Charles Burr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORWICH, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $998K in total assets. In 2025, it awarded 4 grants totaling $53K. Net investment income was $60K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$998K
+0.5% YoY
Annual Giving
$53K
-2.6% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$13K
-2.6% YoY
Under IRS private-foundation payout rules, Charles Burr Charitable Trust reported a distributable amount of $56K for 2025 — the minimum it must pay out in qualifying distributions.
About Charles Burr Charitable Trust
Based on IRS filings
Charles Burr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORWICH, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $998K in total assets. In 2025, it awarded 4 grants totaling $53K. Net investment income was $60K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $998,397 | $993,203 | $1,025,082 |
| Revenue | $69,381 | $33,013 | $36,391 |
| Expenses | $64,183 | $64,890 | $74,636 |
| Qualifying Distributions | $54,820 | $56,185 | $63,742 |
| Net Investment Income | $60,197 | $24,893 | $27,383 |
| Distributable Amount | $55,631 | $52,901 | $54,302 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Broad St United Methodist Church ($13,225), Greater Norwich Fdn ($13,225), American Legion Post 189 ($13,225).
| Recipient | Purpose | Amount |
|---|---|---|
| BROAD ST UNITED METHODIST CHURCH NORWICH, NY | GENERAL OPERATING SUPPORT | $13,225 |
| GREATER NORWICH FDN NORWICH, NY | GENERAL CHARITABLE PURPOSES | $13,225 |
| AMERICAN LEGION POST 189 NORWICH, NY | GENERAL CHARITABLE PURPOSE | $13,225 |
| CHENANGO COUNTY HISTORICAL SOCIETY NORWICH, NY | GENERAL OPERATING SUPPORT | $13,225 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NBT BANK NA | TRUSTEE | 1 | $9,397 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charles Burr Charitable Trust?
Charles Burr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORWICH, NY. It holds $998K in total assets as of 2025.
How large is Charles Burr Charitable Trust?
As of 2025, Charles Burr Charitable Trust holds $998K in total assets with $69K in annual revenue. It awarded 4 grants totaling $53K in 2025.
Where does Charles Burr Charitable Trust operate?
Charles Burr Charitable Trust has awarded grants in New York.
What size grants does Charles Burr Charitable Trust award?
In 2025, Charles Burr Charitable Trust awarded 4 grants totaling $53K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Charles Burr Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles Burr Charitable Trust reported a distributable amount of $56K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
Explore Open Grants
Browse active grant opportunities in Charles Burr Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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