Bernard A Morewitz Charitable Foundation

Newport News, VA
Tax-exempt since Jan. 2003
EIN: 27-0036715

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

$129k (2024)

Expenses

$97.6k (2024)

Total Assets

$3.28M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$128,507

Expenses

$97,609

Net Income

$30,898

Net Assets

$3,280,543

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	7.8%
Interest Revenue	$30,847	24.0%
Dividends	$31,080	24.2%
Sales of Assets	$45,410	35.3%
Other Income	$11,170	8.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,025	62.5%
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	$3,280,543
Total Liabilities	$0
Net Assets	$3,280,543

Compensation

Key Employees and Officers	Compensation	Other
E D David (President &)	$0	$0
Howard F Smith (Secretary)	$0	$0
Irving B Goldstein (Director)	$0	$0

990-PF

Filed on Nov. 17, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$106,992

Expenses

$208,053

Net Income

-$101,061

Net Assets

$3,184,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,644	34.2%
Dividends	$31,439	29.4%
Sales of Assets	$31,399	29.3%
Other Income	$7,510	7.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,000	74.5%
Compensation of Officers*	$48,528	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,184,215
Total Liabilities	$0
Net Assets	$3,184,215

Compensation

Key Employees and Officers	Compensation	Other
E D David (President &)	$16,176	$0
Howard F Smith (Secretary)	$16,176	$0
Irving B Goldstein (Director)	$16,176	$0

990-PF

Filed on Nov. 15, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$97,289

Expenses

$117,525

Net Income

-$20,236

Net Assets

$3,286,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,762	3.9%
Interest Revenue	$30,428	31.3%
Dividends	$39,741	40.8%
Sales of Assets	-$17,702
Other Income	$41,060	42.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,500	92.3%
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	$3,286,522
Total Liabilities	$0
Net Assets	$3,286,522

Compensation

Key Employees and Officers	Compensation	Other
E D David (President &)	$0	$0
Howard F Smith (Secretary)	$0	$0
Irving B Goldstein (Director)	$0	$0

990-PF

Filed on Nov. 15, 2023

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 Dec.
2021

Revenue

$198,031

Expenses

$154,050

Net Income

$43,981

Net Assets

$3,264,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53,040	26.8%
Dividends	$42,031	21.2%
Sales of Assets	$71,800	36.3%
Other Income	$31,160	15.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,750	90.7%
Compensation of Officers*	$13,182	8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,264,669
Total Liabilities	$0
Net Assets	$3,264,669

Compensation

Key Employees and Officers	Compensation	Other
E D David (President &)	$4,394	$0
Howard F Smith (Secretary)	$4,394	$0
Irving B Goldstein (Director)	$4,394	$0

990-PF

Filed on Nov. 14, 2022

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 Dec.
2020

Revenue

$242,498

Expenses

$42,716

Net Income

$199,782

Net Assets

$2,920,756

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39,642	16.3%
Dividends	$24,368	10.0%
Sales of Assets	$89,118	36.7%
Other Income	$89,370	36.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$31,779	74.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,920,757
Total Liabilities	$1
Net Assets	$2,920,756

Compensation

Key Employees and Officers	Compensation	Other
E D David (President &)	$10,593	$0
Howard F Smith (Secretary)	$10,593	$0
Irving B Goldstein (Director)	$10,593	$0

990-PF

Filed on Nov. 15, 2021

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 Dec.
2019

Revenue

$88,236

Expenses

$131,012

Net Income

-$42,776

Net Assets

$3,391,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,565	33.5%
Dividends	$18,996	21.5%
Sales of Assets	$0
Other Income	$39,675	45.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,000	76.3%
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	$3,391,026
Total Liabilities	$1
Net Assets	$3,391,025

Compensation

Key Employees and Officers	Compensation	Other
E D David (President &)	$0	$0
Howard F Smith (Secretary)	$0	$0
Irving B Goldstein (Director)	$0	$0

990-PF

Filed on Nov. 13, 2020

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

View Filing

Schedules ▼

XML

990-T

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$204,027

Expenses

$190,278

Net Income

$13,749

Net Assets

$3,181,365

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$175,794	86.2%
Dividends	$37,321	18.3%
Sales of Assets	$0
Other Income	-$9,088

