Naida S Wharton Foundation
EIN 223692830Total Given 2016–2024
$3.7M
376 grants · $409K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$4K
typical micro grants · $2K–$7K
grant size
75%
deep partner · 95/126 multi-year
repeat
$9.5M
Assets (2024)
126
Distinct Recipients
About
N/A
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(631) 753-6300
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $500K | $8.6M | $44K | 66 |
| 2017 | $373K | $9.2M | $304K | 68 |
| 2018 | $440K | $8.4M | $406K | 71 |
| 2019 | N/A | $9.3M | $88K | N/A |
| 2020 | $435K | $11.0M | $155K | 17 |
| 2021 | $480K | $10.7M | $406K | 37 |
| 2022 | $532K | $8.5M | $342K | 42 |
| 2023 | $508K | $8.9M | $806K | 44 |
| 2024 | $415K | $9.5M | $1.2M | 31 |
Grant Size Distribution
Based on 376 grants on record
Minimum
$30
25th Pctl
$2K
Median
$4K
Average
$10K
75th Pctl
$7K
Maximum
$125K
Geographic Distribution
Officers & Directors
NW
Naida S Wharton
Trustee
NW
Naida S Wharton
Trustee
NW
Naida S Wharton
Trustee
NW
Naida S Wharton
Trustee
NW
Naida S Wharton
Trustee
NW
Naida S Wharton
Trustee
NW
Naida S Wharton
Trustee
NW
Naida S Wharton
Trustee
NW
Naida S Wharton
Trustee
Grants Awarded (376 total)
| Purpose | ||||
|---|---|---|---|---|
| Temple Sinai of Bergen County | Tenafly, NJ | $125,472 | FOR CHARITABLE USE | 2020 |
| Nathaniel Wharton Fund Co Ralph N Wharton Md | New York, NY | $125,000 | FOR CHARITABLE USE | 2018 |
| Nathaniel Wharton Fund Co Ralph N Wharton Md | New York, NY | $115,000 | FOR CHARITABLE USE | 2023 |
| Nathaniel Wharton Fund Co Ralph N Wharton Md | New York, NY | $100,000 | FOR CHARITABLE USE | 2020 |
| Planned Parenthood of Nj | Morristown, NJ | $100,000 | FOR CHARITABLE USE | 2020 |
| Nathaniel Wharton Fund Co Ralph N Wharton Md | New York, NY | $100,000 | FOR CHARITABLE USE | 2021 |
| Planned Parenthood of Nj | Morristown, NJ | $100,000 | FOR CHARITABLE USE | 2021 |
| Nathaniel Wharton Fund Co Ralph N Wharton Md | New York, NY | $100,000 | FOR CHARITABLE USE | 2022 |
| Planned Parenthood of Nj | Morristown, NJ | $100,000 | FOR CHARITABLE USE | 2022 |
| Nathaniel Wharton Fund Co Ralph N Wharton Md | New York, NY | $100,000 | FOR CHARITABLE USE | 2024 |
| Nathaniel Wharton Fund Co Ralph N Wharton Md | New York, NY | $100,000 | FOR CHARITABLE USE | 2016 |
| Planned Parenthood of Nj | Morristown, NJ | $95,000 | FOR CHARITABLE USE | 2016 |
| Planned Parenthood of Nj | Morristown, NJ | $93,950 | FOR CHARITABLE USE | 2018 |
| Planned Parenthood of Nj | Morristown, NJ | $81,075 | FOR CHARITABLE USE | 2017 |
| Nathaniel Wharton Fund Co Ralph N Wharton Md | New York, NY | $67,000 | FOR CHARITABLE USE | 2017 |
| Bergen Family Center | Englewood, NJ | $65,000 | FOR CHARITABLE USE | 2020 |
| Planned Parenthood of Nj | Morristown, NJ | $58,000 | FOR CHARITABLE USE | 2024 |
| Planned Parenthood of Nj | Morristown, NJ | $50,000 | FOR CHARITABLE USE | 2023 |
| Committee to Protect Journalists | Katonah, NY | $50,000 | FOR CHARITABLE USE | 2024 |
| Temple Sinai of Bergen County | Tenafly, NJ | $40,472 | FOR CHARITABLE USE | 2021 |
| Temple Sinai of Bergen County | Tenafly, NJ | $40,400 | FOR CHARITABLE USE | 2022 |
| Phillips Exeter Academy | Exeter, NH | $40,000 | FOR CHARITABLE USE | 2021 |
| Nrdc | New York, NY | $40,000 | FOR CHARITABLE USE | 2022 |
| Phillips Exeter Academy | Exeter, NH | $40,000 | FOR CHARITABLE USE | 2023 |
| Propublica | New York, NY | $30,000 | FOR CHARITABLE USE | 2023 |