Naida S Wharton Foundation

GARDEN CITY, NY EIN: 22-3692830

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.

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

-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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

New York
New Jersey
Massachusetts

Grant Distribution by State

New York $922K (39%)

New Jersey $782K (33%)

District of Columbia $122K (5%)

California $118K (5%)

New Hampshire $110K (5%)

Illinois $71K (3%)

Massachusetts $70K (3%)

Texas $70K (3%)

+6 more states

States

California Connecticut District of Columbia Illinois Massachusetts Minnesota New Hampshire New Jersey New York Oregon Pennsylvania Tennessee Texas Virginia

Cities

Albert LeaArlingtonAustinBeavertonBerkley HeightsBostonBronxChicagoCulver CityDallasEnglewoodEnglewood CliffsExeterGlendoraKatonahLos AngelesMemphisMorristownNew HavenNew York

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)

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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 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
AMERICAN BALLET THEATER NEW YORK, NY	FOR CHARITABLE USE	$2,500
AMERICAN FRIENDS OF COMBATANTS FOR PEACE SAN FRANCISCO, CA	FOR CHARITABLE USE	$2,500
BERGEN FAMILY CENTER ENGLEWOOD, NJ	FOR CHARITABLE USE	$5,000
CENTER FOR FOOD ACTION ENGLEWOOD, NJ	FOR CHARITABLE USE	$2,500
COMMUNITY CHEST OF ENGLEWOOD ENGLEWOOD, NJ	FOR CHARITABLE USE	$7,000
FLAT ROCK BROOK NATURE ASSOCIATION ENGLEWOOD, NJ	FOR CHARITABLE USE	$3,600
FRIENDS OF LINCOLN CENTER LINCOLN CENTER FOR THE PERFORMING ARTS NEW YORK, NY	FOR CHARTIABLE USE	$2,500
GENERATION CITIZEN NEW YORK, NY	FOR CHARITABLE USE	$1,000
JAZZ AT LINCOLN CENTER NEW YORK, NY	FOR CHARITABLE USE	$3,500
NATHANIEL WHARTON FUND CO RALPH N WHARTON MD NEW YORK, NY	FOR CHARITABLE USE	$100,000

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

Philanthropy, Voluntarism & Grantmaking

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.