Nonprofit · EIN 16-6295815
R & M WHARTON MEM TR EDUCATIONAL FUND
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $178,133 | $143,901 | $34,232 | $1,604,145 | $0 | $1,604,145 |
| August 31, 2024 | 990-PF | $138,641 | $159,931 | -$21,290 | $1,569,971 | $0 | $1,569,971 |
| August 31, 2023 | 990-PF | $125,029 | $150,333 | -$25,304 | $1,591,259 | $0 | $1,591,259 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $75,613
- Net gain from sales of assets
- $102,520
Expenses
- Grants and similar amounts paid
- $116,137
- Compensation of officers, directors and key employees
- $23,982
- Disbursements for charitable purposes
- $119,515
- Excise tax on investment income
- $2,162
Balance sheet and other
- Total assets, start of year
- $1,569,969
- Total assets, end of year
- $1,604,145
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,604,145
- Fair market value of assets
- $2,712,681
- Qualifying distributions
- $119,515
- Net investment income
- $178,094
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-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $23,982 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $22,729 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $22,434 |
Address and contacts
- Address (IRS master file)
- C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815-0000
- In care of
- % NBT BANK NA
- Signed the 990-PF
- NBT BANK NA, TRUSTEE
- Phone
- (607) 337-6136
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 16-6295815
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,604,145
- Income (IRS master file)
- $279,673
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $178,133 | $143,901 | $1,604,145 | XML |
| 990-PF | August 2024 | $138,641 | $159,931 | $1,569,971 | XML |
| 990-PF | August 2023 | $125,029 | $150,333 | $1,591,259 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 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 16-6295815).
Questions about R & M WHARTON MEM TR EDUCATIONAL FUND
- What is the EIN of R & M WHARTON MEM TR EDUCATIONAL FUND?
- The employer identification number (EIN) of R & M WHARTON MEM TR EDUCATIONAL FUND is 16-6295815.
- Is R & M WHARTON MEM TR EDUCATIONAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to R & M WHARTON MEM TR EDUCATIONAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does R & M WHARTON MEM TR EDUCATIONAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of R & M WHARTON MEM TR EDUCATIONAL FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did R & M WHARTON MEM TR EDUCATIONAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of R & M WHARTON MEM TR EDUCATIONAL FUND?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $23,982 (NBT BANK NA, TRUSTEE).
- How much revenue does R & M WHARTON MEM TR EDUCATIONAL FUND have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $178,133, expenses of $143,901 and total assets of $1,604,145 at year end.
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