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New York · 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.

$305k
Granted FY2024(still arriving)
27
Grants FY2024
24
Organizations funded FY2023
13%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$5,000
Largest grant, FY2024
$50,000
Organizations funded a year
21 to 38
FY2017 to FY2023
States reached, FY2024
6
Total assets, FY2024
$8.5M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 13% of the organizations The Robert & Mary Lou Morgado Charitable Trust funded were first-time grantees, receiving 2% of its grant dollars.

New vs renewed · share of each year

In FY2023, 98% of grant dollars renewed an existing relationship; $7k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
EducationHealthArts & CultureEnvironmentReligionPublic Safety & DisasterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving24$304k8%
FY202324$361k13%
FY202221$342k10%
FY202121$312k10%
FY202025$460k4%
FY201925$457k16%
FY201827$514k26%
FY201738$411kn/a
95% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$1.6MArts & Culture$689kHealth$439kEnvironment$158kFood & Nutrition$34kHuman Services$16kPublic Safety & Disaster$13kReligion$10kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Horace Mann School$965,00070%
Maui Arts & Cultural Center$416,50052%
Saint Louis School$162,6504n/a
Yale University$150,0003n/a
Yale University$150,0003n/a
Yale University$150,0003n/a
Roxbury Land Trust Inc$80,00082%
The Vivian Beaumont Theaterinc D/B/A Lincoln Center Theater$65,00050%
Maui Health Foundation$55,00051%
Metropolitan Museum of Art$44,00070%
Show all 39 grantees
All grantees of The Robert & Mary Lou Morgado Charitable Trust by total granted
GranteeTotal grantedYearsShare of their budget
Horace Mann School$965,00070%
Maui Arts & Cultural Center$416,50052%
Saint Louis School$162,6504n/a
Yale University$150,0003n/a
Yale University$150,0003n/a
Yale University$150,0003n/a
Roxbury Land Trust Inc$80,00082%
The Vivian Beaumont Theaterinc D/B/A Lincoln Center Theater$65,00050%
Maui Health Foundation$55,00051%
Metropolitan Museum of Art$44,00070%
Roundabout Theatre Company Inc$40,00040%
Natural Resources Defense Council Inc$40,00080%
The Frick Collection$34,00080%
Northwest Connecticut Land Conservancy Inc$30,00020%
Hui No'Eau$30,00021%
Danbury Hospital & New Milford Hospital Foundation Inc$25,3001n/a
Ballet Theatre Foundation Inc$25,00010%
Conversations on the Greeninc$25,00031%
Maui Pops Orchestra Inc$20,00033%
Chaminade University of Honolulu$20,00010%
Maui Food Bank Inc$18,00080%
Connecticut Foodshare Inc$14,00070%
Nisei Veterans Memorial Center$10,00013%
The Young Men's and Young Women's Hebrew Association$10,00010%
The V Foundation$10,00010%
Central Park Conservancy Inc$8,00050%
Roxbury Ambulance Association Inc$8,00081%
The Friends of the Roxbury Township Library Inc$5,0005n/a
Roxbury Volunteer Fire Department$5,00051%
Marine Toys for Tots Foundation$4,00080%
Maui Humane Society$4,00070%
All Souls School$1,00010%
Friends of the Roxbury Library Inc$1,0001n/a
Medecins Sans Frontieres USA Inc$1,00010%
Connecticut Challenge Inc DBA Mission Your Mission CT Challenge$1,00010%
Boys & Girls Clubs of Maui Inc$1,00010%
Nalinikids Inc$75030%
New Alternatives for Children Inc$50010%
Accessibility Accelerator Inc$25010%

