Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
D/B/A THE MORNINGSTAR FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)4550 MONTGOMERY AVENUE 810N
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

52-1270464
B Telephone number (see instructions)

(240) 752-1700
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$482,179,775J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 9,176,845 9,176,845  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,008,071
b Gross sales price for all assets on line 6a 13,045,634
7 Capital gain net income (from Part IV, line 2)... 13,008,071
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
212,227 202,227  
12 Total. Add lines 1 through 11........ 22,397,143 22,387,143  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 317,062 0   317,062
15 Pension plans, employee benefits....... 109,413 0   109,413
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,180 0   2,180
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
103,865 0   103,865
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,852,651 3,824,733   27,918
17 Interest............... 231,411 231,411   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
65,864 65,864   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 149,210 0   149,210
21 Travel, conferences, and meetings....... 171 0   171
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,772,988 1,603,008   169,980
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,604,815 5,725,016   879,799
25 Contributions, gifts, grants paid....... 24,239,414 24,239,414
26 Total expenses and disbursements. Add lines 24 and 25 30,844,229 5,725,016   25,119,213
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,447,086
b Net investment income (if negative, enter -0-) 16,662,127
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 10,161,313 9,637,471 9,637,471
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   4,702    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 392,301,910 Click to see attachment
List of Attached Documents:
// Content
454,582,255 		454,582,255
14 Land, buildings, and equipment: basis right arrow223,018
Less: accumulated depreciation (attach schedule) right arrow   223,018 223,018 223,018
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
20,072,485 		Click to see attachment
List of Attached Documents:
// Content
17,737,031 		Click to see attachment
List of Attached Documents:
// Content
17,737,031
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 422,763,428 482,179,775 482,179,775
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,822 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 4,822 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 422,758,606 482,179,775
29 Total net assets or fund balances (see instructions)..... 422,758,606 482,179,775
30 Total liabilities and net assets/fund balances (see instructions). 422,763,428 482,179,775
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
422,758,606
2
Enter amount from Part I, line 27a .....................
2
-8,447,086
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
67,868,255
4
Add lines 1, 2, and 3 ..........................
4
482,179,775
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
482,179,775
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b FROM PASSTHROUGH ENTITIES P    
c FROM PASSTHROUGH ENTITIES P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 277,880   37,563 240,317
b 1,119,594     1,119,594
c 11,648,160     11,648,160
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       240,317
b       1,119,594
c       11,648,160
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 13,008,071
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 231,604
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 231,604
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 231,604
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 299,752
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 60,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 359,752
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 128,148
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow128,148 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDC, MD, DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTAXPAYER Telephone no.right arrow (240) 752-1700

Located atright arrow4550 MONTGOMERY AVENUE 810NBETHESDAMD ZIP+4right arrow20814
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SUSAN R GELMAN DIRECTOR/PRESIDENT
5.00 		0 0 0
4550 MONTGOMERY AVENUE 810N
BETHESDA,MD20814
MICHAEL C GELMAN DIRECTOR/V.P./TREAS./SEC.
20.00 		0 43,509 0
4550 MONTGOMERY AVENUE 810N
BETHESDA,MD20814
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ADINA BARKINSKIY DIRECTOR OF PROGRAMS
30.00 		132,444 31,331 0
4550 MONTGOMERY AVENUE 810N
BETHESDA,MD20814
LISA JACOBSON SR. PROGRAM OFFICER
40.00 		106,667 11,502 0
4550 MONTGOMERY AVENUE 810N
BETHESDA,MD20814
GAIL HYMAN GRANTS ADMINISTRATOR
34.00 		57,959 1,739 0
4550 MONTGOMERY AVENUE 810N
BETHESDA,MD20814
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CRESTVIEW MANAGEMENT LLC INVESTMENT ADVISORY 3,822,233
4550 MONTGOMERY AVE 810N
BETHESDA,MD20814
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
315,505,697
b
Average of monthly cash balances.......................
1b
6,241,630
c
Fair market value of all other assets (see instructions)................
1c
107,938,736
d
Total (add lines 1a, b, and c).........................
1d
429,686,063
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
429,686,063
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,445,291
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
423,240,772
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
21,162,039
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
21,162,039
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
231,604
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
231,604
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
20,930,435
4
Recoveries of amounts treated as qualifying distributions................
4
2,335,454
5
Add lines 3 and 4............................
5
23,265,889
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
23,265,889
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
25,119,213
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
25,119,213
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 23,265,889
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 8,369,311
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 25,119,213
a Applied to 2022, but not more than line 2a 8,369,311
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 16,749,902
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		6,515,987
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
SUSAN R GELMAN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

WASHINGTON HEBREW CONGREGATION

3935 MACOMB ST NW
WASHINGTON,DC200163741 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

WASHINGTON HEBREW CONGREGATION

3935 MACOMB ST NW
WASHINGTON,DC200163741 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

70 FACES MEDIA

520 8TH AVE 4TH FLOOR
NEW YORK,NY10018 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

