Robert E Martin Tr UA

Private foundation · Grantmaker Norwich, NY EIN: 16-6369746

Robert E Martin Tr UA is a private foundation, based in Norwich, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $277K in total assets. In 2025, it awarded 1 grant totaling $21K. Net investment income was $10K.

Robert E Martin Tr UA at a glance

In short: Robert E Martin Tr UA gave $21K across 1 grant in 2025 (avg $21K), mostly in New York. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$20,757
+8.5% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$20,757
+8.5% vs 2024
Median grant
$20,757
Total assets
$277,218
-4.4% 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 Robert E Martin Tr UA funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Catholic Charities Dioceses of Brooklyn: $21KCatholic Charities Dioceses ofBrooklyn$21K

The largest 2025 recipient was Catholic Charities Dioceses of Brooklyn ($21K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Brooklyn

How Robert E Martin Tr UA gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method
  • In 2025 it paid out 97% 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

$0$10K$20K$30K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $19K (2024) to $22K (2022). In 2025 it made 1 grant totaling $21K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Catholic Charities Dioceses of Brooklyn Brooklyn, NYGeneral Operating$20,757
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$277,218$15,776$28,518$20,7571$22,768$10,117$23,442
2024$290,055$15,354$26,123$19,1321$20,520$9,965$22,145
2023$300,828$18,522$26,414$20,1251$21,472$13,489$20,479
2022$308,673$15,958$29,433$22,2141$23,592$10,744$21,503
2021$322,244$33,815$26,609$19,2681$20,699$28,119$23,645
2020$315,108$16,321$25,779$19,4731—$11,095$20,618
2019$324,687$14,573$26,842$20,0001—$9,555$20,908

Under IRS private-foundation payout rules, Robert E Martin Tr UA reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Robert E Martin Tr UA's only listed officer is NBT Bank NA, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • NBT Bank NA

    Trustee

    On filings since 2019

    1 hr/week

    $5K (2019) → $6K (2025)

Data from IRS Form 990 filings, 2019–2025. "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: $6KNBT Bank NATrustee$6K

The highest reported compensation on the 2025 filing was $6K, to NBT Bank NA (Trustee).

Frequently asked questions about Robert E Martin Tr UA

How much does Robert E Martin Tr UA give each year?

Robert E Martin Tr UA gave $21K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 1 grant.

How large is Robert E Martin Tr UA?

Robert E Martin Tr UA reported $277K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $23K (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.

Where does Robert E Martin Tr UA operate?

Robert E Martin Tr UA has awarded grants in New York.

What is Robert E Martin Tr UA's EIN?

Robert E Martin Tr UA's EIN (Employer Identification Number) is 16-6369746. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 5, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Robert E Martin Tr UA's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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