Brandwein Morholt Tr

Port Jervis, NY
Tax-exempt since Jan. 1995
EIN: 13-7039092

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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: Unknown / Unclassified (NTEE)

Donations to this organization are tax deductible.

Revenue

$92.5k (2025)

Expenses

$235k (2025)

Total Assets

$2.87M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 March
2025

Revenue

$92,534

Expenses

$235,388

Net Income

-$142,854

Net Assets

$2,868,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	1.1%
Interest Revenue	$380	0.4%
Dividends	$37,867	40.9%
Sales of Assets	$53,183	57.5%
Other Income	$104	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,270	78.7%
Compensation of Officers*	$18,462	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,868,551
Total Liabilities	$0
Net Assets	$2,868,551

Compensation

Key Employees and Officers	Compensation	Other
William D Bavoso (Trustee)	$6,154	$0
David Foord (Trustee)	$6,154	$0
Keith Wheeler (Trustee)	$6,154	$0

990-PF

Filed on Feb. 12, 2026

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

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Fiscal Year Ending March
2024

Revenue

$95,237

Expenses

$235,088

Net Income

-$139,851

Net Assets

$3,011,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	1.1%
Interest Revenue	$395	0.4%
Dividends	$37,964	39.9%
Sales of Assets	$55,808	58.6%
Other Income	$70	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,534	78.9%
Compensation of Officers*	$18,192	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,011,405
Total Liabilities	$0
Net Assets	$3,011,405

Compensation

Key Employees and Officers	Compensation	Other
William D Bavoso (Trustee)	$6,064	$0
David Foord (Trustee)	$6,064	$0
Keith Wheeler (Trustee)	$6,064	$0

990-PF

Filed on Aug. 26, 2024

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

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Fiscal Year Ending March
2023

Revenue

$85,528

Expenses

$195,050

Net Income

-$109,522

Net Assets

$3,151,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$900	1.1%
Interest Revenue	$144	0.2%
Dividends	$37,181	43.5%
Sales of Assets	$47,303	55.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,606	70.0%
Compensation of Officers*	$18,036	9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,151,256
Total Liabilities	$0
Net Assets	$3,151,256

Compensation

Key Employees and Officers	Compensation	Other
William D Bavoso (Trustee)	$6,012	$0
David Foord (Trustee)	$6,012	$0
Keith Wheeler (Trustee)	$6,012	$0

990-PF

Filed on Nov. 14, 2023

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

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Fiscal Year Ending March
2022

Revenue

$265,620

Expenses

$247,303

Net Income

$18,317

Net Assets

$3,260,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.4%
Interest Revenue	$8	0.0%
Dividends	$30,982	11.7%
Sales of Assets	$233,630	88.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,028	73.2%
Compensation of Officers*	$21,138	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,260,778
Total Liabilities	$0
Net Assets	$3,260,778

Compensation

Key Employees and Officers	Compensation	Other
Henry M Burger (Trustee)	$7,046	$0
William D Bavoso (Trustee)	$7,046	$0
David Foord (Trustee)	$7,046	$0

990-PF

Filed on Nov. 14, 2023

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

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Fiscal Year Ending March
2021

Revenue

$12,805

Expenses

$256,910

Net Income

-$244,105

Net Assets

$3,242,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	7.8%
Interest Revenue	$7	0.1%
Dividends	$33,381	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,997	75.5%
Compensation of Officers*	$20,595	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,242,461
Total Liabilities	$1
Net Assets	$3,242,460

Compensation

Key Employees and Officers	Compensation	Other
Henry M Burger (Trustee)	$6,865	$0
William D Bavoso (Trustee)	$6,865	$0
David Foord (Trustee)	$6,865	$0

990-PF

Filed on Dec. 20, 2021

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

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Fiscal Year Ending March
2020

Revenue

$149,490

Expenses

$259,829

Net Income

-$110,339

Net Assets

$3,486,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.7%
Interest Revenue	$83	0.1%
Dividends	$53,598	35.9%
Sales of Assets	$94,606	63.3%
Other Income	$203	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,351	75.2%
Compensation of Officers*	$20,286	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,486,566
Total Liabilities	$1
Net Assets	$3,486,565

Compensation

Key Employees and Officers	Compensation	Other
Henry M Burger (Trustee)	$6,762	$0
William D Bavoso (Trustee)	$6,762	$0
David Foord (Trustee)	$6,762	$0

990-PF

Filed on Aug. 12, 2020

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

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Fiscal Year Ending March
2019

Revenue

$37,453

Expenses

$257,162

Net Income

-$219,709

Net Assets

$3,596,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	2.7%
Interest Revenue	$185	0.5%
Dividends	$53,305	> 100%
Sales of Assets	-$17,037
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,288	74.0%
Compensation of Officers*	$20,448	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,596,905
Total Liabilities	$0
Net Assets	$3,596,905

