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
1
+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
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.
Focus Areas
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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 | $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
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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