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

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.

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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

Among its reported 2024 grants, the largest include Piano Cleveland ($100,000), Senior Resource Association ($28,850), The Sola Foundation ($25,000).

RecipientPurposeAmount
KIRTLAND COUNTRY CLUB SCHOLARSHIP FUND WILLOUGHBY, OHSCHOLARSHIP FUND$10,000
PIANO CLEVELAND SHAKER HEIGHTS, OHANNUAL FUND / CLEVELAND INTERNATIONAL PIANO COMPETITION$100,000
SENIOR RESOURCE ASSOCIATION VERO BEACH, FLCHARITABLE CONTRIBUTION$28,850
VNA & HOSPICE FOUNDATION VERO BEACH, FLCHARITABLE CONTRIBUTION$1,000
THE CURT KRIEDMAN FOUNDATION PORT ORANGE, FLSCHOLARSHIP FUND$1,000
THE SOLA FOUNDATION LOS ANGELES, CACHARITABLE CONTRIBUTION$25,000
NATIONAL TRAPPERS ASSOCIATION BEDFORD, INCHARITABLE CONTRIBUTION$1,000

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

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

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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