R & M Wharton Mem Tr Educational Fund

Norwich, NY
EIN: 16-6295815

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$178k (2025)

Expenses

$144k (2025)

Total Assets

$1.6M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2025

Revenue

$178,133

Expenses

$143,901

Net Income

$34,232

Net Assets

$1,604,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,613	42.4%
Sales of Assets	$102,520	57.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,515	83.1%
Compensation of Officers*	$23,982	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,604,145
Total Liabilities	$0
Net Assets	$1,604,145

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$23,982	$0

990-PF

Filed on Dec. 24, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2024

Revenue

$138,641

Expenses

$159,931

Net Income

-$21,290

Net Assets

$1,569,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,030	53.4%
Sales of Assets	$64,611	46.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,949	86.3%
Compensation of Officers*	$22,729	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,569,971
Total Liabilities	$0
Net Assets	$1,569,971

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$22,729	$0

990-PF

Filed on Jan. 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$125,029

Expenses

$150,333

Net Income

-$25,304

Net Assets

$1,591,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,454	57.1%
Sales of Assets	$53,575	42.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,973	85.8%
Compensation of Officers*	$22,434	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,591,259
Total Liabilities	$0
Net Assets	$1,591,259

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$22,434	$0

990-PF

Filed on Jan. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$172,141

Expenses

$153,516

Net Income

$18,625

Net Assets

$1,616,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,403	39.7%
Sales of Assets	$103,738	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,072	81.5%
Compensation of Officers*	$24,440	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,616,562
Total Liabilities	$0
Net Assets	$1,616,562

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$24,440	$0

990-PF

Filed on Jan. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$280,116

Expenses

$139,265

Net Income

$140,851

Net Assets

$1,597,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,417	21.2%
Sales of Assets	$220,699	78.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,012	83.3%
Compensation of Officers*	$23,919	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,597,944
Total Liabilities	$0
Net Assets	$1,597,944

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$23,919	$0

990-PF

Filed on Jan. 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$150,546

Expenses

$135,895

Net Income

$14,651

Net Assets

$1,457,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,538	42.9%
Sales of Assets	$86,008	57.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,694	84.4%
Compensation of Officers*	$22,187	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,457,090
Total Liabilities	$1
Net Assets	$1,457,089

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$22,187	$0

990-PF

Filed on Jan. 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2019

Revenue

$150,731

Expenses

$137,766

Net Income

$12,965

Net Assets

$1,442,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,916	45.1%
Sales of Assets	$82,815	54.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,365	83.0%
Compensation of Officers*	$22,025	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,442,439
Total Liabilities	$1
Net Assets	$1,442,438

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$22,025	$0

990-PF

Filed on Jan. 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$114,045

Expenses

$112,925

Net Income

$1,120

Net Assets

$1,429,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,251	54.6%
Sales of Assets	$51,794	45.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,219	81.7%
Compensation of Officers*	$21,952	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,429,475
Total Liabilities	$0
Net Assets	$1,429,475

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$21,952	$0

990-PF

Filed on Jan. 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2017

Revenue

$74,730

Expenses

$124,570

Net Income

-$49,840

Net Assets

$1,428,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,740	78.6%
Sales of Assets	$15,990	21.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,326	83.7%
Compensation of Officers*	$22,224	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,428,354
Total Liabilities	$0
Net Assets	$1,428,354

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$22,224	$0

990-PF

Filed on Jan. 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2015

Revenue

$123,708

Expenses

$130,053

Net Income

-$6,345

Net Assets

$1,508,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$62,154	50.2%
Sales of Assets	$61,549	49.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,589	80.4%
Compensation of Officers*	$17,325	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,508,651
Total Liabilities	$0
Net Assets	$1,508,651

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$17,325	$0

990-PF

Filed on Dec. 5, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2014

Revenue

$156,414

Expenses

$118,980

Net Income

$37,434

Net Assets

$1,514,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$60,358	38.6%
Sales of Assets	$96,051	61.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,793	83.0%
Compensation of Officers*	$22,017	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,514,996
Total Liabilities	$0
Net Assets	$1,514,996

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$22,017	$0

990-PF

Filed on Sept. 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2013

Revenue

$54,897

Expenses

$112,372

Net Income

-$57,475

Net Assets

$1,477,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$56,299	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,851	82.6%
Compensation of Officers*	$20,849	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,477,562
Total Liabilities	$1
Net Assets	$1,477,561

990-PF

Filed on Nov. 14, 2013

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2012

Revenue

$39,897

Expenses

$104,599

Net Income

-$64,702

Net Assets

$1,550,358

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.0%
Dividends	$55,689	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,516	82.7%
Compensation of Officers*	$19,998	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,550,359
Total Liabilities	$1
Net Assets	$1,550,358

990

Primary tax return for a nonprofit’s activities, finances, and governance

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

R & M Wharton Mem Tr Educational Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $178k (2025)

Expenses $144k (2025)

Total Assets $1.6M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Revenue

$178k (2025)

Expenses

$144k (2025)

Total Assets

$1.6M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001