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Nonprofit · EIN 16-6268702

RAYMOND L & ALMA JOHNSON WILLARD CHARITABLE TR

Tax-exempt · NORWICH, NY 13815

Financials

$78K$186K2022$86K$183K2023$121K$178K2024
Revenue Expenses · by fiscal year end
Financials of RAYMOND L & ALMA JOHNSON WILLARD CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$121,460$177,692-$56,232$2,852,709$0$2,852,709
August 31, 2024990-PF$86,259$182,675-$96,416$2,909,303$0$2,909,303
August 31, 2023990-PF$78,035$185,771-$107,736$3,005,724$0$3,005,724
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$90,713
Net gain from sales of assets
$30,747

Expenses

Grants and similar amounts paid
$145,968
Compensation of officers, directors and key employees
$28,379
Disbursements for charitable purposes
$149,786
Excise tax on investment income
$1,311

Balance sheet and other

Total assets, start of year
$2,909,305
Total assets, end of year
$2,852,709
Total liabilities, end of year
$0
Net assets, end of year
$2,852,709
Fair market value of assets
$3,193,774
Qualifying distributions
$149,786
Net investment income
$121,224

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$28,379
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$27,116
990-PF for the year ended August 31, 2023: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$27,006

Address and contacts

Address (IRS master file)
C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815-0000
In care of
% NBT BANK NA
Signed the 990-PF
NBT BANK NA, TRUSTEE
Phone
(607) 337-6136
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
16-6268702
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1986
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$2,852,709
Income (IRS master file)
$679,141

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$121,460$177,692$2,852,709XML
990-PFAugust 2024$86,259$182,675$2,909,303XML
990-PFAugust 2023$78,035$185,771$3,005,724XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-6268702).

Questions about RAYMOND L & ALMA JOHNSON WILLARD CHARITABLE TR

What is the EIN of RAYMOND L & ALMA JOHNSON WILLARD CHARITABLE TR?
The employer identification number (EIN) of RAYMOND L & ALMA JOHNSON WILLARD CHARITABLE TR is 16-6268702.
Is RAYMOND L & ALMA JOHNSON WILLARD CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to RAYMOND L & ALMA JOHNSON WILLARD CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RAYMOND L & ALMA JOHNSON WILLARD CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of RAYMOND L & ALMA JOHNSON WILLARD CHARITABLE TR due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RAYMOND L & ALMA JOHNSON WILLARD CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of RAYMOND L & ALMA JOHNSON WILLARD CHARITABLE TR?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $28,379 (NBT BANK NA, TRUSTEE).
How much revenue does RAYMOND L & ALMA JOHNSON WILLARD CHARITABLE TR have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $121,460, expenses of $177,692 and total assets of $2,852,709 at year end.

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