The Wheeler Family Charitable Foundation

Private foundation · Grantmaker Somerset, PA EIN: 23-2938580

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.

Key facts about The Wheeler Family Charitable Foundation

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.

EIN
23-2938580
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$90,000
Grants made (2025)
1
Average grant
$90,000
Median grant
$90,000
Total assets
$3,734,043
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.7M

+0.7% YoY

Annual Giving

$90K

-58.0% YoY

Grant Count

1

-93.8% YoY

Avg Grant Size

$90K

+571.3% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 1 itemized 2025 grant dollars.

Cities

SomersetPittsburghJohnstownBoswellDavidsvilleBerlinErieMemphisFriedensMyakka City

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K27 grants202020 grants202118 grants202215 grants202316 grants20241 grants2025

From 2020 to 2025, annual grant giving ranged from $90K (2025) to $463K (2020). In 2025 it made 1 grant totaling $90K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Children's Hospital of Pittsburgh: $90KChildren's Hospital ofPittsburgh$90K

The largest 2025 recipient was Children's Hospital of Pittsburgh ($90K).

Grant Size Distribution

70 grants across all recorded years

62<$50K8$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 62 grants of 70 (89%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Children's Hospital of Pittsburgh Pittsburgh, PARestricted Contribution for the Art Therapy Program$90,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M202020212022202320242025
Metric202520242023
Total Assets$3,734,043$3,708,663$3,644,648
Revenue$163,699$694,835$328,071
Expenses$139,113$258,561$233,432
Qualifying Distributions$123,242$214,500$193,500
Net Investment Income$150,834$143,861$133,604
Distributable Amount$471,103$409,091$343,807

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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

Somerset Trust Company — Trustee: $38KSomerset Trust CompanyTrustee$38K

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).

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.

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