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.

Key facts about Brooks Robert D Trust Under Will

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.

EIN
23-7875534
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$26,143
Grants made (2025)
1
Average grant
$26,143
Median grant
$26,143
Total assets
$242,321
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$242K

-6.7% YoY

Annual Giving

$26K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$26K

+0.0% YoY

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.

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.

Your AI grants department

Ready to take the next step with Brooks Robert D Trust Under Will?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

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

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.

Grant Insights

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%).

Giving History

Grant recipients and amounts by year

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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$242,321$259,735$269,791
Revenue$12,979$20,507$19,427
Expenses$30,438$30,569$29,809
Qualifying Distributions$26,143$26,143$26,143
Net Investment Income$8,848$16,485$15,828
Distributable Amount$19,013$18,561$17,451

Data update history

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

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.

Your AI grants department

Here's the math on researching Brooks Robert D Trust Under Will by hand.

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

Community Foundation of Western Pennsylvania and Eastern Ohio

Sharon, PA

The Community Foundation of Western PA & Eastern OH supports charitable programs in areas such as health, education, human services, arts, and community development. It serves Mercer and Lawrence counties in Pennsylvania and Trumbull County, Ohio; its 2024 grants had a median of $17,750, with amounts ranging from $5,050 to $609,507. It accepts unsolicited requests through a Letter of Intent, with full applications by invitation.

Philanthropy, Voluntarism & Grantmaking

Assets

$153.0M

Grants

358

Total Given

$11.3M

C B Hollingsworth Charitable Tuw XXX-XX-XXXX

Indiana, PA

The foundation supports preselected charitable organizations in Westmoreland County, Pennsylvania, including work in religion, health, public aid, education, and other areas. In 2025, it made 10 grants of $6,000–$15,000, with a median of $7,650; it does not accept unsolicited requests.

Assets

$1.0M

Grants

10

Total Given

$84K

Smith Richardson Foundation Inc

Greensboro, NC

The Smith Richardson Foundation funds public-policy research and writing on international security and foreign policy, as well as domestic policy areas such as education, economic opportunity, and criminal justice; its grants support organizations and institutions, primarily in the U.S. Grants ranged from $1,000 to $400,000 in 2024, with a median of $49,715. Its website describes a process beginning with a concept paper, with full proposals by invitation; it does not state whether unsolicited requests are accepted.

Assets

$557.9M

Grants

282

Total Given

$22.9M

Lancaster County Community Foundation

Lancaster, PA

The Lancaster County Community Foundation funds operating and project support in areas including human services, the environment, arts, inclusion, early childhood, historic preservation, and clean water, primarily serving Lancaster County, Pennsylvania. Its 2024 grants had a median of about $18,700 and ranged from $5,020 to $1.05 million; it lists open grant applications but does not state whether it accepts unsolicited requests.

Assets

$184.6M

Grants

373

Total Given

$14.8M

William F Troxell Charitable Trust

Pittsburgh, PA

Philanthropy, Voluntarism & Grantmaking

Assets

$1.4M

Grants

5

Total Given

$67K

Gamber Foundation

Lancaster, PA

The Gamber Foundation supports organizations working in disability services, children’s services, housing, education, and community assistance, primarily in Pennsylvania, with occasional grants in Maryland, New Hampshire, and Vermont. Its 2025 grants ranged from $3,000 to $30,000, with a median of $11,000. Its 2023 filing says it accepts unsolicited requests; there is no standard application form, and applicants should send information they consider helpful.

Assets

$4.8M

Grants

22

Total Given

$281K

Wilma O Schaufler Tr Uw

Pittsburgh, PA

The will of wilma o schaufler established a trust, the income from which is perpetually paid to the first united methodist church, the named beneficiary.

Assets

$1.4M

Grants

1

Total Given

$81K

Feagley F for Charities-Char Tr

Pittsburgh, PA

Assets

$2.8M

Grants

5

Total Given

$137K

The Francis and Miranda Childress

Gainesville, FL

Children's Home Society of Florida (CHS) is the state's leading child- and family-serving organization, founded in 1902 to care for abandoned children. Operating over 100 locations across Florida with nearly 2,000 professionals and thousands of volunteers, CHS provides comprehensive services including adoption, foster care, emergency shelter, early education, mentoring, and family strengthening programs. The organization serves hundreds of thousands of children and families annually, with a mission to ensure children are safe, healthy, and prepared for life while offering hope through innovative programs and strategic partnerships.

Assets

$5.7M

Grants

9

Total Given

$424K

The Culbertson Foundation

Charlottesville, VA

The Culbertson Foundation supports education, healthcare, religious organizations, and community services, with most recent funding going to organizations in Virginia and some to Pennsylvania. Its 2025 grants ranged from $100 to $40,000, with a median of $2,000. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$7K

Grants

27

Total Given

$120K

Paul a Troutman Foundation Trust

Orlando, FL

The Paul A. Troutman Foundation Trust funds scholarships and charitable organizations, including work in health, education, the arts, nature, and substance-use recovery; its 2025 grants were typically $1,000–$4,000, with a median of $2,000. It gave most of its 2025 funding in Pennsylvania, with smaller shares going to Maryland, New York, Georgia, and West Virginia. The foundation accepts informal requests for charitable purposes, with no special form required.

Assets

$772K

Grants

25

Total Given

$50K

First Community Foundation Partnership of Pennsylvania

Williamsport, PA

First Community Foundation Partnership of Pennsylvania funds nonprofits and community programs in areas including arts and culture, education, health and human services, youth, environment, economic development, civic life, and recreation. Its core area is five north-central Pennsylvania counties—Lycoming, Montour, Northumberland, Snyder, and Union—and grants in 2025 had a median award of $10,000, ranging from $5,048 to $250,000. It offers applications through specific grant programs; the profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$184.7M

Grants

282

Total Given

$6.1M

More Funders in Pennsylvania

Brooks Robert D Trust Under Will down — hundreds of funders to go?

Want AI to do this for you?