The Morningstar Foundation

990PF • Fiscal year 2017 • EIN 23-2855899

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile

362 West Bridge StreetNew Hope, PA 18938

(410) 858-6109

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

47%

Higher net margin than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

4.7%

Faster asset growth than 57% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

120%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets59th percentile

Assets

$184,923

Up $8,220 (+4.7%) from 2016

Net Assets

$184,923

Up $8,220 (+4.7%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin90th percentile

Revenue

$17,676

Up $9,652 (+120%) from 2016

Expenses

$9,456

Up $177 (+1.9%) from 2016

Net Income

$8,220

Up $9,475 (+755%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2017

Assets$184,923

Liabilities$0

Net Assets$184,923

Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2017

Revenue$17,676

Expenses$9,456

Net Income$8,220

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: May 10, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Katherine Murphy Riggs	President	-	$0	-	-
Martha J Murphy	Vice President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Morningstar Foundation
EIN: 23-2855899
Phone: 4108586109
Address: 362 West Bridge Street, New Hope, PA 18938

Signing Officer

Name: Katherine N Murphy
Title: President
Signed: 2018-05-10
Discuss with paid preparer: Yes

Preparer

Firm: Morgan Lewis & Bockius LLP
Address: 1701 Market Street, Philadelphia, PA 19103-2921
Preparer: Francis X Mehaffey
Phone: 2159634659

Raw XML Appendix268 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	131243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	51002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	Goldman Sachs Capital Growth Class A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	Goldman Sachs Concentrated Int'l Equity
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	169754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	54505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	2904
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	14772
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	17676
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	17676
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	14772
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	7500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	7500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	2904
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	2904
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	8220
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	18888
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	1406
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	351
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	1757
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	14772
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	17309
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	30
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	16
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	53
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	8936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	9456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	17676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	17676
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1436
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	367
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	1956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	1997-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	4116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	3882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	10890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	3882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	10890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	7998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	10890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	235.87 GS Capital Growth Fund Institutional Cla
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Capital gain dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	14772
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	8220
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	184923
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	176703
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	184923
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	10174
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	10174
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	10174
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	10520
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	346
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	346
IRS990PF/FMVAssetsEOYAmt	0	226952
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	176703
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	184923
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	4134
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	2678
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	2693
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	172569
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	182245
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	224259
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	176703
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	184923
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	226952
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	176703
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	184923
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	176703
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	184923
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	213606
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	3949
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	209657
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	3204
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	10520
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	210402
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	213606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Katherine Murphy Riggs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Martha J Murphy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	362 West Bridge Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	362 West Bridge Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	New Hope
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	New Hope
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	18938
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	18938
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	9895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	10068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	8248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	8194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	8563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	8348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	8138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.047028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.04524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.04197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.04528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.04883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.05383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	210402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	182337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	195231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	189132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	170972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	151178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	8936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.235139
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	8936
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	8936
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	8936
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	362 West Bridge Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	New Hope
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	18938
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Katherine Murphy Riggs
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4106973016
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	Letter form, submit brief history; reason for grant; amount and IRS Exemption Letter.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Katherine Murphy Riggs
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	4106973016
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	362 West Bridge Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	New Hope
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	18938
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	Accepts applications from organizations which focus on alleviating suffering of abused and disadvantaged children.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	7500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	For General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Girls Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	201 South Tuttle Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Sarasota
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	34237
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	7500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	283
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	8653
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	10174
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	8936
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	9891
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	8653
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Morgan, Lewis & Bockius, LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	1406
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1757
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	351
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Interest on tax due to US Treasury
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Wire Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	16
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	31
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	7
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	15
TaxesSchedule/TaxesDetail/Amt	0	146
TaxesSchedule/TaxesDetail/CategoryTxt	0	United States Treasury
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Katherine N Murphy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Morningstar Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	MORN
ReturnHeader/Filer/EIN	0	232855899
ReturnHeader/Filer/PhoneNum	0	4108586109
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	362 West Bridge Street
ReturnHeader/Filer/USAddress/CityNm	0	New Hope
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	18938
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	230891050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Morgan Lewis & Bockius LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1701 Market Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Philadelphia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	191032921
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2159634659
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Francis X Mehaffey
ReturnHeader/ReturnTs	0	2018-05-10T12:13:50-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $184,923
Liabilities: $0
Net assets: $184,923
Revenue: $17,676
Expenses: $9,456
Net income: $8,220

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.28	$0.00	$2.28	$0.25	$0.15	$0.10
2023Detailed filing. Detailed filing data is available for this year.	$2.18	$0.00	$2.18	$0.07	$0.17	$0.09
2022Detailed filing. Detailed filing data is available for this year.	$2.28	$0.00	$2.28	$0.13	$0.17	$0.04
2021Detailed filing. Detailed filing data is available for this year.	$2.32	$0.00	$2.32	$0.28	$0.16	$0.12
2020Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.20	$0.10	$0.12	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$2.21	$0.00	$2.21	$0.08	$0.14	$0.06
2018Detailed filing. Detailed filing data is available for this year.	$2.28	$0.00	$2.28	$0.57	$0.14	$0.43
2017Detailed filing. Detailed filing data is available for this year.	$1.85	$0.00	$1.85	$0.18	$0.09	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$1.77	$0.00	$1.77	$0.08	$0.09	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$1.78	$0.00	$1.78	$0.15	$0.09	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$1.72	$0.00	$1.72	$0.25	$0.10	$0.16
2013Detailed filing. Detailed filing data is available for this year.	$1.56	$0.00	$1.56	$0.30	$0.10	$0.21
2012Detailed filing. Detailed filing data is available for this year.	$1.36	$0.00	$1.36		$0.09
2011Detailed filing. Detailed filing data is available for this year.	$1.43	$0.00	$1.43		$0.06
2010Detailed filing. Detailed filing data is available for this year.	$1.48	$0.00	$1.48		$0.07