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· 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 FY2024still arriving
27
Grants FY2024still arriving
6
States reached
$50k
Largest
01What it funds
0195% 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
02FY2024 · 27 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k15 grants · $34k
  • $10k–50k10 grants · $171k
  • $50k–250k2 grants · $100k
$5,000
Median grant
6
States reached
$8.5M
Total assets
Largest grants
RecipientAmount
YALE UNIVERSITY$50,000
THE NEW MILFORD HOSPITAL$50,000
MAUI ARTS & CULTURAL CENTER$25,000
HORACE MANN SCHOOL$25,000
MAUI ARTS & CULTURAL CENTER$25,000
NORTHWEST CONNECTICUT LAND CONSERVANCY$20,000
CHAMINADE UNIVERSITY$20,000
ST LOUIS SCHOOL$15,650
ROXBURY LAND TRUST$10,000
MAUI HEALTH FOUNDATION$10,000
CONVERSATIONS ON THE GREEN INC$10,000
THE V FOUNDATION FOR CANCER RESEARCH$10,000
NORTHWEST CONNECTICUT LAND CONSERVANCY$5,000
CONNECTICUT FOODSHARE$5,000
NATRUAL RESOURCES DEFENSE COUNCIL$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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 its grants land in higher-need ZIPs.

area typical 9%NALINIKIDS INC: $250 → 17%NALINIKIDS INC: $250 → 17%NALINIKIDS: $250 → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

93%of every dollar goes to organizations it has funded before.
$2.9M · 39 repeat orgs$213k to everyone else

Grantees it renews have grown median revenue +59% since the first grant, against +48% for those 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

Re-uppedFunded once

Organizations

39
18

Total granted

$2.9M
$183k

Median revenue growth · since first grant

+59%
+48%

Still filing today

54%
50%

New vs renewed · share of each year

In FY2024, 90% of grant dollars renewed an existing relationship; $30k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
Arts & CultureEducationHealthEnvironmentInternationalPublic 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.

Backed again, and grew

  • HM
    Horace Mann School
    7× · 2018–2024 · $965k · revenue +25%
  • RL
    ROXBURY LAND TRUST INC
    8× · 2017–2024 · $80k · revenue +295%
  • TV
    THE VIVIAN BEAUMONT THEATERINC D/B/A LINCOLN CENTER THEATER
    5× · 2017–2021 · $65k · revenue +59%

Funded once

  • IG
    Individual grant recipient
    one grant, 2017 · $90k
  • DH
    Danbury Hospital & New Milford Hospital Foundation Inc
    one grant, 2017 · $25k · revenue -12%
  • BT
    BALLET THEATRE FOUNDATION INC
    one grant, 2017 · $25k · revenue -27%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Museum of Modern Art

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)

Arts & Culture
2
American Museum of Natural History

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."

Arts & Culture
3
New York Botanical Garden

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…

Environment
4
The Pierpont Morgan Library

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.

Education
5
Honolulu Museum of Art

To create relevant and transformative experiences through the study, preservation, presentation and creation of art.

Arts & Culture
6
Wamc

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…

Arts & Culture
7
Governors Island Corporation

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…

Animals
8
Municipal Art Society of New York

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…

Arts & Culture
9
University of New Haven

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…

Education
10
The Brooklyn Institute of Arts and Sciences

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).

Arts & Culture
11
New York University

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.

Education
12
The National Arts Club

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.

—
How this is measured
The grantee most central to the portfolio’s shape is Northwest Connecticut Land Conservancy Inc; 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.
04the grantee network

35 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
10
Early backer (in before they grew)
33/35
Grantees still filing
27/35
Grew since first funded

Where the money sits, by cause and then by grantee

SAINT LOUIS SCHOOL: $162,650 · OtherSAINT LOUIS SCHOOLYALE UNIVERSITY: $150,000 · OtherYALE UNIVERSITYNEW MILFORD HOSPITAL FOUNDATION: $150,000 · OtherNEW MILFORD HOSPITAL FOUNDATIONTHE NEW MILFORD HOSPITAL: $150,000 · OtherTHE NEW MILFORD HOSPITALYALE UNIVERSITY: $150,000 · OtherYALE UNIVERSITYYALE UNIVERSITY: $150,000 · OtherYALE UNIVERSITYIndividual grant recipient: $90,000 · OtherIndividual grant recipient+33 more: $260,600 · Other+33 moreHorace Mann School: $965,000 · EducationHorace Mann School+3 more: $50,000 · EducationMAUI ARTS & CULTURAL CENTER: $416,500 · Arts & CultureMAUI ARTS & CULTURAL C…THE VIVIAN BEAUMONT THEATERINC D/B/A LINCOLN CENTER THEATER: $65,000 · Arts & CultureTHE VIVIAN BEAUMONT TH…METROPOLITAN MUSEUM OF ART: $44,000 · Arts & CultureMETROPOLITAN MUSEUM OF…ROUNDABOUT THEATRE COMPANY INC: $40,000 · Arts & CultureROUNDABOUT THEATRE COM…BALLET THEATRE FOUNDATION INC: $25,000 · Arts & Culture+2 more: $30,000 · Arts & CultureROXBURY LAND TRUST INC: $80,000 · EnvironmentNATURAL RESOURCES DEFENSE COUNCIL INC: $40,000 · EnvironmentNORTHWEST CONNECTICUT LAND CONSERVANCY INC: $30,000 · EnvironmentMAUI HEALTH FOUNDATION: $55,000 · HealthDanbury Hospital & New Milford Hospital Foundation Inc: $25,300 · HealthTHE V FOUNDATION: $10,000 · Health+1 more: $1,000 · HealthMAUI FOOD BANK INC: $18,000 · Food & NutritionTHE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIATION: $10,000 · Religion
Other$1,263,250Education$1,015,000Arts & Culture$620,500Environment$150,000Health$91,300Food & Nutrition$18,000Religion$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetTHE NATURE CONSERVANCY: $8,000 over 8y, 0.0% 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 ↗

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.

How much its grantees rely on government

Each dot is one organization The Robert & Mary Lou Morgado Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from The Robert & Mary Lou Morgado Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 50%0%1%3%5%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 9%
  • Northwest Connecticut Land Conservancy Inc: 9% of income from government
  • Connecticut Foodshare Inc: 5% of income from government
no gov moneyreceives it· size = income
5get no government money at all
11report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
05Through Plinth

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.

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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