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
31
-29.5% YoY
Avg Grant Size
$13K
+16.0% YoY
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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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