Charlotte & Edward K Wheeler Foundation
The Charlotte & Edward K Wheeler Foundation is a private foundation based in Woodbridge, New Jersey. The foundation maintains assets of $1,758,045 and distributes grants to organizations across multiple states.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
+0.2% YoY
Annual Giving
$165K
+37.8% YoY
Grant Count
50
-2.0% YoY
Avg Grant Size
$3K
+40.6% YoY
Under IRS private-foundation payout rules, Charlotte & Edward K Wheeler Foundation reported a distributable amount of $119K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's grantmaking priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation primarily funds organizations in:
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | Amount |
|---|---|
| Total Assets | $1,758,045 |
| Total Annual Giving | $165,400 |
The foundation's financial data is based on the most recent IRS Form 990 filing from 2024.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,758,045 | $1,754,151 | $1,789,081 |
| Revenue | $179,241 | $92,742 | $61,180 |
| Expenses | $175,341 | $127,672 | $150,970 |
| Qualifying Distributions | $168,400 | $123,000 | $143,750 |
| Net Investment Income | $169,006 | $88,625 | $56,632 |
| Distributable Amount | $118,831 | $108,918 | $114,144 |
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
246 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Burton K Wheeler Center ($22,000), Children's Diabetes Foundation ($18,100), The Wheeler Center ($15,250).
| Recipient | Purpose | Amount |
|---|---|---|
| ARTS IGNITE NEW YORK, NY | GENERAL SUPPORT | $200 |
| ATLANTIC SALMON FEDERATION CALAIS, ME | GENERAL SUPPORT | $11,000 |
| BATH AND TENNIS FOUNDATION PALM BEACH, FL | GENERAL SUPPORT | $1,000 |
| BIG BROTHERS BIG SISTERS OF PARK COUNTY LIVINGSTON, MT | GENERAL SUPPORT | $200 |
| BOONE AND CROCKET MISSOULA, MT | GENERAL SUPPORT | $2,000 |
| BOYS AND GIRLS CLUB OF OBEN OYSTER BAY, NY | GENERAL SUPPORT | $10,000 |
| CANYON COMMUNITY CHURCH COLUMBIA FALLS, MT | GENERAL SUPPORT | $4,000 |
| CHILDREN'S DIABETES FOUNDATION DENVER, CO | GENERAL SUPPORT | $18,100 |
| CORAMWEST GLACIER VOLUNTEER FIRE DEPARTMENT KALISPELL, MT | GENERAL SUPPORT | $4,750 |
| DANA-FARBER CANCER INSTITUTE BOSTON, MA | GENERAL SUPPORT | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| IAN K SNOW | TREASURER & SECRETARY | — | — |
| KENDALL WHEELER | PRESIDENT | — | — |
| FREDERICA JOHNSON | CHAIRMAN | — | — |
Frequently Asked Questions
What does Charlotte & Edward K Wheeler Foundation fund?
The foundation's grantmaking priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Charlotte & Edward K Wheeler Foundation?
**Grant Activity:** • Total annual giving: $165,400 • Typical award range: $100–$22,000 • The foundation actively distributes grants to organizations aligned with its focus areas **Geographic Focus:** The foundation primarily funds organizations in: • Montana • Florida • New York
What size grants does Charlotte & Edward K Wheeler Foundation award?
In 2024, Charlotte & Edward K Wheeler Foundation awarded 50 grants totaling $165K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Charlotte & Edward K Wheeler Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charlotte & Edward K Wheeler Foundation reported a distributable amount of $119K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charlotte & Edward K Wheeler Foundation's EIN?
Charlotte & Edward K Wheeler Foundation's EIN (Employer Identification Number) is 52-1503237. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charlotte & Edward K Wheeler Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.