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EIN 85-1227279

Wharton-Smith Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Sanford
State
Florida
Year formed
2020
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
Wharton-Smith Foundation is a private foundation in Sanford, FL, which was founded in 2020 and most recently had $236,571 in revenue and no employees.
Total revenues
$236,571
2022
Total expenses
$155,507
2022
Total assets
$2,096,431
2022
Num. employees
0
2022

Grants made by Wharton-Smith Foundation

GranteeGrant descriptionAmount
Collegiate Space Foundation at UcfCharitable Donation$70,000
Central Florida FoundationCharitable Donation$25,000

Personnel at Wharton-Smith Foundation

NameTitleCompensation
Stephanie PompeoChief Financial Officer$0

Financials for Wharton-Smith Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$341,470
Investment income and dividends$45,807
Net rental income$0
Net gain from sale of non-inventory assets$-150,706
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$236,571

Form 990s for Wharton-Smith Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122024-02-14990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-15990PFView PDF
Data update history
June 5, 2024
Posted financials
Added Form 990PF for fiscal year 2022
May 20, 2024
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 21, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 5, 2023
Updated personnel
Identified 3 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsCorporate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
750 Monroe Rd
Sanford, FL 32771
Metro area
Orlando-Kissimmee-Sanford, FL
County
Seminole County, FL
Phone
(407) 321-8410
IRS details
EIN
85-1227279
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2020
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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