Morningstar Foundation Exempt Charitable Tr

Morgenstern George Ttee

Monsey, NY
Tax-exempt since Dec. 1996
EIN: 13-7049647

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$59.2k (2024)

Expenses

$59.5k (2024)

Total Assets

$15.5k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2024

Revenue

$59,225

Expenses

$59,548

Net Income

-$323

Net Assets

$15,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$59,224	100.0%
Interest Revenue	$0
Dividends	$1	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,548	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,517
Total Liabilities	$0
Net Assets	$15,517

Compensation

Key Employees and Officers	Compensation	Other
George Morgenstern (Trustee)	$0	$0
Shlomie Morgenstern (Trustee)	$0	$0

990-PF

Filed on Jan. 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$53,830

Expenses

$102,546

Net Income

-$48,716

Net Assets

$15,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$53,830	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,751	> 100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,840
Total Liabilities	$0
Net Assets	$15,840

Compensation

Key Employees and Officers	Compensation	Other
George Morgenstern (Trustee)	$0	$0
Shlomie Morgenstern (Trustee)	$0	$0

990-PF

Filed on Feb. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2022

Revenue

$86,608

Expenses

$90,835

Net Income

-$4,227

Net Assets

$64,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$86,608	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,835	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$64,556
Total Liabilities	$0
Net Assets	$64,556

Compensation

Key Employees and Officers	Compensation	Other
George Morgenstern (Trustee)	$0	$0
Shlomie Morgenstern (Trustee)	$0	$0

990-PF

Filed on Dec. 19, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Aug.
2021

Revenue

$67,309

Expenses

$155,115

Net Income

-$87,806

Net Assets

$68,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$67,309	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,115	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$68,783
Total Liabilities	$1
Net Assets	$68,782

Compensation

Key Employees and Officers	Compensation	Other
George Morgenstern (Trustee)	$0	$0
Shlomie Morgenstern (Trustee)	$0	$0

990-PF

Filed on Dec. 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2020

Revenue

$73,053

Expenses

$109,681

Net Income

-$36,628

Net Assets

$156,588

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$73,053	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,681	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$156,589
Total Liabilities	$1
Net Assets	$156,588

Compensation

Key Employees and Officers	Compensation	Other
George Morgenstern (Trustee)	$0	$0
Shlomie Morgenstern (Trustee)	$0	$0

990-PF

Filed on Jan. 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2019

Revenue

$252,047

Expenses

$66,440

Net Income

$185,607

Net Assets

$193,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$252,047	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,440	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$193,217
Total Liabilities	$1
Net Assets	$193,216

Compensation

Key Employees and Officers	Compensation	Other
George Morgenstern (Trustee)	$0	$0
Shlomie Morgenstern (Trustee)	$0	$0

990-PF

Filed on Jan. 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$34,129

Expenses

$28,305

Net Income

$5,824

Net Assets

$7,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$34,129	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,161	99.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,610
Total Liabilities	$0
Net Assets	$7,610

Compensation

Key Employees and Officers	Compensation	Other
George Morgenstern (Trustee)	$0	$0
Shlomie Morgenstern (Trustee)	$0	$0

990-PF

Filed on Jan. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2017

Revenue

$45,220

Expenses

$47,548

Net Income

-$2,328

Net Assets

$1,786

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,220	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,283	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,786
Total Liabilities	$0
Net Assets	$1,786

Compensation

Key Employees and Officers	Compensation	Other
George Morgenstern (Trustee)	$0	$0
Shlomie Morgenstern (Trustee)	$0	$0

990-PF

Filed on Dec. 26, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2016

Revenue

$50,591

Expenses

$52,870

Net Income

-$2,279

Net Assets

$4,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,591	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,716	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,114
Total Liabilities	$0
Net Assets	$4,114

Compensation

Key Employees and Officers	Compensation	Other
George Morgenstern (Trustee)	$0	$0
Shlomie Morgenstern (Trustee)	$0	$0

990-PF

Filed on Dec. 20, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2015

Revenue

$86,373

Expenses

$85,064

Net Income

$1,309

Net Assets

$6,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$86,373	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,969	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,393
Total Liabilities	$0
Net Assets	$6,393

Compensation

Key Employees and Officers	Compensation	Other
George Morgenstern (Trustee)	$0	$0

990-PF

Filed on Jan. 26, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2014

Revenue

$92,037

Expenses

$90,298

Net Income

$1,739

Net Assets

$5,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$92,037	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,298	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,084
Total Liabilities	$0
Net Assets	$5,084

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Revenue

$95,470

Expenses

$102,265

Net Income

-$6,795

Net Assets

$3,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$95,469	100.0%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,025	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,345
Total Liabilities	$1
Net Assets	$3,344

990-PF

Filed on March 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2012

Revenue

$134,070

Expenses

$133,359

Net Income

$711

Net Assets

$10,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$134,069	100.0%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,284	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,140
Total Liabilities	$1
Net Assets	$10,139

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$112,398

Expenses

$123,670

Net Income

-$11,272

Net Assets

$9,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$112,396	100.0%
Interest Revenue	$2	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,612	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,429
Total Liabilities	$1
Net Assets	$9,428

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Morningstar Foundation Exempt Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $59.2k (2024)

Expenses $59.5k (2024)

Total Assets $15.5k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2012

Revenue

$59.2k (2024)

Expenses

$59.5k (2024)

Total Assets

$15.5k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001