Brandwein-Morholt Trust
Brandwein-Morholt Trust is a private foundation, based in Port Jervis, NY. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $2.8M in total assets. In 2026, it awarded 1 grant totaling $111K. Net investment income was $138K.
Brandwein-Morholt Trust at a glance
In short: Brandwein-Morholt Trust gave $111K across 1 grant in 2026 (avg $111K), mostly in New York. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $111,000
- -14.6% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $111,000
- -14.6% vs 2025
- Median grant
- $111,000
- Total assets
- $2,808,534
- -2.1% vs 2025
- Primary geography
- New York (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Brandwein-Morholt Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Paul F Brandwein Institute Inc ($111K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Brandwein-Morholt Trust gives
- Giving held roughly steady from 2023 to 2026 (+14%). Method
- In 2026 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $98K (2023) to $153K (2020). In 2026 it made 1 grant totaling $111K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Paul F Brandwein Institute Inc Unionville, NY | To Promote Environmental Education | $111,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,808,534 | $165,938 | $225,955 | $111,000 | 1 | $176,520 | $138,229 | $168,414 |
| 2025 | $2,868,551 | $92,534 | $235,388 | $130,000 | 1 | $185,270 | $65,048 | $172,364 |
| 2024 | $3,011,405 | $95,237 | $235,088 | $130,000 | 1 | $185,534 | $68,769 | $172,070 |
| 2023 | $3,151,256 | $85,528 | $195,050 | $97,500 | 1 | $136,606 | $48,753 | $178,112 |
| 2022 | $3,260,778 | $265,620 | $247,303 | $130,000 | 1 | $181,028 | $221,988 | $185,400 |
| 2021 | $3,242,461 | $12,805 | $256,910 | $135,000 | 1 | — | — | $185,044 |
| 2020 | $3,486,566 | $149,490 | $259,829 | $152,500 | 1 | — | $107,655 | $183,895 |
Under IRS private-foundation payout rules, Brandwein-Morholt Trust reported a distributable amount of $168K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Brandwein-Morholt Trust's 2026 filing lists 3 officers; all 3 officers listed in 2026 are compensated.
Officers on the 2026 filing
David Foord
Trustee
On filings since 2020
5 hrs/week
$7K (2020) → $8K (2026)
William D. Bavoso
Trustee
On filings since 2020
5 hrs/week
$7K (2020) → $8K (2026)
Keith Wheeler
Trustee
On filings since 2023
5 hrs/week
$6K (2023) → $8K (2026)
Former officers (1)
- Former: Henry M. Burger (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $8K, to William D Bavoso (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Brandwein-Morholt Trust
How much does Brandwein-Morholt Trust give each year?
Brandwein-Morholt Trust gave $111K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $130K across 1 grant.
How large is Brandwein-Morholt Trust?
Brandwein-Morholt Trust reported $2.8M in total assets on its 2026 IRS Form 990-PF. It paid out $177K in qualifying distributions that year, against a required minimum of $168K (roughly 5% of its investment assets).
Where does Brandwein-Morholt Trust operate?
Brandwein-Morholt Trust has awarded grants in New York.
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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 17, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 12, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 20, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 26, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 12, 2026)
- IRS filings on file for fiscal years 2020–2025
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