SANFORD, FL

Wharton-Smith Foundation Inc.

Quick Facts

EIN: 851227279
Location: SANFORD, FL
Phone: (407) 321-8410
Category: Philanthropy & Grantmaking
Total Assets: $4.5M
Annual Income: $5.8M
IRS Ruling Year: 2020
Organization Type: Non-Operating Foundation
Principal Officer: % Stephanie Pompeo
Tax Deductibility: Contributions are deductible

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About This Foundation

Wharton-Smith Foundation Inc. is a private corporation based in SANFORD, FL. The foundation received its IRS ruling in 2020. The principal officer is % Stephanie Pompeo. It holds total assets of $4.5M. Annual income is reported at $5.8M. The foundation operates in the area of philanthropy & grantmaking. According to available records, Wharton-Smith Foundation Inc. has made 4 grants totaling $131K, with a median grant of $28K. Individual grants have ranged from $6K to $70K, with an average award of $33K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in Florida. Contributions to this foundation are tax-deductible.

Application Information

Preselected OnlyThis foundation typically selects grantees rather than accepting unsolicited proposals.

Frequently Asked Questions

What does Wharton-Smith Foundation Inc. fund?

Wharton-Smith Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in FL.

How much does Wharton-Smith Foundation Inc. give in grants?

Wharton-Smith Foundation Inc. has distributed a total of $131K across 4 grants. The median grant size is $28K, with an average of $33K. Individual grants have ranged from $6K to $70K.

How do I apply for a grant from Wharton-Smith Foundation Inc.?

Wharton-Smith Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.

Where is Wharton-Smith Foundation Inc. located?

Wharton-Smith Foundation Inc. is headquartered in SANFORD, FL.

Key People & Compensation (2022)

Name	Title	Compensation	Benefits	Total
Ron Davoli	Secretary	$0	$0	$0
Stephanie Pompeo	Treasurer	$0	$0	$0
Tim Smith	President	$0	$0	$0

990 Tax Filings

Year	Return Type	PDF
2022	990PF	View
2021	990PF	View
2020	990PF	View

Research This Foundation

GuideStar / Candid ProPublica Nonprofit Explorer IRS Tax Exempt Status

Financial Overview

Total Giving

$156K

2022-3%

Total Assets

$2.1M

2022+8%

Fair Market Value

$1.9M

2022

Net Worth

$2.1M

2022

Grants Paid

$131K

2022

Contributions

$341K

2022

Net Investment Income

$21K

2022

Distribution Amount

$101K

2022

Total Giving by Year

Asset Growth

Revenue Over Time

Liabilities Over Time

Investment Portfolio (2022)

Total: $1.7M

Corporate Stock (55%)

Corporate Bonds (19%)

Government Obligations (5%)

Other Investments (1%)

Cash (19%)

Expense Breakdown (2022)

Revenue Sources (2022)

Contributions: $341K
Dividends: $38K
Interest: $8K
Capital Gains (Net): $-150,706

Financial Details (2022)

Total Revenue: $237K
Total Expenses: $156K
Exempt Purpose Expenses: $131K
Required Distribution: $101K
Undistributed Income: $0
Total Liabilities: $1
Excise Tax: $296
Tax Due: $296

Foundation Classification (2022)

Operating FoundationNo

Grants to IndividualsNo

Non-Charity GrantsNo

Lobbying ActivityNo

Excess Business HoldingsNo

Grantmaking Insights

Total Grants

Total Giving

$131K

Average Grant

$33K

Median Grant

$28K

Unique Recipients

Most Common Grant

$30K

Grant Range

Min$6K

Max$70K

Median: $28K

Smallest grantLargest grant

Openness to New Grantees (2022)

of 2022 grantees were first-time recipients

Grant Size Distribution

Geographic Distribution of Grants

FL$131K (4)

Past Grantees

Recipient	Location	Amount	Year
Ucf Foundation IncCharitable Donation	Orlando, FL	$70K	2022
Indian River State College FoundatiCharitable Donation	Fort Pierce, FL	$30K	2022
Central Florida FoundationCharitable Donation	Orlando, FL	$25K	2022
Florida Gulf Coast UniversityCharitable Donation	Fort Myers, FL	$6K	2022