Morris E & Ethel Carlton Wheeler

Foundation · Grantmaker TULSA, OK EIN: 73-6252523

Morris E & Ethel Carlton Wheeler is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $478K in total assets. In 2024, it awarded 1 grants totaling $43K. Net investment income was $52K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$478K

+1.7% YoY

Annual Giving

$43K

+214.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$43K

+214.6% YoY

Under IRS private-foundation payout rules, Morris E & Ethel Carlton Wheeler reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

About Morris E & Ethel Carlton Wheeler

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $153K (100%)

States

Oklahoma

Cities

Hominy OkPawhuska

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$478,237	$470,229	$474,893
Revenue	$58,077	$32,577	$16,328
Expenses	$49,553	$20,040	$43,098
Qualifying Distributions	$43,153	$14,116	$35,627
Net Investment Income	$51,651	$26,653	$8,858
Distributable Amount	$29,087	$27,258	$29,108

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Osage Education Program ($42,505).

Recipient	Purpose	Amount
OSAGE EDUCATION PROGRAM HOMINY OK, OK	EDUCATIONAL	$42,505

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
THE TRUST COMPANY OF OKLAHOMA	Trustee	15	$6,044

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Morris E & Ethel Carlton Wheeler?

Morris E & Ethel Carlton Wheeler is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. It holds $478K in total assets as of 2024.

How large is Morris E & Ethel Carlton Wheeler?

As of 2024, Morris E & Ethel Carlton Wheeler holds $478K in total assets with $58K in annual revenue. It awarded 1 grants totaling $43K in 2024.

Where does Morris E & Ethel Carlton Wheeler operate?

Morris E & Ethel Carlton Wheeler has awarded grants in Oklahoma.

What size grants does Morris E & Ethel Carlton Wheeler award?

In 2024, Morris E & Ethel Carlton Wheeler awarded 1 grants totaling $43K — an average of about $43K per grant, based on its IRS Form 990 filings.

How much is Morris E & Ethel Carlton Wheeler required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Morris E & Ethel Carlton Wheeler reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Morris E & Ethel Carlton Wheeler's EIN?

Morris E & Ethel Carlton Wheeler's EIN (Employer Identification Number) is 73-6252523. IRS Form 990 filing data is available on this page for 2020–2024.