E J & Ruby Wheeler Cleveland Char Tr #1
E J & Ruby Wheeler Cleveland Char Tr #1 is a private foundation focused on Human services, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $983K in total assets. In 2025, it awarded 1 grant totaling $57K. Net investment income was $72K.
E J & Ruby Wheeler Cleveland Char Tr #1 at a glance
In short: E J & Ruby Wheeler Cleveland Char Tr #1 gave $57K across 1 grant in 2025 (avg $57K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $57,295
- +7.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $57,295
- +7.5% vs 2024
- Median grant
- $57,295
- Total assets
- $982,568
- +0.7% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who E J & Ruby Wheeler Cleveland Char Tr #1 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Permian Basin Area Foundation ($57K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How E J & Ruby Wheeler Cleveland Char Tr #1 gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $53K (2020) to $61K (2022). In 2025 it made 1 grant totaling $57K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Permian Basin Area Foundation Midland, TX | General | $57,295 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $982,568 | $85,713 | $79,009 | $57,295 | 1 | $64,882 | $71,919 | $68,228 |
| 2024 | $975,858 | $48,612 | $74,861 | $53,312 | 1 | $60,449 | $34,639 | $64,432 |
| 2023 | $998,432 | $62,487 | $77,007 | $57,586 | 1 | $64,223 | $45,331 | $59,949 |
| 2022 | $1,015,009 | $33,533 | $83,194 | $61,214 | 1 | $68,490 | $27,968 | $64,862 |
| 2021 | $1,064,787 | $87,240 | $77,951 | $54,037 | 1 | — | $72,598 | $68,903 |
| 2020 | $1,055,675 | $74,877 | $72,270 | $52,685 | 1 | — | $62,143 | $60,889 |
| 2019 | $1,053,112 | $81,798 | $77,555 | $56,532 | 1 | — | $70,108 | $60,255 |
Under IRS private-foundation payout rules, E J & Ruby Wheeler Cleveland Char Tr #1 reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
E J & Ruby Wheeler Cleveland Char Tr #1's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2022
2 hrs/week
$21K (2022) → $21K (2025)
Former officers (2)
- Former: JP Morgan Chase Bank N A (2020–2021) — Trustee
- Former: Jpmorgan Chase Bank NA (2019) — 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
The highest reported compensation on the 2025 filing was $21K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about E J & Ruby Wheeler Cleveland Char Tr #1
How much does E J & Ruby Wheeler Cleveland Char Tr #1 give each year?
E J & Ruby Wheeler Cleveland Char Tr #1 gave $57K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $53K across 1 grant.
How large is E J & Ruby Wheeler Cleveland Char Tr #1?
E J & Ruby Wheeler Cleveland Char Tr #1 reported $983K in total assets on its 2025 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $68K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is E J & Ruby Wheeler Cleveland Char Tr #1?
E J & Ruby Wheeler Cleveland Char Tr #1 is a private foundation focused on Human services, based in Chicago, IL. It holds $983K in total assets as of 2025.
Where does E J & Ruby Wheeler Cleveland Char Tr #1 operate?
E J & Ruby Wheeler Cleveland Char Tr #1 has awarded grants in Texas.
What is E J & Ruby Wheeler Cleveland Char Tr #1's EIN?
E J & Ruby Wheeler Cleveland Char Tr #1's EIN (Employer Identification Number) is 75-6301571. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 6, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
- IRS filings on file for fiscal years 2019–2025
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