Wharton-Smith Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANFORD, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 7 grants totaling $1.7M. Net investment income was $382K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.5M
+86.9% YoY
Annual Giving
$1.7M
+5650.0% YoY
Grant Count
7
+600.0% YoY
Avg Grant Size
$246K
+721.4% YoY
About Wharton-Smith Foundation Inc
Based on IRS filings
Wharton-Smith Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANFORD, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 7 grants totaling $1.7M. Net investment income was $382K.
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 | $4,506,064 | $2,410,819 | $2,096,431 |
| Revenue | $2,925,248 | $515,889 | $236,571 |
| Expenses | $1,768,175 | $68,435 | $155,507 |
| Qualifying Distributions | $1,725,000 | $30,000 | $131,000 |
| Net Investment Income | $382,073 | $30,979 | $21,300 |
| Distributable Amount | $211,205 | $111,611 | $100,659 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
17 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 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Tim Smith | President | 1 | — |
| Ron Davoli | Secretary | 1 | — |
| Stephanie Pompeo | Treasurer | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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