The Wheeler Family Charitable Foundation
The Wheeler Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOMERSET, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 16 grants totaling $215K. Net investment income was $144K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.7M
+1.8% YoY
Annual Giving
$215K
+10.9% YoY
Grant Count
16
+6.7% YoY
Avg Grant Size
$13K
+3.9% YoY
Under IRS private-foundation payout rules, The Wheeler Family Charitable Foundation reported a distributable amount of $409K for 2024 — the minimum it must pay out in qualifying distributions.
About The Wheeler Family Charitable Foundation
Based on IRS filings
The Wheeler Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOMERSET, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 16 grants totaling $215K. Net investment income was $144K.
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 | $3,708,663 | $3,644,648 | $3,706,280 |
| Revenue | $694,835 | $328,071 | $537,986 |
| Expenses | $258,561 | $233,432 | $268,381 |
| Qualifying Distributions | $214,500 | $193,500 | $227,500 |
| Net Investment Income | $143,861 | $133,604 | $255,172 |
| Distributable Amount | $409,091 | $343,807 | $326,918 |
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
96 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Meals on Wheels ($50,000), Somerset Food Pantry ($50,000), Next Step Center ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CAMP PARC DAVIDSVILLE, PA | RESTRICTED CONTRIBUTION FOR THE RISCH PAVILLION PROJECT | $10,000 |
| CHILDREN'S HOSPITAL OF PITTSBURGH PITTSBURGH, PA | RESTRICTED CONTRIBUTION FOR THE WHOLE CHILD WELLNESS CENTER | $10,000 |
| CHILDREN'S HOSPITAL OF PITTSBURGH PITTSBURGH, PA | RESTRICTED CONTRIBUTION FOR NEURONCOLOGY | $10,000 |
| COMMUNITY FOUNDATION FOR THE ALLEGHENIES JOHNSTOWN, PA | RESTRICTED CONTRIBUTION FOR THE TRANSITIONAL HOUSING PROJECT | $10,000 |
| HISTORICAL & GENEALOGICAL SOCIETY SOMERSET, PA | RESTRICTED CONTRIBUTION FOR SUPPORT OF YEAR-ROUND EDUCATIONAL PROGRAMMING | $2,500 |
| LAUREL ARTS SOMERSET, PA | RESTRICTED CONTRIBUTION FOR A NEW KILN FOR CLAY STUDIO | $2,000 |
| LEUKEMIA & LYMPHOMA SOCIETY PITTSBURGH, PA | RESTRICTED CONTRIBUTION FOR THE DARE TO DREAM PROJECT FOR PEDIATRIC BLOOD CANCER RESEARCH AND CARE | $10,000 |
| MEALS ON WHEELS SOMERSET, PA | UNRESTRICTED CONTRIBUTION | $50,000 |
| NEXT STEP CENTER SOMERSET, PA | UNRESTRICTED CONTRIBUTION | $15,000 |
| OUTDOOR ODYSSEY AT ROARING RUN BOSWELL, PA | UNRESTRICTED CONTRIBUTION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOAN M WHEELER | CHAIRMAN-BOD & FOUNDATION | 0.5 | — |
| HAROLD W WHEELER III | DIRECTOR | — | — |
| SOMERSET TRUST COMPANY | TRUSTEE | 5 | $32,995 |
| ALLISON SCHLAEGLE | DIRECTOR | 1 | — |
| COLBY KAUFMAN | DIRECTOR | — | — |
| CHRISTOPHER WHEELER | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Wheeler Family Charitable Foundation?
The Wheeler Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOMERSET, PA. It holds $3.7M in total assets as of 2024.
How large is The Wheeler Family Charitable Foundation?
As of 2024, The Wheeler Family Charitable Foundation holds $3.7M in total assets with $695K in annual revenue. It awarded 16 grants totaling $215K in 2024.
Where does The Wheeler Family Charitable Foundation operate?
The Wheeler Family Charitable Foundation has awarded grants in Florida, Pennsylvania, Tennessee.
What size grants does The Wheeler Family Charitable Foundation award?
In 2024, The Wheeler Family Charitable Foundation awarded 16 grants totaling $215K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is The Wheeler Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Wheeler Family Charitable Foundation reported a distributable amount of $409K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Wheeler Family Charitable Foundation's EIN?
The Wheeler Family Charitable Foundation's EIN (Employer Identification Number) is 23-2938580. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Wheeler Family Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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