The Wheeler Family Charitable Foundation
The Wheeler Family Charitable Foundation is a private foundation, based in Somerset, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 1 grant totaling $90K. Net investment income was $151K.
The Wheeler Family Charitable Foundation at a glance
In short: The Wheeler Family Charitable Foundation gave $90K across 1 grant in 2025 (avg $90K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $90,000
- -58.0% vs 2024
- Grants made (2025)
- 1
- -93.8% vs 2024
- Average grant
- $90,000
- +571.3% vs 2024
- Median grant
- $90,000
- Total assets
- $3,734,043
- +0.7% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Wheeler Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Children's Hospital of Pittsburgh ($90K).
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 62 grants of 70 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Wheeler Family Charitable Foundation gives
- Giving fell 60% from 2022 to 2025. Method
- In 2025 it paid out 26% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $90K (2025) to $463K (2020). In 2025 it made 1 grant totaling $90K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Children's Hospital of Pittsburgh Pittsburgh, PA | Restricted Contribution for the Art Therapy Program | $90,000 |
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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 | $3,734,043 | $163,699 | $139,113 | $90,000 | 1 | $123,242 | $150,834 | $471,103 |
| 2024 | $3,708,663 | $694,835 | $258,561 | $214,500 | 16 | $214,500 | $143,861 | $409,091 |
| 2023 | $3,644,648 | $328,071 | $233,432 | $193,500 | 15 | $193,500 | $133,604 | $343,807 |
| 2022 | $3,706,280 | $537,986 | $268,381 | $227,500 | 18 | $227,500 | $255,172 | $326,918 |
| 2021 | $3,580,351 | $900,743 | $382,694 | $347,500 | 20 | $347,500 | $352,197 | $324,874 |
| 2020 | $3,744,973 | $489,910 | $492,308 | $463,000 | 27 | — | $183,330 | $265,439 |
Under IRS private-foundation payout rules, The Wheeler Family Charitable Foundation reported a distributable amount of $471K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Wheeler Family Charitable Foundation is led by Harold W. Wheeler III, Chairman-Bod since 2025 (on filings since 2020); 1 of 5 officers listed in 2025 is compensated.
Officers on the 2025 filing
Harold W. Wheeler III
Chairman-Bod
Director → Chairman-Bod, 2025
On filings since 2020
No compensation reported
Somerset Trust Company
Trustee
On filings since 2020
5 hrs/week
$21K (2020) → $38K (2025)
Allison Schlaegle
Director
On filings since 2024
1 hr/week
No compensation reported
Christopher Wheeler
Director
On filings since 2024
No compensation reported
Colby Kaufman
Director
On filings since 2024
No compensation reported
Former officers (4)
- Former: Joan M. Wheeler (2020–2024) — Chairman-Bod & Foundation
- Former: Barbara Davies (2020–2023) — Director
- Former: David L. Wheeler (2020–2023) — Director
- Former: Paul J. Wheeler (2020–2023) — Director
Data from IRS Form 990 filings, 2020–2025. "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 $38K, to Somerset Trust Company (Trustee).
Frequently asked questions about The Wheeler Family Charitable Foundation
How much does The Wheeler Family Charitable Foundation give each year?
The Wheeler Family Charitable Foundation gave $90K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $215K across 16 grants.
How large is The Wheeler Family Charitable Foundation?
The Wheeler Family Charitable Foundation reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $123K in qualifying distributions that year, against a required minimum of $471K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Wheeler Family Charitable Foundation operate?
The Wheeler Family Charitable Foundation has awarded grants in Florida, Pennsylvania, Tennessee.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Wheeler Family Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
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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