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Nonprofit · EIN 13-3634653

NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC

Tax-exempt (reinstated) · NEW YORK, NY 10032

Financials

$564K$207K2021$379K$332K2022$297K$262K2023$447K$392K2024
Revenue Expenses · by fiscal year end
Financials of NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$447,360$392,157$55,203$4,892,704$8,636$4,884,068
December 31, 2023990 (amended)$296,586$262,489$34,097$4,321,214$33,185$4,288,029
December 31, 2022990 (amended)$378,601$332,239$46,362$3,623,054$25,806$3,597,248
December 31, 2021990 (amended)$563,786$206,912$356,874$4,479,220$220,010$4,259,210
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$142,024
Program service revenue
$0
Investment income
$302,636
Net gain from sales of assets
$194,872
Other revenue
$2,700

Expenses

Grants and similar amounts paid
$111,000
Other salaries and wages
$35,000
Salaries, compensation and benefits (total)
$38,003
Professional fundraising fees
$0
Legal fees
$69,433
Accounting fees
$25,327
Travel
$13,815
Program services (functional)
$252,829
Management and general (functional)
$124,761
Fundraising (functional)
$14,567

Balance sheet and other

Total assets, start of year
$4,321,214
Total assets, end of year
$4,892,704
Total liabilities, end of year
$8,636
Net assets, end of year
$4,884,068
Publicly traded securities
$4,735,015
Net assets without donor restrictions
$4,884,068
Gross receipts
$1,692,354
Employees
1
Volunteers
10
Year formed
1991
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
C DAVID ANDERSONTREASURER
Trustee or director, Officer
2$0
JOANNA GREENBOARD MEMBER
Trustee or director
1$0
DR PETER SHAPIRO MDSECRETARY
Trustee or director, Officer
6$0
RICHARD P SLOAN PHDBOARD MEMBER
Trustee or director
1$0
JANET RODGERSBOARD MEMBER
Trustee or director
1$0
MARCIA STEINBOARD MEMBER
Trustee or director
–$0
CHASE WELLESBOARD MEMBER
Trustee or director
–$0
DR RALPH WHARTONCHAIRMAN EME
Trustee or director
2$0
PHILIP WHARTONPRESIDENT
Trustee or director, Officer
1$0
REBECCA WHARTONBOARD MEMBER
Trustee or director
–$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
C DAVID ANDERSONBOARD MEMBER
Trustee or director
5$0
LINDA BICKSBOARD MEMBER
Trustee or director
–$0
STANLEY LEON GILBERTTREASURER
Trustee or director, Officer
–$0
JOANNA GREENBOARD MEMBER
Trustee or director
3$0
DR PETER SHAPIRO MDSECRETARY
Trustee or director, Officer
5$0
ROBERT MAYNEBOARD MEMBER
Trustee or director
–$0
CATHERINE MONK PHDBOARD MEMBER
Trustee or director
–$0
RICHARD P SLOAN PHDBOARD MEMBER
Trustee or director
5$0
JANET K RODGERSBOARD MEMBER
Trustee or director
3$0
MARCIA STEINBOARD MEMBER
Trustee or director
4$0
CHASE WELLESBOARD MEMBER
Trustee or director
–$0
PHILIP WHARTONCHAIRMAN
Trustee or director, Officer
3$0
REBECCA WHARTONBOARD MEMBER
Trustee or director
–$0
DR RALPH WHARTONEXECUTIVE DI
Officer
8$0
990 for the year ended December 31, 2022: 14 people
NameTitleHours / weekCompensation
C DAVID ANDERSONBOARD MEMBER
Trustee or director
5$0
LINDA BICKSBOARD MEMBER
Trustee or director
–$0
STANLEY LEON GILBERTTREASURER
Trustee or director, Officer
–$0
JOANNA GREENBOARD MEMBER
Trustee or director
3$0
DR PETER SHAPIRO MDSECRETARY
Trustee or director, Officer
5$0
ROBERT MAYNEBOARD MEMBER
Trustee or director
–$0
CATHERINE MONK PHDBOARD MEMBER
Trustee or director
–$0
RICHARD P SLOAN PHDBOARD MEMBER
Trustee or director
5$0
JANET K RODGERSBOARD MEMBER
Trustee or director
3$0
MARCIA STEINBOARD MEMBER
Trustee or director
4$0
CHASE WELLESBOARD MEMBER
Trustee or director
–$0
DR RALPH WHARTONBOARD MEMBER
Trustee or director
8$0
PHILIP WHARTONCHAIRMAN
Trustee or director, Officer
2$0
REBECCA WHARTONBOARD MEMBER
Trustee or director
–$0
990 for the year ended December 31, 2021: 13 people
NameTitleHours / weekCompensation
C DAVID ANDERSONBOARD MEMBER
Trustee or director
5$0
LINDA BICKSBOARD MEMBER
Trustee or director
–$0
JOANNA GREENBOARD MEMBER
Trustee or director
3$0
DR PETER SHAPIRO MDSECRETARY
Trustee or director, Officer
5$0
ROBERT MAYNEBOARD MEMBER
Trustee or director
–$0
CATHERINE MONK PHDBOARD MEMBER
Trustee or director
–$0
DR LENNARD WHARTON PHDBOARD MEMBER
Trustee or director
–$0
JANET K RODGERSBOARD MEMBER
Trustee or director
3$0
MARCIA STEINBOARD MEMBER
Trustee or director
4$0
CHASE WELLESBOARD MEMBER
Trustee or director
–$0
PHILIP WHARTONCHAIRMAN
Trustee or director, Officer
2$0
REBECCA WHARTONBOARD MEMBER
Trustee or director
–$0
DR RALPH WHARTONEXECUTIVE DI
Officer
8$0

