R & M Wharton Mem Tr Educational FD
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 grant totaling $116K. Net investment income was $156K.
Key facts about R & M Wharton Mem Tr Educational FD
In short: R & M Wharton Mem Tr Educational FD gave $116K across 1 grant in 2025 (avg $116K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 16-6295815
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $116,137
- Grants made (2025)
- 1
- Average grant
- $116,137
- Median grant
- $116,137
- Total assets
- $1,604,145
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
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
1
+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.
How R & M Wharton Mem Tr Educational FD gives
- Giving held roughly steady from 2022 to 2025 (−5%). 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $111K (2020) to $135K (2024). In 2025 it made 1 grant totaling $116K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Broome Community College Foundation ($116K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Broome Community College Foundation Binghamton, NY | Scholarships | $116,137 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
R & M Wharton Mem Tr Educational FD's only listed officer is NBT Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
NBT Bank NA
Trustee
On filings since 2020
1 hr/week
$22K (2020) → $24K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $24K, to NBT Bank NA (Trustee).
Frequently asked questions about R & M Wharton Mem Tr Educational FD
How much does R & M Wharton Mem Tr Educational FD give each year?
R & M Wharton Mem Tr Educational FD gave $116K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $135K across 1 grant.
How large is R & M Wharton Mem Tr Educational FD?
R & M Wharton Mem Tr Educational FD reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $120K in qualifying distributions that year, against a required minimum of $124K (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 R & M Wharton Mem Tr Educational FD operate?
R & M Wharton Mem Tr Educational FD has awarded grants in New York.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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