Charlotte & Edward K Wheeler Foundation
The Charlotte & Edward K Wheeler Foundation is a private foundation based in Woodbridge, New Jersey. In 2024, it made 50 grants totaling $165,400 to charitable organizations, including organizations working in health, conservation, journalism, food access, and other areas.
Charlotte & Edward K Wheeler Foundation at a glance
In short: Charlotte & Edward K Wheeler Foundation gave $165K across 50 grants in 2024 (avg $3K), top state Montana. 30% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $165,400
- +37.8% vs 2023
- Grants made (2024)
- 50
- -2.0% vs 2023
- Average grant
- $3,308
- +40.6% vs 2023
- Median grant
- $1,000
- Total assets
- $1,758,045
- +0.2% vs 2023
- New grantees (estimate)
- 30% first-time grantees (15 of 50, 2024)
- Primary geography
- Montana (48% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Charlotte & Edward K Wheeler Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Its filing states that applications should be in typed written format and specify the appropriate uses of funds. It lists no restrictions on awards.
- Contact
Application contact: Ian Snow
Mailing address: C/O Bessemer Trust 100 Woodbridge, Ctr Dr, Woodbridge, NJ 07095
Phone: (516) 508-9623
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charlotte & Edward K Wheeler Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was The Burton K Wheeler Center ($22K). Together the top 10 received $116K.
Grant Size Distribution
257 grants across all recorded years
The most common grant size was under $50K: 257 grants of 257 (100%).
Geographic Focus
Where this funder awards grants
In 2024, Montana received the largest share of grant dollars, at 48%, followed by New York (13%), Colorado (11%), Maine (7%), and Florida (6%). The foundation’s grants also included recipients in other states.
Grant Distribution by State
Share of 2024 grant dollars across all 50 itemized grants.
States
Cities
Is Charlotte & Edward K Wheeler Foundation open to new grantees?
30%
first-time grantees, 2024
In 2024, 15 of 50 grantees (30%) were first-time recipients. First grants averaged $3K; repeat grants $3K. How we count
Medians: $2K first-time, $1K repeat.
- 68% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+11%). Method
- In 2024 it paid out 142% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $120K (2023) to $165K (2024). In 2024 it made 50 grants totaling $165K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Burton K Wheeler Center Bozeman, MT | General Support | $22,000 |
| Children's Diabetes Foundation Denver, CO | General Support | $18,100 |
| The Wheeler Center Bozeman, MT | General Support | $15,250 |
| Atlantic Salmon Federation Calais, ME | General Support | $11,000 |
| Boys and Girls Club of Oben Oyster Bay, NY | General Support | $10,000 |
| James B Lee Scholarship Fund Southampton, NY | General Support | $10,000 |
| The Shane Lalani Center Livingston, MT | General Support | $8,500 |
| Glacier National Park Conservancy Columbia Falls, MT | General Support | $8,250 |
| The Wadsworth-Sulgrave Historic Preservation Fdn Washington, DC | General Support | $7,500 |
| Montana Free Press Helena, MT | General Support | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,758,045 | $179,241 | $175,341 | $165,400 | 50 | $168,400 | $169,006 | $118,831 |
| 2023 | $1,754,151 | $92,742 | $127,672 | $120,000 | 51 | $123,000 | $88,625 | $108,918 |
| 2022 | $1,789,081 | $61,180 | $150,970 | $141,250 | 46 | $143,750 | $56,632 | $114,144 |
| 2021 | $1,878,811 | $189,403 | $156,754 | $149,000 | 50 | $151,500 | $184,207 | $134,330 |
| 2020 | $1,846,222 | $96,595 | $150,304 | $140,000 | 60 | — | $92,051 | $117,824 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations with varied missions. For example, the Children’s Diabetes Foundation says it raises funds for the Barbara Davis Center for Childhood Diabetes, while the Glacier National Park Conservancy says it works to preserve and protect Glacier National Park. Montana Free Press describes its mission as producing public-service journalism on issues relevant to Montanans, and Fresh Rx Inc. says it works to address nutritional inequality through food programs and produce access.
Grantmaking
In 2024, the foundation gave $165,400 through 50 grants. Awards ranged from $100 to $22,000, with a median grant of $1,000. Its largest grants included $22,000 to The Burton K Wheeler Center, $18,100 to the Children’s Diabetes Foundation, $15,250 to The Wheeler Center, $11,000 to the Atlantic Salmon Federation, and $10,000 each to Boys and Girls Club of Oben and the James B Lee Scholarship Fund. The listed purposes for these largest grants were general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Ian K Snow as Treasurer and Secretary, Kendall Wheeler as President, and Frederica Johnson as Chairman.
Charlotte & Edward K Wheeler Foundation is led by Kendall Wheeler, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Kendall Wheeler
President
On filings since 2020
No compensation reported
Frederica Johnson
Chairman
On filings since 2020
No compensation reported
Ian K. Snow
Treasurer & Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Charlotte & Edward K Wheeler Foundation
How much does Charlotte & Edward K Wheeler Foundation give each year?
Charlotte & Edward K Wheeler Foundation gave $165K across 50 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $120K across 51 grants.
What is Charlotte & Edward K Wheeler Foundation's typical grant size?
Charlotte & Edward K Wheeler Foundation's median grant in 2024 was $1,000, and its average grant was $3,308, across 50 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Charlotte & Edward K Wheeler Foundation that year got $3K on average.
Where does Charlotte & Edward K Wheeler Foundation give grants?
Charlotte & Edward K Wheeler Foundation's top state is Montana, with 48% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were New York (13%) and Colorado (11%). The most frequent recipient cities were Livingston, MT (10 grants), Bozeman, MT (3 grants), Columbia Falls, MT (3 grants) and Aiken, SC (3 grants).
Does Charlotte & Edward K Wheeler Foundation give general operating support?
Yes: 98% of Charlotte & Edward K Wheeler Foundation's 2024 grants with a stated purpose (49 of 50) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Charlotte & Edward K Wheeler Foundation's largest grantees?
Charlotte & Edward K Wheeler Foundation's largest 2024 grantees include The Burton K Wheeler Center ($22,000), Children's Diabetes Foundation ($18,100) and The Wheeler Center ($15,250), according to its 2024 IRS Form 990-PF. Together they received 33% of its itemized 2024 grant dollars.
How large is Charlotte & Edward K Wheeler Foundation?
Charlotte & Edward K Wheeler Foundation reported $1.8M in total assets on its 2024 IRS Form 990-PF. It paid out $168K in qualifying distributions that year, against a required minimum of $119K (roughly 5% of its investment assets).
What does Charlotte & Edward K Wheeler Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Charlotte & Edward K Wheeler Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Charlotte & Edward K Wheeler Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Charlotte & Edward K Wheeler Foundation funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/charlotte-and-edward-k-wheeler-foundation-morg_6602ecfbc5e04a738dd7eef345c3657c
BibTeX
@misc{grantable_521503237_2026,
author = {{Grantable}},
title = {{Charlotte \& Edward K Wheeler Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charlotte-and-edward-k-wheeler-foundation-morg_6602ecfbc5e04a738dd7eef345c3657c},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charlotte & Edward K Wheeler Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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