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 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
1
+0.0% YoY
Avg Grant Size
$116K
-13.8% YoY
About R & M Wharton Mem Tr Educational Fd
Based on IRS filings
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.
Ready to take the next step with R & M Wharton Mem Tr Educational Fd?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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 |
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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