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The Morningstar Philanthropic Foundation

Annual Giving
$25.5M

Quick Stats

  • Annual Giving: $25.5 million (2024)
  • Success Rate: Not publicly available
  • Decision Time: Not publicly available
  • Grant Range: Not publicly disclosed
  • Geographic Focus: Not publicly specified

Contact Details

No public contact information for grant inquiries available. Foundation location: Bethesda, MD

Overview

The Morningstar Philanthropic Foundation is a private grantmaking foundation based in Bethesda, Maryland, established with tax-exempt status in December 1982. With total assets of $546 million as of 2024, the foundation distributed $25.5 million in charitable disbursements that year. The foundation generates revenue primarily through dividends and asset sales, maintaining substantial charitable giving year over year. However, the foundation maintains an extremely low public profile with no published mission statement, website, or publicly available information about its charitable priorities.

Funding Priorities

Grant Programs

Specific grant programs and amounts are not publicly disclosed.

Priority Areas

Not publicly disclosed

What They Don't Fund

Not publicly disclosed

Governance and Leadership

The foundation is led by:

  • Susan R. Gelman (Director/President)
  • Michael C. Gelman (Director/Vice President/Treasurer/Secretary)
  • Adina Barkinskiy (Director of Programs)
  • Lisa Jacobson (Senior Program Officer)
  • Gail Hyman (Grants Administrator)

No public statements or quotes from leadership about funding priorities are available.

Application Process & Timeline

How to Apply

This funder does not have a public application process. The foundation appears to operate as a private family foundation that awards grants through trustee discretion or to pre-selected organizations. No public application portal, guidelines, or contact information for grant inquiries are available.

Decision Timeline

Not applicable - no public application process

Success Rates

Not applicable - no public application process

Reapplication Policy

Not applicable - no public application process

Application Success Factors

Due to the private nature of this foundation and lack of public information about their grant-making patterns, specific success factors cannot be determined. Organizations seeking support would likely need existing relationships with the foundation's trustees or be identified through their professional networks.

Key Takeaways for Grant Writers

  • This is a private family foundation with no public application process
  • The foundation distributes substantial funds ($25.5 million annually) but maintains minimal public presence
  • No website, published guidelines, or public contact information for grants
  • Likely makes grants through trustee discretion rather than open applications
  • Organizations would need existing relationships or connections to be considered
  • The foundation's charitable focus areas and geographic priorities are not publicly disclosed

References

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