William Philbrick Charitable Trust No 4 Ua
William Philbrick Charitable Trust No 4 Ua is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $613K in total assets. In 2025, it awarded 8 grants totaling $46K. Net investment income was $26K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$613K
-3.6% YoY
Annual Giving
$46K
+4.8% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$6K
+4.8% YoY
Under IRS private-foundation payout rules, William Philbrick Charitable Trust No 4 Ua reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.
About William Philbrick Charitable Trust No 4 Ua
Based on IRS filings
William Philbrick Charitable Trust No 4 Ua is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $613K in total assets. In 2025, it awarded 8 grants totaling $46K. Net investment income was $26K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $613,052 | $636,267 | $640,538 |
| Revenue | $30,895 | $48,464 | $55,020 |
| Expenses | $54,108 | $52,733 | $59,176 |
| Qualifying Distributions | $48,238 | $46,063 | $53,672 |
| Net Investment Income | $25,531 | $43,222 | $50,052 |
| Distributable Amount | $52,855 | $48,583 | $46,251 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
Grant Size Distribution
39 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Pine Tree Society Inc ($9,293), Federated Church of Skowhegan ($9,293), All Saints Episcopal Church ($9,293).
| Recipient | Purpose | Amount |
|---|---|---|
| PINE TREE COUNCIL BSA INC RAYMOND, ME | GENERAL OPERATING | $2,323 |
| PINE TREE SOCIETY INC BATH, ME | GENERAL OPERATING | $9,293 |
| GIRL SCOUT COUNCIL SO PORTLAND, ME | GENERAL OPERATING | $2,323 |
| FEDERATED CHURCH OF SKOWHEGAN SKOWHEGAN, ME | GENERAL OPERATING | $9,293 |
| SKOWHEGAN WOMAN'S AID SOCIETY SKOWHEGAN, ME | GENERAL OPERATING | $4,647 |
| ALL SAINTS EPISCOPAL CHURCH SKOWHEGAN, ME | GENERAL OPERATING | $9,293 |
| MAINE MARITIME ACADEMY CASTINE, ME | SCHOLARSHIP | $4,170 |
| HAMILTON COLLEGE CLINTON, NY | SCHOLARSHIP | $4,170 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KeyBank National Association | Trustee | 1 | $6,705 |
Frequently Asked Questions
How large is William Philbrick Charitable Trust No 4 Ua?
As of 2025, William Philbrick Charitable Trust No 4 Ua holds $613K in total assets with $31K in annual revenue. It awarded 8 grants totaling $46K in 2025.
Where does William Philbrick Charitable Trust No 4 Ua operate?
William Philbrick Charitable Trust No 4 Ua has awarded grants in Massachusetts, Maine, New York, Rhode Island.
What size grants does William Philbrick Charitable Trust No 4 Ua award?
In 2025, William Philbrick Charitable Trust No 4 Ua awarded 8 grants totaling $46K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is William Philbrick Charitable Trust No 4 Ua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, William Philbrick Charitable Trust No 4 Ua reported a distributable amount of $53K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William Philbrick Charitable Trust No 4 Ua's EIN?
William Philbrick Charitable Trust No 4 Ua's EIN (Employer Identification Number) is 01-6027550. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in William Philbrick Charitable Trust No 4 Ua's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.