Brandwein-morholt Trust

PORT JERVIS, NY EIN: 13-7039092

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $645K (100%)

States

New York

Cities

Unionville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.