A WIDER BRIDGE

1441 BROADWAY SUITE 6149
NEW YORK,NY10018 		NONE PC GENERAL CHARITABLE PURPOSES 40,060

A WIDER BRIDGE

1441 BROADWAY SUITE 6149
NEW YORK,NY10018 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

ACLU OF THE DISTRICT OF COLUMBIA

915 15TH STREET NW
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

ADAMAH INC

25 BROADWAY SUITE 1700
NEW YORK,NY10004 		NONE PC GENERAL CHARITABLE PURPOSES 40,000

ADAS ISRAEL CONGREGATION

2850 QUEBEC STREET NW
WASHINGTON,DC20008 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

ADAS ISRAEL CONGREGATION

2850 QUEBEC STREET NW
WASHINGTON,DC20008 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

ALLIANCE FOR MIDDLE EAST PEACE

1725 I ST NW SUITE 300
WASHINGTON,DC20006 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

FRIENDS OF AMAL-TIKVA INC

1500 CHESTNUT STREET ROOM 2079
PHILADELPHIA,PA19102 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

FRIENDS OF AMAL-TIKVA INC

1500 CHESTNUT STREET ROOM 2079
PHILADELPHIA,PA19102 		NONE PC GENERAL CHARITABLE PURPOSES 60,000

FRIENDS OF AMAL-TIKVA INC

1500 CHESTNUT STREET ROOM 2079
PHILADELPHIA,PA19102 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

AMERICAN FRIENDS OF ORR SHALOM

3706 ENTERPRISE DRIVE
JANESVILLE,WI53546 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

AMERICAN FRIENDS OF YAHAD-IN UNUM

25 WEST 45TH STREET SUITE 701
NEW YORK,NY10036 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

AMERICAN JEWISH WORLD SERVICE

45 WEST 36TH STREET 10TH FLOOR
NEW YORK,NY10018 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

AMERICAN UNIVERSITY HILLEL

4400 MASSACHUSETTS AVE NW
WASHINGTON,DC200168010 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

ANACOSTIA WATERSHED SOCIETY

4302 BALTIMORE AVENUE
BLADENSBURG,MD207101031 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

ARCADIA CENTER FOR SUSTAINABLE FOOD AND AGRICULTURE

9000 RICHMOND HIGHWAY
ALEXANDRIA,VA22309 		NONE PC GENERAL CHARITABLE PURPOSES 60,000

AVALON THEATRE PROJECT

5612 CONNECTICUT AVENUE NW
WASHINGTON,DC20015 		NONE PC GENERAL CHARITABLE PURPOSES 2,500

AVODAH

125 MAIDEN LANE 8B
YORK,NY100385041 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

AYUDA

1990 K STREET NW SUITE 500
WASHINGTON,DC20006 		NONE PC GENERAL CHARITABLE PURPOSES 37,800

THE BAFRAYUNG FUND

440 N BARRANCA AVE 3947
COVINA,CA91723 		NONE PF GENERAL CHARITABLE PURPOSES 25,000

THE BAFRAYUNG FUND

440 N BARRANCA AVE 3947
COVINA,CA91723 		NONE PF GENERAL CHARITABLE PURPOSES 27,000

THE BAFRAYUNG FUND

440 N BARRANCA AVE 3947
COVINA,CA91723 		NONE PF GENERAL CHARITABLE PURPOSES 1,093,000

THE BAFRAYUNG FUND

440 N BARRANCA AVE 3947
COVINA,CA91723 		NONE PF GENERAL CHARITABLE PURPOSES 258,334

BENDER JCC OF GREATER WASHINGTON

6125 MONTROSE ROAD
ROCKVILLE,MD208524857 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

BIKUR CHOLIM OF GREATER WASHINGTON

12320 PARKLAWN DRIVE
ROCKVILLE,MD20852 		NONE PC GENERAL CHARITABLE PURPOSES 1,800

BIRTHRIGHT ISRAEL FOUNDATION

711 THIRD AVE 10TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL CHARITABLE PURPOSES 500,000

PEF ISRAEL ENDOWMENT FUNDS

630 THIRD AVE RM 1500
NEW YORK,NY10017 		NONE PC GENERAL CHARITABLE PURPOSES 250,000

BRANDEIS UNIVERSITY

415 SOUTH STREET MS 100
WALTHAM,MA02453 		NONE PC GENERAL CHARITABLE PURPOSES 110,000

BREAD FOR THE CITY

1525 SEVENTH STREET NW
WASHINGTON,DC200013201 		NONE PC GENERAL CHARITABLE PURPOSES 45,000

BROOKINGS

1775 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 125,000

C&O CANAL TRUST

142 W POTOMAC STREET
WILLIAMSPORT,MD21795 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVENUE NE
WASHINGTON,DC20017 		NONE PC GENERAL CHARITABLE PURPOSES 700,000

CAPITAL CAMPS & RETREAT CENTER

11300 ROCKVILLE PIKE SUITE 407
ROCKVILLE,MD20852 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

CAPITAL IMPACT PARTNERS

1400 CRYSTAL DRIVE SUITE 500
ARLINGTON,VA22202 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

CAPITAL IMPACT PARTNERS

1400 CRYSTAL DRIVE SUITE 500
ARLINGTON,VA22202 		NONE PC GENERAL CHARITABLE PURPOSES 225,000

CAPITAL IMPACT PARTNERS

1400 CRYSTAL DRIVE SUITE 500
ARLINGTON,VA22202 		NONE PC GENERAL CHARITABLE PURPOSES 450,000

CAPITAL IMPACT PARTNERS

1400 CRYSTAL DRIVE SUITE 500
ARLINGTON,VA22202 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

CAPITAL JEWISH MUSEUM

1319 F STREET NW SUITE 810
WASHINGTON,DC200041106 		NONE PC GENERAL CHARITABLE PURPOSES 1,000

CENTER FOR REPRODUCTIVE RIGHTS

199 WATER STREET
NEW YORK,NY10038 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

CHESAPEAKE BAY FOUNDATION

6 HERNDON AVENUE
ANNAPOLIS,MD21403 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

CHILDREN'S NATIONAL HOSPITAL

1 INVENTA PLACE 6TH FLOOR
SILVER SPRING,MD20910 		NONE PC GENERAL CHARITABLE PURPOSES 92,500

CITYBRIDGE EDUCATION

600 NEW HAMPSHIRE AVE NW
WASHINGTON,DC20037 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

CIVIC NATION WHEN WE ALL VOTE

PO BOX 34673 1400 L STREET NW
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT

91-1270 KINOIKI ST BLDG 1
KAPOLEI,HI96707 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

MOVING FORWARD CONTEMPORARY ASIAN AMERICAN DANCE CO

2745 ARIZONA AVENUE NW
WASHINGTON,DC20016 		NONE PC GENERAL CHARITABLE PURPOSES 12,500

DC ABORTION FUND

PO BOX 65061
WASHINGTON,DC20035 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

DC ACTION

1400 16TH ST NW SUITE 740
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

DC CENTRAL KITCHEN

2121 FIRST STREET SW
WASHINGTON,DC20024 		NONE PC GENERAL CHARITABLE PURPOSES 105,000

DC CENTRAL KITCHEN

2121 FIRST STREET SW
WASHINGTON,DC20024 		NONE PC GENERAL CHARITABLE PURPOSES 150,000

DC SCORES

1140 CONNECTICUT AVE NW SUITE 1200
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

EDLAVITCH JCC OF WASHINGTON DC

1529 16TH STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

ENCOUNTER PROGRAMS

1 WEST 4TH STREET
NEW YORK,NY10012 		NONE PC GENERAL CHARITABLE PURPOSES 33,334

ENCOUNTER PROGRAMS

1 WEST 4TH STREET
NEW YORK,NY10012 		NONE PC GENERAL CHARITABLE PURPOSES 33,333

ENCOUNTER PROGRAMS

1 WEST 4TH STREET
NEW YORK,NY10012 		NONE PC GENERAL CHARITABLE PURPOSES 33,333

FAIR CHANCE

1100 NEW JERSEY AVE SE SUITE 710
WASHINGTON,DC20003 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

FAIR CHANCE

1100 NEW JERSEY AVE SE SUITE 710
WASHINGTON,DC20003 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

FIDELITY CHARITABLE

PO BOX 770001
CINCINNATI,OH452770053 		NONE PC GENERAL CHARITABLE PURPOSES 2,404,000

FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT

PO BOX 86299
TUSCAN,AZ85754 		NONE PC GENERAL CHARITABLE PURPOSES 125,000

FOOD RESCUE US-DC

1127 HIGH RIDGE ROAD SUITE 338
STAMFORD,CT06905 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

FOOD RESEARCH AND ACTION CENTER

1200 18TH ST NW SUITE 400
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

FOUNDATION FOR JEWISH CAMP

253 WEST 35TH STREET 4TH FLOOR
NEW YORK,NY10001 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

HOPEWELL FUND

PO BOX 38068
BALTIMORE,MD212978068 		NONE PC GENERAL CHARITABLE PURPOSES 500,000

GLOBAL IMPACT

1199 N FAIRFAX ST SUITE 300
ALEXANDRIA,VA22314 		NONE PC GENERAL CHARITABLE PURPOSES 125,000

GALLAUDET HILLEL

ELY CENTER 117
WASHINGTON,DC20002 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

GATHER INC

1817 M STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 187,500

GATHER INC

1817 M STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 187,500

GATHER INC

1817 M STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 187,500

GATHER INC

1817 M STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 187,500

GEORGE MASON UNIVERSITY HILLEL

4400 UNIVERSITY DRIVE MSN 2C7
FAIRFAX,VA22030 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE

268 BUSH STREET 555
SAN FRANCISCO,CA94104 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

GLAAD

104 WEST 29TH STREET 4TH FLOOR
NEW YORK,NY10001 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

GLOBAL COLD CHAIN ALLIANCE

241 18TH ST SOUTH SUITE 620
ARLINGTON,VA22202 		NONE NC GENERAL CHARITABLE PURPOSES 54,000

GLSEN

110 WILLIAM STREET 30TH FLOOR
NEW YORK,NY10038 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

GUILD HALL

158 MAIN STREET
EAST HAMPTON,NY11937 		NONE PC GENERAL CHARITABLE PURPOSES 7,500

HAMPTONS INTERNATIONAL FILM FESTIVAL

79 NEWTOWN LANE
EAST HAMPTON,NY11937 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

HAWAII FOOD BANK

2611 KILIHAU ST
HONOLULU,HI96819 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

HEBREW HOME OF GREATER WASHINGTON

6121 MONTROSE ROAD
ROCKVILLE,MD20852 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

HIGHER ACHIEVEMENT DC METRO

317 8TH STREET NE
WASHINGTON,DC20002 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

HILLEL AT THE GEORGE WASHINGTON UNIVERSITY

2300 H STREET NW
WASHINGTON,DC20037 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

HILLEL INTERNATIONAL

800 8TH STREET NW
WASHINGTON,DC20001 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

HILLEL INTERNATIONAL

800 8TH STREET NW
WASHINGTON,DC20001 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

HONEYMOON ISRAEL

2406 MOUNT VERNON RD SUITE 130
DUNWOODY,GA30338 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

HORTON'S KIDS

2233 HUNTER PLACE SE
WASHINGTON,DC20020 		NONE PC GENERAL CHARITABLE PURPOSES 45,000

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 125,000

ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI

ONE GUSTAVE L LEVY PLACE BOX 1049
NEW YORK,NY10029 		NONE PC GENERAL CHARITABLE PURPOSES 1,800

INFORMING DEMOCRACY

1030 15TH STREET NW SUITE 950
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

INFORMING DEMOCRACY

1030 15TH STREET NW SUITE 950
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE PURPOSES 500,000

DUMBARTON ARTS & EDUCATION

3133 DUMBARTON STREET NW
WASHINGTON,DC20007 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

INSTITUTE FOR PUBLIC HEALTH INNOVATION

1250 CONNECTICUT AVE NW SUITE 601
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 74,000

JOINT DISTRIBUTION COMMITTEE

220 E 42ND ST SUITE 400
NEW YORK,NY10017 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

INTERNATIONAL REFUGEE ASSISTANCE PROJECT

1 BATTERY PARK PLAZA 33RD FLOOR
NEW YORK,NY10004 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

NEW ISRAEL FUND

PO BOX 52113
JERUSALEM   9152101
IS 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

ISRAEL POLICY FORUM

355 LEXINGTON AVE 4TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL CHARITABLE PURPOSES 500,000

ISRAEL POLICY FORUM

355 LEXINGTON AVE 4TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL CHARITABLE PURPOSES 1,800

ISRAEL POLICY FORUM

355 LEXINGTON AVE 4TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL CHARITABLE PURPOSES 33,333

JEWISH COALITION AGAINST DOMESTIC ABUSE

PO BOX 2266
ROCKVILLE,MD20847 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON

6101 EXECUTIVE BLVD SUITE 300
ROCKVILLE,MD20852 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON

6101 EXECUTIVE BLVD SUITE 300
ROCKVILLE,MD20852 		NONE PC GENERAL CHARITABLE PURPOSES 60,000

JEWISH COUNCIL FOR THE AGING

12320 PARKLAWN DRIVE
ROCKVILLE,MD20852 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

JEWISH FEDERATION OF GREATER WASHINGTON

6101 EXECUTIVE BLVD
ROCKVILLE,MD20852 		NONE PC GENERAL CHARITABLE PURPOSES 750,000

JEWISH FEDERATION OF GREATER WASHINGTON

6101 EXECUTIVE BLVD
ROCKVILLE,MD20852 		NONE PC GENERAL CHARITABLE PURPOSES 1,800

JEWISH FEDERATION OF GREATER WASHINGTON

6101 EXECUTIVE BLVD
ROCKVILLE,MD20852 		NONE PC GENERAL CHARITABLE PURPOSES 1,000,000

JEWISH FEDERATION OF GREATER WASHINGTON

6101 EXECUTIVE BLVD
ROCKVILLE,MD20852 		NONE PC GENERAL CHARITABLE PURPOSES 1,000,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

JEWISH SOCIAL SERVICE AGENCY

200 WOOD HILL ROAD
ROCKVILLE,MD20850 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

COMMUNITY INITIATIVE

1300 GRAND AVE
PIEDMONT,CA94610 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

PEF ISRAEL ENDOWMENT FUNDS

630 THIRD AVE RM 1500
NEW YORK,NY10017 		NONE PC GENERAL CHARITABLE PURPOSES 125,000

KEEP TAHOE BLUE

2608 LAKE TAHOE BOULEVARD
LAKE TAHOE,CA96150 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

KESHET

1860 WASHINGTON STREET
NEWTON,MA02466 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

KID POWER INC

400 E STREET SW
WASHINGTON,DC20024 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

KIDS IN NEED OF DEFENSE

1201 L STREET NW 2ND FLOOR
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE PURPOSES 200,000

LA CLINICA DEL PUEBLO

2831 15TH STREET NW
WASHINGTON,DC20009 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

LIFE PIECES TO MASTERPIECES

5600 EADS ST NE 4TH FLOOR
WASHINGTON,DC20019 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

LIFT-DC

999 N CAPITOL ST NE SUITE 310
WASHINGTON,DC20002 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

LUPUS RESEARCH ALLIANCE

C/O DS CONSULTING GROUP
NEW YORK,NY10017 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

MAKOM (JEWISH FOUNDATION FOR GROUP HOMES)

1500 EAST JEFFERSON STREET
ROCKVILLE,MD20852 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

MARTHA'S TABLE

2375 ELVANS ROAD SE
WASHINGTON,DC20020 		NONE PC GENERAL CHARITABLE PURPOSES 65,000

MARYLAND HILLEL

7612 MOWATT LANE
COLLEGE PARK,MD20740 		NONE PC GENERAL CHARITABLE PURPOSES 40,000

MARY'S CENTER

2333 ONTARIO ROAD NW
WASHINGTON,DC20009 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

MARY'S CENTER

2333 ONTARIO ROAD NW
WASHINGTON,DC20009 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

MEDIA MATTERS FOR AMERICA

800 MAINE AVE SW SUITE 500
WASHINGTON,DC20004 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

MIRIAM'S KITCHEN

2401 VIRGINIA AVENUE NW
WASHINGTON,DC20037 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

MOISHE HOUSE

5802 MONROE RD
CHARLOTTE,NC28212 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

CENTER FOR CREATIVE CHANGE

4115 WISCONSIN AVENUE NW SUITE 10
WASHINGTON,DC20016 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

TIDES CENTER

6 EAST 43RD ST FLOOR 22
NEW YORK,NY10017 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

NATIONAL COUNCIL OF JEWISH WOMEN

2055 L STREET NW SUITE 650
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

FWDUS EDUCATION FUND INC

701 8TH STREET NW SUITE 800
WASHINGTON,DC20001 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

NATIONAL GALLERY OF ART

2000B SOUTH CLUB DRIVE
LANDOVER,MD20785 		NONE PC GENERAL CHARITABLE PURPOSES 1,000

NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES

1725 EYE STREET NW SUITE 950
WASHINGTON,DC20006 		NONE PC GENERAL CHARITABLE PURPOSES 60,000

NATIONAL WOMEN'S LAW CENTER

1350 I STREET NW SUITE 700
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET
NEW YORK,NY10011 		NONE PC GENERAL CHARITABLE PURPOSES 325,000

NEW ISRAEL FUND

1320 19TH STREET NW SUITE 400
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

ONETABLE

228 PARK AVE SOUTH SUITE 77191
NEW YORK,NY10003 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

123 WILLIAM STREET 10TH FLOOR
NEW YORK,NY10038 		NONE PC GENERAL CHARITABLE PURPOSES 1,000,000

PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON

1225 4TH STREET NE
WASHINGTON,DC20002 		NONE PC GENERAL CHARITABLE PURPOSES 250,000

POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA

8900 LITTLE RIVER TURNPIKE
FAIRFAX,VA22031 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

PRIORITIES USA FOUNDATION

1150 18TH STREET NW SUITE 750
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 250,000

PROJECT UNLOADED

1 E ERIE ST SUITE 525-4787
CHICAGO,DC60611 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

RED WINE & BLUE EDUCATION FUND

15830 S PARK BLVD
SHAKER HEIGHTS,OH44120 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

RED WINE & BLUE EDUCATION FUND

15830 S PARK BLVD
SHAKER HEIGHTS,OH44120 		NONE PC GENERAL CHARITABLE PURPOSES 200,000

NEW ISRAEL FUND

AVISHAI PORAT HACOHEN DUBNOV 22 D
TEL AVIV   6436914
IS 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

NEW ISRAEL FUND

AVISHAI PORAT HACOHEN DUBNOV 22 D
TEL AVIV   6436914
IS 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

NEW ISRAEL FUND

AVISHAI PORAT HACOHEN DUBNOV 22 D
TEL AVIV   6436914
IS 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

ROUND HOUSE THEATRE

ONE VETERANS PLACE
SILVER SPRING,MD20910 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

SHAKESPEARE THEATRE COMPANY

516 EIGHTH STREET SE
WASHINGTON,DC200032834 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

475 RIVERSIDE DRIVE SUITE 1450
NEW YORK,NY10115 		NONE PC GENERAL CHARITABLE PURPOSES 125,000

SHARE OUR STRENGTH

1030 15TH STREET NW SUITE 1100W
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

SHARSHERET

1086 TEANECK ROAD SUITE 2G
TEANECK,NJ07666 		NONE PC GENERAL CHARITABLE PURPOSES 2,500

SIERRA CLUB FOUNDATION

2101 WEBSTER STREET SUITE 1250
OAKLAND,CA94612 		NONE PC GENERAL CHARITABLE PURPOSES 350,000

SITAR ARTS CENTER

1700 KALORAMA ROAD NW SUITE 101
WASHINGTON,DC20009 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

SIXTH & I

600 I STREET NW
WASHINGTON,DC20001 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

SLINGSHOT

445 PARK AVE SUITE 16A
NEW YORK,NY10022 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

JEWISH FUNDERS NETWORK

150 W 30TH STREET SUITE 900
NEW YORK,NY10001 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

JEWISH FUNDERS NETWORK

150 W 30TH STREET SUITE 900
NEW YORK,NY10001 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

STERN GROVE FESTIVAL ASSOCIATION

832 FOLSOM STREET SUITE 1000
SAN FRANCISCO,CA94107 		NONE PC GENERAL CHARITABLE PURPOSES 2,500

STUDENT CONSERVATION ASSOCIATION

1310 N COURTHOUSE RD SUITE 110
ARLINGTON,VA22201 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

STUDIO THEATRE

1501 14TH STREET NW
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

THE DEN COLLECTIVE

8215 OLD GEORGETOWN ROAD
BETHESDA,MD20814 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

THE DEN COLLECTIVE

8215 OLD GEORGETOWN ROAD
BETHESDA,MD20814 		NONE PC GENERAL CHARITABLE PURPOSES 17,000

OUR AMERICAN FUTURE FOUNDATION

1920 L STREET NW FLOOR 6
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

THE JEWISH ELECTORATE INSTITUTE

PO BOX 14411
WASHINGTON,DC20044 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

THE JEWISH FEDERATIONS OF NORTH AMERICA

25 BROADWAY SUITE 1700
NEW YORK,NY10004 		NONE PC GENERAL CHARITABLE PURPOSES 600,000

THE JEWISH FEDERATIONS OF NORTH AMERICA

25 BROADWAY SUITE 1700
NEW YORK,NY10004 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

THE JOHNS HOPKINS CENTER FOR GUN VIOLENCE SOLUTIONS

SCHOOL OF PUBLIC HEALTH 615 N WOLFE
STREET E2132
BALTIMORE,MD212052179 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

THE KENNEDY CENTER

2700 F STREET NW
WASHINGTON,DC20566 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

THE KENNEDY CENTER

2700 F STREET NW
WASHINGTON,DC20566 		NONE PC GENERAL CHARITABLE PURPOSES 5,521

THE MARCH FORTH FOUNDATION

126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		NONE PF GENERAL CHARITABLE PURPOSES 33,333

THE MARCH FORTH FOUNDATION

126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		NONE PF GENERAL CHARITABLE PURPOSES 30,000

THE MARCH FORTH FOUNDATION

126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		NONE PF GENERAL CHARITABLE PURPOSES 50,000

THE PHILLIPS COLLECTION

1600 21ST STREET NW
WASHINGTON,DC200091090 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

THE PLATFORM OF HOPE A PROJECT OF SOCIAL GOOD FUND

1640 COLUMBIA RD NW
WASHINGTON,DC20009 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

THE JEWISH FEDERATIONS OF NORTH AMERICA

54 PORTLAND PLACE
LONDON   W1B 1DY
UK 		NONE PC GENERAL CHARITABLE PURPOSES 62,500

THE SARAH AND DANIEL RUEVEN FOUNDATION INC

126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		NONE PF GENERAL CHARITABLE PURPOSES 514,000

THE SARAH AND DANIEL RUEVEN FOUNDATION INC

126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		NONE PF GENERAL CHARITABLE PURPOSES 50,000

THE SARAH AND DANIEL RUEVEN FOUNDATION INC

126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		NONE PF GENERAL CHARITABLE PURPOSES 250,000

THE SARAH AND DANIEL RUEVEN FOUNDATION INC

126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		NONE PF GENERAL CHARITABLE PURPOSES 592,500

THE SARAH AND DANIEL RUEVEN FOUNDATION INC

126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		NONE PF GENERAL CHARITABLE PURPOSES 33,333

THE SARAH AND DANIEL RUEVEN FOUNDATION INC

126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		NONE PF GENERAL CHARITABLE PURPOSES 60,000

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY

1111 19TH STREET NW SUITE 500
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY

1111 19TH STREET NW SUITE 500
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

THIRD WAY INSTITUTE

1025 CONNECTICUT AVE NW SUITE 400
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

UJA FEDERATION OF NEW YORK

130 EAST 59TH STREET
NEW YORK,NY10022 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

UJA FEDERATION OF NEW YORK

130 EAST 59TH STREET
NEW YORK,NY10022 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PLACE SW
WASHINGTON,DC20024 		NONE PC GENERAL CHARITABLE PURPOSES 200,000

AMERICAN-ISRAEL DEMOCRACY COALITION

755 W LANCASTER AVE SUITE 1121
BRYN MAWR,PA19010 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

VIOLENCE POLICY CENTER

805 15TH ST NW SUITE 601
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS

C/O WEWORK 1701 RHODE ISLAND AVE NW
SUITE 03-108
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

WASHINGTON BALLET

3515 WISCONSIN AVENUE NW
WASHINGTON,DC20016 		NONE PC GENERAL CHARITABLE PURPOSES 18,000

WILDERNESS LEADERSHIP & LEARNING INC

1758 PARK ROAD NW
WASHINGTON,DC200102105 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

WOMEN'S ART CENTER OF THE HAMPTONS INC

595 SPRINGS FIREPLACE ROAD
EAST HAMPTON,NY11937 		NONE PC GENERAL CHARITABLE PURPOSES 2,500

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE PC GENERAL CHARITABLE PURPOSES 1,000,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE PC GENERAL CHARITABLE PURPOSES 1,000,000

YOSEMITE CONSERVANCY

101 MONTGOMERY STREET SUITE 2450
SAN FRANCISCO,CA94104 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

YOUNG PLAYWRIGHTS' THEATER

6925 WILLOW STREET NW SUITE LL-230
WASHINGTON,DC20012 		NONE PC GENERAL CHARITABLE PURPOSES 20,000
Total .................................right arrow 3a 24,239,414
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 9,176,845  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 212,227  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 13,008,071  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 22,397,143 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
22,397,143
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
 
D/B/A THE MORNINGSTAR FOUNDATION
EIN:
52-1270464
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 103,865 0   103,865

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
 
D/B/A THE MORNINGSTAR FOUNDATION
EIN:
52-1270464
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
THE BAFRAYUNG FUND
  		440 N BARRANCA AVE 3947
COVINA,CA91723 		2023-12-06 258,334 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE BAFRAYUNG FUND. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 258,334 NONE 12/31/2023   THE BAFRAYUNG FUND HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
THE BAFRAYUNG FUND
  		440 N BARRANCA AVE 3947
COVINA,CA91723 		2023-12-22 25,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE BAFRAYUNG FUND. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 25,000 NONE 12/31/2023   THE BAFRAYUNG FUND HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
THE BAFRAYUNG FUND
  		440 N BARRANCA AVE 3947
COVINA,CA91723 		2023-12-18 27,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE BAFRAYUNG FUND. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 27,000 NONE 12/31/2023   THE BAFRAYUNG FUND HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
THE BAFRAYUNG FUND
  		440 N BARRANCA AVE 3947
COVINA,CA91723 		2023-12-18 1,093,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE BAFRAYUNG FUND. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 1,093,000 NONE 12/31/2023   THE BAFRAYUNG FUND HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
THE SARAH AND DANIEL RUEVEN FOUNDATION
  		126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		2023-12-14 514,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE SARAH AND DANIEL RUEVEN FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 514,000 NONE 12/31/2023   THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
THE SARAH AND DANIEL RUEVEN FOUNDATION
  		126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		2023-10-23 50,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE SARAH AND DANIEL RUEVEN FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 50,000 NONE 12/31/2023   THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
THE SARAH AND DANIEL RUEVEN FOUNDATION
  		126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		2023-10-13 250,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE SARAH AND DANIEL RUEVEN FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 250,000 NONE 12/31/2023   THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
THE SARAH AND DANIEL RUEVEN FOUNDATION
  		126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		2023-06-23 592,500 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE SARAH AND DANIEL RUEVEN FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 592,500 NONE 12/31/2023   THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
THE SARAH AND DANIEL RUEVEN FOUNDATION
  		126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		2023-02-06 60,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE SARAH AND DANIEL RUEVEN FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 60,000 NONE 12/31/2023   THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
THE SARAH AND DANIEL RUEVEN FOUNDATION
  		126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		2023-04-26 33,333 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE SARAH AND DANIEL RUEVEN FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 33,333 NONE 12/31/2023   THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
THE MARCH FORTH FOUNDATION
  		126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		2023-04-19 30,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE MARCH FORTH FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 30,000 NONE 12/31/2023   THE MARCH FORTH FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
THE MARCH FORTH FOUNDATION
  		126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		2023-02-06 50,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE MARCH FORTH FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 50,000 NONE 12/31/2023   THE MARCH FORTH FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
THE MARCH FORTH FOUNDATION
  		126 E 56TH ST 26TH FLOOR
NEW YORK,NY10022 		2023-04-26 33,333 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE MARCH FORTH FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 33,333 NONE 12/31/2023   THE MARCH FORTH FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
GLOBAL COLD CHAIN ALLIANCE
  		241 18TH ST SOUTH SUITE 620
ARLINGTON,VA22202 		2023-12-21 54,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE GLOBAL COLD CHAIN ALLIANCE. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 54,000 NONE 12/31/2023   GLOBAL COLD CHAIN ALLIANCE HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
JEWISH FEDERATION OF GREATER WASHINGTON
  		6101 EXECUTIVE BLVD
ROCKVILLE,MD20852 		2018-09-17 3,000,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE JEWISH FEDERATION OF GREATER WASHINGTON. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 3,000,000 NONE 12/31/2023   JEWISH FEDERATION OF GREATER WASHINGTON HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA
  		8900 LITTLE RIVER TURNPIKE
FAIRFAX,VA22031 		2018-07-14 2,000,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 2,000,000 NONE 12/31/2023   POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
BENDER JCC OF GREATER WASHINGTON
  		6125 MONTROSE ROAD
ROCKVILLE,MD20852 		2017-11-16 4,000,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE BENDER JCC OF GREATER WASHINGTON. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 4,000,000 NONE 12/31/2023   BENDER JCC OF GREATER WASHINGTON HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
EDLAVITCH JCC OF WASHINGTON DC
  		1529 16TH STREET NW
WASHINGTON,DC20036 		2018-06-29 13,000,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE EDLAVITCH JCC OF WASHINGTON, DC. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 13,000,000 NONE 12/31/2023   EDLAVITCH JCC OF WASHINGTON, DC HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
CAPITAL CAMPS & RETREAT CENTER
  		11300 ROCKVILLE PIKE SUITE 407
ROCKVILLE,MD20852 		2018-06-26 3,250,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE CAPITAL CAMPS & RETREAT CENTER. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 3,250,000 NONE 12/31/2023   CAPITAL CAMPS & RETREAT CENTER HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
JEWISH FEDERATION OF GREATER WASHINGTON
  		6101 EXECUTIVE BLVD
ROCKVILLE,MD20852 		2021-06-29 4,800,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE JEWISH FEDERATION OF GREATER WASHINGTON. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 4,800,000 NONE 12/31/2023   JEWISH FEDERATION OF GREATER WASHINGTON HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.
POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA
  		8900 LITTLE RIVER TURNPIKE
FAIRFAX,VA22031 		2017-06-30 2,250,000 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. 2,250,000 NONE 12/31/2023   POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2023.

TY 2023 InvestmentsOtherSchedule2
Name:
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
 
D/B/A THE MORNINGSTAR FOUNDATION
EIN:
52-1270464
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AEA INVESTORS FUND V, L.P. FMV 435,996 435,996
CARLYLE PARTNERS VI, L.P. FMV 2,535,256 2,535,256
GLILOT CAPITAL PARTNERS I, L.P. FMV 25,977 25,977
KEDMA CAPITAL PARTNERS II, L.P. FMV 1,597,860 1,597,860
KHOSLA VENTURES III, L.P. FMV 164,369 164,369
LEGACY VENTURE V, LLC FMV 678,835 678,835
NEW ENTERPRISE ASSOCIATES 14, L.P. FMV 7,803,250 7,803,250
NEW HERITAGE CAPITAL FUND-B, L.P. FMV 3,232,769 3,232,769
NEWBURY EQUITY PARTNERS II, L.P. FMV 377,527 377,527
PATRON CAPITAL GP IV FMV 101,092 101,092
ROYALTY OPPORTUNITIES FEEDER S.A. FMV 714,759 714,759
THE VARDE FUND X (A) (FEEDER), L.P. FMV 99,096 99,096
AKO PARTNERS L.P. FMV 3,775,084 3,775,084
MINERVA NETWORKS, INC AD-56 FMV 2,312 2,312
MINERVA NETWORKS, INC AV-56 FMV 6,878 6,878
BLACKSTONE TACTICAL OPPORTUNITIES FUND II L.P. FMV 762,039 762,039
CIP VI INSTITUTIONAL FEEDER, L.P. FMV 1,487,594 1,487,594
LEERINK REVELATION HEALTHCARE FUND I, L.P. FMV 711,463 711,463
NEW ENTERPRISE ASSOCIATES 15, L.P. FMV 1,976,217 1,976,217
THE VARDE FUND XII (A), L.P. FMV 759,349 759,349
MORNINGSTAR SATURN I LLC FMV 93,235,706 93,235,706
MORNINGSTAR NEPTUNE LLC FMV 2,860,266 2,860,266
MORNINGSTAR VENUS LLC FMV 330,523,595 330,523,595
CIP AIV II, LP FMV 46,799 46,799
HIGHVISTA VENTURE CAPITAL VI (OFFSHORE), LP FMV 668,167 668,167

TY 2023 LegalFeesSchedule
Name:
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
 
D/B/A THE MORNINGSTAR FOUNDATION
EIN:
52-1270464
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,180 0   2,180


TY 2023 OtherAssetsSchedule
Name:
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
 
D/B/A THE MORNINGSTAR FOUNDATION
EIN:
52-1270464
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM-RELATED INVESTMENTS 20,072,485 17,737,031 17,737,031


TY 2023 OtherExpensesSchedule
Name:
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
 
D/B/A THE MORNINGSTAR FOUNDATION
EIN:
52-1270464
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER SUPPORT 34,507 0   34,507
INTERNET EXPENSES 10,929 0   10,929
DUES & SUBSCRIPTIONS 1,150 0   1,150
PRINTING & COPYING 2,138 0   2,138
SUPPLIES 2,027 0   2,027
INSURANCE 5,468 0   5,468
TELEPHONE, TELECOMMUNICATIONS 3,815 0   3,815
K-1 OTHER DEDUCTIONS 1,603,008 1,603,008   0
COMPUTER MAINT. & SUPPLIES 28 0   28
CONFERENCE AND SEMINARS 4,104 0   4,104
CONSULTING SERVICES 101,578 0   101,578
MEALS 142 0   142
PARKING 3,405 0   3,405
REPAIRS & MAINTENANCE 163 0   163
FILING FEE 269 0   269
MISCELLANEOUS EXPENES 257 0   257


TY 2023 OtherIncomeSchedule2
Name:
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
 
D/B/A THE MORNINGSTAR FOUNDATION
EIN:
52-1270464
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 OTHER INCOME 199,729 199,729 199,729
OTHER INCOME 10,000 0 10,000
DISTRIBUTIONS 2,498 2,498 2,498


TY 2023 OtherIncreasesSchedule
Name:
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
 
D/B/A THE MORNINGSTAR FOUNDATION
EIN:
52-1270464
Description Amount
NET UNREALIZED GAIN 67,868,255


TY 2023 OtherLiabilitiesSchedule
Name:
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
 
D/B/A THE MORNINGSTAR FOUNDATION
EIN:
52-1270464
Description Beginning of Year - Book Value End of Year - Book Value
OTHER LIABILITIES 4,822 0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
 
D/B/A THE MORNINGSTAR FOUNDATION
EIN:
52-1270464
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 3,824,733 3,824,733   0
PAYROLL PROCESSING 3,918 0   3,918
OTHER CONTRACT SERVICES 24,000 0   24,000


TY 2023 TaxesSchedule
Name:
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
 
D/B/A THE MORNINGSTAR FOUNDATION
EIN:
52-1270464
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
K-1 FOREIGN TAXES PAID 65,864 65,864   0