Private foundation (trust)EIN 166295815Est. 0000-00
R & M WHARTON MEM TR EDUCATIONAL FD
NORWICH, NY 13815
Total Assets
$2.7M
FY 2024
Annual Giving
$116K
FY 2024
Grants Made
1
FY 2024
Avg Grant
$116K
FY 2024
Grant Range
$116K–$116K
Typical
Deadlines
—
Applications
Financial Snapshot
2024 filing
Total Revenue
$178K
Total Expenses
$144K
Qualifying Distributions
$120K
Distributable Amount
$124K
Min. Investment Return
$126K
Undistributed Income
$3K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
7 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
7 grants
Grant Size Distribution
7 grants
Geographic Focus
1 states
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