Brooks Robert D Trust Under Will

Private foundation · Grantmaker Newtown, PA EIN: 23-7875534

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

Bristol First United Methodist Church: $26KBristol First United MethodistChurch$26K

The largest 2025 recipient was Bristol First United Methodist Church ($26K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Bristol

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

$0$10K$20K$30K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

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

RecipientPurposeAmount
Bristol First United Methodist Church Bristol, PAGeneral Support$26,143
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$242,321$12,979$30,438$26,1431$26,143$8,848$19,013
2024$259,735$20,507$30,569$26,1431$26,143$16,485$18,561
2023$269,791$19,427$29,809$26,1431$26,143$15,828$17,451
2022$280,159$9,964$30,618$26,1431$26,143$5,489$18,674
2021$300,813$38,656$24,128$20,0001$20,000$34,335$20,704
2020$286,285$9,795$15,235$11,4001—$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

First Natilnal Bank of Newtown — Trustee: $3KFirst Natilnal Bank of…Trustee$3K

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

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Live grants for the work Brooks Robert D Trust Under Will funds

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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.

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