Brandwein-Morholt Tr
- Assets
- $3.0m
- Revenue
- $95.2k
- Investments
- $1.6m
- Employees
- 0
- Location
- Port Jervis, NY
- Founding
- 01/1995
- Data as of
- 03/2024
- EIN
- 13-7039092
Organization Overview
Brandwein-Morholt Tr is located in Port Jervis, NY. The organization was established in 1995. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Brandwein-Morholt Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2024, Brandwein-Morholt Tr generated $95.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (3.2%) each year. All expenses for the organization totaled $235.1k during the year ending 03/2024. As we would expect to see with falling revenues, expenses have declined by (2.1%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William D Bavoso Trustee | 5 | $6,064 | |
David Foord Trustee | 5 | $6,064 | |
Keith Wheeler Trustee | 5 | $6,064 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,000 |
| Interest on Savings | $395 |
| Dividends & Interest | $37,964 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $55,808 |
| Capital Gain Net Income | $55,808 |
| Net ST Capital Gain | $55,808 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $70 |
| Total Revenue | $95,237 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $18,192 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,519 |
| Depreciation | $22,572 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $54,595 |
| Total operating and administrative expenses | $105,088 |
| Contributions, gifts, grants paid | $130,000 |
| Total expenses and disbursements | $235,088 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,475 |
| Savings and temporary cash investments | $88,424 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,553,629 |
| Net Land, buildings, and equipment | $1,363,077 |
| Other assets | $800 |
| Total assets | $3,011,405 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |