ROBERT & MARY LOU MORGADO CHARITABLE TRUST
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Reduce your risk when donating: see where the money actually goes.
Cite this
Plain text ROBERT & MARY LOU MORGADO CHARITABLE TRUST. furp.org, nonprofit organization profile, tax years 2013–2023. https://furp.org/org/robert-and-mary-lou-morgado-charitable-trust-137072672. Retrieved 2026-11-12.
APA furp.org. (n.d.). ROBERT & MARY LOU MORGADO CHARITABLE TRUST [Nonprofit organization profile; tax years 2013–2023]. Retrieved November 12, 2026, from https://furp.org/org/robert-and-mary-lou-morgado-charitable-trust-137072672
MLA “ROBERT & MARY LOU MORGADO CHARITABLE TRUST.” furp.org, tax years 2013–2023, https://furp.org/org/robert-and-mary-lou-morgado-charitable-trust-137072672. Accessed 12 Nov. 2026.
Retrieved 2026-11-12; covers tax years 2013–2023. Data: furp.org (index © the FURP Alliance; the records are public domain).
2023 · Form 990PF · revenue $545K · expenses $445K · assets $8.5M
- Also known as
- CHARITABLE TRUST
- EIN
- 13-7072672
- Address
- CO TAG ASSOC 810 SEVENTH AVE 700, NEW YORK, NY 10019-0000
- NTEE code
- T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File, as T20Z)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- June 1996 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 2 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Robert J Morgado | TRUSTEE/DONOR | 2013-2023 | 1 | $0 reported | 1 |
| Mary Lou Morgado | TRUSTEE/DONOR | 2013-2023 | 1 | $0 reported | 1 |
People by year
2023 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT J MORGADO | TRUSTEE/DONOR | 1 | $0 | - | $0 | $0 | 1 |
| MARY LOU MORGADO | TRUSTEE/DONOR | 1 | $0 | - | $0 | $0 | 1 |
2022 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT J MORGADO | TRUSTEE/DONOR | 1 | $0 | - | $0 | $0 | 1 |
| MARY LOU MORGADO | TRUSTEE/DONOR | 1 | $0 | - | $0 | $0 | 1 |
2021 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT J MORGADO | TRUSTEE/DONOR | 1 | $0 | - | $0 | $0 | 1 |
| MARY LOU MORGADO | TRUSTEE/DONOR | 1 | $0 | - | $0 | $0 | 1 |
2020 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT J MORGADO | TRUSTEE/DONOR | 1 | $0 | - | $0 | $0 | 1 |
| MARY LOU MORGADO | TRUSTEE/DONOR | 1 | $0 | - | $0 | $0 | 1 |
2019 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT J MORGADO | TRUSTEE/DONOR | 1 | $0 | - | $0 | $0 | 1 |
| MARY LOU MORGADO | TRUSTEE/DONOR | 1 | $0 | - | $0 | $0 | 1 |
2018 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT J MORGADO | TRUSTEE/DONOR | 1 | $0 | - | $0 | $0 | 1 |
| MARY LOU MORGADO | TRUSTEE/DONOR | 1 | $0 | - | $0 | $0 | 1 |
2017 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT J MORGADO | TRUSTEE/DONOR | 0 | $0 | - | $0 | $0 | 1 |
| MARY LOU MORGADO | TRUSTEE/DONOR | 0 | $0 | - | $0 | $0 | 1 |
2016 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT J MORGADO | TRUSTEE/DONOR | 0 | $0 | - | $0 | $0 | 1 |
| MARY LOU MORGADO | TRUSTEE/DONOR | 0 | $0 | - | $0 | $0 | 1 |
2014 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT J MORGADO | TRUSTEE/DONOR | 0 | $0 | - | $0 | $0 | 1 |
| MARY LOU MORGADO | TRUSTEE/DONOR | 0 | $0 | - | $0 | $0 | 1 |
2013 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT J MORGADO | TRUSTEE/DONOR | 0 | $0 | - | $0 | $0 | 1 |
| MARY LOU MORGADO | TRUSTEE/DONOR | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2023 · 27 grants to organizations · $305K
2022 · 27 grants to organizations · $362K · 1 returned · -$61K
2021 · 23 grants to organizations · $342K · 1 returned · -$12K
2020 · 23 grants to organizations · $313K · 1 returned · -$25K
2019 · 31 grants to organizations · $461K · 1 returned · -$5K
2018 · 30 grants to organizations · $458K · 1 returned · -$200
2017 · 34 grants to organizations · $515K · 1 returned · -$12K
2016 · 46 grants to organizations · $412K · 1 returned · -$26K
2014 · 25 grants to organizations · $297K
