The Wheeler Trust Xxx-xx-xxxx

MANCHESTER, NH EIN: 03-6042384

The Wheeler Trust Xxx-xx-xxxx is a private foundation focused on N/A, based in MANCHESTER, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $129K in total assets. In 2024, it awarded 5 grants totaling $10K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$129K

-4.2% YoY

Annual Giving

$10K

+92.0% YoY

Grant Count

-28.6% YoY

Avg Grant Size

$2K

+168.8% YoY

Under IRS private-foundation payout rules, The Wheeler Trust Xxx-xx-xxxx reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About The Wheeler Trust Xxx-xx-xxxx

Based on IRS filings

Focus Areas

N/A

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Vermont $35K (96%)

New Hampshire $1K (4%)

States

New Hampshire Vermont

Cities

BurlingtonManchesterWaterbury

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$128,774	$134,485	$145,781
Revenue	$8,036	$-2,513	$3,772
Expenses	$13,783	$8,788	$11,988
Qualifying Distributions	$10,273	$5,350	$8,150
Net Investment Income	$4,532	$415	$45
Distributable Amount	$7,266	$6,936	$7,307

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

28 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Uvm Medical Center Foundation ($3,615), Andrew Gervia ($2,500), Layla Drinkwater ($2,500).

Recipient	Purpose	Amount
MACEY CROWDER MANCHESTER, NH	SCHOLARSHIP	$1,333
UVM MEDICAL CENTER FOUNDATION BURLINGTON, VT	SCHOLARSHIP	$3,615
ANDREW GERVIA WATERBURY, VT	SCHOLARSHIP	$2,500
LAYLA DRINKWATER WATERBURY, VT	SCHOLARSHIP	$2,500
LIA CHIEN WATERBURY, VT	SCHOLARSHIP	$325

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

N/A

Frequently Asked Questions

What is The Wheeler Trust Xxx-xx-xxxx?

The Wheeler Trust Xxx-xx-xxxx is a private foundation focused on N/A, based in MANCHESTER, NH. It holds $129K in total assets as of 2024.

How large is The Wheeler Trust Xxx-xx-xxxx?

As of 2024, The Wheeler Trust Xxx-xx-xxxx holds $129K in total assets with $8K in annual revenue. It awarded 5 grants totaling $10K in 2024.

Where does The Wheeler Trust Xxx-xx-xxxx operate?

The Wheeler Trust Xxx-xx-xxxx has awarded grants in New Hampshire, Vermont.

What size grants does The Wheeler Trust Xxx-xx-xxxx award?

In 2024, The Wheeler Trust Xxx-xx-xxxx awarded 5 grants totaling $10K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is The Wheeler Trust Xxx-xx-xxxx required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Wheeler Trust Xxx-xx-xxxx reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.