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    3. Morningstar Senior Living Foundation
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    Morningstar Senior Living Foundation

    ActivoHousing & Shelter
    NAZARETH, PASitio web6107461000

    About Morningstar Senior Living Foundation

    Support Morningstar Living communities by enriching lives and providing charitable resources—through benevolent assistance, wellness programs, and community outreach—to help residents live life well.

    Focus Areas

    Elder care / senior servicesBenevolent financial assistanceWellness programsDementia & Alzheimer’s supportCommunity outreach and caregiver support

    Who They Fund

    unspecified/general public

    Funding Style

    general operating supportunrestricted supportorganizational sustainabilitycore mission funding

    Topics

    About Morningstar Senior Living Foundation

    Morningstar Senior Living Foundation’s giving is built around Morningstar Senior Living communities, with support aimed at enriching resident life and providing charitable resources. The foundation’s recent grants show a steady flow of general support for that charitable mission, including a 2025 grant of $241,026 to Morningstar Senior Living Inc and a 2024 grant of $215,608 to the same recipient. Those awards sit alongside a $182,000 grant in 2024 and a $177,648 grant in 2023, all to the Nazareth, Pennsylvania-based operating entity behind the foundation’s mission. That pattern points to a funder closely tied to its own senior-living network rather than a broad external grantmaker. The foundation’s program structure reinforces that internal focus. Its Wellness Trust supports specialized programs, training, enrichment, or equipment to improve quality of life for residents, family members, volunteers, and staff, while the Good Samaritan Fund provides benevolent financial support for community residents who have exhausted personal resources and can no longer fully cover care costs. Together, those programs connect philanthropy to resident wellbeing, dementia-related support, and operational help for mission-aligned services.

    What Morningstar Senior Living Foundation Funds

    A central theme in Morningstar Senior Living Foundation’s giving is resident enrichment. Through the Wellness Trust, the foundation supports departments that request resources for specialized programs, training, enrichment, or equipment, including Alzheimer’s-related programming and visits from music and art therapists. Benevolent assistance is another clear focus. The Good Samaritan Fund provides financial support to community residents who have exhausted personal resources and can no longer fully cover the cost of care, with the foundation board overseeing the fund and allocating an annual gift to support those expenses. The grant history also reflects general operating support for mission delivery. Recent awards to Morningstar Senior Living Inc were labeled general support of charitable mission, showing that the foundation ties its giving to organizational capacity as well as to direct resident services.

    How Morningstar Senior Living Foundation Gives

    Typical grant size is tightly clustered: the 25th percentile is $179,824, the median is $182,000, and the 75th percentile is $198,804. Recent awards also show repeated support over multiple years, with grants reported in 2023, 2024, and 2025 to the same recipient. The foundation makes local grants only, gives entirely within Pennsylvania, and does not fund individuals or make program-related investments. Its operating style appears mission-linked and recurring rather than episodic.

    Financial Snapshot

    Annual Giving

    $816K

    Total Assets

    $7.9M

    Total Revenue

    $1.2M

    Total Expenses

    $340K

    Typical Grant Size

    Most grants fall between $180K and $199K, with a median of $182K.

    25th Percentile

    $180K

    Median

    $182K

    75th Percentile

    $199K

    Geographic Reach

    Local1 state funded

    About 100% of grants go to recipients in PA.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

    Leadership

    MOLLIE SANTEE

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    Política de privacidadTérminos de servicioEstado del sistema
    EIN: 47-1484857
    4 declaraciones registradas
    general/unspecified charitable activities
    capacity to deliver mission-aligned programs
    organizational resilience and administration

    Where Morningstar Senior Living Foundation Makes Grants

    Grantmaking is fully concentrated in Pennsylvania, with 100% of grants going to recipients in the foundation’s HQ state. The recent grant list points to Nazareth as the recipient city, reflecting the foundation’s local operating footprint. The country distribution is entirely U.S.-based, with 4 grants in the United States and none elsewhere.

    Frequently Asked Questions About Morningstar Senior Living Foundation

    What kinds of work does Morningstar Senior Living Foundation support?

    Its active programs focus on resident enrichment, benevolent financial assistance, wellness programs, dementia and Alzheimer’s support, and community outreach. The Wellness Trust funds specialized programs, training, enrichment, or equipment, while the Good Samaritan Fund helps residents who have exhausted personal resources and can no longer fully cover care costs.

    Does Morningstar Senior Living Foundation fund outside organizations broadly?

    The grant record shown is tied to Morningstar Senior Living Inc in Nazareth, Pennsylvania, and the foundation’s geographic scope is local. The recent grants all go to Pennsylvania recipients, and 100% of grants are in the U.S.

    What is a typical grant size?

    The middle of the distribution is very close together: p25 is $179,824, median is $182,000, and p75 is $198,804. That suggests the foundation tends to make grants in a narrow band around the low-to-mid $180,000 range.

    Are the grants recurring?

    Yes. The recent grant list includes awards in 2023, 2024, and 2025 to the same recipient, Morningstar Senior Living Inc. That pattern indicates repeated support across years rather than one-time funding.

    Does the foundation accept unsolicited applications?

    The listed active programs do not accept unsolicited requests. Both the Wellness Trust and the Good Samaritan Fund are described as internal funds tied to Morningstar Senior Living communities and overseen within the foundation structure.

    Latest 990 Filing

    2025

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

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    MORNINGSTAR SENIOR LIVING INCNAZARETH, PA$241,0262025GENERAL SUPPORT OF CHARITABLE MISSION
    MORNINGSTAR SENIOR LIVING INCNAZARETH, PA$215,6082024GENERAL SUPPORT OF CHARITABLE MISSION
    MORNINGSTAR SENIOR LIVING INCNAZARETH, PA$182,0002024GENERAL SUPPORT OF CHARITABLE MISSION
    MORNINGSTAR SENIOR LIVING INCNAZARETH, PA$177,6482023GENERAL SUPPORT OF CHARITABLE MISSION

    MORNINGSTAR SENIOR LIVING INC

    $241,026
    NAZARETH, PA2025

    GENERAL SUPPORT OF CHARITABLE MISSION

    MORNINGSTAR SENIOR LIVING INC

    $215,608
    NAZARETH, PA2024

    GENERAL SUPPORT OF CHARITABLE MISSION

    MORNINGSTAR SENIOR LIVING INC

    $182,000
    NAZARETH, PA2024

    GENERAL SUPPORT OF CHARITABLE MISSION

    MORNINGSTAR SENIOR LIVING INC

    $177,648
    NAZARETH, PA2023

    GENERAL SUPPORT OF CHARITABLE MISSION