Compensation

Key Employees and Officers	Compensation	Other
Henry M Burger (Trustee)	$6,816	$0
William D Bavoso (Trustee)	$6,816	$0
David Foord (Trustee)	$6,816	$0

990-PF

Filed on Aug. 13, 2019

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

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Fiscal Year Ending March
2018

Revenue

$315,919

Expenses

$263,391

Net Income

$52,528

Net Assets

$3,820,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.3%
Interest Revenue	$70	0.0%
Dividends	$66,186	21.0%
Sales of Assets	$248,663	78.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	53.2%
Compensation of Officers*	$22,224	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,820,171
Total Liabilities	$0
Net Assets	$3,820,171

Compensation

Key Employees and Officers	Compensation	Other
Henry M Burger (Trustee)	$7,408	$0
William D Bavoso (Trustee)	$7,408	$0
David Foord (Trustee)	$7,408	$0

990-PF

Filed on Jan. 8, 2019

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

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Fiscal Year Ending March
2017

Revenue

$122,690

Expenses

$256,610

Net Income

-$133,920

Net Assets

$3,767,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.8%
Interest Revenue	$31	0.0%
Dividends	$48,351	39.4%
Sales of Assets	$73,308	59.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	54.6%
Compensation of Officers*	$22,200	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,767,643
Total Liabilities	$0
Net Assets	$3,767,643

Compensation

Key Employees and Officers	Compensation	Other
Henry M Burger (Trustee)	$7,400	$0
William D Bavoso (Trustee)	$7,400	$0
David Foord (Trustee)	$7,400	$0

990-PF

Filed on Aug. 7, 2017

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

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Fiscal Year Ending March
2016

Revenue

$123,250

Expenses

$279,159

Net Income

-$155,909

Net Assets

$3,901,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.8%
Interest Revenue	$47	0.0%
Dividends	$45,695	37.1%
Sales of Assets	$76,508	62.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	50.2%
Compensation of Officers*	$22,800	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,901,563
Total Liabilities	$0
Net Assets	$3,901,563

Compensation

Key Employees and Officers	Compensation	Other
Henry M Burger (Trustee)	$7,600	$0
William D Bavoso (Trustee)	$7,600	$0
David Foord (Trustee)	$7,600	$0

990-PF

Filed on July 14, 2016

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

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Fiscal Year Ending March
2015

Revenue

$362,697

Expenses

$273,027

Net Income

$89,670

Net Assets

$4,057,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.3%
Interest Revenue	$31	0.0%
Dividends	$57,354	15.8%
Sales of Assets	$304,312	83.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	51.3%
Compensation of Officers*	$24,000	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,057,472
Total Liabilities	$0
Net Assets	$4,057,472

Compensation

Key Employees and Officers	Compensation	Other
Henry M Burger (Trustee)	$8,000	$0
William D Bavoso (Trustee)	$8,000	$0
David Foord (Trustee)	$8,000	$0

990-PF

Filed on Aug. 4, 2015

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

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Fiscal Year Ending March
2014

Revenue

$187,258

Expenses

$271,119

Net Income

-$83,861

Net Assets

$3,967,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.0%
Dividends	$48,344	25.8%
Sales of Assets	$138,887	74.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,000	52.0%
Compensation of Officers*	$16,500	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,967,802
Total Liabilities	$0
Net Assets	$3,967,802

Compensation

Key Employees and Officers	Compensation	Other
Henry M Burger (Trustee)	$5,500	$0
William D Bavoso (Trustee)	$5,500	$0
David Foord (Trustee)	$5,500	$0

990-PF

Filed on Aug. 13, 2014

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

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Fiscal Year Ending March
2013

Revenue

$139,996

Expenses

$243,604

Net Income

-$103,608

Net Assets

$4,051,662

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36	0.0%
Dividends	$58,185	41.6%
Sales of Assets	$81,775	58.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	57.5%
Compensation of Officers*	$13,650	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,051,663
Total Liabilities	$1
Net Assets	$4,051,662

990-PF

Filed on Oct. 28, 2013

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

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Fiscal Year Ending March
2012

Revenue

-$159,630

Expenses

$242,156

Net Income

-$401,786

Net Assets

$4,155,270

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51
Dividends	$57,527
Sales of Assets	$0
Other Income	$49

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	57.8%
Compensation of Officers*	$11,700	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,155,271
Total Liabilities	$1
Net Assets	$4,155,270

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.

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Types of Nonprofits

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Updated March 23, 2026

Brandwein Morholt Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $92.5k (2025)

Expenses $235k (2025)

Total Assets $2.87M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$92.5k (2025)

Expenses

$235k (2025)

Total Assets

$2.87M (2025)

Total Liabilities

$0 (2025)

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2025

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