Brooks Robert D Trust Under Will 001095

Foundation · Grantmaker 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 grant totaling $26K. Net investment income was $16K.

Key facts about Brooks Robert D Trust Under Will 001095

EIN: 23-7875534
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $26,143
Grants made (2024): 1
Average grant: $26,143
Median grant: $26,143
Total assets: $259,735
Primary geography: Pennsylvania (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

How Brooks Robert D Trust Under Will 001095 gives

Giving grew 31% from 2021 to 2024. Method
In 2024 it paid out 141% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Brooks Robert D Trust Under Will 001095

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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 $26K (100%)

Share of all 1 itemized 2024 grant dollars.

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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

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 recipients 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

No officer or director reported compensation in the available filings.

From 2023 IRS filing

Name	Title	Hours	Compensation
Sarah Carter	Trustee	30	—

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 grant 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 grant 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.