Nonprofit · EIN 13-7072672
ROBERT & MARY LOU MORGADO CHARITABLE TRUST
Tax-exempt · NEW YORK, NY 10019
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $545,152 | $445,111 | $100,041 | $8,499,554 | $112,304 | $8,387,250 |
| November 30, 2023 | 990-PF | $4,514,165 | $360,778 | $4,153,387 | $8,399,513 | $112,304 | $8,287,209 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $277,555
- Interest
- $93
- Net gain from sales of assets
- $202,600
- Other income
- $64,904
Expenses
- Grants and similar amounts paid
- $304,650
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $304,650
- Excise tax on investment income
- $6,966
Balance sheet and other
- Total assets, start of year
- $8,399,513
- Total assets, end of year
- $8,499,554
- Total liabilities, end of year
- $112,304
- Net assets, end of year
- $8,387,250
- Fair market value of assets
- $11,127,137
- Qualifying distributions
- $304,650
- Net investment income
- $545,152
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J MORGADO C/O TAG ASSOCIATES LLC 810 7TH AVE, 7TH FL, NEW YORK, NY 10019 | TRUSTEE/DONOR | 1 | $0 |
| MARY LOU MORGADO C/O TAG ASSOCIATES LLC 810 7TH AVE, 7TH FL, NEW YORK, NY 10019 | TRUSTEE/DONOR | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J MORGADO C/O TAG ASSOCIATES LLC 810 7TH AVE, 7TH FL, NEW YORK, NY 10019 | TRUSTEE/DONOR | 1 | $0 |
| MARY LOU MORGADO C/O TAG ASSOCIATES LLC 810 7TH AVE, 7TH FL, NEW YORK, NY 10019 | TRUSTEE/DONOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO TAG ASSOC 810 SEVENTH AVE 700, NEW YORK, NY 10019-0000
- In care of
- % TAG ASSOCIATES LLC
- Signed the 990-PF
- ROBER J MORGADO, TRUSTEE
- Phone
- (212) 275-1500
- Return prepared by
- TAG ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7072672
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $8,499,554
- Income (IRS master file)
- $6,115,844
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $545,152 | $445,111 | $8,499,554 | XML |
| 990-PF | November 2023 | $4,514,165 | $360,778 | $8,399,513 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7072672).
Questions about ROBERT & MARY LOU MORGADO CHARITABLE TRUST
- What is the EIN of ROBERT & MARY LOU MORGADO CHARITABLE TRUST?
- The employer identification number (EIN) of ROBERT & MARY LOU MORGADO CHARITABLE TRUST is 13-7072672.
- Is ROBERT & MARY LOU MORGADO CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ROBERT & MARY LOU MORGADO CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT & MARY LOU MORGADO CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT & MARY LOU MORGADO CHARITABLE TRUST due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT & MARY LOU MORGADO CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of ROBERT & MARY LOU MORGADO CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROBERT & MARY LOU MORGADO CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $545,152, expenses of $445,111 and total assets of $8,499,554 at year end.
Other nonprofits in NEW YORK
- GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC EIN 31-1774905 · last filed 990 for 2024
- BLOOMBERG FAMILY FOUNDATION INC EIN 20-5602483 · last filed 990-PF for 2024
- JEWISH COMMUNAL FUND EIN 23-7174183 · last filed 990 for 2025
- FORD FOUNDATION EIN 13-1684331 · last filed 990-PF for 2024
- FREEDOM TOGETHER FOUNDATION EIN 90-0747216 · last filed 990-PF for 2024
- FOUNDATION TO PROMOTE OPEN SOCIETY EIN 26-3753801 · last filed 990-PF for 2024
- RENWICK FOUNDATION-USA EIN 92-3457678 · last filed 990-PF for 2025
- ROCKEFELLER PHILANTHROPY ADVISORS INC EIN 13-3615533 · last filed 990 for 2024
All nonprofits in NEW YORK · New York · Philanthropy, voluntarism and grantmaking foundations