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    1. Home
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    3. Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation

    Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation

    ActiveMutual & Membership BenefitMakes PRIs
    BETHESDA, MD2407521700

    About Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation

    The Morningstar Philanthropic Foundation directs large, concentrated gifts to national-level civic engagement and philanthropic intermediaries. Its disclosed grants show a strategic emphasis on voter participation initiatives and on routing significant funding through donor-advised or charitable-fiscal vehicles rather than many small local grants. The foundation appears to favor high-dollar, general-purpose awards to established national organizations.

    Focus Areas

    National voter registration and turnout initiatives (e.g., When We All Vote)Support for civic engagement organizations and coalitionsFunding via donor-advised funds and philanthropic intermediaries (Fidelity Charitable)

    Who They Fund

    general public (unspecified)nonprofit organizations (unspecified)

    Giving Approach

    Highly concentrated giving: very few, very large grants (multi-million-dollar awards) to national organizations and intermediaries rather than broad, distributed small grants; appears to favor one-off or limited-number high-impact gifts.

    Funding Style

    About Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation

    A $5,000,000 grant to Civic Nation When We All Vote in 2025 is the clearest signal in the Morningstar Foundation’s recent record: this funder backs large, broad-purpose awards tied to civic participation and philanthropy-linked intermediaries. The Morningstar Philanthropic Foundation D/b/a the Morningstar Foundation also made multiple seven-figure grants to Jewish Federation of Greater Washington, World Central Kitchen, Planned Parenthood Federation of America, and The Bafrayung Fund, pointing to a portfolio that blends civic engagement, community support, and general charitable purposes. The foundation’s disclosed grants are concentrated at the high end of the scale, with repeated awards at $1,000,000 and $750,000 alongside smaller six-figure and five-figure gifts. Several grants are routed to intermediary organizations such as Fidelity Charitable and The Jewish Federations of North America, which suggests a willingness to fund through philanthropic vehicles as well as directly to operating nonprofits. Across the recent list, the same organizations can appear in multiple years, especially Jewish Federation of Greater Washington, Capital Area Food Bank, and The Sarah and Daniel Rueven Foundation Inc. Its pattern is not limited to one issue area, but the recurring emphasis on voter participation and Jewish communal giving is especially visible in the disclosed record.

    What Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation Funds

    In civic engagement, the foundation’s largest recent grant went to Civic Nation When We All Vote for general charitable purposes. That award sits alongside earlier support for organizations tied to turnout and public participation, showing a consistent interest in voter engagement work. Food access appears as another recurring area. The Morningstar Philanthropic Foundation D/b/a the Morningstar Foundation gave Capital Area Food Bank $750,000 in 2023, then followed with $700,000 grants in 2024 and 2025. That repeated pattern points to ongoing support rather than a one-time gift. Jewish communal institutions make up a major share of the recent record. The foundation gave Jewish Federation of Greater Washington multiple $1,000,000 and $750,000 grants across 2023, 2024, and 2025, while also funding The Jewish Federations of North America and Birthright Israel Foundation. It also supported Israel Policy Forum with a $550,000 grant in 2023.

    Financial Snapshot

    Annual Giving

    $24.5M

    Total Assets

    $546.1M

    Total Revenue

    $62.6M

    Total Expenses

    $32.6M

    Typical Grant Size

    Most grants fall between $15K and $100K, with a median of $35K.

    25th Percentile

    $15K

    Median

    $35K

    75th Percentile

    $100K

    Geographic Reach

    National17 states funded

    About 15% of grants go to recipients in DC.

    Funding intensity
    Low
    High
    Headquarters
    Funding intensity
    Low
    High

    Where Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation Funds

    Top 3 recipient countries by grant volume for Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation.

    RankCountryGrantsTotalShare
    1United StatesDomestic624$148.1M
    98.3%
    2

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    © 2026 Kindora. All rights reserved.

    Privacy PolicyTerms of ServiceEnvironmental footprintSystem Status
    EIN (Tax ID):
    52-1270464
    Latest Form 990: 2025
    Total assets: $546.1M
    3 filings on record
    Find their full 990 filing →
    See If You're a Fit — FreeFree account · instant fit score · similar funders
    unrestricted support
    general operating support
    broad-purpose grantmaking
    responsive/flexible funding

    Notable grantees: CIVIC NATION / WHEN WE ALL VOTE, FIDELITY CHARITABLE

    Topics

    general charitable purposescommunity-based nonprofit supportpublic benefit activities

    How Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation Gives

    The disclosed grant sizes cluster at the upper end of the foundation’s typical range: p25 is $15,000, median is $35,000, and p75 is $100,000, while the recent list shows many awards at $500,000 to $1,000,000 and above. The pattern suggests concentrated support rather than many small grants. Recipients do reappear across years, including Jewish Federation of Greater Washington, Capital Area Food Bank, and The Sarah and Daniel Rueven Foundation Inc, which indicates recurring relationships. The foundation is classified as a regular funder and also makes program-related investments. The grant record includes awards to philanthropic intermediaries, including Fidelity Charitable, alongside direct nonprofit grants.

