Wharton-Smith Foundation Inc
SANFORD, FL EIN: 85-1227279
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$4.5M
+86.9% YoY
Annual Giving
$1.7M
+5650.0% YoY
Grant Count
7
+600.0% YoY
Avg Grant Size
$246K
+721.4% YoY
Go deeper than public filings
PRO- Giving trend analysis — growing or declining?
- Organizations like yours that won grants here
- Strategic fit assessment for your organization
- Application timing recommendations
Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,506,064 | $2,410,819 | $2,096,431 |
| Revenue | $2,925,248 | $515,889 | $236,571 |
| Expenses | $1,768,175 | $68,435 | $155,507 |
| Qualifying Distributions | $1,725,000 | $30,000 | $131,000 |
| Net Investment Income | $382,073 | $30,979 | $21,300 |
| Distributable Amount | $211,205 | $111,611 | $100,659 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
17 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Wharton-Smith Foundation Inc fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
- Similar orgs that won grants here
- GrantGraph™ relationship mapping
- 11M+ connections in GrantGraph™
Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Tim Smith | President | 1 | — |
| Ron Davoli | Secretary | 1 | — |
| Stephanie Pompeo | Treasurer | 2 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Florida $2.1M (100%)
States
Cities
DelandFort MyersFort PierceLake MaryLongwoodNew Smyrna BeachOrlandoPensacolaSanfordTampa
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
What could you do with Wharton-Smith Foundation Inc on Grantable?
- Assess strategic fit with your organization
- Get AI-generated opportunity briefs
- Monitor for new funding opportunities
- Draft a tailored letter of inquiry