philanthropies $390,000 Boston, MA, US Unrestricted 2022
Mgh Diabetes Research Fund $2,500 Boston, MA, US Unrestricted 2022
Our Sisters School $25,000 New Bedford, MA, US Unrestricted 2022
Wellesley Centers For Women $30,000 Wellesley, MA, US Unrestricted 2022
Lung Cancer Research Foundation $15,000 New York, NY, US General Purpose 2022
Atlantic Council $100,000 Washington, DC, US Unrestricted 2022
Combined Jewish Philanthropies $390,000 Boston, MA, US Unrestricted 2022
Mgh Diabetes Research Fund $2,500 Boston, MA, US Unrestricted 2022
Our Sisters School $25,000 New Bedford, MA, US Unrestricted 2022
Wellesley Centers For Women $30,000 Wellesley, MA, US Unrestricted 2022
Lung Cancer Research Foundation $15,000 New York, NY, US General Purpose 2022
Atlantic Council $100,000 Washington, DC, US Unrestricted 2022
Combined Jewish Philanthropies $390,000 Boston, MA, US Unrestricted 2022
Mgh Diabetes Research Fund $2,500 Boston, MA, US Unrestricted 2022
Our Sisters School $25,000 New Bedford, MA, US Unrestricted 2022
Wellesley Centers For Women $30,000 Wellesley, MA, US Unrestricted 2022
Lung Cancer Research Foundation $15,000 New York, NY, US General Purpose 2022
Anti Defamation League $10,000 Boston, MA, US Unrestricted 2021
Atlantic Council $100,000 Washington, DC, US Unrestricted 2021
Boston Museum Of Fine Arts $3,000 Boston, MA, US Unrestricted 2021
Brigham And Women's Hospital $15,000 Boston, MA, US Unrestricted 2021
Freedom House $10,000 Washington, DC, US Unrestricted 2021
Lungevity Foundation $15,000 Bethesda, MD, US Unrestricted 2021
Mgh Diabetes Research Fund $2,500 Boston, MA, US Unrestricted 2021
New Bedford Whaling Museum $10,000 New Bedford, MA, US Unrestricted 2021
Our Sisters School $15,000 New Bedford, MA, US Unrestricted 2021
Stanford Law School $90,000 Stanford, CA, US Unrestricted 2021
Wellesley Centers For Women $30,000 Wellesley, MA, US Unrestricted 2021
Wellesley College $2,500 Wellesley, MA, US Unrestricted 2021
Anti Defamation League $10,000 Boston, MA, US Unrestricted 2020
Atlantic Council $100,000 Washington, DC, US Unrestricted 2020
Boston Museum Of Fine Arts $3,000 Boston, MA, US Unrestricted 2020
Brigham And Women's Hospital $15,000 Boston, MA, US Unrestricted 2020
Combined Jewish Philanthropies $125,000 Boston, MA, US Unrestricted 2020
Freedom House $10,000 Washington, DC, US Unrestricted 2020
Harvard Graduate School Of Education $31,250 Cambridge, MA, US Unrestricted 2020
Lungevity Foundation $15,000 Bethesda, MD, US Unrestricted 2020
Mgh Diabetes Research Fund $2,500 Boston, MA, US Unrestricted 2020
New Bedford Whaling Museum $10,000 New Bedford, MA, US Unrestricted 2020
Our Sisters School $15,000 New Bedford, MA, US Unrestricted 2020
Suffolk University $50,000 Boston, MA, US Unrestricted 2020
Wellesley Centers For Women $30,000 Wellesley, MA, US Unrestricted 2020
Wellesley College $2,500 Wellesley, MA, US Unrestricted 2020
Anti Defamation League $10,000 Boston, MA, US Unrestricted 2018
Boston Museum Of Fine Arts $3,000 Boston, MA, US Unrestricted 2018
Combined Jewish Philanthropies $125,000 Boston, MA, US Unrestricted 2018
Freedom House $20,000 Washington, DC, US Unrestricted 2018
Mgh Diabetes Research Fund $2,500 Boston, MA, US Unrestricted 2018
New Bedford Whaling Museum $10,000 New Bedford, MA, US Unrestricted 2018
Stanford Law School $40,000 Stanford, CA, US Unrestricted 2018
Store To Door $5,000 Portland, OR, US Unrestricted 2018
Wellesley College $2,500 Wellesley, MA, US Unrestricted 2018
Harvard Graduate School Of Education $31,250 Cambridge, MA, US Unrestricted 2018
Harvard Faculty Of Arts And Sciences $62,500 Cambridge, MA, US Unrestricted 2018
Our Sisters School $15,000 New Bedford, MA, US Unrestricted 2018
Wellesley Centers For Women $30,000 Wellesley, MA, US Unrestricted 2018
American Councils $25,000 Washington, DC, US Unrestricted 2017
Anti Defamation League $10,000 Boston, MA, US Unrestricted 2017
Boston Museum Of Fine Arts $3,000 Boston, MA, US Unrestricted 2017
Combined Jewish Philanthropies $125,000 Boston, MA, US Unrestricted 2017
Harvard University $93,750 Cambridge, MA, US Unrestricted 2017
Mgh Diabetes Research Fund $2,500 Boston, MA, US Unrestricted 2017
New Bedford Whaling Museum $10,000 New Bedford, MA, US Unrestricted 2017
Stanford Law School $40,000 Stanford, CA, US Unrestricted 2017
Store To Door $5,000 Portland, OR, US Unrestricted 2017
The Lowell School $10,000 Washington, DC, US Unrestricted 2017
Wellesley College $2,500 Wellesley, MA, US Unrestricted 2017
Anti Defamation League $10,000 Boston, MA, US Unrestricted 2016
Boston Museum Of Fine Arts $3,000 Boston, MA, US Unrestricted 2016
Combined Jewish Philanthropies $125,000 Boston, MA, US Autism Care Coordination: Flexible Supports For Adults With Autism Spectrum Disorder & Their Families. 2016
Freedom House $5,000 Washington, DC, US Unrestricted 2016
Harvard University $20,000 Cambridge, MA, US Launch Harvard Programmatic Activities To Prevent Bullying, Promote Moral Development And Social-emotional Learning And Create Caring Schools And Communities. 2016
Mgh Diabetes Research Fund $2,500 Boston, MA, US Unrestricted 2016
New Bedford Whaling Museum $10,000 New Bedford, MA, US Unrestricted 2016
Stanford Law School $40,000 Stanford, CA, US Unrestricted 2016
The Lowell School $10,000 Washington, DC, US Unrestricted 2016
Wellesley College $2,500 Wellesley, MA, US Unrestricted 2016

