Raymond L & Alma J Willard Charitable Trust

Private foundation · Grantmaker 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.

Key facts about Raymond L & Alma J Willard Charitable Trust

In short: Raymond L & Alma J Willard Charitable Trust gave $146K across 6 grants in 2025 (avg $24K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
16-6268702
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$145,968
Grants made (2025)
6
Average grant
$24,328
Median grant
$24,328
Total assets
$2,852,709
Primary geography
New York (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

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

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.

How Raymond L & Alma J Willard Charitable Trust gives

  • Giving grew 39% from 2022 to 2025. 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 6 itemized grants.

States

Cities

Norwich

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K6 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025

From 2021 to 2025, annual grant giving ranged from $25K (2021) to $153K (2024). In 2025 it made 6 grants totaling $146K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Chenango Valley Home: $24KChenango Valley Home$24KYoung Mens Christian Association Of Norw: $24KYoung Mens ChristianAssociation Of Norw$24KUnited Church of Christ: $24KUnited Church of Christ$24KChenango County Spca: $24KChenango County Spca$24KGreater Norwich Foundation: $24KGreater Norwich Foundation$24KChenango County Council of the Arts: $24KChenango County Council of theArts$24K

The largest 2025 recipient was Chenango Valley Home ($24K). Together the top 6 received $146K.

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 30 grants of 30 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Chenango Valley Home Norwich, NYUnrestricted General$24,328
Young Mens Christian Association Of Norw Norwich, NYUnrestricted General$24,328
United Church of Christ Norwich, NYUnrestricted General$24,328
Chenango County Spca Norwich, NYUnrestricted General$24,328
Greater Norwich Foundation Norwich, NYUnrestricted General$24,328
Chenango County Council of the Arts Norwich, NYUnrestricted General$24,328

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2021 2022 2023 2024 2025
Metric202520242023
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Raymond L & Alma J Willard Charitable Trust's only listed officer is NBT Bank NA, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • NBT Bank NA

    Trustee

    On filings since 2021

    1 hr/week

    $22K (2021) → $28K (2025)

Data from IRS Form 990 filings, 2021–2025. "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

NBT Bank NA — Trustee: $28KNBT Bank NATrustee$28K

The highest reported compensation on the 2025 filing was $28K, to NBT Bank NA (Trustee).

Frequently asked questions about Raymond L & Alma J Willard Charitable Trust

How much does Raymond L & Alma J Willard Charitable Trust give each year?

Raymond L & Alma J Willard Charitable Trust gave $146K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $153K across 6 grants.

What is Raymond L & Alma J Willard Charitable Trust's typical grant size?

Raymond L & Alma J Willard Charitable Trust's median grant in 2025 was $24,328, and its average grant was $24,328, across 6 grants on its 2025 IRS Form 990-PF.

Where does Raymond L & Alma J Willard Charitable Trust give grants?

Raymond L & Alma J Willard Charitable Trust 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 Norwich, NY (6 grants).

Does Raymond L & Alma J Willard Charitable Trust give general operating support?

Yes: 100% of Raymond L & Alma J Willard Charitable Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Raymond L & Alma J Willard Charitable Trust's largest grantees?

Raymond L & Alma J Willard Charitable Trust's largest 2025 grantees include Chenango Valley Home ($24,328), Young Mens Christian Association Of Norw ($24,328) and United Church of Christ ($24,328), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.

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

Raymond L & Alma J Willard Charitable Trust reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $150K in qualifying distributions that year, against a required minimum of $153K (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 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.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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