The Wharton Foundation Inc | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Wharton Foundation Inc. Data shown is extracted from Form 990-PF filings.
EIN: 36-6130748
Foundation Overview
Based in Flagstaff, AZ, The Wharton Foundation Inc has awarded 57 grants totaling $922,802 to organizations in Arizona, California and 4 other states across the US. Individual grants range from $500 to $105,000, with a median award of $1,500.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
12 of 24 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
53% of grants are awarded in Arizona, with additional funding distributed across 5 other locations. The foundation balances regional focus with broader geographic diversity. Within Arizona, funding concentrates in Flagstaff (60%), Phoenix (27%), Paradise Valley (7%).
Funding Trajectory
Strong 52% growth in annual giving over 5 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Wharton Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| United Way Of Northern Arizona | $26,000 | Flagstaff, AZ, US | Board Designated Fund | 2022 |
| Grand Canyon Youth | $10,000 | Flagstaff, AZ, US | Board Designated Fund | 2022 |
| Candelen | $65,000 | Phoenix, AZ, US | Board Designated Fund | 2022 |
| Romania Leadership Ministries | $4,000 | Wheaton, IL, US | Board Designated Fund | 2022 |
| Arizona Community Foundation | $1,500 | Phoenix, AZ, US | Board Designated Fund | 2022 |
| Phoenix Country Day School | $500 | Paradise Valley, AZ, US | Board Designated Fund | 2022 |
| Future Leaders Of America | $500 | Oxnard, CA, US | Board Designated Fund | 2022 |
| Hastings College Foundation | $1,000 | Hastings, NE, US | Board Designated Fund | 2022 |
| Washington State University | $1,000 | Pullman, WA, US | Board Designated Fund | 2022 |
| Page Ahead | $1,000 | Seattle, WA, US | Board Designated Fund | 2022 |
| Stem City | $2,500 | Flagstaff, AZ, US | Board Designated Fund | 2022 |
| The Trevor Project | $1,000 | West Hollywood, CA, US | Board Designated Fund | 2022 |
| United Way Of Northern Arizona | $26,000 | Flagstaff, AZ, US | Board Designated Fund | 2022 |
| Grand Canyon Youth | $10,000 | Flagstaff, AZ, US | Board Designated Fund | 2022 |
| Candelen | $65,000 | Phoenix, AZ, US | Board Designated Fund | 2022 |
| Romania Leadership Ministries | $4,000 | Wheaton, IL, US | Board Designated Fund | 2022 |
| Arizona Community Foundation | $1,500 | Phoenix, AZ, US | Board Designated Fund | 2022 |
| Phoenix Country Day School | $500 | Paradise Valley, AZ, US | Board Designated Fund | 2022 |
| Future Leaders Of America | $500 | Oxnard, CA, US | Board Designated Fund | 2022 |
| Hastings College Foundation | $1,000 | Hastings, NE, US | Board Designated Fund | 2022 |
| Washington State University | $1,000 | Pullman, WA, US | Board Designated Fund | 2022 |
| Page Ahead | $1,000 | Seattle, WA, US | Board Designated Fund | 2022 |
| Stem City | $2,500 | Flagstaff, AZ, US | Board Designated Fund | 2022 |
| The Trevor Project | $1,000 | West Hollywood, CA, US | Board Designated Fund | 2022 |
| United Way Of Northern Arizona | $21,112 | Flagstaff, AZ, US | Board Designated Fund | 2021 |
| Anti-defamation League | $1,000 | Santa Barbara, CA, US | Board Designated Fund | 2021 |
| Grand Canyon Youth | $1,000 | Flagstaff, AZ, US | Board Designated Fund | 2021 |
| Candelen | $105,000 | Phoenix, AZ, US | Board Designated Fund | 2021 |
| Romania Leadership Ministries | $4,000 | Wheaton, IL, US | Board Designated Fund | 2021 |
| School For Salone | $2,000 | Seattle, WA, US | Board Designated Fund | 2021 |
| Greater Flagstaff Chamber Of Commer | $1,200 | Flagstaff, AZ, US | Board Designated Fund | 2021 |
| United Way Of Northern Arizona | $21,112 | Flagstaff, AZ, US | Board Designated Fund | 2021 |
