Charles Burr Charitable Trust
Charles Burr Charitable Trust is a private foundation, based in Norwich, NY. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.0M in total assets. In 2026, it awarded 4 grants totaling $56K. Net investment income was $68K.
Key facts about Charles Burr Charitable Trust
In short: Charles Burr Charitable Trust gave $56K across 4 grants in 2026 (avg $14K), mostly in New York. Source: 2026 IRS Form 990-PF.
- EIN
- 16-6451181
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $55,632
- Grants made (2026)
- 4
- Average grant
- $13,908
- Median grant
- $13,908
- Total assets
- $1,003,975
- Primary geography
- New York (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$1.0M
+0.6% YoY
Annual Giving
$56K
+5.2% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$14K
+5.2% YoY
Under IRS private-foundation payout rules, Charles Burr Charitable Trust reported a distributable amount of $58K for 2026 — the minimum it must pay out in qualifying distributions.
How Charles Burr Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (−10%). Method
- In 2026 it paid out 99% 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 2026 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $53K (2025) to $62K (2023). In 2026 it made 4 grants totaling $56K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was American Legion Post 189 ($14K). Together the top 4 received $56K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Legion Post 189 Norwich, NY | General Operating | $13,908 |
| Broad St United Methodist Church Norwich, NY | General Operating Support | $13,908 |
| Greater Norwich Fdn Norwich, NY | General Charitable Purposes | $13,908 |
| Chenango County Historical Society Norwich, NY | General Operating Support | $13,908 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $1,003,975 | $998,397 | $993,203 |
| Revenue | $77,323 | $69,381 | $33,013 |
| Expenses | $68,447 | $64,183 | $64,890 |
| Qualifying Distributions | $57,918 | $54,820 | $56,185 |
| Net Investment Income | $68,123 | $60,197 | $24,893 |
| Distributable Amount | $58,378 | $55,631 | $52,901 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 6, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Charles Burr Charitable Trust's only listed officer is NBT Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
NBT Bank NA
Trustee
On filings since 2020
1 hr/week
$9K (2020) → $10K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $10K, to NBT Bank NA (Trustee).
Frequently asked questions about Charles Burr Charitable Trust
How much does Charles Burr Charitable Trust give each year?
Charles Burr Charitable Trust gave $56K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $53K across 4 grants.
What is Charles Burr Charitable Trust's typical grant size?
Charles Burr Charitable Trust's median grant in 2026 was $13,908, and its average grant was $13,908, across 4 grants on its 2026 IRS Form 990-PF.
Where does Charles Burr Charitable Trust give grants?
Charles Burr Charitable Trust gives mostly in New York: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Norwich, NY (4 grants).
Does Charles Burr Charitable Trust give general operating support?
Yes: 100% of Charles Burr Charitable Trust's 2026 grants with a stated purpose (4 of 4) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Charles Burr Charitable Trust?
Charles Burr Charitable Trust reported $1.0M in total assets on its 2026 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $58K (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 Charles Burr Charitable Trust's EIN?
Charles Burr Charitable Trust's EIN (Employer Identification Number) is 16-6451181. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Charles Burr Charitable Trust by hand.
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