    Where Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation Makes Grants

    Most grants go to U.S. recipients, which account for 617 grants, or 98.4% of the disclosed total. Within the U.S., Washington, DC appears frequently, including Civic Nation When We All Vote, World Central Kitchen, and Capital Area Food Bank. Rockville, MD is another repeated recipient city through Jewish Federation of Greater Washington. New York, NY also shows up often, including Planned Parenthood Federation of America, The Jewish Federations of North America, and Israel Policy Forum. Outside the U.S., the record includes 9 grants to Israel and 1 to the UK.

    Frequently Asked Questions About Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation

    What size grants does the foundation typically make?

    The typical grant size is $15,000 at the 25th percentile, $35,000 at the median, and $100,000 at the 75th percentile. The recent grants list also includes repeated awards at $500,000, $750,000, $1,000,000, and one $5,000,000 grant.

    What are the main focus areas in the recent grant record?

    The recent record centers on civic engagement, food access, and Jewish communal support. Examples include a $5,000,000 grant to Civic Nation When We All Vote, repeated funding to Capital Area Food Bank, and multiple large grants to Jewish Federation of Greater Washington.

    Does the foundation fund the same organizations more than once?

    Yes. Several recipients appear across multiple years, including Jewish Federation of Greater Washington, Capital Area Food Bank, The Sarah and Daniel Rueven Foundation Inc, World Central Kitchen, Planned Parenthood Federation of America, and The Jewish Federations of North America.

    Does the foundation give through philanthropic intermediaries?

    Yes. The recent grants include Fidelity Charitable at $2,404,000 and The Jewish Federations of North America at $600,000 in both 2023 and 2024. That shows the foundation uses intermediary vehicles as part of its grantmaking.

    Where are most of the grants made?

    The grant record is overwhelmingly U.S.-based, with 617 grants to U.S. recipients. Washington, DC and Rockville, MD appear repeatedly among recipient locations, and there are smaller numbers of grants to Israel and the UK.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Israel
    9
    $375K
    1.4%
    3United Kingdom2$125K
    0.3%

