The Robert and Mary Lou Morgado Charitable Trust is a private foundation based in New York, NY, operating as a 501(c)(3) tax-exempt organization. Established in 1996, the Trust functions as a grantmaking foundation with no employees, distributing charitable contributions to various nonprofit organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.5M
+1.2% YoY
Annual Giving
$305K
-15.7% YoY
Grant Count
27
+0.0% YoY
Avg Grant Size
$11K
-15.7% YoY
Grantmaking
The Trust maintains an active grantmaking program, awarding multiple grants annually to charitable organizations. In the most recent reporting period (2023), the Trust made 32 grants to various organizations.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of November 2023:
| Metric | Amount |
|---|---|
| Total Assets | $8,399,513 |
| Total Revenues | $4,514,165 |
| Total Expenses | $360,778 |
| Total Liabilities | $112,000 |
Revenue Breakdown (FYE 11/2023):
- Grants and contributions: $1,011,641
- Investment income and dividends: $125,071
- Net gain from sale of non-inventory assets: $3,325,332
The Trust experienced significant growth in investment returns year-over-year, with net gains from asset sales increasing 2,021% compared to the prior year.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,499,554 | $8,399,513 | $4,246,126 |
| Revenue | $545,152 | $4,514,165 | $343,157 |
| Expenses | $445,111 | $360,778 | $383,726 |
| Qualifying Distributions | $304,650 | $300,500 | $331,000 |
| Net Investment Income | $501,155 | $4,069,423 | $302,993 |
| Distributable Amount | $495,277 | $420,509 | $413,302 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
131 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT J MORGADO | TRUSTEE/DONOR | 1 | — |
| MARY LOU MORGADO | TRUSTEE/DONOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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