Josephine and Ja Wheeler Memorial
Josephine and Ja Wheeler Memorial is a private foundation, based in SWEETWATER, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 8 grants totaling $69K. Net investment income was $85K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.9M
+132.2% YoY
Annual Giving
$69K
-26.1% YoY
Grant Count
8
-11.1% YoY
Avg Grant Size
$9K
-16.9% YoY
Under IRS private-foundation payout rules, Josephine and Ja Wheeler Memorial reported a distributable amount of $167K for 2024 — the minimum it must pay out in qualifying distributions.
About Josephine and Ja Wheeler Memorial
Based on IRS filings
Josephine and Ja Wheeler Memorial is a private foundation, based in SWEETWATER, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 8 grants totaling $69K. Net investment income was $85K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,863,497 | $1,232,971 | $1,257,716 |
| Revenue | $1,745,520 | $94,481 | $176,677 |
| Expenses | $114,994 | $119,226 | $138,889 |
| Qualifying Distributions | $69,091 | $93,549 | $114,616 |
| Net Investment Income | $85,127 | $61,316 | $111,883 |
| Distributable Amount | $167,315 | $135,940 | $126,809 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Citizens for Code Enforcement ($20,000), Ralls Senior Citizen Association ($15,000), Ralls Cemetery Association ($9,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CITIZENS FOR CODE ENFORCEMENT RALLS, TX | NONRESTRICTED | $20,000 |
| RALLS ISD RALLS, TX | NONRESTRICTED | $4,438 |
| RALLS SENIOR CITIZEN ASSOCIATION RALLS, TX | NONRESTRICTED | $15,000 |
| LORENZO SENIOR CITIZENS ASSOCIATION LORENZO, TX | NONRESTRICTED | $6,653 |
| CITY OF RALLS ANIMAL RALLS, TX | NONRESTRICTED | $1,500 |
| RALLS HISTORICAL MUSEUM RALLS, TX | NONRESTRICTED | $5,000 |
| RALLS MOBILE FOOD PANTRY RALLS, TX | NONRESTRICTED | $7,500 |
| RALLS CEMETERY ASSOCIATION RALLS, TX | NONRESTRICTED | $9,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WAYNE CHOWNING | TRUST ADMINI | — | — |
| ELISHA REESE | DIRECTOR | — | — |
| BILL IGAL | DIRECTOR | — | — |
| TRETHA CADDELL | DIRECTOR | — | — |
| GLORIA REYNA | DIRECTOR | — | — |
| KELLY WING | DIRECTOR | — | — |
| MICHAEL SALES | DIRECTOR | — | — |
Frequently Asked Questions
How large is Josephine and Ja Wheeler Memorial?
As of 2024, Josephine and Ja Wheeler Memorial holds $2.9M in total assets with $1.7M in annual revenue. It awarded 8 grants totaling $69K in 2024.
Where does Josephine and Ja Wheeler Memorial operate?
Josephine and Ja Wheeler Memorial has awarded grants in Texas.
What size grants does Josephine and Ja Wheeler Memorial award?
In 2024, Josephine and Ja Wheeler Memorial awarded 8 grants totaling $69K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Josephine and Ja Wheeler Memorial required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Josephine and Ja Wheeler Memorial reported a distributable amount of $167K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Josephine and Ja Wheeler Memorial's EIN?
Josephine and Ja Wheeler Memorial's EIN (Employer Identification Number) is 75-2485347. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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