Clara Wheeler Trust

Private foundation · Grantmaker Eagan, MN EIN: 84-6018431
N/A

Clara Wheeler Trust is a private foundation focused on N/A, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 2 grants totaling $63K. Net investment income was $90K.

Key facts about Clara Wheeler Trust

In short: Clara Wheeler Trust gave $63K across 2 grants in 2025 (avg $31K), mostly in Colorado. Source: 2025 IRS Form 990-PF.

EIN
84-6018431
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$62,500
Grants made (2025)
2
Average grant
$31,250
Median grant
$31,250
Total assets
$1,102,158
Primary geography
Colorado (68% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

+2.2% YoY

Annual Giving

$63K

+38.9% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$31K

+38.9% YoY

Under IRS private-foundation payout rules, Clara Wheeler Trust reported a distributable amount of $63K for 2025 — the minimum it must pay out in qualifying distributions.

How Clara Wheeler Trust gives

  • Giving held roughly steady from 2022 to 2025 (+4%). Method
  • In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

DenverNew YorkTampaAuroraBoulder

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K3 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $45K (2024) to $80K (2021). In 2025 it made 2 grants totaling $63K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

University of Colorado Cancer Center: $43KUniversity of Colorado CancerCenter$43KUniversity of South Florida Foundation: $20KUniversity of South FloridaFoundation$20K

The largest 2025 recipient was University of Colorado Cancer Center ($43K). Together the top 2 received $63K.

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 13 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Colorado Cancer Center Aurora, COGeneral Operating$42,500
University of South Florida Foundation Tampa, FLGeneral Operating$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,102,158$1,078,158$1,083,761
Revenue$110,288$62,590$65,924
Expenses$85,996$68,160$70,244
Qualifying Distributions$66,072$48,478$53,298
Net Investment Income$90,336$44,078$46,963
Distributable Amount$63,397$60,635$55,148

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Clara Wheeler Trust's only listed officer is US Bank N A, Trustee on filings since 2019 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2019

    1 hr/week

    $19K (2019) → $21K (2025)

Former officers (1)
  • Former: US Bank NA (2024) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

US Bank N a — Trustee: $21KUS Bank N aTrustee$21K

The highest reported compensation on the 2025 filing was $21K, to US Bank N a (Trustee).

Frequently asked questions about Clara Wheeler Trust

How much does Clara Wheeler Trust give each year?

Clara Wheeler Trust gave $63K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $45K across 2 grants.

How large is Clara Wheeler Trust?

Clara Wheeler Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $63K (roughly 5% of its investment assets).

What is Clara Wheeler Trust?

Clara Wheeler Trust is a private foundation focused on N/A, based in Eagan, MN. It holds $1.1M in total assets as of 2025.

Where does Clara Wheeler Trust operate?

Clara Wheeler Trust has awarded grants in Colorado, Florida, New York.

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 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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