John S Wheelan Fund XXXXX3003
John S Wheelan Fund XXXXX3003 is a private foundation, based in Chicago, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $490K in total assets. In 2025, it awarded 1 grant totaling $29K. Net investment income was $15K.
John S Wheelan Fund XXXXX3003 at a glance
In short: John S Wheelan Fund XXXXX3003 gave $29K across 1 grant in 2025 (avg $29K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $28,838
- +6.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $28,838
- +6.6% vs 2024
- Median grant
- $28,838
- Total assets
- $490,008
- -4.9% vs 2024
- Primary geography
- New York (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 John S Wheelan Fund XXXXX3003 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Episcopal Health Services Inc ($29K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 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 John S Wheelan Fund XXXXX3003 gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 93% 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 2021 to 2025, annual grant giving ranged from $27K (2024) to $31K (2023). In 2025 it made 1 grant totaling $29K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Episcopal Health Services Inc Garden City, NY | General | $28,838 |
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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 | $490,008 | $14,145 | $40,851 | $28,838 | 1 | $32,777 | $15,205 | $35,128 |
| 2024 | $515,194 | $26,215 | $39,104 | $27,064 | 1 | $30,735 | $17,295 | $32,509 |
| 2023 | $530,800 | $38,433 | $41,690 | $30,944 | 1 | $34,382 | $31,031 | $30,502 |
| 2022 | $534,056 | $24,126 | $44,056 | $30,492 | 1 | $34,639 | $15,373 | $35,091 |
| 2021 | $554,057 | $45,817 | $40,273 | $27,961 | 1 | — | $37,717 | $34,344 |
Under IRS private-foundation payout rules, John S Wheelan Fund XXXXX3003 reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John S Wheelan Fund XXXXX3003's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$12K (2021) → $12K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $12K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about John S Wheelan Fund XXXXX3003
How much does John S Wheelan Fund XXXXX3003 give each year?
John S Wheelan Fund XXXXX3003 gave $29K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 1 grant.
How large is John S Wheelan Fund XXXXX3003?
John S Wheelan Fund XXXXX3003 reported $490K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $35K (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.
Where does John S Wheelan Fund XXXXX3003 operate?
John S Wheelan Fund XXXXX3003 has awarded grants in New York.
What is John S Wheelan Fund XXXXX3003's EIN?
John S Wheelan Fund XXXXX3003's EIN (Employer Identification Number) is 13-6211303. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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