AUMdb

Wharton Smith Foundation Inc

EIN 851227279 · 501(c)(3) · Private foundation · Sanford, FL · recognized 2020

Assets
$2.5M
Revenue
$516K
Expenses
$68.4K
Investment income
$31.0K

Form 990 fiscal year ended 12/31/2023

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Tim Smith President $0 $0
Ron Davoli Secretary $0 $0
Stephanie Pompeo Treasurer $0 $0