ROBERT & MARY LOU MORGADO CHARITABLE TRUST

Reduce your risk when donating: see where the money actually goes.

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Robert J Morgado TRUSTEE/DONOR2013-2023 1 $0 reported 1
Mary Lou Morgado TRUSTEE/DONOR2013-2023 1 $0 reported 1

People by year

2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J MORGADO TRUSTEE/DONOR1 $0-$0 $01
MARY LOU MORGADO TRUSTEE/DONOR1 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J MORGADO TRUSTEE/DONOR1 $0-$0 $01
MARY LOU MORGADO TRUSTEE/DONOR1 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J MORGADO TRUSTEE/DONOR1 $0-$0 $01
MARY LOU MORGADO TRUSTEE/DONOR1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J MORGADO TRUSTEE/DONOR1 $0-$0 $01
MARY LOU MORGADO TRUSTEE/DONOR1 $0-$0 $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J MORGADO TRUSTEE/DONOR1 $0-$0 $01
MARY LOU MORGADO TRUSTEE/DONOR1 $0-$0 $01
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J MORGADO TRUSTEE/DONOR1 $0-$0 $01
MARY LOU MORGADO TRUSTEE/DONOR1 $0-$0 $01
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J MORGADO TRUSTEE/DONOR0 $0-$0 $01
MARY LOU MORGADO TRUSTEE/DONOR0 $0-$0 $01
2016 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J MORGADO TRUSTEE/DONOR0 $0-$0 $01
MARY LOU MORGADO TRUSTEE/DONOR0 $0-$0 $01
2014 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J MORGADO TRUSTEE/DONOR0 $0-$0 $01
MARY LOU MORGADO TRUSTEE/DONOR0 $0-$0 $01
2013 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J MORGADO TRUSTEE/DONOR0 $0-$0 $01
MARY LOU MORGADO TRUSTEE/DONOR0 $0-$0 $01

