Raymond L & Alma J Willard Charitable Trust

NORWICH, NY EIN: 16-6268702

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

+0.0% YoY

Avg Grant Size

$24K

-4.8% YoY

Under IRS private-foundation payout rules, Raymond L & Alma J Willard Charitable Trust reported a distributable amount of $153K for 2025 — the minimum it must pay out in qualifying distributions.

About Raymond L & Alma J Willard Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $582K (100%)

States

New York

Cities

Norwich

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2025 grants, the largest include Chenango Valley Home ($24,328), Young Mens Christian Association Of Norw ($24,328), United Church of Christ ($24,328).

Recipient	Purpose	Amount
CHENANGO VALLEY HOME NORWICH, NY	UNRESTRICTED GENERAL	$24,328
Young Mens Christian Association Of Norw NORWICH, NY	UNRESTRICTED GENERAL	$24,328
UNITED CHURCH OF CHRIST NORWICH, NY	UNRESTRICTED GENERAL	$24,328
CHENANGO COUNTY SPCA NORWICH, NY	UNRESTRICTED GENERAL	$24,328
GREATER NORWICH FOUNDATION NORWICH, NY	UNRESTRICTED GENERAL	$24,328
CHENANGO COUNTY COUNCIL OF THE ARTS NORWICH, NY	UNRESTRICTED GENERAL	$24,328

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

Frequently Asked Questions

How large is Raymond L & Alma J Willard Charitable Trust?

As of 2025, Raymond L & Alma J Willard Charitable Trust holds $2.9M in total assets with $121K in annual revenue. It awarded 6 grants totaling $146K in 2025.

Where does Raymond L & Alma J Willard Charitable Trust operate?

Raymond L & Alma J Willard Charitable Trust has awarded grants in New York.

What size grants does Raymond L & Alma J Willard Charitable Trust award?

In 2025, Raymond L & Alma J Willard Charitable Trust awarded 6 grants totaling $146K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Raymond L & Alma J Willard Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Raymond L & Alma J Willard Charitable Trust reported a distributable amount of $153K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Raymond L & Alma J Willard Charitable Trust's EIN?

Raymond L & Alma J Willard Charitable Trust's EIN (Employer Identification Number) is 16-6268702. IRS Form 990 filing data is available on this page for 2021–2025.