Charitable Trust Under Will of Charles R

ONEONTA, NY EIN: 16-6202755

Charitable Trust Under Will of Charles R is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ONEONTA, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $365K in total assets. In 2024, it awarded 3 grants totaling $21K. Net investment income was $32K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$365K

+1.9% YoY

Annual Giving

$21K

-4.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$7K

-4.1% YoY

Under IRS private-foundation payout rules, Charitable Trust Under Will of Charles R reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About Charitable Trust Under Will of Charles R

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $115K (100%)

States

New York

Cities

GilbertsvilleOneonta

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$364,971	$358,231	$363,783
Revenue	$35,735	$23,739	$13,010
Expenses	$28,954	$29,150	$31,078
Qualifying Distributions	$24,272	$25,006	$26,679
Net Investment Income	$31,600	$19,698	$13,043
Distributable Amount	$25,272	$24,116	$25,159

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Presbyterian Church ($7,019), Hartwick College ($7,019), Leatherstocking Council Inc Boy ($7,019).

Recipient	Purpose	Amount
FIRST PRESBYTERIAN CHURCH GILBERTSVILLE, NY	FOR THE BENEFIT OF THE	$7,019
HARTWICK COLLEGE ONEONTA, NY	SCHOLARSHIPS FOR SELECTED	$7,019
LEATHERSTOCKING COUNCIL INC BOY ONEONTA, NY	FOR BENEFIT OF THE	$7,019

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Charitable Trust Under Will of Charles R?

Charitable Trust Under Will of Charles R is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ONEONTA, NY. It holds $365K in total assets as of 2024.

How large is Charitable Trust Under Will of Charles R?

As of 2024, Charitable Trust Under Will of Charles R holds $365K in total assets with $36K in annual revenue. It awarded 3 grants totaling $21K in 2024.

Where does Charitable Trust Under Will of Charles R operate?

Charitable Trust Under Will of Charles R has awarded grants in New York.

What size grants does Charitable Trust Under Will of Charles R award?

In 2024, Charitable Trust Under Will of Charles R awarded 3 grants totaling $21K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Charitable Trust Under Will of Charles R required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charitable Trust Under Will of Charles R reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charitable Trust Under Will of Charles R's EIN?

Charitable Trust Under Will of Charles R's EIN (Employer Identification Number) is 16-6202755. IRS Form 990 filing data is available on this page for 2020–2024.