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	78.8%
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	$3,181,365
Total Liabilities	$0
Net Assets	$3,181,365

Compensation

Key Employees and Officers	Compensation	Other
E D David (President &)	$0	$0
Howard F Smith (Secretary)	$0	$0
Irving B Goldstein (Director)	$0	$0

990-PF

Filed on Nov. 15, 2019

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 Dec.
2017

Revenue

$56,508

Expenses

$35,820

Net Income

$20,688

Net Assets

$2,592,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,847	10.3%
Dividends	$14,008	24.8%
Sales of Assets	$0
Other Income	$36,653	64.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,000	69.8%
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	$2,692,690
Total Liabilities	$100,300
Net Assets	$2,592,390

Compensation

Key Employees and Officers	Compensation	Other
E D David (President &)	$0	$0
Howard F Smith (Secretary)	$0	$0
Irving B Goldstein (Director)	$0	$0

990-PF

Filed on Nov. 15, 2018

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

PDF (2 of 2)

Fiscal Year Ending Dec.
2016

Revenue

$69,961

Expenses

$82,146

Net Income

-$12,185

Net Assets

$2,531,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$46,467	66.4%
Interest Revenue	$9,361	13.4%
Dividends	$16,200	23.2%
Sales of Assets	$0
Other Income	-$2,067

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,000	54.8%
Compensation of Officers*	$36,096	43.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,632,273
Total Liabilities	$100,300
Net Assets	$2,531,973

Compensation

Key Employees and Officers	Compensation	Other
E D David (President &)	$12,032	$0
Howard F Smith (Secretary)	$12,032	$0
Irving B Goldstein (Director)	$12,032	$0

990-PF

Filed on Nov. 15, 2017

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

PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Revenue

$449,760

Expenses

$467,440

Net Income

-$17,680

Net Assets

$2,518,525

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	88.9%
Interest Revenue	$9,341	2.1%
Dividends	$18,128	4.0%
Sales of Assets	$0
Other Income	$22,291	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$430,500	92.1%
Compensation of Officers*	$34,041	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,518,525
Total Liabilities	$0
Net Assets	$2,518,525

Compensation

Key Employees and Officers	Compensation	Other
E D David (President &)	$14,627	$0
Howard F Smith (Secretary)	$14,627	$0
Irving B Goldstein (Director)	$4,787	$0

990-PF

Filed on Oct. 31, 2017

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

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

990-T

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$45,200

Expenses

$88,037

Net Income

-$42,837

Net Assets

$2,476,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,688	3.7%
Dividends	$11,425	25.3%
Sales of Assets	$0
Other Income	$32,087	71.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,500	91.4%
Compensation of Officers*	$40,000	45.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,476,480
Total Liabilities	$0
Net Assets	$2,476,480

Compensation

Key Employees and Officers	Compensation	Other
E D David (President)	$20,000	$0
Howard F Smith (Secretary)	$20,000	$0

990-PF

Filed on Nov. 16, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$43,455

Expenses

$71,978

Net Income

-$28,523

Net Assets

$2,512,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,668	6.1%
Dividends	$17,172	39.5%
Sales of Assets	$0
Other Income	$23,615	54.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,000	83.4%
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	$2,512,600
Total Liabilities	$0
Net Assets	$2,512,600

Compensation

Key Employees and Officers	Compensation	Other
E D David (President)	$0	$0

990-PF

Filed on Nov. 17, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$11,755

Expenses

$42,008

Net Income

-$30,253

Net Assets

$2,508,925

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,689	22.9%
Dividends	$12,911	> 100%
Sales of Assets	$0
Other Income	-$3,845

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,345	62.7%
Compensation of Officers*	$8,750	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,508,925
Total Liabilities	$0
Net Assets	$2,508,925

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$19,108

Expenses

$123,002

Net Income

-$103,894

Net Assets

$2,502,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,944	41.6%
Dividends	$9,634	50.4%
Sales of Assets	$1,273	6.7%
Other Income	$257	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,006	93.5%
Compensation of Officers*	$10,000	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,502,701
Total Liabilities	$1
Net Assets	$2,502,700

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 January 26, 2026

Bernard A Morewitz Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $129k (2024)

Expenses $97.6k (2024)

Total Assets $3.28M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$129k (2024)

Expenses

$97.6k (2024)

Total Assets

$3.28M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003