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Also known as: C/O BESSEMER TRUST COMPANY
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Pamela F And Robert J Morganti Charitable Foundation is a private trust based in GARDEN CITY, NY. The foundation received its IRS ruling in 2014. The principal officer is Bessemer Trust Company N A. It holds total assets of $18.6M. Annual income is reported at $7.4M. Total assets have grown from $21K in 2013 to $18.3M in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Connecticut. According to available records, Pamela F And Robert J Morganti Charitable Foundation has made 28 grants totaling $4.2M, with a median grant of $20K. Annual giving has decreased from $3.5M in 2020 to $500K in 2022. Individual grants have ranged from $10K to $1M, with an average award of $150K. The foundation has supported 11 unique organizations. Grant recipients are concentrated in Connecticut. Contributions to this foundation are tax-deductible.
Smallest Grant
$500K
Median Grant
$1M
Average Grant
$875K
Largest Grant
$1M
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Pamela F And Robert J Morganti Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 28 grants. Its grantmaking reaches organizations primarily in CT.
Pamela F And Robert J Morganti Charitable Foundation has distributed a total of $4.2M across 28 grants. The median grant size is $20K, with an average of $150K. Individual grants have ranged from $10K to $1M.
Pamela F And Robert J Morganti Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
Pamela F And Robert J Morganti Charitable Foundation is headquartered in GARDEN CITY, NY.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bessemer Trust Company Na | CO-TRUSTEE | $72K | $0 | $72K |
| Thomas F Reynolds | CO-TRUSTEE | $14K | $0 | $14K |
| Rex E Gustafson | CO-TRUSTEE | $14K | $0 | $14K |
Total Giving
$749K
Total Assets
$18.3M
Fair Market Value
$20.5M
Net Worth
$18.3M
Grants Paid
$600K
Contributions
$272
Net Investment Income
$360K
Distribution Amount
$953K
Total: $17.9M
Total Grants
28
Total Giving
$4.2M
Average Grant
$150K
Median Grant
$20K
Unique Recipients
11
Most Common Grant
$20K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| RynahealthGENERAL PURPOSE | Ridgefield, CT | $75K | 2022 |
| Founders HallGENERAL FUNDS | Ridgefield, CT | $25K | 2022 |
| Ridgefield PlayhouseGENERAL PURPOSE | Ridgefield, CT | $20K | 2022 |
| SphereGENERAL PURPOSE | Ridgefield, CT | $20K | 2022 |
| Danbury HospitalGENERAL FUNDS | Danbury, CT | $20K | 2022 |
| Boys And Girls Club RidgefieldGENERAL PURPOSE | Ridgefield, CT | $20K | 2022 |
| Lounsbury Houseridgefield VeteransGENERAL PURPOSE | Ridgefield, CT | $20K | 2022 |
| Meals On WheelsGENERAL FUNDS | Ridgefield, CT | $20K | 2022 |
| Ridgefield Library And Historical AssociationGENERAL PURPOSE | Ridgefield, CT | $20K | 2022 |
| Ridgefield Scholarship GroupGENERAL PURPOSE | Ridgefield, CT | $10K | 2022 |
| Ridgefield Sunrire Visiting NursesGENERAL FUNDS | Ridgefield, CT | $50K | 2021 |