Cause IQ organization profile

Morningstar Foundation

Form 990s | Financials | Vendors | Personnel | Peers

Morningstar Foundation is a private foundation based in Bethesda, MD that was founded in 1982. As of 2019 they had $74 million in revenue and $328 million in assets.

Previous legal names or variations of their name include: The Morningstar Philanthropic Foundation.

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Morningstar Foundation

Fiscal year endingDate received by IRSFormPDF link
2018-12Jan 22, 2020990PFView PDF
2017-12Feb 21, 2019990PFView PDF
2016-12Jan 18, 2018990PFView PDF
2015-12Nov 17, 2016990PFView PDF
2014-12Dec 4, 2015990PFView PDF
...and three more Form 990 PDFs

Financials for Morningstar Foundation

Total grants, contributions, etc.$4,438,383
Investment income and dividends$5,382,181
Net rental income$0
Net gain from sale of non-inventory assets$64,663,887
Gross sales of inventory$0
Miscellaneous revenues$461,399
Total revenues$74,945,850

Vendors for Morningstar Foundation

VendorServicesAmount paidDate
Crestview Management LLCInvestment Advisory$2,902,4842020-01-22
██████ █████████ ███ ████████Tax accounting2020-01-22
██████ ██████████ ████████Investment Advisory$58,8102017-12-01
█████ ███ ███Investment Advisory$63,2592017-12-01
█████████ █████ ███████ █████████████Investment Advisory$191,2752017-12-01
██████ ██████ ██ ███Investment Management$137,1062017-12-01

Personnel at Morningstar Foundation

NameTitleCompensationMost recent data
Adina BarkinskiyDirector of Programs$117,000Dec. 31, 2017

Peer private foundations

1Carson Family Charitable Trust501(c)(3)$91 millionNew York, NY
2Express Scripts Foundation501(c)(3)$31 millionSt Louis, MO
3Ted Arison Family Foundation USA501(c)(3)$27 millionAventura, FL
4Beth and Ravenel Curry Foundation501(c)(3)$90 millionNew York, NY
5Hess Foundation501(c)(3)$34 millionRoseland, NJ
6Harold Alfond Foundation501(c)(3)$64 millionPortland, ME
7Blue Cross and Blue Shield of North Carolina Foundation501(c)(3)$23 millionDurham, NC
8Carroll Petrie Foundation501(c)(3)$35 millionNew York, NY
9Johnson & Johnson Family of Companies Contribution Fund501(c)(3)$91 millionNew Brunswick, NJ
10The Skip Viragh Foundation501(c)(3)$34 millionReno, NV
11Abbvie Foundation501(c)(3)$64 millionNorth Chicago, IL
12Tosa Foundation501(c)(3)$28 millionPortola Valley, CA
13Zoma Foundation501(c)(3)$49 millionBentonville, AR
14Mooney-Reed Charitable Foundation Trust501(c)(3)$18 millionWellesley, MA
15George Lucas Family Foundation501(c)(3)$26 millionSan Rafael, CA
16Brunckhorst Foundation501(c)(3)$19 millionSyosset, NY
17The Davis Family Foundation501(c)(3)$73 millionHanover, MD
18The Lawrence Ellison Foundation501(c)(3)$48 millionWalnut Creek, CA
19Masada Foundation501(c)(3)$20 millionFlushing, NY
20Kapnick Foundation Trust501(c)(3)$19 millionNew York, NY
21Siegel Family Endowment (SFE)501(c)(3)$39 millionNew York, NY
22Mays Family Foundation501(c)(3)$45 millionSan Antonio, TX
23The Lois and Richard England Foundation501(c)(3)$43 millionWest Bethesda, MD
24Mark and Anla Cheng Kingdon Fund501(c)(3)$27 millionNew York, NY
25Wunderkinder Foundation501(c)(3)$76 millionLos Angeles, CA