    Recipient country reflects the grantee's headquarters per IRS 990-PF and Schedule F filings, not the program's implementation country.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    CIVIC NATION WHEN WE ALL VOTEWASHINGTON, DC$5,000,0002025GENERAL CHARITABLE PURPOSES
    JEWISH FEDERATION OF GREATER WASHINGTONROCKVILLE, MD$1,000,0002025GENERAL CHARITABLE PURPOSES
    JEWISH FEDERATION OF GREATER WASHINGTONROCKVILLE, MD$750,0002025GENERAL CHARITABLE PURPOSES
    THE SARAH AND DANIEL RUEVEN FOUNDATION INCNEW YORK, NY$703,0002025GENERAL CHARITABLE PURPOSES
    CAPITAL AREA FOOD BANKWASHINGTON, DC$700,0002025GENERAL CHARITABLE PURPOSES
    THE MARCH FORTH FOUNDATIONNEW YORK, NY$590,0002025GENERAL CHARITABLE PURPOSES
    THE SARAH AND DANIEL RUEVEN FOUNDATION INCNEW YORK, NY$557,5002025GENERAL CHARITABLE PURPOSES
    NATURAL RESOURCES DEFENSE COUNCILNEW YORK, NY$500,0002025GENERAL CHARITABLE PURPOSES
    AMERICA VOTES EDUCATION FUNDWASHINGTON, DC$500,0002025GENERAL CHARITABLE PURPOSES
    HOPEWELL FUNDBALTIMORE, MD$500,0002025GENERAL CHARITABLE PURPOSES
    ISRAEL POLICY FORUMNEW YORK, NY$500,0002025GENERAL CHARITABLE PURPOSES
    OUR AMERICAN FUTURE FOUNDATIONWASHINGTON, DC$500,0002025GENERAL CHARITABLE PURPOSES
    OUR AMERICAN FUTURE FOUNDATIONWASHINGTON, DC$500,0002025GENERAL CHARITABLE PURPOSES
    JEWISH FEDERATION OF GREATER WASHINGTONROCKVILLE, MD$500,0002025GENERAL CHARITABLE PURPOSES
    SIERRA CLUB FOUNDATIONOAKLAND, CA$350,0002025GENERAL CHARITABLE PURPOSES
    CAPITAL IMPACT PARTNERSARLINGTON, VA$315,0002025GENERAL CHARITABLE PURPOSES
    BIRTHRIGHT ISRAEL FOUNDATIONNEW YORK, NY$300,0002025GENERAL CHARITABLE PURPOSES
    ANTI-DEFAMATION LEAGUENEW YORK, NY$300,0002025GENERAL CHARITABLE PURPOSES
    THE MARCH FORTH FOUNDATIONNEW YORK, NY$275,0002025GENERAL CHARITABLE PURPOSES
    INFORMING DEMOCRACYWASHINGTON, DC$250,0002025GENERAL CHARITABLE PURPOSES
    ACLU FOUNDATIONNEW YORK, NY$250,0002025GENERAL CHARITABLE PURPOSES
    TARGET ALS FOUNDATIONNEW YORK, NY$200,0002025GENERAL CHARITABLE PURPOSES
    KIDS IN NEED OF DEFENSEWASHINGTON, DC$200,0002025GENERAL CHARITABLE PURPOSES
    PLANNED PARENTHOOD OF METROPOLITAN WASHINGTONWASHINGTON, DC$200,0002025GENERAL CHARITABLE PURPOSES
    RED WINE & BLUE EDUCATION FUNDSHAKER HEIGHTS, OH$200,0002025GENERAL CHARITABLE PURPOSES
    CHESAPEAKE BAY FOUNDATIONANNAPOLIS, MD$200,0002025GENERAL CHARITABLE PURPOSES
    UNITED STATES HOLOCAUST MEMORIAL MUSEUMWASHINGTON, DC$200,0002025GENERAL CHARITABLE PURPOSES
    GATHER INCWASHINGTON, DC$187,5002025GENERAL CHARITABLE PURPOSES
    GATHER INCWASHINGTON, DC$187,5002025GENERAL CHARITABLE PURPOSES
    GATHER INCWASHINGTON, DC$187,5002025GENERAL CHARITABLE PURPOSES
    INSTITUTE FOR PUBLIC HEALTH INNOVATIONWASHINGTON, DC$160,0002025GENERAL CHARITABLE PURPOSES
    HUMAN RIGHTS CAMPAIGN FOUNDATIONWASHINGTON, DC$150,0002025GENERAL CHARITABLE PURPOSES
    FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECTTUSCAN, AZ$125,0002025GENERAL CHARITABLE PURPOSES
    PEF ISRAEL ENDOWMENT FUNDSNEW YORK, NY$125,0002025GENERAL CHARITABLE PURPOSES
    GLOBAL IMPACTALEXANDRIA, VA$125,0002025GENERAL CHARITABLE PURPOSES
    SHALOM HARTMAN INSTITUTE OF NORTH AMERICANEW YORK, NY$125,0002025GENERAL CHARITABLE PURPOSES
    MANNA FOOD CENTERSILVER SPRING, MD$122,5682025GENERAL CHARITABLE PURPOSES
    CHILDREN'S NATIONAL HOSPITALSILVER SPRING, MD$120,0002025GENERAL CHARITABLE PURPOSES
    BRANDEIS UNIVERSITYWALTHAM, MA$110,0002025GENERAL CHARITABLE PURPOSES
    DC CENTRAL KITCHENWASHINGTON, DC$107,0002025GENERAL CHARITABLE PURPOSES
    CONGRESS HEIGHTS COMMUNITY TRAINING & DEVELOPMENT CORPWASHINGTON, DC$105,0002025GENERAL CHARITABLE PURPOSES
    SB WORKSWASHINGTON, DC$100,0002025GENERAL CHARITABLE PURPOSES
    STATE DEMOCRACY DEFENDERS FUNDWASHINGTON, DC$100,0002025GENERAL CHARITABLE PURPOSES
    THE SARAH AND DANIEL RUEVEN FOUNDATION INCNEW YORK, NY$100,0002025GENERAL CHARITABLE PURPOSES
    PLANNED PARENTHOOD OF METROPOLITAN WASHINGTONWASHINGTON, DC$100,0002025GENERAL CHARITABLE PURPOSES
    NIFJERUSALEM$100,0002025GENERAL CHARITABLE PURPOSES
    NATIONAL COUNCIL OF JEWISH WOMENWASHINGTON, DC$100,0002025GENERAL CHARITABLE PURPOSES
    CAPITAL CAMPS & RETREAT CENTERROCKVILLE, MD$100,0002025GENERAL CHARITABLE PURPOSES
    LEHRHAUSSOMERVILLE, MA$100,0002025GENERAL CHARITABLE PURPOSES
    HILLEL INTERNATIONALWASHINGTON, DC$100,0002025GENERAL CHARITABLE PURPOSES

