Raymond L & Alma J Willard Charitable Trust
Raymond L & Alma J Willard Charitable Trust is a private foundation, based in NORWICH, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 6 grants totaling $146K. Net investment income was $94K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.9M
-1.9% YoY
Annual Giving
$146K
-4.8% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$24K
-4.8% YoY
About Raymond L & Alma J Willard Charitable Trust
Based on IRS filings
Raymond L & Alma J Willard Charitable Trust is a private foundation, based in NORWICH, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 6 grants totaling $146K. Net investment income was $94K.
Ready to take the next step with Raymond L & Alma J Willard Charitable Trust?
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 | $2,852,709 | $2,909,303 | $3,005,724 |
| Revenue | $121,460 | $86,259 | $78,035 |
| Expenses | $177,692 | $182,675 | $185,771 |
| Qualifying Distributions | $149,786 | $156,950 | $156,669 |
| Net Investment Income | $94,319 | $67,693 | $63,352 |
| Distributable Amount | $153,197 | $145,968 | $142,424 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
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 | $28,379 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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