Joe Wheeler Memorial Foundation
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
4
+0.0% YoY
Avg Grant Size
$59K
+87.0% YoY
About Joe Wheeler Memorial Foundation
Based on IRS filings
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.
Ready to take the next step with Joe Wheeler Memorial Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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