William Philbrick Charitable Trust No 4 UA

Private foundation · Grantmaker Brooklyn, OH EIN: 01-6027550

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.

Key facts about William Philbrick Charitable Trust No 4 UA

In short: William Philbrick Charitable Trust No 4 UA gave $46K across 8 grants in 2025 (avg $6K), mostly in Maine. Source: 2025 IRS Form 990-PF.

EIN
01-6027550
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$45,512
Grants made (2025)
8
Average grant
$5,689
Median grant
$4,409
Total assets
$613,052
Primary geography
Maine (91% of itemized 2025 grant dollars)

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

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.

How William Philbrick Charitable Trust No 4 UA gives

  • Giving held roughly steady from 2022 to 2025 (+11%). Method
  • In 2025 it paid out 91% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

SkowheganBathRaymondSo PortlandOronoCastineClintonWatervilleBangorBiddefordBostonProvidence

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K7 grants2021 8 grants2022 8 grants2023 8 grants2024 8 grants2025

From 2021 to 2025, annual grant giving ranged from $37K (2021) to $51K (2023). In 2025 it made 8 grants totaling $46K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Pine Tree Society Inc: $9KPine Tree Society Inc$9KFederated Church of Skowhegan: $9KFederated Church of Skowhegan$9KAll Saints Episcopal Church: $9KAll Saints Episcopal Church$9KSkowhegan Woman's Aid Society: $5KSkowhegan Woman's Aid Society$5KMaine Maritime Academy: $4KMaine Maritime Academy$4KHamilton College: $4KHamilton College$4KPine Tree Council BSA Inc: $2KPine Tree Council BSA Inc$2KGirl Scout Council: $2KGirl Scout Council$2K

The largest 2025 recipient was Pine Tree Society Inc ($9K). Together the top 8 received $46K.

Grant Size Distribution

39 grants across all recorded years

39<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 39 grants of 39 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Pine Tree Society Inc Bath, MEGeneral Operating$9,293
Federated Church of Skowhegan Skowhegan, MEGeneral Operating$9,293
All Saints Episcopal Church Skowhegan, MEGeneral Operating$9,293
Skowhegan Woman's Aid Society Skowhegan, MEGeneral Operating$4,647
Maine Maritime Academy Castine, MEScholarship$4,170
Hamilton College Clinton, NYScholarship$4,170
Pine Tree Council BSA Inc Raymond, MEGeneral Operating$2,323
Girl Scout Council So Portland, MEGeneral Operating$2,323

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2021 2022 2023 2024 2025
Metric202520242023
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

William Philbrick Charitable Trust No 4 UA's only listed officer is KeyBank National Association, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • KeyBank National Association

    Trustee

    On filings since 2021

    1 hr/week

    $10K (2021) → $7K (2025)

Data from IRS Form 990 filings, 2021–2025. "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

KeyBank National Association — Trustee: $7KKeyBank National…Trustee$7K

The highest reported compensation on the 2025 filing was $7K, to KeyBank National Association (Trustee).

Frequently asked questions about William Philbrick Charitable Trust No 4 UA

How much does William Philbrick Charitable Trust No 4 UA give each year?

William Philbrick Charitable Trust No 4 UA gave $46K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 8 grants.

What is William Philbrick Charitable Trust No 4 UA's typical grant size?

William Philbrick Charitable Trust No 4 UA's median grant in 2025 was $4,409, and its average grant was $5,689, across 8 grants on its 2025 IRS Form 990-PF.

Where does William Philbrick Charitable Trust No 4 UA give grants?

William Philbrick Charitable Trust No 4 UA gives mostly in Maine: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (9%). The most frequent recipient cities were Skowhegan, ME (3 grants).

Does William Philbrick Charitable Trust No 4 UA give general operating support?

Yes: 75% of William Philbrick Charitable Trust No 4 UA's 2025 grants with a stated purpose (6 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are William Philbrick Charitable Trust No 4 UA's largest grantees?

William Philbrick Charitable Trust No 4 UA's largest 2025 grantees include Pine Tree Society Inc ($9,293), Federated Church of Skowhegan ($9,293) and All Saints Episcopal Church ($9,293), according to its 2025 IRS Form 990-PF. Together they received 61% of its itemized 2025 grant dollars.

How large is William Philbrick Charitable Trust No 4 UA?

William Philbrick Charitable Trust No 4 UA reported $613K in total assets on its 2025 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $53K (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.

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.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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