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Private Foundation · NY

Robert & Mary Lou Morgado Charitable Trust

New York, NY  ·  EIN 137072672  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$8.5M

Total Giving

$342K

Grants on File

23

Average Grant

$15K

Giving Radius

Where Robert & Mary Lou Morgado Charitable Trust Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — $120K across 8 grants DC — no grants on file DE — no grants on file FL — no grants on file GA — no grants on file HI — $63K across 4 grants IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — no grants on file MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — $5K across 1 grant ND — no grants on file NE — no grants on file NH — no grants on file NJ — $1K across 1 grant NM — no grants on file NV — no grants on file NY — $152K across 7 grants OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — $2K across 2 grants VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 22 recipients across 6 states. Top concentrations: BRONX ($125K, 2 grants), DANBURY ($50K, 1 grant), HONOLULU ($50K, 1 grant), NEW HAVEN ($50K, 1 grant), NEW YORK ($27K, 5 grants).

Section I

How to Apply

No application guidelines on file — check the foundation's website directly.

On Unsolicited Proposals no

Section IV

Recent Grants

Recipient Amount Year
Toys for Tots $500 2022
The V Founndation for Cancer Research $5K 2022
Yale University $50K 2022
Saint Louis School $50K 2022
Roxbury Land Trust $10K 2022
Roxbury Volunteer Fire Department INC $1K 2022
The New Milford Hospital $50K 2022
The Frick Collection $5K 2022
Nature Conservancy $1K 2022
Natural Resources Defense Council $5K 2022
Planned Parenthood $1K 2022
Roundabout Theater Company $10K 2022
Roxbury Ambulance Association $1K 2022
Maui Health Foundation $10K 2022
Maui Humane Society $500 2022
Metropolitan Museum of Art $6K 2022
Horace Mann School $25K 2022
Madd $500 2022
Maui Food Bank $2K 2022
Horace Mann School $100K 2022
Friends of the Roxbury Library $1K 2022
Conversations on the Green INC $5K 2022
Connecticut Foodshare $2K 2022

23 grants total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $8.4M $421K $4.5M $361K
2022 $4.2M $413K $343K $384K
2021 $4.3M $443K $242K $337K
2020 $4.4M $384K $-19,503 $495K
2019 $4.9M $357K $496K $514K
2015 $5.6M $331K $195K $399K
2014 $5.9M $316K $1.1M $242K
2013 $4.9M $294K $665K $264K
2012 $4.3M $246K $229K $330K
2011 $4.4M $260K $57K $325K

Section VII

Foundations Like This One

Similar in focus area, location, and asset size. Worth researching as part of the same campaign.