2013 · 20 grants to organizations · $193K · 2 returned · -$3K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2022 · 4 contributors · $1.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ROBERT MARY LOU MORGADO | Person | NEW YORK, NY | $725,816 | $725,816 | Form 990PF Sch. B, 2022 · filing |
| 3 | RIVER LANE CAPITAL VENTURES LLC | Organization or other | NEW YORK, NY | $109,667 | $109,667 | Form 990PF Sch. B, 2022 · filing |
| 2 | RIVER LANE CAPITAL VENTURES LLC | Organization or other | NEW YORK, NY | $96,348 | $96,348 | Form 990PF Sch. B, 2022 · filing |
| 4 | RIVER LANE CAPITAL VENTURES LLC | Organization or other | NEW YORK, NY | $79,810 | $79,810 | Form 990PF Sch. B, 2022 · filing |
2013 · 1 contributor · $137K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ROBERT MARY LOU MORGADO | Person | $137,300 | - | Form 990PF Sch. B, 2013 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2023 · Form 990PF | ||||||||
| $545,152 | $445,111 | $8,499,554 | $8,387,250 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $4,514,165 | $360,778 | $8,399,513 | $8,287,209 | $1,011,641 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $343,157 | $383,726 | $4,246,126 | $4,133,822 | - | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $242,163 | $337,442 | $4,286,695 | $4,174,391 | - | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| -$19,503 | $495,051 | $4,384,448 | $4,272,144 | - | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $496,397 | $514,348 | $4,892,725 | $4,780,421 | - | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $80,175 | $552,590 | $5,023,368 | $4,798,376 | - | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $287,814 | $436,884 | $5,495,793 | $5,270,801 | - | - | $0 | - | - |
| 2014 · Form 990PF | ||||||||
| $195,480 | $399,270 | $5,587,478 | $5,351,624 | - | - | $0 | - | - |
| 2013 · Form 990PF | ||||||||
| $1,147,920 | $242,356 | $5,918,624 | $5,597,421 | $137,300 | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| HOFFMAN FAM CHARITABLE TR | NY | T20 | $551,453 | $829,305 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| RTW CHARITABLE FOUNDATION | NY | T20 | $547,684 | $4,498,504 | Research Institute D | $245,890 | Same NTEE code T20, revenue within 2x, same state |
| MAYER SIMCHA LEITER CHARITABLE FOUNDATION | NY | T20 | $523,172 | $360,605 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE HOLLY AND BRADFORD SWETT CHARITABLE | NY | T20 | $571,909 | $324,389 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INC | NY | T20 | $541,624 | $777,258 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| PFISTER -EDWARD CHARITABLE FOUNDATION INC | NY | T20 | $545,332 | $178,418 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| JOHN AND JANET KORNREICH CHARITABLE FOUNDATION LTD | NY | T20 | $537,152 | $746,807 | MANAGER | $0 | Same NTEE code T20, revenue within 2x, same state |
| The Robert Brunner Foundation Inc | NY | T20 | $571,283 | $22,728,863 | Vice President | $0 | Same NTEE code T20, revenue within 2x, same state |
| B ROBERT WILLIAMSON JR FOUNDATION | NY | T20 | $554,146 | $789,785 | DIRECTOR, PRESIDENT, TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| THOMAS E & MARY K GALLAGHER FOUNDATION | NY | T20 | $537,074 | $347,106 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| MARY JANE WAHL GEARNS FOUNDATION | NY | T20 | $563,455 | $958,480 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE JAMES AND ROBIN COOGAN FOUNDATION | NY | T20 | $538,398 | $250,140 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE JONATHAN SOBEL AND MARCIA DUNN FOUNDATION | NY | T20 | $523,998 | $406,688 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| DOUBLE-R FOUNDATION | NY | T20 | $549,144 | $567,472 | DIR/PRE/TREAS | $139,749 | Same NTEE code T20, revenue within 2x, same state |
