The Robert & Mary Lou Morgado
The Robert & Mary Lou Morgado is a private foundation based in New York, NY. Its 2024 grants supported charitable organizations, including hospitals, schools, universities, arts and cultural organizations, and land trusts.
The Robert & Mary Lou Morgado at a glance
In short: The Robert & Mary Lou Morgado gave $305K across 27 grants in 2024 (avg $11K), mostly in Connecticut. 16% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $304,650
- -15.7% vs 2023
- Grants made (2024)
- 27
- +0.0% vs 2023
- Average grant
- $11,283
- -15.7% vs 2023
- Median grant
- $5,000
- Total assets
- $8,499,554
- +1.2% vs 2023
- New grantees (estimate)
- 16% first-time grantees (4 of 25, 2024)
- Primary geography
- Connecticut (50% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Robert & Mary Lou Morgado
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Co Tag Assoc 810 Seventh Ave 700, New York, NY 10019
Phone: (212) 275-1500
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Robert & Mary Lou Morgado funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Maui Arts & Cultural Center ($50K across 2 grants). Together the top 10 received $266K.
Grant Size Distribution
131 grants across all recorded years
The most common grant size was under $50K: 113 grants of 131 (86%).
Geographic Focus
Where this funder awards grants
The foundation is based in New York, NY. In 2024, its grant dollars went to recipients in Connecticut (50%), Hawaii (33%), New York (12%), North Carolina (3%), and New Jersey (1%).
Grant Distribution by State
Share of 2024 grant dollars across all 27 itemized grants.
Cities
Is The Robert & Mary Lou Morgado open to new grantees?
16%
first-time grantees, 2024
In 2024, 4 of 25 grantees (16%) were first-time recipients. First grants averaged $9K; repeat grants $13K. How we count
Medians: $8K first-time, $5K repeat.
- 80% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−3%). Method
- In 2024 it paid out 62% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $305K (2024) to $461K (2020). In 2024 it made 27 grants totaling $305K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The New Milford Hospital Danbury, CT | Charitable | $50,000 |
| Yale University New Haven, CT | Charitable | $50,000 |
| Horace Mann School Bronx, NY | Charitable | $25,000 |
| Maui Arts & Cultural Center Kahului, HI | Charitable | $25,000 |
| Maui Arts & Cultural Center Kahului, HI | Charitable | $25,000 |
| Chaminade University Honolulu, HI | Charitable | $20,000 |
| Northwest Connecticut Land Conservancy Kent, CT | Charitable | $20,000 |
| St Louis School Honolulu, HI | Charitable | $15,650 |
| Conversations on the Green Inc Washington, CT | Charitable | $10,000 |
| Maui Health Foundation Wailuku, HI | Charitable | $10,000 |
Ready to take the next step with The Robert & Mary Lou Morgado?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $8,499,554 | $545,152 | $445,111 | $304,650 | 27 | $304,650 | $501,155 | $495,277 |
| 2023 | $8,399,513 | $4,514,165 | $360,778 | $361,500 | 27 | $300,500 | $4,069,423 | $420,509 |
| 2022 | $4,246,126 | $343,157 | $383,726 | $342,500 | 23 | $331,000 | $302,993 | $413,302 |
| 2021 | $4,286,695 | $242,163 | $337,442 | $313,000 | 23 | — | $203,926 | $443,368 |
| 2020 | $4,384,448 | $-19,503 | $495,051 | $461,250 | 31 | — | $94,323 | $383,628 |
Under IRS private-foundation payout rules, The Robert & Mary Lou Morgado reported a distributable amount of $495K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations with varied missions. For example, Maui Arts & Cultural Center says its mission is to establish and promote a center for cultural, visual, and performing arts. Northwest Connecticut Land Conservancy describes its work as public education and conservation of natural areas, fish and wildlife, and working farmland. Maui Health Foundation says it engages the community and visitors to support hospitals and patient-centered healthcare.
Other 2024 recipients describe their work as preparing students to lead “great and giving lives” (Horace Mann School), offering educational seminars on current events (Conversations on the Green), conserving open space, farms, and waterways while offering recreational access and environmental education (Roxbury Land Trust), and delivering an equitable response to hunger (Connecticut Foodshare).
Grantmaking
In 2024, the foundation reported 27 grants totaling $304,650. Grant amounts ranged from $500 to $50,000, with a median grant of $5,000.
Among its largest 2024 grants were $50,000 each to The New Milford Hospital and Yale University; $25,000 to Horace Mann School; two grants of $25,000 each to Maui Arts & Cultural Center; $20,000 each to Chaminade University and Northwest Connecticut Land Conservancy; and $15,650 to St Louis School. The filing listed the purposes as “CHARITABLE.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Robert J Morgado and Mary Lou Morgado as trustees and donors.
The Robert & Mary Lou Morgado's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Mary Lou Morgado
Trustee & Donor
On filings since 2020
1 hr/week
No compensation reported
Robert J. Morgado
Trustee & Donor
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Robert & Mary Lou Morgado
How much does The Robert & Mary Lou Morgado give each year?
The Robert & Mary Lou Morgado gave $305K across 27 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $362K across 27 grants.
What is The Robert & Mary Lou Morgado's typical grant size?
The Robert & Mary Lou Morgado's median grant in 2024 was $5,000, and its average grant was $11,283, across 27 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Robert & Mary Lou Morgado that year got $9K on average.
Where does The Robert & Mary Lou Morgado give grants?
The Robert & Mary Lou Morgado gives mostly in Connecticut: 50% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Hawaii (33%) and New York (12%). The most frequent recipient cities were New York, NY (4 grants), Roxbury, CT (3 grants), Kahului, HI (2 grants) and Honolulu, HI (2 grants).
Does The Robert & Mary Lou Morgado give general operating support?
Not in 2024: none of the 27 grants with a stated purpose on The Robert & Mary Lou Morgado's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (27 grants).
Who are The Robert & Mary Lou Morgado's largest grantees?
The Robert & Mary Lou Morgado's largest 2024 grantees include Maui Arts & Cultural Center ($50,000 across 2 grants), The New Milford Hospital ($50,000) and Yale University ($50,000), according to its 2024 IRS Form 990-PF. Together they received 49% of its itemized 2024 grant dollars.
How large is The Robert & Mary Lou Morgado?
The Robert & Mary Lou Morgado reported $8.5M in total assets on its 2024 IRS Form 990-PF. It paid out $305K in qualifying distributions that year, against a required minimum of $495K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Robert & Mary Lou Morgado fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations with varied missions. For example, Maui Arts & Cultural Center says its mission is to establish and promote a center for cultural, visual, and performing arts. See mission & focus areas ↑
How do I apply for a grant from The Robert & Mary Lou Morgado?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Robert & Mary Lou Morgado's EIN?
The Robert & Mary Lou Morgado's EIN (Employer Identification Number) is 13-7072672. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Robert & Mary Lou Morgado accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The Robert & Mary Lou Morgado funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/the-robert-and-mary-lou-morgado-morg_67a292ba452c455eadabd18f4a1a2202
BibTeX
@misc{grantable_137072672_2026,
author = {{Grantable}},
title = {{The Robert \& Mary Lou Morgado funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-robert-and-mary-lou-morgado-morg_67a292ba452c455eadabd18f4a1a2202},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Robert & Mary Lou Morgado's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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