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The Wharton Foundation Inc at a glance

· Private foundation

The Wharton Foundation Inc

Its FY2025 filing reports that it accepted unsolicited grant applications.

$89k
Granted FY2025still arriving
5
Grants FY2025still arriving
2
States reached
$33k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0193% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Philanthropy$317kHuman Services$170kYouth Development$47kHealth$44kEducation$40kReligion$12kEnvironment$10kCivil Rights$2kOther$0
02FY2025 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k2 grants · $11k
  • $10k–50k3 grants · $79k
$15,927
Median grant
2
States reached
$2.8M
Total assets
Largest grants
RecipientAmount
GRAND CANYON YOUTH$32,600
TYNKERTOPIA$30,000
UNITED WAY OF NORTHERN ARIZONA$15,927
FRIENDS OF CAMP COLTON$9,798
Individual grant recipient$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY18–25) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 98% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%BOYS GIRLS CLUB OF GREATER SCOTTSDA: $1k → 11%SEE STATEMENT A: $75k → 16%HASTINGS COLLEGE FOUNDATION: $1k → 11%STAGE FOUR FURNITURE: $1k → 11%UNIVERSITY OF NEBRASKA FOUNDATION: $1k → 13%FUTURE LEADERS OF AMERICA: $1k → 10%THE TREVOR PROJECT: $1k → 14%ANTI-DEFAMATION LEAGUE: $1k → 14%FARMWORKERS JUSTICE: $1k → 14%PAGE AHEAD: $1k → 9%ROMANIA LEADERSHIP MINISTRIES: $4k → 7%ARIZONA COMMUNITY FOUNDATION: $2k → 11%UNITED WAY OF NORTHERN ARIZONA: $101k → 16%FUTURE LEADERS OF AMERICA: $500 → 10%ANTI-DEFAMATION LEAGUE: $1k → 14%PAGE AHEAD: $1k → 9%ROMANIA LEADERSHIP MINISTRIES: $4k → 7%ARIZONA COMMUNITY FOUNDATION: $2k → 11%UNITED WAY OF NORTHERN ARIZONA: $91k → 16%PAGE AHEAD: $1k → 9%ROMANIA LEADERSHIP MINISTRIES: $4k → 7%ASCC ASSOCIATION FOR SUPPORTIVE CHI: $40k → 11%UNITED WAY OF NORTHERN ARIZONA: $58k → 16%MUSEUM OF FLIGHT: $1k → 9%PHOENIX COUNTRY DAY SCHOOL: $500 → 11%GRAND CANYON YOUTH: $33k → 16%CANDELEN: $105k → 11%TYNKERTOPIA: $30k → 16%CANDELEN: $65k → 11%UNITED WAY OF NORTHERN ARIZONA: $26k → 16%UNITED WAY OF NORTHERN ARIZONA: $21k → 16%UNITED WAY OF NORTHERN ARIZONA: $16k → 16%GRAND CANYON YOUTH: $10k → 16%GRAND CANYON YOUTH: $1k → 16%SHAN STRATEGIES: $5k → 16%GRAND CANYON YOUTH: $1k → 16%GREATER FLAGSTAFF CHAMBER OF COMMER: $1k → 16%STEM CITY: $3k → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

85%of every dollar goes to organizations it has funded before.
$549k · 8 repeat orgs$98k to everyone else

Grantees it renews have grown median revenue +34% since the first grant, against +22% for those funded once.

8 repeat relationships: 2 still active in FY2025, 6 since wound down; 3 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

8
12

Total granted

$549k
$57k

Median revenue growth · since first grant

+34%
+22%

Still filing today

88%
50%

New vs renewed · share of each year

In FY2025, 54% of grant dollars renewed an existing relationship; $41k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24’25
EducationCivil RightsPhilanthropyReligionRecreation & SportsEnvironmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • GC
    GRAND CANYON YOUTH INC
    4× · 2022–2025 · $45k · revenue +48%
  • RL
    Romania Leadership Ministries
    3× · 2020–2023 · $12k · revenue +43%
  • PA
    PAGE AHEAD CHILDRENS LITERACY PRGM
    3× · 2021–2024 · $3k · revenue +9%

Funded once

  • AA
    ASCC ASSOCIATION FOR SUPPORTIVE CHI
    one grant, 2020 · $40k
  • IG
    Individual grant recipient
    one grant, 2020 · $5k
  • SC
    STEM CITY INC
    one grant, 2023 · $3k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Center for the Future of Learning

The Center for the Future of Learning empowers a vibrant learning ecosystem connecting communities to create future-focused solutions for today while sharing effective practices to advance tomorrow. The Center for the Future of Learning…

Education
2
Conservation Legacy

Conservation legacy engages future leaders who protect, restore, and enhance our nation's lands through community-based service.in 2024, conservation legacy engaged 2,524 participants who completed over 1.5 million service hours on public…

Youth Development
3
Silicon Schools Fund Inc

The mission of the silicon schools fund is to improve education through supporting the launch of excellent new schools, improving academic instruction in existing schools, and by funding some of the boldest innovations in education…

Education
4
International School of Arizona

Our mission is to provide a progressive international education and advanced multilingual academics in a safe, diverse, and nurturing environment. our innovative and individualized approach to learning prepares highly motivated students…

Education
5
Fielding Graduate University

We provide exemplary interdisciplinary programs for a community of scholar-practitioners within a distributed learning model grounded in student-driven inquiry and leading to enhanced knowledge.

—
6
Lodestar Charitable Foundation

To perform the functions of, or to carry out the purposes of the arizona community foundation, an az nonprofit corporation, so long as the arizona community foundation, inc. remains a qualified organization.

—
7
Science Foundation Arizona

Science foundation arizona's mission is to diversify arizona's economy by investing in scientific and engineering research linked to industry needs and investing in education to create a work force with 21st centrury skills.

Philanthropy
8
University Cooperative School

We take a joyful, community-oriented approach to raising engaged citizens, deep learners, and brave adventurers with the skills, creativity, and heart needed to better the world.

—
9
Southern Az Research Science & Eng Fdn

SARSEF's mission is to create Arizona's future critical thinkers and problem solvers through science and engineering.

Education
10
Adventure West Council Boy Scouts of America

The mission of the adventure west council, boy scouts of america, is to instill honor, integrity, and leadership in youth by engaging youth and families through fun, quality programs, outdoor experiences, and service to community.

—
11
League of California Community Foundations

The league of california community foundations promotes and strengthens community foundations in california. through collaboration and shared learning among member foundations and building partnerships with private and public entities, we…

Philanthropy
12
The Arizona Agricultural Education Ffa Foundation

The foundation cultivates strategic partnerships and secures financial resources to invest in arizona's ffa members, agricultural educators, & communities. thus, we empower ffa members to develop strong leadership skills, achieve personal…

—
How this is measured
The grantee most central to the portfolio’s shape is United Way of Northern Arizona Inc; the most unlike its peers is Romania Leadership Ministries. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

17 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 17 of the 24 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
16/17
Grantees still filing
12/17
Grew since first funded

Where the money sits, by cause and then by grantee

UNITED WAY OF NORTHERN ARIZONA INC: $313,484 · PhilanthropyUNITED WAY OF NORTHERN ARIZONA INC+1 more: $3,680 · PhilanthropyCandelen Inc: $170,000 · OtherCandelen IncASCC ASSOCIATION FOR SUPPORTIVE CHI: $40,000 · OtherASCC ASSOCIATION FOR SUPPORTIVE CHI+9 more: $16,200 · Other+9 moreGRAND CANYON YOUTH INC: $44,600 · Recreation & SportsTynkertopia Inc: $30,000 · EducationPAGE AHEAD CHILDRENS LITERACY PRGM: $3,000 · EducationSCHOOLS FOR SALONE: $2,000 · Education+3 more: $2,500 · EducationRomania Leadership Ministries: $12,000 · ReligionFRIENDS OF CAMP COLTON INC: $9,798 · EnvironmentANTI-DEFAMATION LEAGUE: $2,000 · Civil RightsTREVOR PROJECT INC: $1,000 · Civil Rights
Philanthropy$317,164Other$226,200Recreation & Sports$44,600Education$37,500Religion$12,000Environment$9,798Civil Rights$3,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUNITED WAY OF NORTHERN ARIZONA INC: $313,484 over 6y, 4.4% of budgetCandelen Inc: $170,000 over 2y, 0.9% of budgetGRAND CANYON YOUTH INC: $44,600 over 4y, 1.7% of budgetRomania Leadership Ministries: $12,000 over 3y, 3.9% of budgetFRIENDS OF CAMP COLTON INC: $9,798 over 1y, 1.3% of budgetARIZONA COMMUNITY FOUNDATION: $3,680 over 2y, 0.0% of budgetPAGE AHEAD CHILDRENS LITERACY PRGM: $3,000 over 3y, 0.1% of budgetANTI-DEFAMATION LEAGUE: $2,000 over 2y, 0.0% of budgetSCHOOLS FOR SALONE: $2,000 over 1y, 0.3% of budgetFuture Leaders of America: $1,500 over 2y, 0.0% of budgetHASTINGS COLLEGE FOUNDATION: $1,000 over 1y, 2.6% of budgetTREVOR PROJECT INC: $1,000 over 1y, 0.0% of budgetUNIVERSITY OF NEBRASKA FOUNDATION: $1,000 over 1y, 0.0% of budgetMUSEUM OF FLIGHT FOUNDATION: $1,000 over 1y, 0.0% of budgetPHOENIX COUNTRY DAY SCHOOL: $500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Arizona Community Fou…Molly and Joseph Herm…Geile Charitable Foun…United Way of Norther…Geofamily FoundationJpmorgan Chase Founda…Vanguard Charitable E…The Blackbaud Giving …National Philanthropi…American Online Givin…Network for GoodFidelity Investments …
Arizona Community FoundationAZ18.6× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Arizona Community Foundation · Molly and Joseph Herman Foundation · Geile Charitable Foundation · United Way of Northern Arizona Inc · Geofamily Foundation · Jpmorgan Chase Foundation · Vanguard Charitable Endowment Program · The Blackbaud Giving Fund · National Philanthropic Trust · American Online Giving Foundation Inc · Network for Good · Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Wharton Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from The Wharton Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    8report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Wharton Foundation Inc?

    Find your warmest path to The Wharton Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 24 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Wharton’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home