The Robert & Mary Lou Morgado Charitable Trust

• The trust does not accept unsolicited requests and funds only organisations it has preselected, so a small charity should not send it a cold application; its route in is an introduction or invitation.
• Its latest filing shows 77% of its grant dollars to organisations went to organisations it had also funded in the filing before, so a charity with an existing link to the trust is better placed.
• If an invitation is received, a modest request fits: about 8 in 10 grants fall between $1,000 and $50,000, the median grant is $5,000, and across its two most recent filings half of its 54 grants to organisations were $5,000 or less.
• Its grants have gone mainly to Connecticut, Hawaii and New York, but no geographic focus is stated, and its broad mix of recipients does not define a field of work, so any charity that cannot secure an invitation should not expect to be considered.

The largest grants to organisations in the foundation’s latest filing:

• Yale University · Charitable
  $50,0002023 tax year
• New Milford Hospital · Charitable
  $50,0002023 tax year
• Horace Mann School · Charitable
  $25,0002023 tax year
• Maui Arts & Cultural Center · Charitable
  $25,0002023 tax year
• Maui Arts & Cultural Center · Charitable
  $25,0002023 tax year
• Chaminade University · Charitable
  $20,0002023 tax year
• Northwest Connecticut Land Conservancy · Charitable
  $20,0002023 tax year
• Saint Louis School · Charitable
  $15,6502023 tax year

Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.