    CIVIC NATION WHEN WE ALL VOTE

    $5,000,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    JEWISH FEDERATION OF GREATER WASHINGTON

    $1,000,000
    ROCKVILLE, MD2025

    GENERAL CHARITABLE PURPOSES

    JEWISH FEDERATION OF GREATER WASHINGTON

    $750,000
    ROCKVILLE, MD2025

    GENERAL CHARITABLE PURPOSES

    THE SARAH AND DANIEL RUEVEN FOUNDATION INC

    $703,000
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    CAPITAL AREA FOOD BANK

    $700,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    THE MARCH FORTH FOUNDATION

    $590,000
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    THE SARAH AND DANIEL RUEVEN FOUNDATION INC

    $557,500
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    NATURAL RESOURCES DEFENSE COUNCIL

    $500,000
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    AMERICA VOTES EDUCATION FUND

    $500,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    HOPEWELL FUND

    $500,000
    BALTIMORE, MD2025

    GENERAL CHARITABLE PURPOSES

    ISRAEL POLICY FORUM

    $500,000
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    OUR AMERICAN FUTURE FOUNDATION

    $500,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    OUR AMERICAN FUTURE FOUNDATION

    $500,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    JEWISH FEDERATION OF GREATER WASHINGTON

    $500,000
    ROCKVILLE, MD2025

    GENERAL CHARITABLE PURPOSES

    SIERRA CLUB FOUNDATION

    $350,000
    OAKLAND, CA2025

    GENERAL CHARITABLE PURPOSES

    CAPITAL IMPACT PARTNERS

    $315,000
    ARLINGTON, VA2025

    GENERAL CHARITABLE PURPOSES

    BIRTHRIGHT ISRAEL FOUNDATION

    $300,000
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    ANTI-DEFAMATION LEAGUE

    $300,000
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    THE MARCH FORTH FOUNDATION

    $275,000
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    INFORMING DEMOCRACY

    $250,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    ACLU FOUNDATION

    $250,000
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    TARGET ALS FOUNDATION

    $200,000
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    KIDS IN NEED OF DEFENSE

    $200,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON

    $200,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    RED WINE & BLUE EDUCATION FUND

    $200,000
    SHAKER HEIGHTS, OH2025

    GENERAL CHARITABLE PURPOSES

    CHESAPEAKE BAY FOUNDATION

    $200,000
    ANNAPOLIS, MD2025

    GENERAL CHARITABLE PURPOSES

    UNITED STATES HOLOCAUST MEMORIAL MUSEUM

    $200,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    GATHER INC

    $187,500
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    GATHER INC

    $187,500
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    GATHER INC

    $187,500
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    INSTITUTE FOR PUBLIC HEALTH INNOVATION

    $160,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    HUMAN RIGHTS CAMPAIGN FOUNDATION

    $150,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT

    $125,000
    TUSCAN, AZ2025

    GENERAL CHARITABLE PURPOSES

    PEF ISRAEL ENDOWMENT FUNDS

    $125,000
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    GLOBAL IMPACT

    $125,000
    ALEXANDRIA, VA2025

    GENERAL CHARITABLE PURPOSES

    SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

    $125,000
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    MANNA FOOD CENTER

    $122,568
    SILVER SPRING, MD2025

    GENERAL CHARITABLE PURPOSES

    CHILDREN'S NATIONAL HOSPITAL

    $120,000
    SILVER SPRING, MD2025

    GENERAL CHARITABLE PURPOSES

    BRANDEIS UNIVERSITY

    $110,000
    WALTHAM, MA2025

    GENERAL CHARITABLE PURPOSES

    DC CENTRAL KITCHEN

    $107,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    CONGRESS HEIGHTS COMMUNITY TRAINING & DEVELOPMENT CORP

    $105,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    SB WORKS

    $100,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    STATE DEMOCRACY DEFENDERS FUND

    $100,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    THE SARAH AND DANIEL RUEVEN FOUNDATION INC

    $100,000
    NEW YORK, NY2025

    GENERAL CHARITABLE PURPOSES

    PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON

    $100,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    NIF

    $100,000
    JERUSALEM2025

    GENERAL CHARITABLE PURPOSES

    NATIONAL COUNCIL OF JEWISH WOMEN

    $100,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    CAPITAL CAMPS & RETREAT CENTER

    $100,000
    ROCKVILLE, MD2025

    GENERAL CHARITABLE PURPOSES

    LEHRHAUS

    $100,000
    SOMERVILLE, MA2025

    GENERAL CHARITABLE PURPOSES

    HILLEL INTERNATIONAL

    $100,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES