Nonprofit · EIN 52-1270464
THE MORNINGSTAR PHILANTHROPIC FOUNDATION
Also known as THE MORNINGSTAR FOUNDATION
Tax-exempt · BETHESDA, MD 20814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $62,594,734 | $32,562,624 | $30,032,110 | $546,085,405 | $16,281 | $546,069,124 |
| December 31, 2023 | 990-PF | $22,397,143 | $30,844,229 | -$8,447,086 | $482,179,775 | $0 | $482,179,775 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $8,639,643
- Net gain from sales of assets
- $53,524,856
- Other income
- $430,235
Expenses
- Grants and similar amounts paid
- $24,544,887
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $348,724
- Disbursements for charitable purposes
- $25,485,467
- Excise tax on investment income
- $771,614
Balance sheet and other
- Total assets, start of year
- $482,179,775
- Total assets, end of year
- $546,085,405
- Total liabilities, end of year
- $16,281
- Net assets, end of year
- $546,069,124
- Fair market value of assets
- $546,085,405
- Qualifying distributions
- $33,185,467
- Net investment income
- $62,588,924
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADINA BARKINSKIY 4550 MONTGOMERY AVENUE 810N, BETHESDA, MD 20814 | DIRECTOR OF PROGRAMS Highest-paid employee | 30 | $149,785 | $30,717 |
| LISA JACOBSON 4550 MONTGOMERY AVENUE 810N, BETHESDA, MD 20814 | SR. PROGRAM OFFICER Highest-paid employee | 40 | $116,667 | $11,928 |
| GAIL HYMAN 4550 MONTGOMERY AVENUE 810N, BETHESDA, MD 20814 | GRANTS ADMINISTRATOR Highest-paid employee | 34 | $61,138 | $1,834 |
| SUSAN R GELMAN 4550 MONTGOMERY AVENUE 810N, BETHESDA, MD 20814 | DIRECTOR/PRESIDENT | 5 | $0 | $0 |
| MICHAEL C GELMAN 4550 MONTGOMERY AVENUE 810N, BETHESDA, MD 20814 | DIRECTOR/V.P./TREAS./SEC. | 20 | $0 | $44,097 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADINA BARKINSKIY 4550 MONTGOMERY AVENUE 810N, BETHESDA, MD 20814 | DIRECTOR OF PROGRAMS Highest-paid employee | 30 | $132,444 | $31,331 |
| LISA JACOBSON 4550 MONTGOMERY AVENUE 810N, BETHESDA, MD 20814 | SR. PROGRAM OFFICER Highest-paid employee | 40 | $106,667 | $11,502 |
| GAIL HYMAN 4550 MONTGOMERY AVENUE 810N, BETHESDA, MD 20814 | GRANTS ADMINISTRATOR Highest-paid employee | 34 | $57,959 | $1,739 |
| SUSAN R GELMAN 4550 MONTGOMERY AVENUE 810N, BETHESDA, MD 20814 | DIRECTOR/PRESIDENT | 5 | $0 | $0 |
| MICHAEL C GELMAN 4550 MONTGOMERY AVENUE 810N, BETHESDA, MD 20814 | DIRECTOR/V.P./TREAS./SEC. | 20 | $0 | $43,509 |
Address and contacts
- Address (IRS master file)
- 4550 MONTGOMERY AVENUE 810N, BETHESDA, MD 20814-3304
- Signed the 990-PF
- MICHAEL GELMAN, VICE PRESIDENT
- Phone
- (240) 752-1700
- Return prepared by
- ANDERSEN TAX LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-1270464
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $546,085,405
- Income (IRS master file)
- $62,598,527
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $62,594,734 | $32,562,624 | $546,085,405 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $22,397,143 | $30,844,229 | $482,179,775 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1270464).
Questions about THE MORNINGSTAR PHILANTHROPIC FOUNDATION
- What is the EIN of THE MORNINGSTAR PHILANTHROPIC FOUNDATION?
- The employer identification number (EIN) of THE MORNINGSTAR PHILANTHROPIC FOUNDATION is 52-1270464.
- Is THE MORNINGSTAR PHILANTHROPIC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to THE MORNINGSTAR PHILANTHROPIC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MORNINGSTAR PHILANTHROPIC FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MORNINGSTAR PHILANTHROPIC FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MORNINGSTAR PHILANTHROPIC FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE MORNINGSTAR PHILANTHROPIC FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 3 received compensation from the organization, the highest $149,785 (ADINA BARKINSKIY, DIRECTOR OF PROGRAMS).
- How much revenue does THE MORNINGSTAR PHILANTHROPIC FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $62,594,734, expenses of $32,562,624 and total assets of $546,085,405 at year end.
Other nonprofits in BETHESDA
- IMPACTASSETS INC EIN 26-2048480 · last filed 990 for 2024
- HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE EIN 52-1317896 · last filed 990 for 2025
- CYSTIC FIBROSIS FOUNDATION EIN 13-1930701 · last filed 990 for 2024
- CLARK CHARITABLE FOUNDATION INC EIN 52-1512330 · last filed 990-PF for 2024
- ASSOCIATION OF PUBLIC HEALTH LABORATORIES INC EIN 52-1800436 · last filed 990 for 2024
- GLOBAL COMMUNITIES INC EIN 52-0846183 · last filed 990 for 2025
- AMERICAN SOCIETY OF HEALTH-SYSTEM PHARMACISTS EIN 52-0807628 · last filed 990 for 2025
- LOCKHEED MARTIN CORPORATON BENEFIT TR FOR COLLECTIVELY BARGAINED EMPL EIN 13-3507980 · last filed 990 for 2024