The Carroll and Marguerite Wheeler
The Carroll and Marguerite Wheeler Foundation is a private independent foundation established in 2018 and based in Austin, Texas. As a 501(c)(3) tax-exempt organization, the foundation is dedicated to educating, supporting, and strengthening families and communities through philanthropic grantmaking.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$52.7M
+3.9% YoY
Annual Giving
$4.5M
+66.7% YoY
Grant Count
44
+57.1% YoY
Avg Grant Size
$102K
+6.1% YoY
Under IRS private-foundation payout rules, The Carroll and Marguerite Wheeler reported a distributable amount of $2.0M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's mission is to educate, support, and strengthen families and communities, with an emphasis in McMullen, Atascosa, and surrounding Texas counties.
The foundation supports a broad spectrum of charitable organizations across three primary focus areas:
- Education: Supporting organizations that emphasize the importance of education as a key component in life
- Family: Supporting organizations that aid, empower, and enhance the quality of life of individuals and families
- Community: Encouraging community-based organizations to move toward a strong, sustainable future through partnerships and philanthropy that strengthen communities
Grantmaking
The foundation operates a single grant program with no set dollar limits on individual grants, allowing flexibility based on project needs.
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation's primary geographic focus is McMullen, Atascosa, and surrounding Texas counties, with headquarters in Austin, Texas.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $52,722,449
- Annual Giving: $4,500,000
- Total Revenues: $9,288,174
- Total Expenses: $7,328,394
Historical Data (2023):
- Total Assets: $50,761,936
- Total Giving: $2,700,000
- Revenue: $4.33 million
- Expenses: $4.45 million
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $52,722,449 | $50,761,936 | $50,883,481 |
| Revenue | $9,288,174 | $4,330,626 | $25,542,474 |
| Expenses | $7,328,394 | $4,452,171 | $7,648,096 |
| Qualifying Distributions | $4,667,142 | $2,867,198 | $6,151,488 |
| Net Investment Income | $6,644,521 | $2,912,444 | $4,559,950 |
| Distributable Amount | $1,974,277 | $1,602,864 | $1,636,501 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
166 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Tilden Baptist Church ($1,120,000), Mcmullen County Community Development Corporation ($695,000), Mcmullen County Isd ($430,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WITTE MUSEUM SAN ANTONIO, TX | PROGRAM SUPPORT | $25,000 |
| UNIVERSITY OF THE INCARNATE WORD SAN ANTONIO, TX | PROGRAM SUPPORT | $15,000 |
| UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION AUSTIN, TX | PROGRAM SUPPORT | $60,000 |
| TRINITY UNIVERSITY SAN ANTONIO, TX | PROGRAM SUPPORT | $20,000 |
| TILDEN LIVESTOCK SCHOLARSHIP ASSOCIATION TILDEN, TX | PROGRAM SUPPORT | $375,000 |
| TILDEN BAPTIST CHURCH TILDEN, TX | PROGRAM SUPPORT | $1,120,000 |
| THE WOMAN'S CLUB OF SAN ANTONIO SAN ANTONIO, TX | PROGRAM SUPPORT | $20,000 |
| THE BOUNTIFUL BLESSINGS FOOD PANTRY PLEASANTON, TX | PROGRAM SUPPORT | $45,000 |
| ST PETER THE APOSTLE CATHOLIC SCHOOL BOERNE, TX | PROGRAM SUPPORT | $25,000 |
| SAN ANTONION ROSES SEGUIN, TX | PROGRAM SUPPORT | $45,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is staffed by 3 employees and is supported by the Robert Yeates Wheeler Estate.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHELLY MCTEE | TRUSTEE/CO-EXECUTOR | 22 | $66,000 |
| DONALD HAYNES | TRUSTEE/CO-EXECUTOR | 2 | $66,000 |
| WARREN WHEELER | TRUSTEE | 2 | $66,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Carroll and Marguerite Wheeler fund?
The foundation's mission is to educate, support, and strengthen families and communities, with an emphasis in McMullen, Atascosa, and surrounding Texas counties. The foundation supports a broad spectrum of charitable organizations across three primary focus areas: • **Education**: Supporting organizations that emphasize the importance of education as a key component in life • **Family**: Supporting organizations that aid, empower, and enhance the quality of life of individuals and families • **…
How do I apply for a grant from The Carroll and Marguerite Wheeler?
The foundation operates a single grant program with no set dollar limits on individual grants, allowing flexibility based on project needs. **Application Process:** • Applications are accepted year-round on a rolling basis through the foundation's online portal at thewheelerfoundation.org • Quarterly board review meetings occur in February, May, August, and November • Approved grants are funded through reimbursement of paid invoices • Contact for questions: foundations@sendero.com **Recent Gran…
Where does The Carroll and Marguerite Wheeler make grants?
The foundation's primary geographic focus is McMullen, Atascosa, and surrounding Texas counties, with headquarters in Austin, Texas.
What size grants does The Carroll and Marguerite Wheeler award?
In 2024, The Carroll and Marguerite Wheeler awarded 44 grants totaling $4.5M — an average of about $102K per grant, based on its IRS Form 990 filings.
How much is The Carroll and Marguerite Wheeler required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Carroll and Marguerite Wheeler reported a distributable amount of $2.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Carroll and Marguerite Wheeler's EIN?
The Carroll and Marguerite Wheeler's EIN (Employer Identification Number) is 82-7129734. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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