Address and contacts

Address (IRS master file)
630 W 168TH ST BOX 172, NEW YORK, NY 10032-3725
In care of
% GRUMET & COMPANY LLC
Principal officer (990 for 2024)
C DAVID ANDERSON, 478 JASMINE STREET, LAGUNA BEACH, CA 92651
Signed the 990
C DAVID ANDERSON, TREASURER
Phone
(646) 774-8971
Return prepared by
BLUMSTEIN & CAPPARELLI CPAS LLP

Mission

NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN, BODY AND BEHAVIOR, INC. IS DEDICATED EXCLUSIVELY FOR THE PURPOSES OF SUPPORTING AND PROMOTING SCIENTIFIC RESEARCH CONCERNING HOW THE MIND AND BODY WORK TOGETHER TO AFFECT HEALTH AND HOW MENTAL HEALTH CARE PROVIDERS AND RESEARCHERS CAN HELP PATIENTS BOTH MEDICALLY AND PSYCHOLOGICALLY, AND PROVIDING AND DISSEMINATING INFORMATION RELATING TO THE ABOVE PURPOSES. THE NATHANIEL WHARTON FUND HAS NOT MADE ANY SIGNIFICANT CHANGES IN HOW IT CONDUCTS PROGRAM SERVICES.

990 for the year ended December 31, 2024

Program accomplishments

  • OVER THE LAST 30 YEARS, PROJECTS WHICH THE NATHANIEL WHARTON FUND HAS SUPPORTED WITH APPROXIMATELY 8 MILLION OF EARLY "SEED" FUNDING HAVE GONE ON TO ATTRACT OVER 100 MILLION OF FUNDING FROM NIH AND OTHER INSTITUTIONAL HEALTH RESEARCH FUNDING ORGANIZATIONS.
    Expenses $252,829 · grants $111,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-3634653
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2024
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Medical research (H48)
Assets (IRS master file)
$4,892,704
Income (IRS master file)
$1,692,354

Revocation and reinstatement

Exemption revoked
May 15, 2022
Posted by the IRS
February 15, 2023
Reinstated
Effective May 15, 2022

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$447,360$392,157$4,892,704XML
990December 2023$296,586$262,489$4,321,214XML
990December 2022$378,601$332,239$3,623,054XML
990December 2021$563,786$206,912$4,479,220XML
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3634653).

Questions about NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC

What is the EIN of NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC?
The employer identification number (EIN) of NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC is 13-3634653.
Is NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2022 and reinstated it effective May 15, 2022.
Are donations to NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC?
The 990 for the year ended December 31, 2024 names C DAVID ANDERSON.
Who are the officers and directors of NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN BODY AND BEHAVIOR INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $447,360, expenses of $392,157 and total assets of $4,892,704 at year end.

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