Arthur & Gail Morgenstern Family Foundation

Philadelphia, PA
Tax-exempt since Aug. 2000
EIN: 25-6716020

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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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$17.2k (2023)

Expenses

$30.4k (2023)

Total Assets

$290k (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Revenue

$17,150

Expenses

$30,353

Net Income

-$13,203

Net Assets

$289,781

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32	0.2%
Dividends	$10,565	61.6%
Sales of Assets	$6,553	38.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,500	80.7%
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	$289,781
Total Liabilities	$0
Net Assets	$289,781

Compensation

Key Employees and Officers	Compensation	Other
Andrew Morgenstern (Trustee)	$0	$0
Jonathan Morgenstern (Trustee)	$0	$0
Rabbi Sholom Kamenetsky (Trustee)	$0	$0

990-PF

Filed on May 13, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$8,480

Expenses

$33,020

Net Income

-$24,540

Net Assets

$303,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.2%
Dividends	$10,508	> 100%
Sales of Assets	-$2,046
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,500	74.2%
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	$303,107
Total Liabilities	$0
Net Assets	$303,107

Compensation

Key Employees and Officers	Compensation	Other
Andrew Morgenstern (Trustee)	$0	$0
Jonathan Morgenstern (Trustee)	$0	$0
Rabbi Sholom Kamenetsky (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$21,434

Expenses

$37,896

Net Income

-$16,462

Net Assets

$327,859

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$8,129	37.9%
Sales of Assets	$13,304	62.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,900	65.7%
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	$327,859
Total Liabilities	$0
Net Assets	$327,859

Compensation

Key Employees and Officers	Compensation	Other
Andrew Morgenstern (Trustee)	$0	$0
Jonathan Morgenstern (Trustee)	$0	$0
Rabbi Sholom Kamenetsky (Trustee)	$0	$0

990-PF

Filed on July 18, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$172,496

Expenses

$27,225

Net Income

$145,271

Net Assets

$344,776

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$145,350	84.3%
Interest Revenue	$2	0.0%
Dividends	$7,424	4.3%
Sales of Assets	$19,720	11.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,700	76.0%
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	$344,777
Total Liabilities	$1
Net Assets	$344,776

Compensation

Key Employees and Officers	Compensation	Other
Andrew Morgenstern (Trustee)	$0	$0
Jonathan Morgenstern (Trustee)	$0	$0
Rabbi Sholom Kamenetsky (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$10,269

Expenses

$32,107

Net Income

-$21,838

Net Assets

$199,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.2%
Dividends	$5,664	55.2%
Sales of Assets	$4,587	44.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,500	76.3%
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	$199,657
Total Liabilities	$1
Net Assets	$199,656

Compensation

Key Employees and Officers	Compensation	Other
Andrew Morgenstern (Trustee)	$0	$0
Jonathan Morgenstern (Trustee)	$0	$0
Rabbi Sholom Kamenetsky (Trustee)	$0	$0

990-PF

Filed on Oct. 14, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$7,326

Expenses

$37,570

Net Income

-$30,244

Net Assets

$221,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.1%
Dividends	$5,932	81.0%
Sales of Assets	$1,385	18.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	79.9%
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	$221,468
Total Liabilities	$0
Net Assets	$221,468

Compensation

Key Employees and Officers	Compensation	Other
Andrew Morgenstern (Trustee)	$0	$0
Jonathan Morgenstern (Trustee)	$0	$0
Rabbi Sholom Kamenetsky (Trustee)	$0	$0

990-PF

Filed on May 13, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$8,844

Expenses

$29,722

Net Income

-$20,878

Net Assets

$251,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.1%
Dividends	$6,079	68.7%
Sales of Assets	$2,757	31.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,700	79.7%
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	$251,323
Total Liabilities	$0
Net Assets	$251,323

Compensation

Key Employees and Officers	Compensation	Other
Andrew Morgenstern (Trustee)	$0	$0
Jonathan Morgenstern (Trustee)	$0	$0
Rabbi Sholom Kamenetsky (Trustee)	$0	$0

990-PF

Filed on May 11, 2018

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$7,495

Expenses

$34,158

Net Income

-$26,663

Net Assets

$272,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$6,411	85.5%
Sales of Assets	$1,083	14.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,100	76.4%
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	$272,479
Total Liabilities	$0
Net Assets	$272,479

Compensation

Key Employees and Officers	Compensation	Other
Andrew Morgenstern (Trustee)	$0	$0
Jonathan Morgenstern (Trustee)	$0	$0
Rabbi Sholom Kamenetsky (Trustee)	$0	$0

990-PF

Filed on May 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$12,614

Expenses

$37,687

Net Income

-$25,073

Net Assets

$299,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,734	53.4%
Sales of Assets	$5,880	46.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,600	89.2%
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	$299,013
Total Liabilities	$0
Net Assets	$299,013

Compensation

Key Employees and Officers	Compensation	Other
Andrew Morgenstern (Trustee)	$0	$0
Jonathan Morgenstern (Trustee)	$0	$0
Rabbi Sholom Kamenetsky (Trustee)	$0	$0

990-PF

Filed on Aug. 11, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$24,336

Expenses

$60,817

Net Income

-$36,481

Net Assets

$323,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,451	30.6%
Sales of Assets	$17,297	71.1%
Other Income	-$412

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,100	64.3%
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	$323,937
Total Liabilities	$0
Net Assets	$323,937

Compensation

Key Employees and Officers	Compensation	Other
Andrew Morgenstern (Trustee)	$0	$0
Jonathan Morgenstern (Trustee)	$0	$0
Rabbi Sholom Kamenetsky (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$8,937

Expenses

$41,862

Net Income

-$32,925

Net Assets

$361,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,852	87.9%
Sales of Assets	$2,105	23.6%
Other Income	-$1,020

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,800	71.2%
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	$361,574
Total Liabilities	$0
Net Assets	$361,574

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$54,542

Expenses

$44,848

Net Income

$9,694

Net Assets

$394,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,052	16.6%
Sales of Assets	$45,734	83.9%
Other Income	-$244

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,100	85.0%
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	$394,501
Total Liabilities	$0
Net Assets	$394,501

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$32,024

Expenses

$44,317

Net Income

-$12,293

Net Assets

$384,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,404	29.4%
Sales of Assets	$28,458	88.9%
Other Income	-$5,838

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,200	86.2%
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	$384,810
Total Liabilities	$0
Net Assets	$384,810

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

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Arthur & Gail Morgenstern Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $17.2k (2023)

Expenses $30.4k (2023)

Total Assets $290k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$17.2k (2023)

Expenses

$30.4k (2023)

Total Assets

$290k (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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