Wharton Smith Foundation Inc | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Wharton Smith Foundation Inc. Data shown is extracted from Form 990-PF filings.
EIN: 85-1227279
Foundation Overview
Based in Sanford, FL, Wharton Smith Foundation Inc has awarded 22 grants totaling $2,243,000 to organizations in Florida. Individual grants range from $6,000 to $1,500,000, with a median award of $30,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
7 of 7 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
100% of all grants are concentrated in Florida, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Florida, funding concentrates in Orlando (27%), Fort Myers (14%), Fort Pierce (14%).
Funding Trajectory
Strong 3350% growth in annual giving over 4 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Wharton Smith Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Coalition For The Homless | $10,000 | Orlando, FL, US | Charitable Donation | 2024 |
| The Spring Of Tampa Bay | $20,000 | Tampa, FL, US | Charitable Donation | 2024 |
| Foundation For Seminole State Colle | $1,500,000 | Lake Mary, FL, US | Charitable Donation | 2024 |
| The Christian Sharing Center Inc | $25,000 | Longwood, FL, US | Charitable Donation | 2024 |
| Community Housing Development Opera | $70,000 | Orlando, FL, US | Charitable Donation | 2024 |
| City Of Deland | $75,000 | Deland, FL, US | Charitable Donation | 2024 |
| University Of West Florida | $25,000 | Pensacola, FL, US | Charitable Donation | 2024 |
| Atlantic Center For The Arts Inc | $30,000 | New Smyrna Beach, FL, US | Charitable Donation | 2023 |
| Atlantic Center For The Arts Inc | $30,000 | New Smyrna Beach, FL, US | Charitable Donation | 2023 |
| Central Florida Foundation | $25,000 | Orlando, FL, US | Charitable Donation | 2022 |
| Indian River State College Foundati | $30,000 | Fort Pierce, FL, US | Charitable Donation | 2022 |
| Florida Gulf Coast University | $6,000 | Fort Myers, FL, US | Charitable Donation | 2022 |
| Ucf Foundation Inc | $70,000 | Orlando, FL, US | Charitable Donation | 2022 |
| Central Florida Foundation | $25,000 | Orlando, FL, US | Charitable Donation | 2022 |
| Indian River State College Foundati | $30,000 | Fort Pierce, FL, US | Charitable Donation | 2022 |
| Florida Gulf Coast University | $6,000 | Fort Myers, FL, US | Charitable Donation | 2022 |
| Ucf Foundation Inc | $70,000 | Orlando, FL, US | Charitable Donation | 2022 |
| Central Florida Zoo | $50,000 | Sanford, FL, US | Charitable Donation | 2021 |
| Florida Gulf Coast University Foundation | $6,000 | Fort Myers, FL, US | Charitable Donation | 2021 |
| The Christian Sharing Center | $50,000 | Longwood, FL, US | Charitable Donation | 2021 |
| Indian River State College Foundation Inc | $40,000 | Fort Pierce, FL, US | Charitable Donation | 2021 |
| Central Florida Zoo | $50,000 | Sanford, FL, US | Charitable Donation | 2020 |
Foundations Similar to Wharton Smith Foundation Inc
Discover 5 foundations with comparable assets ($2,495,923-$2,517,017), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Ark Foundation
EIN: 30-0256823 | 32 grants awarded |
$2,507,020
(≈ Similar) |
$50,000
median grant |
Miami Beach, FL
Same state |
|
|
Eg Watkins Family Foundation
EIN: 31-1612983 | 71 grants awarded |
$2,506,712
(≈ Similar) |
$25,000
median grant |
Palm Beach Gardens, FL
Same state |
|
|
The Paula And Andrew Liveris
EIN: 81-3408315 | 44 grants awarded |
$2,507,216
(≈ Similar) |
$25,000
median grant |
North Palm Beach, FL
Same state |
|
|
Anna P Stewart - Tes Tr
EIN: 52-6027540 | 37 grants awarded |
$2,517,017
(≈ Similar) |
$29,746
median grant |
Orlando, FL
Same state |
|
|
Dennis G Punches Charitable
EIN: 39-2014960 | 39 grants awarded |
$2,495,923
(≈ Similar) |
$15,000
median grant |
Palm City, FL
Same state |
|
Related Foundation Resources in FL:
Contact Information
Official contact details for Wharton Smith Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 85-1227279 |
| Website | N/A |
| Address | 750 MONROE RD Sanford, FL 32771-8877 |
Key People (3)
Board members, trustees, and key staff who oversee Wharton Smith Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Tim Smith |
|---|---|
| Secretary | Ron Davoli |
| Treasurer | Stephanie Pompeo |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Wharton Smith Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.