Naida S Wharton Foundation
The Naida S Wharton Foundation is a private family foundation based in Garden City, New York. Established in 1999 in New Jersey, the foundation operates as a 501(c)(3) organization designated for charitable, educational, and philanthropic purposes. The foundation has been tax-exempt since March 2001.
Key facts about Naida S Wharton Foundation
- EIN
- 22-3692830
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $415,200
- Grants made (2024)
- 31
- Average grant
- $13,394
- Median grant
- $5,000
- Total assets
- $7,301,877
- Primary geography
- New York (56% of itemized 2024 grant dollars)
- How to apply
- No specific application guidelines or procedures are documented in available sources.
Data from IRS Form 990-PF, 2024; updated June 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Naida S Wharton Foundation funds
By grant dollars, the top recipient states for Naida S Wharton Foundation's 31 itemized 2024 grants were New York (56%), New Jersey (20%) and Massachusetts (8%). The most frequent recipient cities were New York, NY (13 grants), Englewood, NJ (4 grants), Washington, DC (2 grants) and Wellesley, MA (2 grants). None of its 31 grants with a stated purpose were described as general or operating support. Recurring purposes include "For Charitable Use" (30 grants).
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.3M
+12.6% YoY
Annual Giving
$415K
-18.3% YoY
Grant Count
31
-29.5% YoY
Avg Grant Size
$13K
+16.0% YoY
Under IRS private-foundation payout rules, Naida S Wharton Foundation reported a distributable amount of $449K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's grantmaking priorities focus on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
The foundation primarily supports charitable use initiatives across its focus areas.
Grantmaking
The foundation made 37 grants in 2024, with recent recipients including:
Average Grant
amount varies by year
How to Apply
**
Ready to take the next step with Naida S Wharton Foundation?
Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- New York
- New Jersey
- Massachusetts
Grant Distribution by State
Share of all 31 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $7,301,877
- Total Revenue: $1,186,092
- Total Expenses: $481,575
- Total Giving: $415,200
- Net Income: $704,517
- Total Liabilities: $0
Revenue Composition (2024):
- Investment income and dividends: $54,673
- Net gain from sale of non-inventory assets: $1,121,419
- Total grants and contributions received: $10,000
Historical Assets (2023):
- Total Assets: $8.9 million (as of tax year 2023)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,301,877 | $6,484,273 | $5,811,698 |
| Revenue | $1,186,092 | $806,101 | $342,001 |
| Expenses | $481,575 | $549,092 | $572,990 |
| Qualifying Distributions | $426,302 | $516,131 | $537,450 |
| Net Investment Income | $1,142,819 | $748,144 | $278,561 |
| Distributable Amount | $449,491 | $426,489 | $500,471 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
171 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Nathaniel Wharton Fund Co Ralph N Wharton Md ($100,000), Planned Parenthood of Nj ($58,000), Committee to Protect Journalists ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| NATHANIEL WHARTON FUND CO RALPH N WHARTON MD NEW YORK, NY | FOR CHARITABLE USE | $100,000 |
| PLANNED PARENTHOOD OF NJ MORRISTOWN, NJ | FOR CHARITABLE USE | $58,000 |
| COMMITTEE TO PROTECT JOURNALISTS KATONAH, NY | FOR CHARITABLE USE | $50,000 |
| WELLESLEY COLLEGE WELLESLEY, MA | FOR CHARITABLE USE | $25,000 |
| PROPUBLICA NEW YORK, NY | FOR CHARITABLE USE | $20,000 |
| THE 19TH NEWS AUSTIN, TX | FOR CHARITABLE USE | $20,000 |
| NATIONAL PUBLIC RADIO WASHINGTON, DC | FOR CHARITABLE USE | $15,000 |
| OCEANA WASHINGTON, DC | FOR CHARITABLE USE | $15,000 |
| THIRTEENWNET THE PATRON NETWORK NEW YORK, NY | FOR CHARITABLE USE | $15,000 |
| WNYC NEW YORK, NY | FOR CHARITABLE USE | $15,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Naida S Wharton serves as Trustee of the foundation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NAIDA S WHARTON | TRUSTEE | — | — |
Contact Information
- Address: Co NKSFB 400 Garden City Plaza 510, Garden City, NY 11530
- Telephone: 631-753-6300
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Naida S Wharton Foundation fund?
The foundation's grantmaking priorities focus on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services The foundation primarily supports charitable use initiatives across its focus areas.
How do I apply for a grant from Naida S Wharton Foundation?
**Grant Amounts:** • Typical awards range from $50,000 to $115,000 • Median grant amount: $5,000 • Average grant amount varies by year **Recent Grant Activity:** The foundation made 37 grants in 2024, with recent recipients including: • Committee to Protect Journalists ($50,000) • Wellesley College ($25,000) • The 19th News ($20,000) In 2023, the foundation made 44 grants with a total distribution of $516,000. **Application Process:** No specific application guidelines or procedures are documen…
Where does Naida S Wharton Foundation make grants?
The foundation primarily funds organizations in: • New York • New Jersey • Massachusetts
What size grants does Naida S Wharton Foundation award?
In 2024, Naida S Wharton Foundation awarded 31 grants totaling $415K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Naida S Wharton Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Naida S Wharton Foundation reported a distributable amount of $449K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Naida S Wharton Foundation's EIN?
Naida S Wharton Foundation's EIN (Employer Identification Number) is 22-3692830. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Naida S Wharton Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
The Chicago Community Trust
CHICAGO, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Jewish Communal Fund
NEW YORK, NY
Assets
$3.6B
Grants
4,976
Total Given
$917.2M
The New York Community Trust
NEW YORK, NY
Assets
$3.5B
Grants
2,748
Total Given
$193.8M
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
Verizon Foundation
BASKING RIDGE, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$485.8M
Grants
14,494
Total Given
$556.0M
The Ford Foundation
NEW YORK, NY
Assets
$17.5B
Grants
4,007
Total Given
$844.7M
Silicon Valley Community Foundation
MOUNTAIN VIEW, CA
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
More Funders in New York
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.