The Wheeler Foundation

VERO BEACH, FL EIN: 34-1852595

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.

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

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.

Ready to take the next step with The Wheeler Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

ArlingtonAthensBala CynwydBedfordChagrin FallsElyriaFederickFranklinFrederickGates MillsGlenviewLake ParkLos AngelesMentorOrlandoOwassoPort OrangeSanta RosaShaker HeightsStuart

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$258K$516K$775K$1M201920202021202220232024
Metric202420232022
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

$0$142K$284K$425K$567K5 grants20194 grants20207 grants20219 grants202213 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

PIANO CLEVELAND$100KSENIOR RESOURCE ASSOCIAT…$29KTHE SOLA FOUNDATION$25KKIRTLAND COUNTRY CLUB SC…$10KVNA & HOSPICE FOUNDATION$1KTHE CURT KRIEDMAN FOUNDA…$1KNATIONAL TRAPPERS ASSOCI…$1K

Grant Size Distribution

40 grants across all recorded years

34<$50K3$50–100K2$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
THOMAS E WHEELERPRESIDENT0.2
BETSY J WHEELERVICE-PRESIDENT0.1
MICHELLE MEARSSECRETARY0.1
REBECCA W LEWANDOWSKITREASURER0.1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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