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.
R & M Wharton Mem Tr Educational FD at a glance
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.
- Annual giving (2025)
- $116,137
- -13.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $116,137
- -13.8% vs 2024
- Median grant
- $116,137
- Total assets
- $1,604,145
- +2.2% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who R & M Wharton Mem Tr Educational FD funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Broome Community College Foundation Binghamton, NY | Scholarships | $116,137 |
Ready to take the next step with R & M Wharton Mem Tr Educational FD?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,604,145 | $178,133 | $143,901 | $116,137 | 1 | $119,515 | $155,525 | $123,818 |
| 2024 | $1,569,971 | $138,641 | $159,931 | $134,696 | 1 | $137,949 | $117,480 | $116,137 |
| 2023 | $1,591,259 | $125,029 | $150,333 | $125,750 | 1 | $128,973 | $104,240 | $114,028 |
| 2022 | $1,616,562 | $172,141 | $153,516 | $122,378 | 1 | $125,072 | $149,569 | $125,750 |
| 2021 | $1,597,944 | $280,116 | $139,265 | $112,640 | 1 | — | $258,160 | $122,378 |
| 2020 | $1,457,090 | $150,546 | $135,895 | $111,495 | 1 | — | $130,079 | $112,640 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in New York
New York Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in R & M Wharton Mem Tr Educational FD's focus areas in our free grants database
Similar Funders
Funders with grantees in common
8187770 the Eggleston Foundation
Vestal, NY
The foundation supports a broad range of public charities, including colleges, arts and cultural groups, community organizations, and food-assistance providers. Its 2025 grants ranged from $500 to $11,000, with a median of $2,000, and primarily went to New York organizations, with some funding in Florida and other states. Written requests are accepted, and the profile says giving is not limited to preselected organizations.
Assets
$580K
Grants
50
Total Given
$135K
Scanlan Family Foundation
Chicago, IL
The Scanlan Family Foundation funds preselected charitable organizations, with recent grants supporting education, universities, research, and related organizations, primarily in Iowa, Vermont, Connecticut, Maine, and Illinois. Its 2024 grants ranged from $5,000 to $4 million, with a median of $1 million. It does not accept unsolicited requests.
Assets
$103.4M
Grants
11
Total Given
$16.9M
TW Anne E Ahern Charitable Trust
Norwich, NY
Assets
$588K
Grants
2
Total Given
$35K
Keybank Community Trust Ta
Brooklyn, OH
KEYBANK COMMUNITY TRUST TA funds post-secondary scholarships for eligible residents of KeyBank’s current banking districts in New York, primarily through colleges and college-affiliated organizations. Its 2025 grants ranged from $1,500 to $15,000, with a median of $3,000. It has no application forms or materials; the committee determines recipients.
Assets
$2.4M
Grants
19
Total Given
$74K
Anna L Mabey Foundation
Norwich, NY
The foundation supports charitable organizations in Chenango, Delaware, and Otsego counties in New York, with recent grants for guide-dog services, youth programs, education, animal welfare, and community activities. Its 2025 grants ranged from $2,000 to $6,000, with a median of $4,000. It accepts requests by pre-grant form or letter; the listed deadline window is December 1 through February 1.
Assets
$385K
Grants
10
Total Given
$38K
The Stewart W & Willma C Hoyt
Binghamton, NY
The foundation supports arts, humanities, education, health, and human services to improve quality of life in Broome County, New York, including special projects, capital needs, and technical assistance. Its 2025 grants ranged from $800 to $162,000, with a median of $40,000. Applicants must first discuss their inquiry by phone with the CEO at least one month before the deadline; the profile does not say whether unsolicited requests are accepted.
Assets
$25.2M
Grants
17
Total Given
$800K
More similar funders
More Funders in New York
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from R & M Wharton Mem Tr Educational FD's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
R & M Wharton Mem Tr Educational FD down — hundreds of funders to go?