Private foundation · Norwich, NY

R & M Wharton Mem Tr Educational Fd

View org profile →Find similar funders →Invitation only
Typical grant size
$102K $111K $119K
25th · median · 75th percentile
Unique recipients
1
Repeat grantees
1
funded 2+ years

Application procedures · from 2024 990-PF

Leadership · from 2024 990-PF

Nbt Bank Na
TRUSTEE
$24K

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2024
7.2%
grants paid ÷ assets · ~5% IRS minimum
'17
'18
'19
'20
'21
'22
'23
'24
11
Total grants awarded
$1.2M
Total amount
$111K
Average grant
$135K
Largest grant

Giving by year

2024
$116K
1 grants
2023
$135K
1 grants
2022
$126K
1 grants
2021
$122K
1 grants
2020
$113K
1 grants
2019
$111K
1 grants
2018
$110K
1 grants
2017
$90K
1 grants
2016
$102K
1 grants
2014
$102K
1 grants
2013
$96K
1 grants

Top recipients

Broome Comm College Fdn
7 grants · NY
$725K
4 grants · NY · ✓ Exact match
$499K

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

Broome Community College Foundation
SCHOLARSHIPS
NY · TY 2024
$116K
Broome Community College Foundation
SCHOLARSHIPS
NY · TY 2023
$135K
Broome Community College Foundation
SCHOLARSHIPS
NY · TY 2022
$126K
Broome Community College Foundation
SCHOLARSHIPS
NY · TY 2021
$122K
Broome Comm College Fdn
SCHOLARSHIPS
NY · TY 2020
$113K
Broome Comm College Fdn
SCHOLARSHIPS
NY · TY 2019
$111K
Broome Comm College Fdn
SCHOLARSHIPS
NY · TY 2018
$110K
Broome Comm College Fdn
SCHOLARSHIPS
NY · TY 2017
$90K
Broome Comm College Fdn
SCHOLARSHIPS
NY · TY 2016
$102K
Broome Comm College Fdn
PROVIDE SCHOLARSHIPS
NY · TY 2014
$102K
Broome Comm College Fdn
PROVIDE SCHOLARSHIPS
NY · TY 2013
$96K

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.