Barbara F Wheeler Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALEDO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.6M in total assets. In 2024, it awarded 17 grants totaling $420K. Net investment income was $640K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.6M
+3.0% YoY
Annual Giving
$420K
-10.6% YoY
Grant Count
17
+0.0% YoY
Avg Grant Size
$25K
-10.6% YoY
Under IRS private-foundation payout rules, Barbara F Wheeler Foundation reported a distributable amount of $490K for 2024 — the minimum it must pay out in qualifying distributions.
About Barbara F Wheeler Foundation
Based on IRS filings
Barbara F Wheeler Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALEDO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.6M in total assets. In 2024, it awarded 17 grants totaling $420K. Net investment income was $640K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,561,868 | $8,309,182 | $8,238,661 |
| Revenue | $868,093 | $697,841 | $893,186 |
| Expenses | $571,441 | $616,293 | $504,635 |
| Qualifying Distributions | $492,664 | $542,664 | $432,664 |
| Net Investment Income | $640,073 | $627,440 | $502,738 |
| Distributable Amount | $489,928 | $489,423 | $481,445 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
82 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Salvation Army Arc ($60,000), Manna Storehouse ($40,000), Sisters of St Mary of Namur ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALEDO UNITED METHODIT CHURCH ALEDO, TX | YOUTH MISSIONS | $20,000 |
| AMERICAN LEGION INDIANAPOLIS, IN | VETERAN SUPPORT SERVICES | $10,000 |
| BEAUTIFUL FEET MINISTRIES FORT WORTH, TX | FOOD, CLOTHING, & HEALTH ASSISTANCE | $20,000 |
| CATHOLIC WORLDVIEW FELLOWSHIP PLANO, TX | MINISTRY/SPREAD THE GOSPEL | $10,000 |
| COMMUNITY HEALTHCARE OF TEXAS FORT WORTH, TX | HOSPICE AND PALLIATIVE CARE | $15,000 |
| COURT APPOINTED SPECIAL ADVOCATES WEATHERFORD, TX | CHILDRENS ADVOCACY | $30,000 |
| FOLDS OF HONOR OWASSO, OK | SCHOLARSHIPS TO FAMILY OF MILITARY | $10,000 |
| HOLY FAMILY PARISH PORTAGE, PA | MINISTRY/SPREAD THE GOSPEL | $25,000 |
| HOLY REDEEMER CATHOLIC PARISH ALEDO, TX | MINISTRY/SPREAD THE GOSPEL | $30,000 |
| MANNA STOREHOUSE WEATHERFORD, TX | EMERGENCY ASSISTANCE FOR NEEDY | $40,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES STAVENS | PRESIDENT | 2 | $45,000 |
| PHILIP STAVENS | SECRETARY/TR | 2 | $45,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Barbara F Wheeler Foundation?
Barbara F Wheeler Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALEDO, TX. It holds $8.6M in total assets as of 2024.
How large is Barbara F Wheeler Foundation?
As of 2024, Barbara F Wheeler Foundation holds $8.6M in total assets with $868K in annual revenue. It awarded 17 grants totaling $420K in 2024.
Where does Barbara F Wheeler Foundation operate?
Barbara F Wheeler Foundation has awarded grants in Florida, Indiana, Michigan, New York, Oklahoma, Pennsylvania, Texas.
What size grants does Barbara F Wheeler Foundation award?
In 2024, Barbara F Wheeler Foundation awarded 17 grants totaling $420K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Barbara F Wheeler Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Barbara F Wheeler Foundation reported a distributable amount of $490K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Barbara F Wheeler Foundation's EIN?
Barbara F Wheeler Foundation's EIN (Employer Identification Number) is 75-2838312. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Barbara F Wheeler Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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