Ta Raeburn J Wharton-charitable Tr is a private foundation focused on Health, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $448K in total assets. In 2024, it awarded 1 grants totaling $28K. Net investment income was $21K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$448K
-1.8% YoY
Annual Giving
$28K
-7.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$28K
-7.9% YoY
Under IRS private-foundation payout rules, Ta Raeburn J Wharton-charitable Tr reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
About Ta Raeburn J Wharton-charitable Tr
Based on IRS filings
Ta Raeburn J Wharton-charitable Tr is a private foundation focused on Health, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $448K in total assets. In 2024, it awarded 1 grants totaling $28K. Net investment income was $21K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $448,002 | $456,364 | $473,701 |
| Revenue | $30,731 | $23,013 | $22,721 |
| Expenses | $39,097 | $40,419 | $56,732 |
| Qualifying Distributions | $29,152 | $31,467 | $46,401 |
| Net Investment Income | $20,968 | $13,790 | $13,274 |
| Distributable Amount | $35,054 | $32,236 | $34,099 |
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 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Albany Medical Center ($28,037).
| Recipient | Purpose | Amount |
|---|---|---|
| ALBANY MEDICAL CENTER ALBANY, NY | GENERAL OPERATING | $28,037 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NBT BANK NA | TRUSTEE | 1 | $10,154 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ta Raeburn J Wharton-charitable Tr?
Ta Raeburn J Wharton-charitable Tr is a private foundation focused on Health, based in NORWICH, NY. It holds $448K in total assets as of 2024.
How large is Ta Raeburn J Wharton-charitable Tr?
As of 2024, Ta Raeburn J Wharton-charitable Tr holds $448K in total assets with $31K in annual revenue. It awarded 1 grants totaling $28K in 2024.
Where does Ta Raeburn J Wharton-charitable Tr operate?
Ta Raeburn J Wharton-charitable Tr has awarded grants in New York.
What size grants does Ta Raeburn J Wharton-charitable Tr award?
In 2024, Ta Raeburn J Wharton-charitable Tr awarded 1 grants totaling $28K — an average of about $28K per grant, based on its IRS Form 990 filings.
How much is Ta Raeburn J Wharton-charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ta Raeburn J Wharton-charitable Tr reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ta Raeburn J Wharton-charitable Tr's EIN?
Ta Raeburn J Wharton-charitable Tr's EIN (Employer Identification Number) is 16-6296590. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.