William Birdwell Charitable Trust
William Birdwell Charitable Trust is a private foundation, based in Santa Barbara, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $64K in total assets. In 2025, it awarded 3 grants totaling $75K. Net investment income was $60K.
William Birdwell Charitable Trust at a glance
In short: William Birdwell Charitable Trust gave $75K across 3 grants in 2025 (avg $25K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $75,000
- +0.0% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $25,000
- -33.3% vs 2024
- Median grant
- $25,000
- Total assets
- $63,997
- -22.6% vs 2024
- Primary geography
- California (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 William Birdwell Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Sansum Research Foundatio ($25K). Together the top 3 received $75K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 9 grants of 10 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How William Birdwell Charitable Trust gives
- Giving fell 38% from 2022 to 2025. Method
- In 2025 it paid out 770% 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 $50K (2023) to $125K (2020). In 2025 it made 3 grants totaling $75K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sansum Research Foundatio Santa Barbara, CA | Funding for Charity | $25,000 |
| SB Cotage Hospital Santa Barbara, CA | Funding for Charity | $25,000 |
| St Francis Foundation Santa Barbara, CA | Funding for Charity | $25,000 |
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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 | $63,997 | $65,636 | $84,324 | $75,000 | 3 | $78,536 | $59,848 | $10,197 |
| 2024 | $82,685 | $17,703 | $84,492 | $75,000 | 2 | $78,237 | $11,448 | $14,543 |
| 2023 | $149,474 | $28,280 | $64,292 | $50,000 | 2 | $54,329 | $20,608 | $16,097 |
| 2022 | $185,486 | $91,178 | $136,035 | $120,654 | 3 | $126,041 | $81,310 | $21,168 |
| 2021 | $230,343 | $12,142 | $12,175 | — | — | $3,371 | $3,740 | $24,736 |
| 2020 | $230,220 | $39,140 | $141,411 | $125,000 | 3 | — | $28,483 | $23,901 |
Under IRS private-foundation payout rules, William Birdwell Charitable Trust reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William Birdwell Charitable Trust is led by Stephen T. Frank, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Stephen T. Frank
Trustee
On filings since 2020
1 hr/week
$10K (2020) → $6K (2025)
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 $6K, to Mr Stephen T Frank (Trustee).
Frequently asked questions about William Birdwell Charitable Trust
How much does William Birdwell Charitable Trust give each year?
William Birdwell Charitable Trust gave $75K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $75K across 2 grants.
What is William Birdwell Charitable Trust's typical grant size?
William Birdwell Charitable Trust's median grant in 2025 was $25,000, and its average grant was $25,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does William Birdwell Charitable Trust give grants?
William Birdwell Charitable Trust gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Santa Barbara, CA (3 grants).
Does William Birdwell Charitable Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on William Birdwell Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Funding for Charity" (3 grants).
How large is William Birdwell Charitable Trust?
William Birdwell Charitable Trust reported $64K in total assets on its 2025 IRS Form 990-PF. It paid out $79K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).
What is William Birdwell Charitable Trust's EIN?
William Birdwell Charitable Trust's EIN (Employer Identification Number) is 43-6900293. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 21, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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