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.
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
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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
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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