· Private foundation
The Robert & Mary Lou Morgado Charitable Trust
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k15 grants · $34k
- $10k–50k10 grants · $171k
- $50k–250k2 grants · $100k
| Recipient | Amount |
|---|---|
| YALE UNIVERSITY | $50,000 |
| THE NEW MILFORD HOSPITAL | $50,000 |
| HORACE MANN SCHOOL | $25,000 |
| MAUI ARTS & CULTURAL CENTER | $25,000 |
| MAUI ARTS & CULTURAL CENTER | $25,000 |
| NORTHWEST CONNECTICUT LAND CONSERVANCY | $20,000 |
| CHAMINADE UNIVERSITY | $20,000 |
| ST LOUIS SCHOOL | $15,650 |
| THE V FOUNDATION FOR CANCER RESEARCH | $10,000 |
| ROXBURY LAND TRUST | $10,000 |
| MAUI HEALTH FOUNDATION | $10,000 |
| CONVERSATIONS ON THE GREEN INC | $10,000 |
| NATRUAL RESOURCES DEFENSE COUNCIL | $5,000 |
| MAUI FOOD BANK | $5,000 |
| THE FRICK COLLECTION | $5,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–19, $750) land where the poverty rate runs at 17%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +59% since the first grant, against +48% for the ones you funded once.
39 repeat relationships — 22 still active in FY2024, 17 since wound down; 2 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 90% of grant dollars renewed an existing relationship; $30k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- HMHorace Mann School7× · 2018–2024 · $965k · revenue +25%
- RLROXBURY LAND TRUST INC8× · 2017–2024 · $80k · revenue +195%
- TVTHE VIVIAN BEAUMONT THEATERINC D/B/A LINCOLN CENTER THEATER5× · 2017–2021 · $65k · revenue +59%
Funded once
- IGIndividual grant recipientone grant, 2017 · $90k
- DHDanbury Hospital & New Milford Hospital Foundation Incone grant, 2017 · $25k · revenue -18%
- BTBALLET THEATRE FOUNDATION INCone grant, 2017 · $25k · revenue -27%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The Museum of Modern Art is a private, non-profit institution chartered by the State of New York Department of Education in 1929 to foster public awareness of modern and contemporary art. (Continued in Schedule O)
The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."
The new york botanical garden is a museum of plants and a scientific research center devoted to the study of plants and their uses. it is the garden's mission to improve public understanding of the natural world, horticulture, and the…
The Morgan Library & Museum celebrates and shares the history and process of human creativity from antiquity to the present day through the preservation, study, and interpretation of a dynamic and growing collection.
To create relevant and transformative experiences through the study, preservation, presentation and creation of art.
Wamc is chartered by the new york state board of regents to "furnish, prepare and present non-profit and non-commercial educational, instructional and cultural radio programs and also non-profit and non-commercial programs (wamc's mission…
The governors island corporation, doing business as the trust for governors island, is the 501(c)(3) not-for-profit organization created by the city of new york and charged with the planning, redevelopment and ongoing operations of 150…
The municipal art society of new york (mas) lifts up the voices of the people in the debates that shape new york's built environment and leads the way to a more livable city from sidewalk to skyline. mas envisions a future in which all new…
The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…
The mission of the brooklyn institute of arts and sciences, d/b/a brooklyn museum (the "museum") is to bring people together through art and experiences that inspire celebration, compassion, courage, and the will to act. (see schedule o).
Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.
To stimulate, foster and promote public interest in the arts and to further the education of the public in the fine arts, by welcoming the participation of all artists as well as a diverse group of art patrons.
For reference, the grantee most central to the portfolio’s shape is Northwest Connecticut Land Conservancy Inc and the most unlike its peers is Metropolitan Museum of Art. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 42 years old; the field is 18. You back the established end — and your money leans older still.
The field is 19% startups (under 5 years old) — 3% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 3% lost their exemption, against 10% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
35 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 35 of the 60 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds Horace Mann School ↗
- Who funds MAUI ARTS & CULTURAL CENTER ↗
- Who funds ROXBURY LAND TRUST INC ↗
- Who funds THE VIVIAN BEAUMONT THEATERINC D/B/A LINCOLN CENTER THEATER ↗
- Who funds MAUI HEALTH FOUNDATION ↗
- Who funds METROPOLITAN MUSEUM OF ART ↗
- Who funds ROUNDABOUT THEATRE COMPANY INC ↗
- Who funds NATURAL RESOURCES DEFENSE COUNCIL INC ↗
- Who funds The Frick Collection ↗
- Who funds NORTHWEST CONNECTICUT LAND CONSERVANCY INC ↗
- Who funds HUI NO'EAU ↗
- Who funds Danbury Hospital & New Milford Hospital Foundation Inc ↗
- Who funds BALLET THEATRE FOUNDATION INC ↗
- Who funds CONVERSATIONS ON THE GREENINC ↗
- Who funds Maui Pops Orchestra Inc ↗
- Who funds CHAMINADE UNIVERSITY OF HONOLULU ↗
- Who funds MAUI FOOD BANK INC ↗
- Who funds CONNECTICUT FOODSHARE INC ↗
- Who funds NISEI VETERANS MEMORIAL CENTER ↗
- Who funds THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIATION ↗
- Who funds THE V FOUNDATION ↗
- Who funds CENTRAL PARK CONSERVANCY INC ↗
- Who funds ROXBURY AMBULANCE ASSOCIATION INC ↗
- Who funds THE NATURE CONSERVANCY ↗
- Who funds THE FRIENDS OF THE ROXBURY TOWNSHIP LIBRARY INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: The Connecticut Community Foundation · Fred Baldwin Memorial Foundation · Atherton Family Foundation · The Red Cabin Foundation Trust · The Strong Foundation · Kosasa Foundation · Jean Widmark and Richard Widmark Foundation Inc · Botton Foundation · Jonathan Starr Foundation Inc Nielsen · Bendon Family Foundation · Hawaii Visitors and Convention Bureau · McInerny Foundation--
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization The Robert & Mary Lou Morgado Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Northwest Connecticut Land Conservancy Inc — 9% of income from government
- Connecticut Foodshare Inc — 5% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
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How do I get to The Robert & Mary Lou Morgado Charitable Trust?
Find your warmest path to The Robert & Mary Lou Morgado Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.