Trust Under the Will of Irma Kountz
Trust Under the Will of Irma Kountz is a private foundation, based in Norwich, NY. IRS filing data is available for 2025. As of 2025, the organization holds $663K in total assets. In 2025, it awarded 2 grants totaling $286K. Net investment income was $103K.
Key facts about Trust Under the Will of Irma Kountz
In short: Trust Under the Will of Irma Kountz gave $286K across 2 grants in 2025 (avg $143K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 06-6111017
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $285,526
- Grants made (2025)
- 2
- Average grant
- $142,763
- Median grant
- $142,763
- Total assets
- $662,544
- Primary geography
- New York (50% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$663K
Annual Giving
$286K
Grant Count
2
Avg Grant Size
$143K
Under IRS private-foundation payout rules, Trust Under the Will of Irma Kountz reported a distributable amount of $92K for 2025 — the minimum it must pay out in qualifying distributions.
How Trust Under the Will of Irma Kountz gives
- In 2025 it paid out 317% of its IRS minimum distribution (the 5% rule). 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 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 2 grants totaling $286K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Juilliard School ($143K).
Organizations only. It also paid 1 individual scholarship ($142,763), which are not listed by name.
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $100–250K range: 2 grants of 2 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Juilliard School New York, NY | Scholarships | $142,763 |
| 1 individual scholarship Recipients not named | — | $142,763 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 |
|---|---|
| Total Assets | $662,544 |
| Revenue | $120,864 |
| Expenses | $315,484 |
| Qualifying Distributions | $292,238 |
| Net Investment Income | $102,700 |
| Distributable Amount | $92,219 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Leadership & Key People
Officers and directors from IRS filings
Trust Under the Will of Irma Kountz's only listed officer is NBT Bank NA, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
NBT Bank NA
Trustee
New on the 2025 filing
1 hr/week
$5K (2025)
Data from IRS Form 990 filings, 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 $5K, to NBT Bank NA (Trustee).
Frequently asked questions about Trust Under the Will of Irma Kountz
How much does Trust Under the Will of Irma Kountz give each year?
Trust Under the Will of Irma Kountz gave $286K across 2 grants in 2025, according to its 2025 IRS Form 990-PF.
How large is Trust Under the Will of Irma Kountz?
Trust Under the Will of Irma Kountz reported $663K in total assets on its 2025 IRS Form 990-PF. It paid out $292K in qualifying distributions that year, against a required minimum of $92K (roughly 5% of its investment assets).
Where does Trust Under the Will of Irma Kountz operate?
Trust Under the Will of Irma Kountz has awarded grants in Connecticut, New York.
What is Trust Under the Will of Irma Kountz's EIN?
Trust Under the Will of Irma Kountz's EIN (Employer Identification Number) is 06-6111017. IRS Form 990 filing data is available on this page for 2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Trust Under the Will of Irma Kountz by hand.
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