Willumstad Family Charitable Trust

Foundation · Grantmaker Albany, NY EIN: 20-6785538

Willumstad Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Albany, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $74K in total assets. In 2024, it awarded 3 grants totaling $14K. Net investment income was $4K.

Key facts about Willumstad Family Charitable Trust

EIN: 20-6785538
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $13,500
Grants made (2024): 3
Average grant: $4,500
Median grant: $5,500
Total assets: $74,428
Primary geography: New York (56% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Willumstad Family Charitable Trust funds

By grant dollars, the top recipient states for Willumstad Family Charitable Trust's 3 itemized 2024 grants were New York (56%) and Vermont (44%). 100% of grants with a stated purpose were for general or operating support.

How Willumstad Family Charitable Trust gives

Giving held roughly steady from 2021 to 2024 (+13%). Method
In 2024 it paid out 354% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Willumstad Family Charitable Trust

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$74K

-11.5% YoY

Annual Giving

$14K

-50.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

-50.0% YoY

Under IRS private-foundation payout rules, Willumstad Family Charitable Trust reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About Willumstad Family Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $8K (56%)

Vermont $6K (44%)

Share of all 3 itemized 2024 grant dollars.

States

District of Columbia New York Vermont

Cities

Garden CityManchesterNew YorkAlbanyWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$74,428	$84,119	$106,541
Revenue	$3,859	$4,578	$1,512
Expenses	$13,550	$27,000	$33,000
Qualifying Distributions	$13,550	$27,000	$33,000
Net Investment Income	$3,859	$4,578	$1,512
Distributable Amount	$3,824	$3,827	$5,828

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Red Fox Community School ($6,000), Memorial Sloan-Kettering Cancer Center ($5,500), Adelphi University ($2,000).

Recipient	Purpose	Amount
Red Fox Community School Manchester, VT	GENERAL	$6,000
Memorial Sloan-Kettering Cancer Center New York, NY	GENERAL	$5,500
Adelphi University Garden City, NY	GENERAL	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Robert B Willumstad	Trustee	1	—
Carol a Willumstad	Trustee	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Willumstad Family Charitable Trust?

Willumstad Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Albany, NY. It holds $74K in total assets as of 2024.

How large is Willumstad Family Charitable Trust?

As of 2024, Willumstad Family Charitable Trust holds $74K in total assets with $4K in annual revenue. It awarded 3 grants totaling $14K in 2024.

Where does Willumstad Family Charitable Trust operate?

Willumstad Family Charitable Trust has awarded grants in District of Columbia, New York, Vermont.

What size grants does Willumstad Family Charitable Trust award?

In 2024, Willumstad Family Charitable Trust awarded 3 grants totaling $14K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Willumstad Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Willumstad Family Charitable Trust reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Willumstad Family Charitable Trust's EIN?

Willumstad Family Charitable Trust's EIN (Employer Identification Number) is 20-6785538. IRS Form 990 filing data is available on this page for 2020–2024.