Wharton-Smith Foundation Inc
Wharton-Smith Foundation Inc is a private foundation, based in Sanford, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $7.2M in total assets. In 2025, it awarded 7 grants totaling $2.6M. Net investment income was $196K.
Wharton-Smith Foundation Inc at a glance
In short: Wharton-Smith Foundation Inc gave $2.6M across 7 grants in 2025 (avg $375K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,626,766
- +52.3% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $375,252
- +52.3% vs 2024
- Median grant
- $30,000
- Total assets
- $7,226,289
- +60.4% vs 2024
- Primary geography
- Florida (99% 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 Wharton-Smith Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was University of Central Florida ($1.5M). Together the top 7 received $2.6M.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 15 grants of 23 (65%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Wharton-Smith Foundation Inc gives
- Giving grew 1905% from 2022 to 2025. Method
- In 2025 it paid out 918% of its IRS minimum distribution (the 5% rule). 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 $30K (2023) to $2.6M (2025). In 2025 it made 7 grants totaling $2.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Central Florida Orlando, FL | Charitable Donation | $1,500,000 |
| Habitat for Humanity Orlando, FL | Charitable Donation | $1,017,816 |
| UNF Foundation Jacksonville, FL | Charitable Donation | $30,000 |
| JXN Water Jackson, MS | Charitable Donation | $30,000 |
| Atlantic Center for the Arts New Smyrna Beach, FL | Charitable Donation | $25,000 |
| Coalition for the Homless Orlando, FL | Charitable Donation | $20,000 |
| Minneola Horizon Academy Lake Mary, FL | Charitable Donation | $3,950 |
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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 | $7,226,289 | $4,336,387 | $2,666,808 | $2,626,766 | 7 | $2,626,766 | $196,419 | $286,040 |
| 2024 | $4,506,064 | $2,925,248 | $1,768,175 | $1,725,000 | 7 | $1,725,000 | $382,073 | $211,205 |
| 2023 | $2,410,819 | $515,889 | $68,435 | $30,000 | 1 | $30,000 | $30,979 | $111,611 |
| 2022 | $2,096,431 | $236,571 | $155,507 | $131,000 | 4 | $131,000 | $21,300 | $100,659 |
| 2021 | $1,938,691 | $1,724,224 | $160,494 | $146,000 | 4 | $146,000 | $9,730 | $110,879 |
| 2020 | $334,696 | $385,111 | $50,415 | $50,000 | 1 | — | — | $1,648 |
Under IRS private-foundation payout rules, Wharton-Smith Foundation Inc reported a distributable amount of $286K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wharton-Smith Foundation Inc is led by Tim Smith, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Tim Smith
President
On filings since 2020
1 hr/week
No compensation reported
Ron Davoli
Secretary
On filings since 2020
1 hr/week
No compensation reported
Stephanie Pompeo
Treasurer
On filings since 2020
2 hrs/week
No compensation reported
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.
Frequently asked questions about Wharton-Smith Foundation Inc
How much does Wharton-Smith Foundation Inc give each year?
Wharton-Smith Foundation Inc gave $2.6M across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.7M across 7 grants.
What is Wharton-Smith Foundation Inc's typical grant size?
Wharton-Smith Foundation Inc's median grant in 2025 was $30,000, and its average grant was $375,252, across 7 grants on its 2025 IRS Form 990-PF.
Where does Wharton-Smith Foundation Inc give grants?
Wharton-Smith Foundation Inc gives mostly in Florida: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Orlando, FL (3 grants).
Does Wharton-Smith Foundation Inc give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Wharton-Smith Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Donation" (7 grants).
Who are Wharton-Smith Foundation Inc's largest grantees?
Wharton-Smith Foundation Inc's largest 2025 grantees include University of Central Florida ($1,500,000), Habitat for Humanity ($1,017,816) and UNF Foundation ($30,000), according to its 2025 IRS Form 990-PF. Together they received 97% of its itemized 2025 grant dollars.
How large is Wharton-Smith Foundation Inc?
Wharton-Smith Foundation Inc reported $7.2M in total assets on its 2025 IRS Form 990-PF. It paid out $2.6M in qualifying distributions that year, against a required minimum of $286K (roughly 5% of its investment assets).
What is Wharton-Smith Foundation Inc's EIN?
Wharton-Smith Foundation Inc's EIN (Employer Identification Number) is 85-1227279. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 14, 2024)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 8, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
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