Wharton Wm W Fbo Palmer Home-tr
Wharton Wm W Fbo Palmer Home-tr is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $282K in total assets. In 2025, it awarded 1 grants totaling $18K. Net investment income was $15K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$282K
-0.4% YoY
Annual Giving
$18K
+20.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$18K
+20.2% YoY
Under IRS private-foundation payout rules, Wharton Wm W Fbo Palmer Home-tr reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
About Wharton Wm W Fbo Palmer Home-tr
Based on IRS filings
Wharton Wm W Fbo Palmer Home-tr is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $282K in total assets. In 2025, it awarded 1 grants totaling $18K. Net investment income was $15K.
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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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $282,274 | $283,339 | $296,291 |
| Revenue | $18,716 | $8,151 | $28,479 |
| Expenses | $23,501 | $21,090 | $21,093 |
| Qualifying Distributions | $20,025 | $17,492 | $17,437 |
| Net Investment Income | $15,029 | $4,937 | $25,321 |
| Distributable Amount | $20,371 | $15,622 | $14,813 |
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
Among its reported 2025 grants, the largest include Palmer Home Inc ($17,708).
| Recipient | Purpose | Amount |
|---|---|---|
| PALMER HOME INC DOVER, DE | GENERAL OPERATING | $17,708 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE | 1 | $5,793 |
Frequently Asked Questions
How large is Wharton Wm W Fbo Palmer Home-tr?
As of 2025, Wharton Wm W Fbo Palmer Home-tr holds $282K in total assets with $19K in annual revenue. It awarded 1 grants totaling $18K in 2025.
Where does Wharton Wm W Fbo Palmer Home-tr operate?
Wharton Wm W Fbo Palmer Home-tr has awarded grants in Delaware.
What size grants does Wharton Wm W Fbo Palmer Home-tr award?
In 2025, Wharton Wm W Fbo Palmer Home-tr awarded 1 grants totaling $18K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is Wharton Wm W Fbo Palmer Home-tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Wharton Wm W Fbo Palmer Home-tr reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wharton Wm W Fbo Palmer Home-tr's EIN?
Wharton Wm W Fbo Palmer Home-tr's EIN (Employer Identification Number) is 51-6028091. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.