Brooks Robert D Trust Under Will
Brooks Robert D Trust Under Will is a private foundation, based in Newtown, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $242K in total assets. In 2025, it awarded 1 grant totaling $26K. Net investment income was $9K.
Brooks Robert D Trust Under Will at a glance
In short: Brooks Robert D Trust Under Will gave $26K across 1 grant in 2025 (avg $26K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $26,143
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $26,143
- +0.0% vs 2024
- Median grant
- $26,143
- Total assets
- $242,321
- -6.7% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Brooks Robert D Trust Under Will funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Bristol First United Methodist Church ($26K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Brooks Robert D Trust Under Will gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 138% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $11K (2020) to $26K (2025). In 2025 it made 1 grant totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bristol First United Methodist Church Bristol, PA | General Support | $26,143 |
Ready to take the next step with Brooks Robert D Trust Under Will?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $242,321 | $12,979 | $30,438 | $26,143 | 1 | $26,143 | $8,848 | $19,013 |
| 2024 | $259,735 | $20,507 | $30,569 | $26,143 | 1 | $26,143 | $16,485 | $18,561 |
| 2023 | $269,791 | $19,427 | $29,809 | $26,143 | 1 | $26,143 | $15,828 | $17,451 |
| 2022 | $280,159 | $9,964 | $30,618 | $26,143 | 1 | $26,143 | $5,489 | $18,674 |
| 2021 | $300,813 | $38,656 | $24,128 | $20,000 | 1 | $20,000 | $34,335 | $20,704 |
| 2020 | $286,285 | $9,795 | $15,235 | $11,400 | 1 | — | $5,960 | $17,991 |
Under IRS private-foundation payout rules, Brooks Robert D Trust Under Will reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Brooks Robert D Trust Under Will's only listed officer is First Natilnal Bank Of Newtown, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
First Natilnal Bank Of Newtown
Trustee
On filings since 2023
2 hrs/week
$3K (2023) → $3K (2025)
Former officers (1)
- Former: Sarah Carter (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to First Natilnal Bank of Newtown (Trustee).
Frequently asked questions about Brooks Robert D Trust Under Will
How much does Brooks Robert D Trust Under Will give each year?
Brooks Robert D Trust Under Will gave $26K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 1 grant.
How large is Brooks Robert D Trust Under Will?
Brooks Robert D Trust Under Will reported $242K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).
Where does Brooks Robert D Trust Under Will operate?
Brooks Robert D Trust Under Will has awarded grants in Pennsylvania.
What is Brooks Robert D Trust Under Will's EIN?
Brooks Robert D Trust Under Will's EIN (Employer Identification Number) is 23-7875534. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Brooks Robert D Trust Under Will funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Brooks Robert D Trust Under Will's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Jamesterzah Ross Tuw-1ST Methodist XXX-XX-XXXX
Indiana, PA
Assets
$146K
Grants
1
Total Given
$15K
Archer John Tuw 1ST Methodis
Pittsburgh, PA
Assets
$96K
Grants
1
Total Given
$4K
Margaret C Bachelier Irrev Trust
Greensburg, PA
Assets
$457K
Grants
1
Total Given
$15K
Sarah E Alter Trust
Saint Louis, MO
Assets
—
Grants
1
Total Given
$176K
Mary K Zaremba & Randall a Thorne Charitable
Scranton, PA
Assets
$153K
Grants
1
Total Given
$4K
First Um Ch-Gablerhasslerhuber PF
Buffalo, NY
Assets
$399K
Grants
1
Total Given
$17K
More similar funders
More Funders in Pennsylvania
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Brooks Robert D Trust Under Will's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Brooks Robert D Trust Under Will down — hundreds of funders to go?