Naida S Wharton Foundation
- Assets
- $0.0
- Revenue
- $155.3k
- Investments
- $6.3m
- Employees
- 0
- Location
- Garden City, NY
- Founding
- 03/2001
- Data as of
- 12/2020
- EIN
- 22-3692830
Organization Overview
Naida S Wharton Foundation is located in Garden City, NY. The organization was established in 2001. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Naida S Wharton Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Naida S Wharton Foundation generated $155.3k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 25.4% each year . All expenses for the organization totaled $465.1k during the year ending 12/2020. While expenses have increased by 1.3% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Naida S Wharton Foundation has awarded 341 individual grants totaling $3,097,121. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $10,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $15,293 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $155,299 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $29,885 |
| Contributions, gifts, grants paid | $435,225 |
| Total expenses and disbursements | $465,110 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $6,251,102 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Naida S Wharton Foundation has awarded $479,922 in support to 37 organizations.
| Grant Recipient | Amount |
|---|---|
NATHANIEL WHARTON FUND CO RALPH N WHARTON MD PURPOSE: FOR CHARITABLE USE | $100,000 |
PLANNED PARENTHOOD OF NJ PURPOSE: FOR CHARITABLE USE | $100,000 |
Tenafly, NJ PURPOSE: FOR CHARITABLE USE | $40,472 |
Exeter, NH PURPOSE: FOR CHARITABLE USE | $40,000 |
NRDC PURPOSE: FOR CHARITABLE USE | $20,000 |
Dallas, TX PURPOSE: FOR CHARITABLE USE | $20,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
S & G Foundation albany, NY | $1,180,089,159 | $294,936,683 |
Steven & Alexandra Cohen Foundation Inc Stamford, CT | $524,605,658 | $98,007,018 |
Starr Foundation New York, NY | $1,351,331,495 | $187,314,215 |
Robertson Foundation New York, NY | $308,129,047 | $104,540,927 |
William Randolph Hearst Foundation New York, NY | $0 | $92,096,829 |
Foundation For A Just Society New York, NY | $0 | $262,120,919 |
Surdna Foundation Inc New York, NY | $0 | $71,392,126 |
Johnson & Johnson Foundation United States Inc New Brunswick, NJ | $130,108,063 | $92,858,448 |
Carson Fam Charitable Tr New York, NY | $302,357,968 | $144,716,166 |
Blavatnik Family Foundation 2020 New York, NY | $0 | $14,146 |
Henry Luce Foundation Inc New York, NY | $1,226,277,880 | $84,818,070 |
Paul E Singer Foundation New York, NY | $412,018,579 | $19,273,091 |