Charitable Trust Under Will of Charles R
Charitable Trust Under Will of Charles R is a private foundation, based in Oneonta, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $364K in total assets. In 2025, it awarded 3 grants totaling $22K. Net investment income was $25K.
Charitable Trust Under Will of Charles R at a glance
In short: Charitable Trust Under Will of Charles R gave $22K across 3 grants in 2025 (avg $7K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,059
- +4.8% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $7,353
- +4.8% vs 2024
- Median grant
- $7,353
- Total assets
- $364,183
- -0.2% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Charitable Trust Under Will of Charles R funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was First Presbyterian Church ($7K). Together the top 3 received $22K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Charitable Trust Under Will of Charles R gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 98% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $21K (2024) to $25K (2020). In 2025 it made 3 grants totaling $22K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Gilbertsville, NY | The For the Benefit of | $7,353 |
| Hartwick College Oneonta, NY | Scholarships for Selected | $7,353 |
| Leatherstocking Council Inc Boy Scouts of America Oneonta, NY | The For Benefit of | $7,353 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $364,183 | $29,356 | $30,137 | $22,059 | 3 | $25,451 | $25,273 | $25,997 |
| 2024 | $364,971 | $35,735 | $28,954 | $21,057 | 3 | $24,272 | $31,600 | $25,272 |
| 2023 | $358,231 | $23,739 | $29,150 | $21,948 | 3 | $25,006 | $19,698 | $24,116 |
| 2022 | $363,783 | $13,010 | $31,078 | $23,469 | 3 | $26,679 | $13,043 | $25,159 |
| 2021 | $381,921 | $26,427 | $31,384 | $23,895 | 3 | $27,268 | $22,228 | $26,751 |
| 2020 | $386,967 | $17,470 | $32,240 | $25,127 | 3 | — | $11,248 | $24,630 |
Under IRS private-foundation payout rules, Charitable Trust Under Will of Charles R reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charitable Trust Under Will of Charles R's only listed officer is Community Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Community Bank NA
Trustee
On filings since 2021
1 hr/week
$7K (2021) → $7K (2025)
Former officers (1)
- Former: Community Bank NA Trust Department (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 Community Bank NA (Trustee).
Frequently asked questions about Charitable Trust Under Will of Charles R
How much does Charitable Trust Under Will of Charles R give each year?
Charitable Trust Under Will of Charles R gave $22K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 3 grants.
What is Charitable Trust Under Will of Charles R's typical grant size?
Charitable Trust Under Will of Charles R's median grant in 2025 was $7,353, and its average grant was $7,353, across 3 grants on its 2025 IRS Form 990-PF.
Where does Charitable Trust Under Will of Charles R give grants?
Charitable Trust Under Will of Charles R gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Oneonta, NY (2 grants).
Does Charitable Trust Under Will of Charles R give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Charitable Trust Under Will of Charles R's 2025 IRS Form 990-PF were described as general or operating support.
How large is Charitable Trust Under Will of Charles R?
Charitable Trust Under Will of Charles R reported $364K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $26K (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 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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
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