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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2023 · Form 990PF period ending 2024-11-30 · view filing · original 990 ↗
$545,152$445,111 $8,499,554$8,387,250 -- $0--
2022 · Form 990PF period ending 2023-11-30 · view filing · original 990 ↗
$4,514,165$360,778 $8,399,513$8,287,209 $1,011,641- $0--
2021 · Form 990PF period ending 2022-11-30 · view filing · original 990 ↗
$343,157$383,726 $4,246,126$4,133,822 -- $0--
2020 · Form 990PF period ending 2021-11-30 · view filing · original 990 ↗
$242,163$337,442 $4,286,695$4,174,391 -- $0--
2019 · Form 990PF period ending 2020-11-30 · view filing · original 990 ↗
-$19,503$495,051 $4,384,448$4,272,144 -- $0--
2018 · Form 990PF period ending 2019-11-30 · view filing · original 990 ↗
$496,397$514,348 $4,892,725$4,780,421 -- $0--
2017 · Form 990PF period ending 2018-11-30 · view filing · original 990 ↗
$80,175$552,590 $5,023,368$4,798,376 -- $0--
2016 · Form 990PF period ending 2017-11-30 · view filing · original 990 ↗
$287,814$436,884 $5,495,793$5,270,801 -- $0--
2014 · Form 990PF period ending 2015-11-30 · view filing · original 990 ↗
$195,480$399,270 $5,587,478$5,351,624 -- $0--
2013 · Form 990PF period ending 2014-11-30 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
HOFFMAN FAM CHARITABLE TRNYT20 $551,453$829,305 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
RTW CHARITABLE FOUNDATIONNYT20 $547,684$4,498,504 Research Institute D$245,890 Same NTEE code T20, revenue within 2x, same state
MAYER SIMCHA LEITER CHARITABLE FOUNDATIONNYT20 $523,172$360,605 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
THE HOLLY AND BRADFORD SWETT CHARITABLENYT20 $571,909$324,389 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
WILLIAM R WHEELER & SANDRA L WHEELER CHARITABLE FOUNDATION INCNYT20 $541,624$777,258 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
PFISTER -EDWARD CHARITABLE FOUNDATION INCNYT20 $545,332$178,418 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
JOHN AND JANET KORNREICH CHARITABLE FOUNDATION LTDNYT20 $537,152$746,807 MANAGER$0 Same NTEE code T20, revenue within 2x, same state
The Robert Brunner Foundation IncNYT20 $571,283$22,728,863 Vice President$0 Same NTEE code T20, revenue within 2x, same state
B ROBERT WILLIAMSON JR FOUNDATIONNYT20 $554,146$789,785 DIRECTOR, PRESIDENT, TREASURER$0 Same NTEE code T20, revenue within 2x, same state
THOMAS E & MARY K GALLAGHER FOUNDATIONNYT20 $537,074$347,106 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MARY JANE WAHL GEARNS FOUNDATIONNYT20 $563,455$958,480 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
THE JAMES AND ROBIN COOGAN FOUNDATIONNYT20 $538,398$250,140 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
THE JONATHAN SOBEL AND MARCIA DUNN FOUNDATIONNYT20 $523,998$406,688 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
DOUBLE-R FOUNDATIONNYT20 $549,144$567,472 DIR/PRE/TREAS$139,749 Same NTEE code T20, revenue within 2x, same state
F RACHEL MEMORIAL FOUNDATIONNYT20 $546,639$415,625 Trustee-nominal$0 Same NTEE code T20, revenue within 2x, same state
THE OBERNAUER FOUNDATION INCNYT20 $565,505$366,346 VP & DIR$0 Same NTEE code T20, revenue within 2x, same state
THE DONALD J TRUMP FOUNDATIONNYT20 $569,865$918,380 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
SING AND JOANNE CHAN FOUNDATION INCNYT20 $536,634$101,034 President$0 Same NTEE code T20, revenue within 2x, same state
THE@TOBY AND NATALY RITTER FAMILY FOUNDATIONNYT20 $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 INCNYT20 $563,471$938,440 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
BILLY ROSE FOUNDATION INCNYT20 $521,071$980,562 SECRETARY & Asst. Treasurer$50,000 Same NTEE code T20, revenue within 2x, same state
MICHELLE ONEILL FOUNDATION INCNYT20 $542,082$432,324 PRESIDENT$15,750 Same NTEE code T20, revenue within 2x, same state
New York Christian Foundation IncNYT20 $541,814$536,360 President$233,406 Same NTEE code T20, revenue within 2x, same state
JOSEPH LEROY AND ANN C WARNER FUND INCNYT20 $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 INCNYT20 $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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $150,0002 1DAF sponsor2021–2024 THE INTERNATIONAL FRIENDS OF THE MONTREAL MUSEUM OF FINE ARTS INC
THE CHASE AND STEPHANIE COLEMAN FOUNDATION $100,00010 1Private foundation2015–2024 B ROBERT WILLIAMSON JR FOUNDATION
AINSLIE FOUNDATION $60,0005 1Private foundation2019–2024 B ROBERT WILLIAMSON JR FOUNDATION
CHILTON FAMILY FOUNDATION $53,2512 1Private foundation2017–2022 B ROBERT WILLIAMSON JR FOUNDATION
THE CHARLES EVANS FOUNDATION $50,0001 1Private foundation2011–2011 THE DONALD J TRUMP FOUNDATION
DONOR ADVISED CHARITABLE GIVING $50,0001 1DAF sponsor2021–2021 THE INTERNATIONAL FRIENDS OF THE MONTREAL MUSEUM OF FINE ARTS INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION $50,0001 1DAF sponsor2015–2015 New York Christian Foundation Inc
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC $36,9852 1DAF sponsor2022–2024 THE INTERNATIONAL FRIENDS OF THE MONTREAL MUSEUM OF FINE ARTS INC
REALAN FOUNDATION INC $20,0004 1Private foundation2020–2023 B ROBERT WILLIAMSON JR FOUNDATION
CHRIS AND CARRIE SHUMWAY FOUNDATION $16,0002 1Private foundation2017–2024 B ROBERT WILLIAMSON JR FOUNDATION
ROBERTSON FOUNDATION $10,0001 1Private foundation2019–2019 B ROBERT WILLIAMSON JR FOUNDATION
AMERICAN ENDOWMENT FOUNDATION $6,5251 1DAF sponsor2021–2021 THE INTERNATIONAL FRIENDS OF THE MONTREAL MUSEUM OF FINE ARTS INC
THOMAS H LOWDER FAMILY FOUNDATION $6,0004 1Private foundation2019–2022 B ROBERT WILLIAMSON JR FOUNDATION
DOVE GIVINGS FOUNDATION II $5,0001 1Private foundation2024–2024 MICHELLE ONEILL FOUNDATION INC
JOHN F SCARPA FOUNDATION $5,0001 1Private foundation2013–2013 THE DONALD J TRUMP FOUNDATION

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
LineAs describedTotalShare
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$445,111100%

View the filing

2022 · Form 990PF · $360,778 spent · pay $0 · grants $300,500 · events $0
LineAs describedTotalShare
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$360,778100%

View the filing

2021 · Form 990PF · $383,726 spent · pay $0 · grants $331,000 · events $0
LineAs describedTotalShare
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$383,726100%

View the filing

2020 · Form 990PF · $337,442 spent · pay $0 · grants $287,750 · events $0
LineAs describedTotalShare
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$337,442100%

View the filing

2019 · Form 990PF · $495,051 spent · pay $0 · grants $456,250 · events $0
LineAs describedTotalShare
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$495,051100%

View the filing

2018 · Form 990PF · $514,348 spent · pay $0 · grants $458,150 · events $0
LineAs describedTotalShare
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$514,348100%

View the filing

2017 · Form 990PF · $552,590 spent · pay $0 · grants $502,750 · events $0
LineAs describedTotalShare
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$552,590100%

View the filing

2016 · Form 990PF · $436,884 spent · pay $0 · grants $385,050 · events $0
LineAs describedTotalShare
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$436,884100%

View the filing

2014 · Form 990PF · $399,270 spent · pay $0 · grants $296,525 · events $0
LineAs describedTotalShare
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$399,270100%

View the filing

2013 · Form 990PF · $242,356 spent · pay $0 · grants $190,680 · events $0
LineAs describedTotalShare
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$242,356100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.