R & M WHARTON MEM TR EDUCATIONAL FD

PHOENIX, AZ 85018 EIN 166295815

https://N/A
$2.7M Total Assets (2025)
$91K Avg Yearly Giving (2022–2025)
$364K Giving on File
(4 yrs)
3 Grants on File
$116K Avg Grant Size

Focus Areas

Education

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone 6073376136

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 N/A $2.3M $114K N/A
2020 N/A $2.4M $151K N/A
2021 N/A $2.8M $280K N/A
2022 $122K $2.4M $172K 1
2023 $126K $2.4M $125K 1
2025 $116K $2.7M $178K 1

Grant Size Distribution

Based on 3 grants on record

Minimum
$116K
25th Pctl
$116K
Median
$122K
Average
$121K
75th Pctl
$126K
Maximum
$126K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
NBT BANK NA TRUSTEE $24K

Grants Awarded (3 total)

RecipientLocationAmountPurposeYear
BROOME COMMUNITY COLLEGE FOUNDATION BINGHAMTON, NY $125,750 SCHOLARSHIPS 2023
BROOME COMMUNITY COLLEGE FOUNDATION BINGHAMTON, NY $122,378 SCHOLARSHIPS 2022
BROOME COMMUNITY COLLEGE FOUNDATION BINGHAMTON, NY $116,137 SCHOLARSHIPS 2025