Joe Wheeler Memorial Foundation

BIRMINGHAM, AL EIN: 63-0790958

Joe Wheeler Memorial Foundation is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $849K in total assets. In 2023, it awarded 4 grants totaling $235K. Net investment income was $477K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$849K

+35.8% YoY

Annual Giving

$235K

+87.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$59K

+87.0% YoY

Under IRS private-foundation payout rules, Joe Wheeler Memorial Foundation reported a distributable amount of $165K for 2023 — the minimum it must pay out in qualifying distributions.

About Joe Wheeler Memorial Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $128K (25%)

Georgia $128K (25%)

Virginia $128K (25%)

Wisconsin $110K (21%)

Florida $19K (4%)

States

Alabama Florida Georgia Virginia Wisconsin

Cities

ArlingtonAtlantaBirminghamBrookfieldJacksonvilleKennesaw

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	$849,488	$625,639	$651,423
Revenue	$523,321	$139,732	$108,224
Expenses	$298,960	$165,227	$112,872
Qualifying Distributions	$242,946	$133,518	$81,833
Net Investment Income	$477,235	$109,084	$78,050
Distributable Amount	$164,687	$170,829	$168,478

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2023

Grant Size Distribution

16 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include March of Dimes Birth Defects Fdn ($58,700), American Lung Assoc Marina Tanzer ($58,700), American Cancer Society ($58,700).

Recipient	Purpose	Amount
MARCH OF DIMES BIRTH DEFECTS FDN ARLINGTON, VA	GENERAL OPERATING	$58,700
AMERICAN LUNG ASSOC MARINA TANZER BROOKFIELD, WI	GENERAL OPERATING	$58,700
AMERICAN CANCER SOCIETY KENNESAW, GA	GENERAL OPERATING	$58,700
QUARTERBACKING CHILDREN'S HEALTH BIRMINGHAM, AL	GENERAL OPERATING	$58,700

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
REGIONS BANK TRUST DEPT	TRUSTEE	1	$35,730

Frequently Asked Questions

How large is Joe Wheeler Memorial Foundation?

As of 2023, Joe Wheeler Memorial Foundation holds $849K in total assets with $523K in annual revenue. It awarded 4 grants totaling $235K in 2023.

Where does Joe Wheeler Memorial Foundation operate?

Joe Wheeler Memorial Foundation has awarded grants in Alabama, Florida, Georgia, Virginia, Wisconsin.

What size grants does Joe Wheeler Memorial Foundation award?

In 2023, Joe Wheeler Memorial Foundation awarded 4 grants totaling $235K — an average of about $59K per grant, based on its IRS Form 990 filings.

How much is Joe Wheeler Memorial Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Joe Wheeler Memorial Foundation reported a distributable amount of $165K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joe Wheeler Memorial Foundation's EIN?

Joe Wheeler Memorial Foundation's EIN (Employer Identification Number) is 63-0790958. IRS Form 990 filing data is available on this page for 2020–2023.