2025-10-12T23:05:31-04:00 2024-12-31 823518399 Erin Perdue CPA LLC 322 E Central Blvd Suite 605 Orlando FL 32801 990PF 2024-01-01 851227279 Wharton-Smith Foundation Inc % Stephanie Pompeo WHAR 4073218410 750 Monroe Road Sanford FL 32771 STEPHANIE POMPEO CFO CFO 4073218410 2025-10-12 false true ERIN PERDUE P02249653 4073837668 2025-10-12 2024 2025-03-06 01:10:19Z X 4515246 X 2500000 81594 81594 41049 41049 302605 3179094 302605 55644 2925248 425248 55644 18125 18125 1314 1314 23736 23736 43175 43175 0 1725000 1725000 1768175 43175 1725000 1157073 382073 55644 729523 4506064 4506064 1275264 0 406032 9182 2410819 4506064 4515246 0 0 X 2410819 4506064 2410819 4506064 2410819 4506064 2410819 1157073 938172 4506064 4506064 Capital Gain Short Term 2024-07-02 2024-12-31 1543397 1487753 55644 55644 Capital Gain Long Term 2024-01-01 2024-12-31 1635697 1388736 246961 246961 302605 55644 5311 0 5311 0 5311 5311 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 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 0 1726322 2669950 0 4396272 0 0 4396272 65944 4330328 216516 216516 5311 5311 211205 211205 211205 1725000 1725000 211205 1862 30341 32203 1725000 211205 1513795 1545998 0 1545998 1862 30341 1513795 NONE NONE X Coalition for the Homless 18 North Terry Ave Orlando FL 32801 Charitable Donation 10000 The Spring of Tampa Bay PO Box 5147 Tampa FL 33675 Charitable Donation 20000 Foundation for Seminole State Colle 1055 AAA Drive Lake Mary FL 32746 Charitable Donation 1500000 The Christian Sharing Center Inc 600 N Hwy 17-92 STE 158 Longwood FL 32750 Charitable Donation 25000 Community Housing Development Opera 1819 N Semoran Blvd Orlando FL 32807 Charitable Donation 70000 City of Deland 120 S Florida Ave Deland FL 32720 Charitable Donation 75000 University of West Florida 11000 University Parkway Pensacola FL 32514 Charitable Donation 25000 1725000 0 14 81594 523000 41049 523000 302605 343654 81594 425248 false false false false false false false false false false X X 1 Wharton-Smith Inc 750 Monroe Road Sanford FL 32771 2500000 X UBS Closed End Funds & Exch Tr 0 0 UBS Common Stock 0 0 UBS Closed End Funds & Exch Tr 0 0 UBS Mutual Funds 0 0 LegalAccounting Fees 18125 18125 0 0 Accrued Interest 0 0 9182 Bank Charges 4963 4963 0 0 Investment - Fees 16582 16582 0 0 Misc Expenses 0 0 0 0 Taxes - Foreign Investments 0 0 0 0 Investment - Bond Accretion 0 0 0 0 Insurance 2191 2191 0 0 Change in Unconditional Promises 938172 Taxes 1314 1314 0 0