| F RACHEL MEMORIAL FOUNDATION | NY | T20 | $546,639 | $415,625 | Trustee-nominal | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE OBERNAUER FOUNDATION INC | NY | T20 | $565,505 | $366,346 | VP & DIR | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE DONALD J TRUMP FOUNDATION | NY | T20 | $569,865 | $918,380 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| SING AND JOANNE CHAN FOUNDATION INC | NY | T20 | $536,634 | $101,034 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE@TOBY AND NATALY RITTER FAMILY FOUNDATION | NY | T20 | $540,680 | $425,257 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE INTERNATIONAL FRIENDS OF THE MONTREAL MUSEUM OF FINE ARTS INC | NY | T20 | $563,471 | $938,440 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| BILLY ROSE FOUNDATION INC | NY | T20 | $521,071 | $980,562 | SECRETARY & Asst. Treasurer | $50,000 | Same NTEE code T20, revenue within 2x, same state |
| MICHELLE ONEILL FOUNDATION INC | NY | T20 | $542,082 | $432,324 | PRESIDENT | $15,750 | Same NTEE code T20, revenue within 2x, same state |
| New York Christian Foundation Inc | NY | T20 | $541,814 | $536,360 | President | $233,406 | Same NTEE code T20, revenue within 2x, same state |
| JOSEPH LEROY AND ANN C WARNER FUND INC | NY | T20 | $559,550 | $1,149,465 | EXECUTIVE DIRECTOR | $181,484 | Same NTEE code T20, revenue within 2x, same state |
| BETH C AND HENRY E ADAMS PRIVATE FOUNDATION INC | NY | T20 | $550,000 | $560,051 | DIRECTOR | $130,000 | Same NTEE code T20, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2023 · Form 990PF · $445,111 spent · pay $0 · grants $304,650 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $304,650 | 68.4% | |
| Taxes | $75,959 | 17.1% | |
| Other expenses | $43,958 | 9.9% | |
| Fees: accounting | $20,544 | 4.6% | |
| Total | $445,111 | 100% |
2022 · Form 990PF · $360,778 spent · pay $0 · grants $300,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $300,500 | 83.3% | |
| Other expenses | $41,784 | 11.6% | |
| Fees: accounting | $11,960 | 3.3% | |
| Taxes | $6,534 | 1.8% | |
| Total | $360,778 | 100% |
2021 · Form 990PF · $383,726 spent · pay $0 · grants $331,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $331,000 | 86.3% | |
| Other expenses | $40,025 | 10.4% | |
| Fees: accounting | $11,642 | 3.0% | |
| Taxes | $1,059 | 0.3% | |
| Total | $383,726 | 100% |
2020 · Form 990PF · $337,442 spent · pay $0 · grants $287,750 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $287,750 | 85.3% | |
| Other expenses | $37,750 | 11.2% | |
| Fees: accounting | $11,205 | 3.3% | |
| Taxes | $737 | 0.2% | |
| Total | $337,442 | 100% |
2019 · Form 990PF · $495,051 spent · pay $0 · grants $456,250 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $456,250 | 92.2% | |
| Other expenses | $30,780 | 6.2% | |
| Fees: accounting | $7,508 | 1.5% | |
| Taxes | $513 | 0.1% | |
| Total | $495,051 | 100% |
2018 · Form 990PF · $514,348 spent · pay $0 · grants $458,150 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $458,150 | 89.1% | |
| Other expenses | $40,404 | 7.9% | |
| Fees: accounting | $13,880 | 2.7% | |
| Taxes | $1,914 | 0.4% | |
| Total | $514,348 | 100% |
2017 · Form 990PF · $552,590 spent · pay $0 · grants $502,750 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $502,750 | 91.0% | |
| Other expenses | $39,905 | 7.2% | |
| Fees: accounting | $8,643 | 1.6% | |
| Taxes | $1,292 | 0.2% | |
| Total | $552,590 | 100% |
2016 · Form 990PF · $436,884 spent · pay $0 · grants $385,050 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $385,050 | 88.1% | |
| Other expenses | $39,587 | 9.1% | |
| Fees: accounting | $10,156 | 2.3% | |
| Taxes | $2,091 | 0.5% | |
| Total | $436,884 | 100% |
2014 · Form 990PF · $399,270 spent · pay $0 · grants $296,525 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $296,525 | 74.3% | |
| Other expenses | $52,350 | 13.1% | |
| Taxes | $38,891 | 9.7% | |
| Fees: accounting | $11,504 | 2.9% | |
| Total | $399,270 | 100% |
2013 · Form 990PF · $242,356 spent · pay $0 · grants $190,680 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $190,680 | 78.7% | |
| Other expenses | $31,140 | 12.8% | |
| Fees: accounting | $11,784 | 4.9% | |
| Taxes | $8,752 | 3.6% | |
| Total | $242,356 | 100% |
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