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.
Raymond L & Alma J Willard Charitable Trust at a glance
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.
- Annual giving (2025)
- $145,968
- -4.8% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $24,328
- -4.8% vs 2024
- Median grant
- $24,328
- Total assets
- $2,852,709
- -1.9% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Raymond L & Alma J Willard Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Chenango Valley Home ($24K). Together the top 6 received $146K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $25K (2021) to $153K (2024). In 2025 it made 6 grants totaling $146K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,852,709 | $121,460 | $177,692 | $145,968 | 6 | $149,786 | $94,319 | $153,197 |
| 2024 | $2,909,303 | $86,259 | $182,675 | $153,258 | 6 | $156,950 | $67,693 | $145,968 |
| 2023 | $3,005,724 | $78,035 | $185,771 | $152,988 | 6 | $156,669 | $63,352 | $142,424 |
| 2022 | $3,113,469 | $247,136 | $135,210 | $104,888 | 6 | $107,987 | $150,032 | $152,990 |
| 2021 | $3,001,579 | $2,586,264 | $48,069 | $24,806 | 6 | — | $41,276 | $104,872 |
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.
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
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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