Brooks Robert D Trust Under Will 001095

NEWTOWN, PA EIN: 23-7875534

Brooks Robert D Trust Under Will 001095 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTOWN, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $260K in total assets. In 2024, it awarded 1 grants totaling $26K. Net investment income was $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$260K

-3.7% YoY

Annual Giving

$26K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$26K

+0.0% YoY

Under IRS private-foundation payout rules, Brooks Robert D Trust Under Will 001095 reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.

About Brooks Robert D Trust Under Will 001095

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $110K (100%)

States

Pennsylvania

Cities

Bristol

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$259,735	$269,791	$280,159
Revenue	$20,507	$19,427	$9,964
Expenses	$30,569	$29,809	$30,618
Qualifying Distributions	$26,143	$26,143	$26,143
Net Investment Income	$16,485	$15,828	$5,489
Distributable Amount	$18,561	$17,451	$18,674

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 First United Methodist Church ($26,143).

Recipient	Purpose	Amount
FIRST UNITED METHODIST CHURCH BRISTOL, PA	CONTRIBUTION	$26,143

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Brooks Robert D Trust Under Will 001095?

Brooks Robert D Trust Under Will 001095 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTOWN, PA. It holds $260K in total assets as of 2024.

How large is Brooks Robert D Trust Under Will 001095?

As of 2024, Brooks Robert D Trust Under Will 001095 holds $260K in total assets with $21K in annual revenue. It awarded 1 grants totaling $26K in 2024.

Where does Brooks Robert D Trust Under Will 001095 operate?

Brooks Robert D Trust Under Will 001095 has awarded grants in Pennsylvania.

What size grants does Brooks Robert D Trust Under Will 001095 award?

In 2024, Brooks Robert D Trust Under Will 001095 awarded 1 grants totaling $26K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is Brooks Robert D Trust Under Will 001095 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Brooks Robert D Trust Under Will 001095 reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Brooks Robert D Trust Under Will 001095's EIN?

Brooks Robert D Trust Under Will 001095's EIN (Employer Identification Number) is 23-7875534. IRS Form 990 filing data is available on this page for 2020–2024.