The Carroll and Marguerite Wheeler
The Carroll and Marguerite Wheeler Foundation is a private foundation based in Austin, Texas. It is dedicated to educating, supporting, and strengthening families and communities, with an emphasis on McMullen, Atascosa, and surrounding Texas counties.
The Carroll and Marguerite Wheeler at a glance
In short: The Carroll and Marguerite Wheeler gave $6.7M across 61 grants in 2025 (avg $110K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,705,000
- +49.0% vs 2024
- Grants made (2025)
- 61
- +38.6% vs 2024
- Average grant
- $109,918
- +7.5% vs 2024
- Median grant
- $25,000
- Total assets
- $54,660,998
- +3.7% vs 2024
- Primary geography
- Texas (96% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to The Carroll and Marguerite Wheeler
- How to Apply
-
The foundation accepts online applications through its organization website. Applicants must upload the organization’s IRS determination letter. The foundation states that it does not restrict giving to preselected organizations. Applications are reviewed quarterly, and awards are intended to support charitable organizations working in education, family, or community.
- Review Cycle
- Applications are reviewed quarterly; submission deadlines are listed on the organization’s website.
- Deadline
- Applications are reviewed quarterly; submission deadlines are listed on the organization’s website.
- Contact
Application contact: Taylor Parsons
Mailing address: 3201 Bee Caves Road Ste 1-160145, Austin, TX 78716
Phone: (512) 567-0228
Email: ed@thewheelerfoundation.org
Website: https://thewheelerfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Carroll and Marguerite Wheeler funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was McMullen County Community Development Corporation ($1.3M). Together the top 10 received $5.3M.
Grant Size Distribution
206 grants across all recorded years
The most common grant size was under $50K: 143 grants of 206 (69%).
Geographic Focus
Where this funder awards grants
The foundation’s stated emphasis is McMullen, Atascosa, and surrounding Texas counties. Its 2025 filing reports that 96% of grant dollars went to recipients in Texas and 4% to recipients in Arizona.
Grant Distribution by State
Share of 2025 grant dollars across all 61 itemized grants.
Cities
How The Carroll and Marguerite Wheeler gives
- 51% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+12%). Method
- In 2025 it paid out 318% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $225K (2019) to $6.7M (2025). In 2025 it made 61 grants totaling $6.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| McMullen County Community Development Corporation Tilden, TX | Program Support | $1,314,000 |
| Tilden Baptist Church Tilden, TX | Program Support | $1,255,000 |
| Majesty Outdoors Corpus Christi, TX | Program Support | $1,010,000 |
| San Antonio Zoological Society San Antonio, TX | Program Support | $500,000 |
| McMullen County ISD Tilden, TX | Program Support | $470,000 |
| Rise and Shine Childcare Tilden, TX | Program Support | $250,000 |
| Assistance League of Phoenix Phoenix, AZ | Program Support | $200,000 |
| Helping Hand Home for Children San Antonio, TX | Program Support | $100,000 |
| Fuel 4 Education Inc Tilden, TX | Program Support | $100,000 |
| Hungry Souls Inc Austin, TX | Program Support | $100,000 |
Ready to take the next step with The Carroll and Marguerite Wheeler?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $54,660,998 | $11,398,617 | $9,459,335 | $6,705,000 | 61 | $6,891,630 | $8,975,110 | $2,166,842 |
| 2024 | $52,722,449 | $9,288,174 | $7,328,394 | $4,500,000 | 44 | $4,667,142 | $6,644,521 | $1,974,277 |
| 2023 | $50,761,936 | $4,330,626 | $4,452,171 | $2,700,000 | 28 | $2,867,198 | $2,912,444 | $1,602,864 |
| 2022 | $50,883,481 | $25,542,474 | $7,648,096 | $6,000,000 | 43 | $6,151,488 | $4,559,950 | $1,636,501 |
| 2021 | $32,989,103 | $9,753,924 | $2,203,559 | $1,690,000 | 30 | $1,843,343 | $860,720 | $1,559,634 |
| 2020 | $25,438,738 | $16,567,239 | $1,357,768 | $930,000 | 21 | — | $288,678 | $1,008,593 |
| 2019 | $10,229,267 | $10,646,027 | $416,760 | $225,000 | 11 | — | $43,404 | $272,987 |
Under IRS private-foundation payout rules, The Carroll and Marguerite Wheeler reported a distributable amount of $2.2M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s mission is to educate, support, and strengthen families and communities. Its stated focus areas are education, family, and community. It describes its intended support as spanning charitable organizations that sustain, encourage, and promote one or more of those areas.
