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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Norwich

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$711K$1M$2M$3M20212022202320242025
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

Giving Over Time

Total grant dollars and number of grants per year

$0$38K$77K$115K$153K6 grants20216 grants20226 grants20236 grants20246 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

CHENANGO VALLEY HOME$24KYoung Mens Christian Ass…$24KUNITED CHURCH OF CHRIST$24KCHENANGO COUNTY SPCA$24KGREATER NORWICH FOUNDATION$24KCHENANGO COUNTY COUNCIL …$24K

Grant Size Distribution

30 grants across all recorded years

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

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

NBT BANK NATRUSTEE$28K

From 2025 filing

NameTitleHoursCompensation
NBT BANK NATRUSTEE1$28,379

Related Funders

Similar funders by location and focus area

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

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