Robert & Mary Lou Morgado Charitable Trust

New York, NY
Tax-exempt since June 1996
EIN: 13-7072672

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.51M (2023)

Expenses

$361k (2023)

Total Assets

$8.4M (2023)

Total Liabilities

$112k (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2023

Revenue

$4,514,165

Expenses

$360,778

Net Income

$4,153,387

Net Assets

$8,287,209

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,011,641	22.4%
Interest Revenue	$83	0.0%
Dividends	$124,988	2.8%
Sales of Assets	$3,325,332	73.7%
Other Income	$52,121	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,500	83.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,399,513
Total Liabilities	$112,304
Net Assets	$8,287,209

Compensation

Key Employees and Officers	Compensation	Other
Robert J Morgado (Trustee/Donor)	$0	$0
Mary Lou Morgado (Trustee/Donor)	$0	$0

990-PF

Filed on Oct. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$343,157

Expenses

$383,726

Net Income

-$40,569

Net Assets

$4,133,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$81,765	23.8%
Sales of Assets	$156,781	45.7%
Other Income	$104,596	30.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$331,000	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,246,126
Total Liabilities	$112,304
Net Assets	$4,133,822

Compensation

Key Employees and Officers	Compensation	Other
Robert J Morgado (Trustee/Donor)	$0	$0
Mary Lou Morgado (Trustee/Donor)	$0	$0

990-PF

Filed on April 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2021

Revenue

$242,163

Expenses

$337,442

Net Income

-$95,279

Net Assets

$4,174,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$68,344	28.2%
Sales of Assets	$80,419	33.2%
Other Income	$93,395	38.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$287,750	85.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,286,695
Total Liabilities	$112,304
Net Assets	$4,174,391

Compensation

Key Employees and Officers	Compensation	Other
Robert J Morgado (Trustee/Donor)	$0	$0
Mary Lou Morgado (Trustee/Donor)	$0	$0

990-PF

Filed on April 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

-$19,503

Expenses

$495,051

Net Income

-$514,554

Net Assets

$4,272,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30
Dividends	$71,511
Sales of Assets	$0
Other Income	$53,825

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$456,250	92.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,384,448
Total Liabilities	$112,304
Net Assets	$4,272,144

Compensation

Key Employees and Officers	Compensation	Other
Robert J Morgado (Trustee/Donor)	$0	$0
Mary Lou Morgado (Trustee/Donor)	$0	$0

990-PF

Filed on April 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$496,397

Expenses

$514,348

Net Income

-$17,951

Net Assets

$4,780,421

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,369	0.7%
Dividends	$94,050	18.9%
Sales of Assets	$339,074	68.3%
Other Income	$59,904	12.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$458,150	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,892,725
Total Liabilities	$112,304
Net Assets	$4,780,421

Compensation

Key Employees and Officers	Compensation	Other
Robert J Morgado (Trustee/Donor)	$0	$0
Mary Lou Morgado (Trustee/Donor)	$0	$0

990-PF

Filed on Oct. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$80,175

Expenses

$552,590

Net Income

-$472,415

Net Assets

$4,798,376

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,084	1.4%
Dividends	$94,524	> 100%
Sales of Assets	-$50,635
Other Income	$35,202	43.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$502,750	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,023,368
Total Liabilities	$224,992
Net Assets	$4,798,376

Compensation

Key Employees and Officers	Compensation	Other
Robert J Morgado (Trustee/Donor)	$0	$0
Mary Lou Morgado (Trustee/Donor)	$0	$0

990-PF

Filed on Sept. 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$287,814

Expenses

$436,884

Net Income

-$149,070

Net Assets

$5,270,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$653	0.2%
Dividends	$70,616	24.5%
Sales of Assets	$169,022	58.7%
Other Income	$47,523	16.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$385,050	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,495,793
Total Liabilities	$224,992
Net Assets	$5,270,801

Compensation

Key Employees and Officers	Compensation	Other
Robert J Morgado (Trustee/Donor)	$0	$0
Mary Lou Morgado (Trustee/Donor)	$0	$0

990-PF

Filed on April 6, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2015

Revenue

$195,480

Expenses

$399,270

Net Income

-$203,790

Net Assets

$5,351,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48	0.0%
Dividends	$77,535	39.7%
Sales of Assets	$59,676	30.5%
Other Income	$58,221	29.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$296,525	74.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,587,478
Total Liabilities	$235,854
Net Assets	$5,351,624

Compensation

Key Employees and Officers	Compensation	Other
Robert J Morgado (Trustee/Donor)	$0	$0
Mary Lou Morgado (Trustee/Donor)	$0	$0

990-PF

Filed on Feb. 26, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2014

Revenue

$1,147,920

Expenses

$242,356

Net Income

$905,564

Net Assets

$5,597,421

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$137,300	12.0%
Interest Revenue	$371	0.0%
Dividends	$57,021	5.0%
Sales of Assets	$894,378	77.9%
Other Income	$58,850	5.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,680	78.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,918,624
Total Liabilities	$321,203
Net Assets	$5,597,421

Compensation

Key Employees and Officers	Compensation	Other
Robert J Morgado (Trustee/Donor)	$0	$0
Mary Lou Morgado (Trustee/Donor)	$0	$0

990-PF

Filed on April 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2013

Revenue

$665,089

Expenses

$264,138

Net Income

$400,951

Net Assets

$4,691,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$404,894	60.9%
Interest Revenue	$140	0.0%
Dividends	$55,469	8.3%
Sales of Assets	$189,259	28.5%
Other Income	$15,327	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,791	82.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,900,378
Total Liabilities	$208,521
Net Assets	$4,691,857

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2012

Revenue

$228,934

Expenses

$329,910

Net Income

-$100,976

Net Assets

$4,290,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$149	0.1%
Dividends	$38,205	16.7%
Sales of Assets	$137,490	60.1%
Other Income	$53,585	23.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$295,056	89.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,290,906
Total Liabilities	$0
Net Assets	$4,290,906

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2011

Revenue

$57,243

Expenses

$325,428

Net Income

-$268,185

Net Assets

$4,389,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$37,912	66.2%
Sales of Assets	$0
Other Income	$23,759	41.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,320	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,389,115
Total Liabilities	$0
Net Assets	$4,389,115

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated September 25, 2025

Robert & Mary Lou Morgado Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.51M (2023)

Expenses $361k (2023)

Total Assets $8.4M (2023)

Total Liabilities $112k (2023)

Tax Filings by Year

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Revenue

$4.51M (2023)

Expenses

$361k (2023)

Total Assets

$8.4M (2023)

Total Liabilities

$112k (2023)

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001