Joseph L Barnum Trust Uw
Joseph L Barnum Trust Uw is a private foundation, based in Brooklyn, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $250K in total assets. In 2025, it awarded 1 grant totaling $2K. Net investment income was $2K.
Joseph L Barnum Trust Uw at a glance
In short: Joseph L Barnum Trust Uw gave $2K across 1 grant in 2025 (avg $2K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,248
- +22.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,248
- +22.3% vs 2024
- Median grant
- $2,248
- Total assets
- $249,807
- -0.4% vs 2024
- Primary geography
- Maine (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joseph L Barnum Trust Uw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Colby College ($2K).
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 Joseph L Barnum Trust Uw gives
- Giving fell 39% from 2022 to 2025. Method
- In 2025 it paid out 34% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 $2K (2024) to $41K (2023). In 2025 it made 1 grant totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Colby College Waterville, ME | General Operating | $2,248 |
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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 | $249,807 | $6,523 | $7,590 | $2,248 | 1 | $4,248 | $2,159 | $12,431 |
| 2024 | $250,878 | $16,184 | $6,888 | $1,838 | 1 | $3,888 | $13,184 | $11,094 |
| 2023 | $241,581 | $-4,321 | $45,644 | $40,594 | 1 | $42,644 | $1,555 | $11,618 |
| 2022 | $290,983 | $13,965 | $11,452 | $3,702 | 1 | $5,702 | $10,965 | $15,740 |
| 2021 | $285,906 | $82,332 | $8,669 | $3,957 | 1 | — | $79,284 | $12,398 |
| 2020 | $212,245 | $19,579 | $8,311 | $3,183 | 1 | — | $16,606 | $11,513 |
Under IRS private-foundation payout rules, Joseph L Barnum Trust Uw reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joseph L Barnum Trust Uw's only listed officer is Keybank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Keybank N A
Trustee
On filings since 2024
1 hr/week
$4K (2024) → $4K (2025)
Former officers (1)
- Former: Keybank NA (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 $4K, to Keybank N a (Trustee).
Frequently asked questions about Joseph L Barnum Trust Uw
How much does Joseph L Barnum Trust Uw give each year?
Joseph L Barnum Trust Uw gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2K across 1 grant.
How large is Joseph L Barnum Trust Uw?
Joseph L Barnum Trust Uw reported $250K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Joseph L Barnum Trust Uw operate?
Joseph L Barnum Trust Uw has awarded grants in Maine.
What is Joseph L Barnum Trust Uw's EIN?
Joseph L Barnum Trust Uw's EIN (Employer Identification Number) is 01-6007099. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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