Brandwein-morholt Trust
Brandwein-morholt Trust is a private foundation, based in PORT JERVIS, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 1 grants totaling $130K. Net investment income was $69K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
-4.4% YoY
Annual Giving
$130K
+33.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$130K
+33.3% YoY
Under IRS private-foundation payout rules, Brandwein-morholt Trust reported a distributable amount of $172K for 2024 — the minimum it must pay out in qualifying distributions.
About Brandwein-morholt Trust
Based on IRS filings
Brandwein-morholt Trust is a private foundation, based in PORT JERVIS, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 1 grants totaling $130K. Net investment income was $69K.
Ready to take the next step with Brandwein-morholt Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,011,405 | $3,151,256 | $3,260,778 |
| Revenue | $95,237 | $85,528 | $265,620 |
| Expenses | $235,088 | $195,050 | $247,303 |
| Qualifying Distributions | $185,534 | $136,606 | $181,028 |
| Net Investment Income | $68,769 | $48,753 | $221,988 |
| Distributable Amount | $172,070 | $178,112 | $185,400 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Paul F Brandwein Institute Inc ($130,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PAUL F BRANDWEIN INSTITUTE INC UNIONVILLE, NY | TO PROMOTE ENVIRONMENTAL EDUCATION | $130,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM D BAVOSO | TRUSTEE | 5 | $6,064 |
| DAVID FOORD | TRUSTEE | 5 | $6,064 |
| KEITH WHEELER | TRUSTEE | 5 | $6,064 |
Frequently Asked Questions
How large is Brandwein-morholt Trust?
As of 2024, Brandwein-morholt Trust holds $3.0M in total assets with $95K in annual revenue. It awarded 1 grants totaling $130K in 2024.
Where does Brandwein-morholt Trust operate?
Brandwein-morholt Trust has awarded grants in New York.
What size grants does Brandwein-morholt Trust award?
In 2024, Brandwein-morholt Trust awarded 1 grants totaling $130K — an average of about $130K per grant, based on its IRS Form 990 filings.
How much is Brandwein-morholt Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Brandwein-morholt Trust reported a distributable amount of $172K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Brandwein-morholt Trust's EIN?
Brandwein-morholt Trust's EIN (Employer Identification Number) is 13-7039092. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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