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
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.
Ready to take the next step with Josephine and Ja Wheeler Memorial?
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
No grants recorded for .
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 | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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