Foundations Similar to The Morningstar Family Foundation

Discover 5 foundations with comparable assets ($1,735,978-$1,773,589), similar grant patterns, and geographic focus in MA 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: 04-6825487 | 40 grants awarded
$1,759,039
(≈ Similar)
$10,000
median grant
Chestnut Hill, MA
Same state
100%
Excellent match

EIN: 04-3371223 | 33 grants awarded
$1,773,589
(≈ Similar)
$12,500
median grant
Gloucester, MA
Same state
100%
Excellent match

EIN: 04-3051022 | 52 grants awarded
$1,747,379
(≈ Similar)
$10,000
median grant
Waban, MA
Same state
100%
Excellent match

EIN: 04-2693671 | 30 grants awarded
$1,737,866
(≈ Similar)
$10,000
median grant
Boston, MA
Same state
99%
Excellent match

EIN: 45-2787362 | 73 grants awarded
$1,735,978
(≈ Similar)
$10,000
median grant
Watertown, MA
Same state
99%
Excellent match

Contact Information

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

EIN 04-3236053
Website N/A
Address EXCHANGE PLACE 53 STATE STREET Boston, MA 02109-2812

Key People (2)

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

President Betty Morningstar
Secretary And Treasurer Deborah L Anderson Esq

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 Family 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 February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.