Raeburn J Wharton Charitable Trust is a 501(c)(3) organization based in Norwich, New York, registered in 1991, with $30,731 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$31K
▲ 33.5% vs prior year
Expenses (FY2024)
$39K
Net assets
$448K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Raeburn J Wharton Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Raeburn J Wharton Charitable Trust: 138 mo reserves · -27% margin earns a D on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Raeburn J Wharton Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Raeburn J Wharton Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $23K (FY2013) to $31K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-27.2%
Spent more than it raised in the latest fiscal year.
Total assets
$448K
Total liabilities
$0
Net assets
$448K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $30,731▲33.5% | $39,097▼3.3% | $448,002▼1.8% | $448,002▼1.8% | 990PF |
| 2023 | $23,013▲1.3% | $40,419▼28.8% | $456,364▼3.7% | $456,364▼3.7% | 990PF |
| 2022 | $22,721▼59.7% | $56,732▲35.1% | $473,701▼6.7% | $473,701▼6.7% | 990PF |
| 2021 | $56,337▲48.2% | $42,002▲9.9% | $507,889▲2.9% | $507,889▲2.9% | 990PF |
| 2020 | $38,010▲67.7% | $38,215▼14.4% | $493,625▼0.1% | $493,625▼0.1% | 990PF |
| 2019 | $22,663▼51.9% | $44,641▼1.7% | $494,047▼4.2% | $494,047▼4.2% | 990PF |
| 2018 | $47,148▲155% | $45,436▲5.0% | $515,931▲0.3% | $515,931▲0.3% | 990PF |
| 2017 | $18,483▼24.8% | $43,261▲16.3% | $514,333▼4.7% | $514,333▼4.7% | 990PF |
| 2016 | $24,567▲4.1% | $37,199▼4.7% | $539,635▼2.3% | $539,635▼2.3% | 990PF |
| 2015 | $23,603▼41.3% | $39,029▼18.1% | $552,285▼2.7% | $552,285▼2.7% | 990PF |
| 2014 | $40,179▲74.2% | $47,660▲27.3% | $567,482▼1.3% | $567,482▼1.3% | 990PF |
| 2013 | $23,064 | $37,453▼10.5% | $574,963▼3.9% | $574,963▼3.9% | 990PF |
| 2012 | — | $41,838▲3.5% | $598,444▲1.7% | $598,444▲1.7% | 990PF |
| 2011 | — | $40,429▲28.1% | $588,696▼3.6% | $588,696▼3.6% | 990PF |
| 2010 | — | $31,550 | $610,782 | $610,782 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Raeburn J Wharton Charitable Trust (EIN 16-6296590) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.