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Also known as: CHARITABLE TRUST
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Robert & Mary Lou Morgado Charitable Trust is a private trust based in NEW YORK, NY. The foundation received its IRS ruling in 1996. The principal officer is Tag Associates LLC. It holds total assets of $8.5M. Annual income is reported at $6.1M. Total assets have grown from $4.4M in 2010 to $8.5M in 2023. The foundation is governed by 2 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 2017 to 2023. The foundation primarily funds organizations in Connecticut, New York and Hawaii. According to available records, Robert & Mary Lou Morgado Charitable Trust has made 104 grants totaling $1.5M, with a median grant of $5K. Annual giving has grown from $456K in 2020 to $662K in 2022. Individual grants have ranged from $250 to $125K, with an average award of $15K. The foundation has supported 31 unique organizations. The foundation primarily supports organizations in New York, Connecticut, Hawaii, which account for 87% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$5K
Average Grant
$15K
Largest Grant
$100K
Based on 23 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.
Robert & Mary Lou Morgado Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 104 grants. Its grantmaking reaches organizations primarily in NY, CT, HI.
Robert & Mary Lou Morgado Charitable Trust has distributed a total of $1.5M across 104 grants. The median grant size is $5K, with an average of $15K. Individual grants have ranged from $250 to $125K.
Robert & Mary Lou Morgado Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Robert & Mary Lou Morgado Charitable Trust is headquartered in NEW YORK, NY. While based in NY, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Robert J Morgado | TRUSTEE/DONOR | $0 | $0 | N/A |
| Mary Lou Morgado | TRUSTEE/DONOR | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$8.5M
Fair Market Value
N/A
Net Worth
$8.4M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
104
Total Giving
$1.5M
Average Grant
$15K
Median Grant
$5K
Unique Recipients
31
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Horace Mann SchoolCHARITABLE | Bronx, NY | $100K | 2022 |
| Yale UniversityCHARITABLE | New Haven, CT | $50K | 2022 |
| The New Milford HospitalCHARITABLE | Danbury, CT | $50K | 2022 |
| Saint Louis SchoolCHARITABLE | Honolulu, HI | $50K | 2022 |
| Roxbury Land TrustCHARITABLE | Roxbury, CT | $10K | 2022 |
| Roundabout Theater CompanyCHARITABLE | New York, NY | $10K | 2022 |
| Maui Health FoundationCHARITABLE | Wailuku, HI | $10K | 2022 |
| Metropolitan Museum Of ArtCHARITABLE | New York, NY | $6K | 2022 |
| Conversations On The Green IncCHARITABLE | Washington, CT | $5K | 2022 |
| Natural Resources Defense CouncilCHARITABLE | New York, NY | $5K | 2022 |
| The V Founndation For Cancer ResearchCHARITABLE | Cary, NC | $5K | 2022 |
| The Frick CollectionCHARITABLE | New York, NY | $5K | 2022 |
| Maui Food BankCHARITABLE | Wailuku, HI | $3K | 2022 |
| Connecticut FoodshareCHARITABLE | Wallingford, CT | $3K | 2022 |
| Nature ConservancyCHARITABLE | Arlington, VA | $1K | 2022 |
| Planned ParenthoodCHARITABLE | New York, NY | $1K | 2022 |
| Roxbury Volunteer Fire Department IncCHARITABLE | Roxbury, CT | $1K | 2022 |
| Friends Of The Roxbury LibraryCHARITABLE | Succasunna, NJ | $1K | 2022 |
| Roxbury Ambulance AssociationCHARITABLE | Roxbury, CT | $1K | 2022 |
| Toys For TotsCHARITABLE | Triangle, VA | $500 | 2022 |
| MaddCHARITABLE | East Haven, CT | $500 | 2022 |
| Maui Humane SocietyCHARITABLE | Puunene, HI | $500 | 2022 |
| Void Prior Year Checks Never CashedCHARITABLE | New York, NY | N/A | 2022 |