2025-02-08T14:22:06-05:00 2023-12-31 823518399 Erin Perdue CPA LLC 322 E Central Blvd Suite 605 Orlando FL 32801 990PF 2023-01-01 851227279 Wharton Smith Foundation Inc WHAR 750 Monroe Road Sanford FL 32771 Stephanie Pompeo CFO CFO 4073218410 2024-09-27 false true Erin Perdue P02249653 4073837668 2025-02-08 2023 2025-03-06 01:10:19Z X 2506893 X 500000 29859 29859 39555 39555 -53525 1389764 515889 69414 15155 15155 800 800 22480 22480 38435 38435 0 30000 30000 68435 38435 30000 447454 30979 0 405867 729523 729523 113219 0 1152598 1275264 1362857 407493 406032 411363 17254 0 3150 2096431 2410819 2506893 0 0 X 2096431 2410819 2096431 2410819 2096431 2410819 2096431 447454 2543885 133066 2410819 Capital Gain Short Term 2023-07-02 2023-12-31 799613 809976 -10363 -10363 Captial Gain Long Term 2023-01-01 2023-12-31 590151 633313 -43162 -43162 -53525 -10363 431 0 431 0 431 431 false false false false false false false false true FL true false false false false true NA Wharton Smith Foundation Inc 4073218410 750 Monroe Road Sanford FL 32771 false false false false false false false false false false false false false false false false false false false false false Tim Smith 750 Monroe Road Sanford FL 32771 President 1.00 0 0 0 Ron Davoli 750 Monroe Road Sanford FL 32771 Secretary 1.00 0 0 0 Stephanie Pompeo 750 Monroe Road Sanford FL 32771 Treasurer 2.00 0 0 0 NONE 0 NONE 1646577 628382 0 2274959 0 2274959 34124 2240835 112042 112042 431 431 111611 111611 111611 30000 30000 111611 48352 35121 30341 113814 30000 30000 81611 81611 32203 0 32203 1862 30341 None None X Atlantic Center for the Arts Inc 1414 Art Center Ave New Smyrna Beach FL 32168 Charitable Donation 30000 30000 0 14 29859 523000 39555 523000 -53525 -13970 29859 15889 false false false false false false false false false false X X 1 Wharton-Smith Inc 750 Monroe Road Sanford FL 32771 500000 X UBS Closed End Funds & Exch Tr 406032 411363 UBS Common Stock 883735 967154 UBS Closed End Funds & Exch Tr 258141 274410 UBS Mutual Funds 133388 121293 0 0 Investco Optimum Yield 0 0 LegalAccounting Fees 15155 15155 0 0 Accrued Interest 0 0 3150 Unrealized Gain on Investments 133066 Bank Charges 5078 5078 0 0 Investment - Fees 15195 15195 0 0 Insurance 2066 2066 0 0 Miscellaneous Expense 141 141 0 0 Taxes 800 800 0 0