What it could do for these grantees

Plus 20 recipients with no EIN on record ($530k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Robert & Mary Lou Morgado Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetHorace Mann School: $965,000 over 7y, 0.2% of budgetMaui Arts & Cultural Center: $416,500 over 5y, 1.5% of budgetRoxbury Land Trust Inc: $80,000 over 8y, 2.1% of budgetThe Vivian Beaumont Theaterinc D/B/A Lincoln Center Theater: $65,000 over 5y, 0.1% of budgetMaui Health Foundation: $55,000 over 5y, 0.6% of budgetMetropolitan Museum of Art: $44,000 over 7y, 0.0% of budgetRoundabout Theatre Company Inc: $40,000 over 4y, 0.0% of budgetNatural Resources Defense Council Inc: $40,000 over 8y, 0.0% of budgetThe Frick Collection: $34,000 over 8y, 0.0% of budgetNorthwest Connecticut Land Conservancy Inc: $30,000 over 2y, 0.3% of budgetHui No'Eau: $30,000 over 2y, 1.3% of budgetBallet Theatre Foundation Inc: $25,000 over 1y, 0.0% of budgetConversations on the Greeninc: $25,000 over 3y, 1.3% of budgetMaui Pops Orchestra Inc: $20,000 over 3y, 3.4% of budgetChaminade University of Honolulu: $20,000 over 1y, 0.0% of budgetMaui Food Bank Inc: $18,000 over 8y, 0.1% of budgetConnecticut Foodshare Inc: $14,000 over 7y, 0.0% of budgetNisei Veterans Memorial Center: $10,000 over 1y, 2.8% of budgetThe Young Men's and Young Women's Hebrew Association: $10,000 over 1y, 0.0% of budgetThe V Foundation: $10,000 over 1y, 0.0% of budgetCentral Park Conservancy Inc: $8,000 over 5y, 0.0% of budgetRoxbury Ambulance Association Inc: $8,000 over 8y, 0.8% of budgetRoxbury Volunteer Fire Department: $5,000 over 5y, 0.8% of budgetMarine Toys for Tots Foundation: $4,000 over 8y, 0.0% of budgetMaui Humane Society: $4,000 over 7y, 0.0% of budgetAll Souls School: $1,000 over 1y, 0.0% of budgetMedecins Sans Frontieres USA Inc: $1,000 over 1y, 0.0% of budgetConnecticut Challenge Inc DBA Mission Your Mission CT Challenge: $1,000 over 1y, 0.1% of budgetBoys & Girls Clubs of Maui Inc: $1,000 over 1y, 0.0% of budgetNalinikids Inc: $750 over 3y, 0.0% of budgetNew Alternatives for Children Inc: $500 over 1y, 0.0% of budgetAccessibility Accelerator Inc: $250 over 1y, 0.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 32.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Connecticut Community FoundationCT19.7× affinity7 shared granteesties to 1 of 11Hover any node to trace its alignments.Compare side by side →

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--

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Robert & Mary Lou Morgado Charitable Trust with peer funders

Warm introductions · Powered by PlinthPlus

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.

About The Robert & Mary Lou Morgado Charitable Trust

How much does The Robert & Mary Lou Morgado Charitable Trust give?
The Robert & Mary Lou Morgado Charitable Trust reported 27 grants totaling $304,650 in its FY2024 IRS filing. It funded between 21 and 38 organizations a year over FY2017 to FY2023.
What does The Robert & Mary Lou Morgado Charitable Trust fund?
By grant dollars over FY2017 to FY2024, its largest causes are Education (52%), Arts & Culture (22%), Health (14%).
Who are The Robert & Mary Lou Morgado Charitable Trust's largest grantees?
By total granted over FY2017 to FY2024: Horace Mann School ($965k), Maui Arts & Cultural Center ($417k), Saint Louis School ($163k).
Does The Robert & Mary Lou Morgado Charitable Trust fund new organizations?
In FY2023, 13% of the organizations it funded were first-time grantees.
Does The Robert & Mary Lou Morgado Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Robert & Mary Lou Morgado Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include The Connecticut Community Foundation, Fred Baldwin Memorial Foundation, Atherton Family Foundation.
Where is The Robert & Mary Lou Morgado Charitable Trust based?
The Robert & Mary Lou Morgado Charitable Trust is based in NY.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 60 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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