William Philbrick Charitable Trust No 4 Ua

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$613K

-3.6% YoY

Annual Giving

$46K

+4.8% YoY

Grant Count

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $205K (94%)

Massachusetts $4K (2%)

New York $4K (2%)

Rhode Island $4K (2%)

States

Massachusetts Maine New York Rhode Island

Cities

BangorBathBiddefordBostonCastineClintonOronoProvidenceRaymondSkowheganSo PortlandWaterville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.