Funder DirectoryNAIDA S WHARTON FOUNDATION
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Private foundation (trust)EIN 223692830Est. 2001-03

NAIDA S WHARTON FOUNDATION

GARDEN CITY, NY 11530

Total Assets

$9.5M

FY 2024

Annual Giving

$415K

FY 2024

Grants Made

31

FY 2024

Avg Grant

$13K

FY 2024

Grant Range

$500–$100K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.2M

Total Expenses

$482K

Qualifying Distributions

$426K

Distributable Amount

$449K

Min. Investment Return

$465K

Undistributed Income

$432K

Payout rate 95%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.95%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

31 grants

Grant sizes from minimum $500 through median $5K to maximum $100K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $532K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

134 grants

NATHANIEL WHARTON FUND CO RALPH N WHARTON MD
$415K
4 grants
PLANNED PARENTHOOD OF NJ
$308K
4 grants
TEMPLE SINAI OF BERGEN COUNTY
$171K
3 grants
BERGEN FAMILY CENTER
$85K
4 grants
PHILLIPS EXETER ACADEMY
$70K
3 grants
NRDC
$63K
3 grants
PROPUBLICA
$58K
4 grants
COMMITTEE TO PROTECT JOURNALISTS
$50K
1 grant

Grant Size Distribution

134 grants

<$10K
102
grants
$10–50K
23
grants
$50–250K
9
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

14 states

New York
$778K
41% of total
New Jersey
$630K
33% of total
District of Columbia
$112K
6% of total
California
$80K
4% of total
New Hampshire
$70K
4% of total
Massachusetts
$57K
3% of total
Texas
$50K
3% of total
Illinois
$43K
2% of total
Oregon
$25K
1% of total
Connecticut
$15K
1% of total

+4 more states

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NAIDA S WHARTON FOUNDATION — Grants, Financials & Contact | Grantivo