The Wheeler Foundation
The Wheeler Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VERO BEACH, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 7 grants totaling $167K. Net investment income was $73K.
Key facts about The Wheeler Foundation
- EIN
- 34-1852595
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $166,850
- Grants made (2024)
- 7
- Average grant
- $23,836
- Median grant
- $10,000
- Total assets
- $2,252,235
- Primary geography
- Ohio (66% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
Who The Wheeler Foundation funds
By grant dollars, the top recipient states for The Wheeler Foundation's 7 itemized 2024 grants were Ohio (66%), Florida (18%) and California (15%). The most frequent recipient cities were Vero Beach, FL (2 grants). 14% of grants with a stated purpose were for general or operating support. Recurring purposes include "Charitable Contribution" (4 grants).
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
+18.6% YoY
Annual Giving
$167K
+10.5% YoY
Grant Count
7
-46.2% YoY
Avg Grant Size
$24K
+105.2% YoY
Under IRS private-foundation payout rules, The Wheeler Foundation reported a distributable amount of $251K for 2024 — the minimum it must pay out in qualifying distributions.
About The Wheeler Foundation
Based on IRS filings
The Wheeler Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VERO BEACH, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 7 grants totaling $167K. Net investment income was $73K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,252,235 | $1,899,614 | $1,974,158 |
| Revenue | $938,818 | $78,316 | $350,297 |
| Expenses | $169,495 | $152,860 | $573,196 |
| Qualifying Distributions | $166,850 | $151,000 | $567,000 |
| Net Investment Income | $73,021 | $64,946 | $63,333 |
| Distributable Amount | $251,425 | $179,737 | $170,567 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Piano Cleveland ($100,000), Senior Resource Association ($28,850), The Sola Foundation ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PIANO CLEVELAND SHAKER HEIGHTS, OH | ANNUAL FUND / CLEVELAND INTERNATIONAL PIANO COMPETITION | $100,000 |
| SENIOR RESOURCE ASSOCIATION VERO BEACH, FL | CHARITABLE CONTRIBUTION | $28,850 |
| THE SOLA FOUNDATION LOS ANGELES, CA | CHARITABLE CONTRIBUTION | $25,000 |
| KIRTLAND COUNTRY CLUB SCHOLARSHIP FUND WILLOUGHBY, OH | SCHOLARSHIP FUND | $10,000 |
| VNA & HOSPICE FOUNDATION VERO BEACH, FL | CHARITABLE CONTRIBUTION | $1,000 |
| THE CURT KRIEDMAN FOUNDATION PORT ORANGE, FL | SCHOLARSHIP FUND | $1,000 |
| NATIONAL TRAPPERS ASSOCIATION BEDFORD, IN | CHARITABLE CONTRIBUTION | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS E WHEELER | PRESIDENT | 0.2 | — |
| BETSY J WHEELER | VICE-PRESIDENT | 0.1 | — |
| MICHELLE MEARS | SECRETARY | 0.1 | — |
| REBECCA W LEWANDOWSKI | TREASURER | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Wheeler Foundation?
The Wheeler Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VERO BEACH, FL. It holds $2.3M in total assets as of 2024.
How large is The Wheeler Foundation?
As of 2024, The Wheeler Foundation holds $2.3M in total assets with $939K in annual revenue. It awarded 7 grants totaling $167K in 2024.
Where does The Wheeler Foundation operate?
The Wheeler Foundation has awarded grants in California, Florida, Illinois, Indiana, Maryland, Ohio, Oklahoma, Pennsylvania, Texas.
What size grants does The Wheeler Foundation award?
In 2024, The Wheeler Foundation awarded 7 grants totaling $167K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is The Wheeler Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Wheeler Foundation reported a distributable amount of $251K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Wheeler Foundation's EIN?
The Wheeler Foundation's EIN (Employer Identification Number) is 34-1852595. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in The Wheeler 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.