Clara Wheeler Trust is a private foundation focused on N/A, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 2 grants totaling $45K. Net investment income was $44K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
-0.5% YoY
Annual Giving
$45K
-10.0% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$23K
+35.0% YoY
Under IRS private-foundation payout rules, Clara Wheeler Trust reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.
About Clara Wheeler Trust
Based on IRS filings
Clara Wheeler Trust is a private foundation focused on N/A, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 2 grants totaling $45K. Net investment income was $44K.
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 | $1,078,158 | $1,083,761 | $1,083,631 |
| Revenue | $62,590 | $65,924 | $16,403 |
| Expenses | $68,160 | $70,244 | $84,896 |
| Qualifying Distributions | $48,478 | $53,298 | $63,425 |
| Net Investment Income | $44,078 | $46,963 | $7,513 |
| Distributable Amount | $60,635 | $55,148 | $57,775 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Colorado Cancer Center ($35,000), University of South Florida Foundation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF COLORADO CANCER CENTER AURORA, CO | GENERAL OPERATING | $35,000 |
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION TAMPA, FL | GENERAL OPERATING | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE | 1 | $19,785 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Clara Wheeler Trust?
Clara Wheeler Trust is a private foundation focused on N/A, based in MILWAUKEE, WI. It holds $1.1M in total assets as of 2024.
How large is Clara Wheeler Trust?
As of 2024, Clara Wheeler Trust holds $1.1M in total assets with $63K in annual revenue. It awarded 2 grants totaling $45K in 2024.
Where does Clara Wheeler Trust operate?
Clara Wheeler Trust has awarded grants in Colorado, Florida, New York.
What size grants does Clara Wheeler Trust award?
In 2024, Clara Wheeler Trust awarded 2 grants totaling $45K — an average of about $23K per grant, based on its IRS Form 990 filings.
How much is Clara Wheeler Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Clara Wheeler Trust reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Clara Wheeler Trust's EIN?
Clara Wheeler Trust's EIN (Employer Identification Number) is 84-6018431. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Clara Wheeler Trust'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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