R & M Wharton Mem Tr Educational Fd

NORWICH, NY EIN: 16-6295815

R & M Wharton Mem Tr Educational Fd is a private foundation, based in NORWICH, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 1 grants totaling $116K. Net investment income was $156K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.6M

+2.2% YoY

Annual Giving

$116K

-13.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$116K

-13.8% YoY

Under IRS private-foundation payout rules, R & M Wharton Mem Tr Educational Fd reported a distributable amount of $124K for 2025 — the minimum it must pay out in qualifying distributions.

About R & M Wharton Mem Tr Educational Fd

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $612K (100%)

States

New York

Cities

Binghamton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,604,145	$1,569,971	$1,591,259
Revenue	$178,133	$138,641	$125,029
Expenses	$143,901	$159,931	$150,333
Qualifying Distributions	$119,515	$137,949	$128,973
Net Investment Income	$155,525	$117,480	$104,240
Distributable Amount	$123,818	$116,137	$114,028

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Broome Community College Foundation ($116,137).

Recipient	Purpose	Amount
BROOME COMMUNITY COLLEGE FOUNDATION BINGHAMTON, NY	SCHOLARSHIPS	$116,137

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
NBT BANK NA	TRUSTEE	1	$23,982

Frequently Asked Questions

How large is R & M Wharton Mem Tr Educational Fd?

As of 2025, R & M Wharton Mem Tr Educational Fd holds $1.6M in total assets with $178K in annual revenue. It awarded 1 grants totaling $116K in 2025.

Where does R & M Wharton Mem Tr Educational Fd operate?

R & M Wharton Mem Tr Educational Fd has awarded grants in New York.

What size grants does R & M Wharton Mem Tr Educational Fd award?

In 2025, R & M Wharton Mem Tr Educational Fd awarded 1 grants totaling $116K — an average of about $116K per grant, based on its IRS Form 990 filings.

How much is R & M Wharton Mem Tr Educational Fd required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, R & M Wharton Mem Tr Educational Fd reported a distributable amount of $124K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is R & M Wharton Mem Tr Educational Fd's EIN?

R & M Wharton Mem Tr Educational Fd's EIN (Employer Identification Number) is 16-6295815. IRS Form 990 filing data is available on this page for 2020–2025.