| Anti-defamation League | $1,000 | Santa Barbara, CA, US | Board Designated Fund | 2021 |
| Grand Canyon Youth | $1,000 | Flagstaff, AZ, US | Board Designated Fund | 2021 |
| Candelen | $105,000 | Phoenix, AZ, US | Board Designated Fund | 2021 |
| Romania Leadership Ministries | $4,000 | Wheaton, IL, US | Board Designated Fund | 2021 |
| School For Salone | $2,000 | Seattle, WA, US | Board Designated Fund | 2021 |
| Greater Flagstaff Chamber Of Commer | $1,200 | Flagstaff, AZ, US | Board Designated Fund | 2021 |
| United Way Of Northern Arizona | $21,112 | Flagstaff, AZ, US | Board Designated Fund | 2021 |
| Anti-defamation League | $1,000 | Santa Barbara, CA, US | Board Designated Fund | 2021 |
| Grand Canyon Youth | $1,000 | Flagstaff, AZ, US | Board Designated Fund | 2021 |
| Candelen | $105,000 | Phoenix, AZ, US | Board Designated Fund | 2021 |
| Romania Leadership Ministries | $4,000 | Wheaton, IL, US | Board Designated Fund | 2021 |
| School For Salone | $2,000 | Seattle, WA, US | Board Designated Fund | 2021 |
| Greater Flagstaff Chamber Of Commer | $1,200 | Flagstaff, AZ, US | Board Designated Fund | 2021 |
| United Way Of Northern Arizona | $101,000 | Flagstaff, AZ, US | Board Designated Fund | 2020 |
| Anti-defamation League | $1,000 | Santa Barbara, CA, US | Board Designated Fund | 2020 |
| Page Ahead | $1,000 | Seattle, WA, US | Board Designated Fund | 2020 |
| Boys Girls Club Of Greater Scottsda | $1,000 | Scottsdale, AZ, US | Board Designated Fund | 2020 |
| Farmworkers Justice | $1,000 | Washington, DC, US | Board Designated Fund | 2020 |
| Museum Of Flight | $1,000 | Seattle, WA, US | Board Designated Fund | 2020 |
| Future Leaders Of America | $1,000 | Oxnard, CA, US | Board Designated Fund | 2020 |
| Ascc Association For Supportive Chi | $40,000 | Phoenix, AZ, US | Board Designated Fund | 2019 |
| United Way Of Northern Arizona | $58,070 | Flagstaff, AZ, US | Board Designated Fund | 2019 |
| Romania Leadership Ministries | $4,000 | Wheaton, IL, US | Matching Fund | 2019 |
| Shan Strategies | $5,000 | Na, AZ, US | President's Fund | 2019 |
| See Statement A | $74,796 | Flagstaff, AZ, US | See Statement A | 2017 |
Foundations Similar to The Wharton Foundation Inc
Discover 5 foundations with comparable assets ($3,387,094-$3,803,582), similar grant patterns, and geographic focus in AZ that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Bbr Foundation
EIN: 20-3912554 | 194 grants awarded |
$3,605,868
(≈ Similar) |
$1,000
median grant |
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|
Doug Riley Family Foundation
EIN: 47-0700057 | 115 grants awarded |
$3,803,582
(≈ Similar) |
$2,500
median grant |
Scottsdale, AZ
Same state |
|
|
The Kai Family Foundation
EIN: 86-0767197 | 252 grants awarded |
$3,488,328
(≈ Similar) |
$2,500
median grant |
Tucson, AZ
Same state |
|
|
The Institute For Spiritual
EIN: 94-2898927 | 147 grants awarded |
$3,468,782
(≈ Similar) |
$2,000
median grant |
Sedona, AZ
Same state |
|
|
Edward J And Lanelle B Robson Foundation
EIN: 74-2461052 | 115 grants awarded |
$3,387,094
(≈ Similar) |
$3,000
median grant |
Sun Lakes, AZ
Same state |
|
Related Foundation Resources in AZ:
Contact Information
Official contact details for The Wharton Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 36-6130748 |
| Website | N/A |
| Address | 1374 W LIL BEN TRL Flagstaff, AZ 86005-6999 |
Key People (8)
Board members, trustees, and key staff who oversee The Wharton Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Scott Pettitt |
|---|---|
| Vice President | Jean W Pettitt |
| Treasurer | Jeff Edwards |
| Secretary | Deandra Peterson |
| Director | Kerry Blume |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Wharton Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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