Nonprofit · EIN 13-7049647
MORNINGSTAR FOUNDATION EXEMPT CHARITABLE TR
Also known as MORGENSTERN GEORGE TTEE
Tax-exempt · MONSEY, NY 10952
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $68,007 | $49,752 | $18,255 | $33,772 | $0 | $33,772 |
| August 31, 2024 | 990-PF | $59,225 | $59,548 | -$323 | $15,517 | $0 | $15,517 |
| August 31, 2023 | 990-PF | $53,830 | $102,546 | -$48,716 | $15,840 | $0 | $15,840 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $68,007
Expenses
- Grants and similar amounts paid
- $49,655
- Disbursements for charitable purposes
- $49,752
Balance sheet and other
- Total assets, start of year
- $15,517
- Total assets, end of year
- $33,772
- Total liabilities, end of year
- $0
- Net assets, end of year
- $33,772
- Fair market value of assets
- $33,772
- Qualifying distributions
- $49,752
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEAH MORGENSTERN 4 SHALVAH PLACE, MONSEY, NY 10952 | Trustee | 2 | $0 |
| SHLOMIE MORGENSTERN 4 SHALVAH PLACE, MONSEY, NY 10952 | Trustee | 2 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE MORGENSTERN 5 SHALVAH PLACE, MONSEY, NY 10952 | Trustee | 2 | $0 |
| SHLOMIE MORGENSTERN 4 SHALVAH PLACE, MONSEY, NY 10952 | Trustee | 2 | $0 |
990-PF for the year ended August 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE MORGENSTERN 5 SHALVAH PLACE, MONSEY, NY 10952 | Trustee | 2 | $0 |
| SHLOMIE MORGENSTERN 4 SHALVAH PLACE, MONSEY, NY 10952 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4 SHALVAH PL, MONSEY, NY 10952-2427
- In care of
- % GEORGE MORGENSTERN TRUSTEE
- Signed the 990-PF
- SHLOMIE MORGENSTERN, Trustee
- Phone
- (201) 739-4342
- Return prepared by
- Bernath & Rosenberg PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 13-7049647
- 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
- 1996
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $33,772
- Income (IRS master file)
- $68,007
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $68,007 | $49,752 | $33,772 | XML |
| 990-PF | August 2024 | $59,225 | $59,548 | $15,517 | XML |
| 990-PF | August 2023 | $53,830 | $102,546 | $15,840 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | 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 13-7049647).
Questions about MORNINGSTAR FOUNDATION EXEMPT CHARITABLE TR
- What is the EIN of MORNINGSTAR FOUNDATION EXEMPT CHARITABLE TR?
- The employer identification number (EIN) of MORNINGSTAR FOUNDATION EXEMPT CHARITABLE TR is 13-7049647.
- Is MORNINGSTAR FOUNDATION EXEMPT CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to MORNINGSTAR FOUNDATION EXEMPT CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MORNINGSTAR FOUNDATION EXEMPT CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MORNINGSTAR FOUNDATION EXEMPT CHARITABLE TR due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORNINGSTAR FOUNDATION EXEMPT CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of MORNINGSTAR FOUNDATION EXEMPT CHARITABLE TR?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MORNINGSTAR FOUNDATION EXEMPT CHARITABLE TR have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $68,007, expenses of $49,752 and total assets of $33,772 at year end.
Other nonprofits in MONSEY
- BAIS EPHRAIM CHARITABLE FOUNDATION TR EIN 11-6548272 · last filed 990-PF for 2025
- AB CHARITY INC EIN 92-3617094 · last filed 990 for 2025
- TOMCHAI TORAH BERETZ YISRAEL INC EIN 26-0574981 · last filed 990 for 2024
- FRIENDS OF AHAVAT SHALOM INC EIN 22-3341784 · last filed 990 for 2024
- KCEG FOUNDATION EIN 13-7103161 · last filed 990-PF for 2025
- DAVID AND CHAYA ZAHLER FOUNDATION INC EIN 11-3215108 · last filed 990-PF for 2024
- KINYAN HAMASHECHTA INC VHAAREV NA EIN 84-2234864 · last filed 990 for 2025
- MOSHE EICHLER FUND INC EIN 20-4006310 · last filed 990-PF for 2024
All nonprofits in MONSEY · New York · Philanthropy, voluntarism and grantmaking foundations