Joe Wheeler Memorial Foundation
Joe Wheeler Memorial Foundation is a private foundation, based in Birmingham, AL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $827K in total assets. In 2025, it awarded 4 grants totaling $150K. Net investment income was $156K.
Joe Wheeler Memorial Foundation at a glance
In short: Joe Wheeler Memorial Foundation gave $150K across 4 grants in 2025 (avg $38K), top state Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $150,000
- +0.0% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $37,500
- +0.0% vs 2024
- Median grant
- $37,500
- Total assets
- $827,184
- -1.5% vs 2024
- Primary geography
- Virginia (25% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joe Wheeler Memorial Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was March of Dimes Birth Defects Fdn ($38K). Together the top 4 received $150K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 16 grants of 20 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Joe Wheeler Memorial Foundation gives
- Giving held roughly steady from 2022 to 2025 (+19%). Method
- In 2025 it paid out 80% 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 $74K (2021) to $235K (2023). In 2025 it made 4 grants totaling $150K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| March of Dimes Birth Defects Fdn Arlington, VA | General Operating | $37,500 |
| American Cancer Society Kennesaw, GA | General Operating | $37,500 |
| Quarterbacking Children's Health Birmingham, AL | General Operating | $37,500 |
| American Lung Assoc Marina Tanzer Brookfield, WI | General Operating | $37,500 |
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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 | $827,184 | $167,248 | $179,234 | $150,000 | 4 | $151,614 | $155,570 | $189,991 |
| 2024 | $839,401 | $175,593 | $186,009 | $150,000 | 4 | $151,620 | $158,701 | $179,037 |
| 2023 | $849,488 | $523,321 | $298,960 | $234,800 | 4 | $242,946 | $477,235 | $164,687 |
| 2022 | $625,639 | $139,732 | $165,227 | $125,560 | 4 | $133,518 | $109,084 | $170,829 |
| 2021 | $651,423 | $108,224 | $112,872 | $74,000 | 4 | $81,833 | $78,050 | $168,478 |
| 2020 | $656,065 | $110,112 | $118,859 | $77,836 | 4 | — | $79,820 | $165,146 |
| 2019 | $664,801 | $94,427 | $119,056 | $81,768 | 4 | — | $67,632 | $165,833 |
Under IRS private-foundation payout rules, Joe Wheeler Memorial Foundation reported a distributable amount of $190K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joe Wheeler Memorial Foundation's only listed officer is Regions Bank, Trustee on filings since 2019 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2019
1 hr/week
$31K (2019) → $3K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2023) — 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 $3K, to Regions Bank (Trustee).
Frequently asked questions about Joe Wheeler Memorial Foundation
How much does Joe Wheeler Memorial Foundation give each year?
Joe Wheeler Memorial Foundation gave $150K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $150K across 4 grants.
What is Joe Wheeler Memorial Foundation's typical grant size?
Joe Wheeler Memorial Foundation's median grant in 2025 was $37,500, and its average grant was $37,500, across 4 grants on its 2025 IRS Form 990-PF.
Where does Joe Wheeler Memorial Foundation give grants?
Joe Wheeler Memorial Foundation's top state is Virginia, with 25% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Georgia (25%) and Alabama (25%).
Does Joe Wheeler Memorial Foundation give general operating support?
Yes: 100% of Joe Wheeler Memorial Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Joe Wheeler Memorial Foundation?
Joe Wheeler Memorial Foundation reported $827K in total assets on its 2025 IRS Form 990-PF. It paid out $152K in qualifying distributions that year, against a required minimum of $190K (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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Added Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2023
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