Nonprofit · EIN 13-7039092
BRANDWEIN-MORHOLT TR
Tax-exempt · PORT JERVIS, NY 12771
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $165,938 | $225,955 | -$60,017 | $2,808,534 | $0 | $2,808,534 |
| March 31, 2025 | 990-PF | $92,534 | $235,388 | -$142,854 | $2,868,551 | $0 | $2,868,551 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $1,000
- Dividends
- $37,982
- Interest
- $316
- Net gain from sales of assets
- $126,634
- Other income
- $6
Expenses
- Grants and similar amounts paid
- $111,000
- Compensation of officers, directors and key employees
- $24,270
- Disbursements for charitable purposes
- $176,520
- Excise tax on investment income
- $1,921
Balance sheet and other
- Total assets, start of year
- $2,868,551
- Total assets, end of year
- $2,808,534
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,808,534
- Fair market value of assets
- $3,518,047
- Qualifying distributions
- $176,520
- Net investment income
- $164,932
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM D BAVOSO 390 MINISINK TURNPIKE, PORT JERVIS, NY 12771 | TRUSTEE | 5 | $8,090 |
| DAVID FOORD 111 KEMADOBI CIRCLE, DINGMANS FERRY, PA 18328 | TRUSTEE | 5 | $8,090 |
| KEITH WHEELER 633 ROYAL CIRCLE, STATE COLLEGE, PA 16801 | TRUSTEE | 5 | $8,090 |
990-PF for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM D BAVOSO 390 MINISINK TURNPIKE, PORT JERVIS, NY 12771 | TRUSTEE | 5 | $6,154 |
| DAVID FOORD 111 KEMADOBI CIRCLE, DINGMANS FERRY, PA 18328 | TRUSTEE | 5 | $6,154 |
| KEITH WHEELER 633 ROYAL CIRCLE, STATE COLLEGE, PA 16801 | TRUSTEE | 5 | $6,154 |
Address and contacts
- Address (IRS master file)
- 390 MINISINK TPKE, PORT JERVIS, NY 12771-3346
- In care of
- % HENRY M BURGER
- Signed the 990-PF
- WILLIAM D BAVOSO, TRUSTEE
- Phone
- (845) 672-9297
- Return prepared by
- PEAVEY & CO CPA'S LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7039092
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $2,808,534
- Income (IRS master file)
- $671,950
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | – | – | – | IRS |
| 990-PF | March 2025 | – | – | – | IRS |
| 990-PF | March 2024 | $95,237 | $235,088 | $3,011,405 | IRS |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
| 990-PF | March 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BRANDWEIN-MORHOLT TR
- What is the EIN of BRANDWEIN-MORHOLT TR?
- The employer identification number (EIN) of BRANDWEIN-MORHOLT TR is 13-7039092.
- Is BRANDWEIN-MORHOLT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to BRANDWEIN-MORHOLT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRANDWEIN-MORHOLT TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRANDWEIN-MORHOLT TR due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRANDWEIN-MORHOLT TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of BRANDWEIN-MORHOLT TR?
- The 990-PF for the year ended March 31, 2026 lists 3 people; 3 received compensation from the organization, the highest $8,090 (WILLIAM D BAVOSO, TRUSTEE).
- How much revenue does BRANDWEIN-MORHOLT TR have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $165,938, expenses of $225,955 and total assets of $2,808,534 at year end.
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