The 2025 grantees illustrate a range of work. McMullen County Community Development Corporation says it operates a community center and provides housing for the community. Fuel 4 Education says it provides financial assistance for educational purposes, with an emphasis on post-high-school education; Tilden Livestock Scholarship Association describes its work as promoting the education and development of youth in agriculture. Other grantees include Majesty Outdoors, which describes its mission as addressing fatherlessness through mentoring and the outdoors, and Hungry Souls, which works to provide food-insecure children with nutrition. San Antonio Zoological Society says it fosters appreciation and concern for living things.
Grantmaking
In 2025, the foundation reported 61 grants totaling $6,705,000. Grant amounts ranged from $5,000 to $1,314,000, with a median grant of $25,000. The largest awards included $1,314,000 to McMullen County Community Development Corporation, $1,255,000 to Tilden Baptist Church, $1,010,000 to Majesty Outdoors, $500,000 to San Antonio Zoological Society, and $470,000 to McMullen County ISD. Each was listed for program support.
The foundation also awarded $250,000 to Rise and Shine Childcare; $200,000 to Assistance League of Phoenix; and $100,000 each to Helping Hand Home for Children, Fuel 4 Education, Hungry Souls, and Tilden Livestock Scholarship Association.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Shelly McTee and Donald Haynes as trustee/co-executors and Warren Wheeler as trustee.
The Carroll and Marguerite Wheeler's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Donald Haynes
Trustee & Co-Executor
Trustee → Trustee & Co-Executor, 2021
On filings since 2019
2 hrs/week
$30K (2019) → $72K (2025)
Shelly McTee
Trustee & Co-Executor
Trustee → Trustee & Executive Director, 2020
Trustee & Executive Director → Trustee & Co-Executor, 2021
On filings since 2019
22 hrs/week
$80K (2019) → $72K (2025)
Warren Wheeler
Trustee
On filings since 2019
2 hrs/week
$30K (2019) → $72K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $72K, to Shelly McTee (Trustee/Co-Executor). 3 officers or directors reported compensation on that filing.
Frequently asked questions about The Carroll and Marguerite Wheeler
How much does The Carroll and Marguerite Wheeler give each year?
The Carroll and Marguerite Wheeler gave $6.7M across 61 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4.5M across 44 grants.
What is The Carroll and Marguerite Wheeler's typical grant size?
The Carroll and Marguerite Wheeler's median grant in 2025 was $25,000, and its average grant was $109,918, across 61 grants on its 2025 IRS Form 990-PF.
Where does The Carroll and Marguerite Wheeler give grants?
The Carroll and Marguerite Wheeler gives mostly in Texas: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Antonio, TX (32 grants), Tilden, TX (6 grants), Austin, TX (5 grants) and Phoenix, AZ (3 grants).
Does The Carroll and Marguerite Wheeler give general operating support?
Not in 2025: none of the 61 grants with a stated purpose on The Carroll and Marguerite Wheeler's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (61 grants).
Who are The Carroll and Marguerite Wheeler's largest grantees?
The Carroll and Marguerite Wheeler's largest 2025 grantees include McMullen County Community Development Corporation ($1,314,000), Tilden Baptist Church ($1,255,000) and Majesty Outdoors ($1,010,000), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.
How large is The Carroll and Marguerite Wheeler?
The Carroll and Marguerite Wheeler reported $54.7M in total assets on its 2025 IRS Form 990-PF. It paid out $6.9M in qualifying distributions that year, against a required minimum of $2.2M (roughly 5% of its investment assets).
What does The Carroll and Marguerite Wheeler fund?
The foundation’s mission is to educate, support, and strengthen families and communities. Its stated focus areas are education, family, and community. It describes its intended support as spanning charitable organizations that sustain, encourage, and promote one or more of those areas. See mission & focus areas ↑
How do I apply for a grant from The Carroll and Marguerite Wheeler?
The foundation accepts online applications through its organization website. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 18, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 9, 2024)
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Cite this profile
Grantable. (2026). The Carroll and Marguerite Wheeler funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/the-carroll-and-marguerite-wheeler-morg_46a3a51669954a6eb20bf84b5ee03b4a
BibTeX
@misc{grantable_827129734_2026,
author = {{Grantable}},
title = {{The Carroll and Marguerite Wheeler funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-carroll-and-marguerite-wheeler-morg_46a3a51669954a6eb20bf84b5ee03b4a},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Carroll and Marguerite Wheeler's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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