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Nonprofit · EIN 27-0036715

BERNARD A MOREWITZ CHARITABLE FOUNDATION

Tax-exempt · NEWPORT NEWS, VA 23606

Financials

$107K$208K2023$129K$98K2024
Revenue Expenses · by fiscal year end
Financials of BERNARD A MOREWITZ CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$128,507$97,609$30,898$3,280,543$0$3,280,543
December 31, 2023990-PF$106,992$208,053-$101,061$3,184,215$0$3,184,215
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$10,000
Dividends
$31,080
Interest
$30,847
Net gain from sales of assets
$45,410
Other income
$11,170

Expenses

Grants and similar amounts paid
$60,000
Disbursements for charitable purposes
$61,025
Excise tax on investment income
$983

Balance sheet and other

Total assets, start of year
$3,184,215
Total assets, end of year
$3,280,543
Total liabilities, end of year
$0
Net assets, end of year
$3,280,543
Fair market value of assets
$3,280,543
Qualifying distributions
$61,025
Net investment income
$107,337

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
E D DAVID
739 THIMBLE SHOALS BLVD, SUITE 105, NEWPORT NEWS, VA 23606
PRESIDENT &0$0
HOWARD F SMITH
2100 KECOUGHTAN RD, NEWPORT NEWS, VA 23606
SECRETARY0$0
IRVING B GOLDSTEIN
741 J CLYDE MORRIS BLVD, SUITE A, NEWPORT NEWS, VA 23601
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
E D DAVID
739 THIMBLE SHOALS BLVD, SUITE 105, NEWPORT NEWS, VA 23606
PRESIDENT &4$16,176
HOWARD F SMITH
2100 KECOUGHTAN RD, NEWPORT NEWS, VA 23606
SECRETARY2$16,176
IRVING B GOLDSTEIN
741 J CLYDE MORRIS BLVD, SUITE A, NEWPORT NEWS, VA 23601
DIRECTOR2$16,176

Address and contacts

Address (IRS master file)
739 THIMBLE SHOALS BLVD STE 105, NEWPORT NEWS, VA 23606-3562
In care of
% E D DAVID
Signed the 990-PF
E D DAVID, PRESIDENT & TREAS
Phone
(757) 595-4500
Return prepared by
BEAN GLOBAL ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-0036715
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
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,280,543
Income (IRS master file)
$128,507

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$128,507$97,609$3,280,543IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$106,992$208,053$3,184,215XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 27-0036715).

Questions about BERNARD A MOREWITZ CHARITABLE FOUNDATION

What is the EIN of BERNARD A MOREWITZ CHARITABLE FOUNDATION?
The employer identification number (EIN) of BERNARD A MOREWITZ CHARITABLE FOUNDATION is 27-0036715.
Is BERNARD A MOREWITZ CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to BERNARD A MOREWITZ CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERNARD A MOREWITZ CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERNARD A MOREWITZ CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERNARD A MOREWITZ CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BERNARD A MOREWITZ CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does BERNARD A MOREWITZ CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $128,507, expenses of $97,609 and total assets of $3,280,543 at year end.

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