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.
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
Share of 2025 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 39 grants of 39 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pine Tree Society Inc Bath, ME | General Operating | $9,293 |
| Federated Church of Skowhegan Skowhegan, ME | General Operating | $9,293 |
| All Saints Episcopal Church Skowhegan, ME | General Operating | $9,293 |
| Skowhegan Woman's Aid Society Skowhegan, ME | General Operating | $4,647 |
| Maine Maritime Academy Castine, ME | Scholarship | $4,170 |
| Hamilton College Clinton, NY | Scholarship | $4,170 |
| Pine Tree Council BSA Inc Raymond, ME | General Operating | $2,323 |
| Girl Scout Council So Portland, ME | General Operating | $2,323 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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
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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