AUMdb

R & M Wharton Mem Tr Educational Fund

EIN 166295815 · 501(c)(3) · Private foundation · Norwich, NY · recognized 0

Assets
$2.7M
Revenue
$178K
Expenses
$144K
Investment income
$156K

Form 990 fiscal year ended 08/31/2025

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
Nbt Bank Na Trustee $23,982 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
08/31/2025 $2.7M $178K $144K 990 990PF · obj 202533589349101003 IRS ↗
08/31/2024 $2.5M $139K $160K 990 990PF · obj 202530159349100123 IRS ↗