The Wheeler Trust XXX-XX-XXXX
The Wheeler Trust XXX-XX-XXXX is a private foundation focused on N/A, based in Manchester, NH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $129K in total assets. In 2025, it awarded 5 grants totaling $4K. Net investment income was $4K.
Key facts about The Wheeler Trust XXX-XX-XXXX
In short: The Wheeler Trust XXX-XX-XXXX gave $4K across 5 grants in 2025 (avg $720), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.
- EIN
- 03-6042384
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $3,600
- Grants made (2025)
- 5
- Average grant
- $720
- Median grant
- $500
- Total assets
- $129,383
- Primary geography
- New Hampshire (86% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$129K
+0.5% YoY
Annual Giving
$4K
-65.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$720
-65.0% YoY
Under IRS private-foundation payout rules, The Wheeler Trust XXX-XX-XXXX reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
How The Wheeler Trust XXX-XX-XXXX gives
- Giving fell 56% from 2022 to 2025. Method
- In 2025 it paid out 49% 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
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $4K (2025) to $10K (2024). In 2025 it made 5 grants totaling $4K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 5 individual scholarships Recipients not named | — | $3,600 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $129,383 | $128,774 | $134,485 |
| Revenue | $7,822 | $8,036 | $-2,513 |
| Expenses | $7,217 | $13,783 | $8,788 |
| Qualifying Distributions | $3,600 | $10,273 | $5,350 |
| Net Investment Income | $4,268 | $4,532 | $415 |
| Distributable Amount | $7,282 | $7,266 | $6,936 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 29, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Wheeler Trust XXX-XX-XXXX's only listed officer is TD Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
TD Bank NA
Trustee
On filings since 2019
1 hr/week
$3K (2019) → $3K (2025)
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $3K, to TD Bank NA (Trustee).
Frequently asked questions about The Wheeler Trust XXX-XX-XXXX
How much does The Wheeler Trust XXX-XX-XXXX give each year?
The Wheeler Trust XXX-XX-XXXX gave $4K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 5 grants.
What is The Wheeler Trust XXX-XX-XXXX's typical grant size?
The Wheeler Trust XXX-XX-XXXX's median grant in 2025 was $500, and its average grant was $720, across 5 grants on its 2025 IRS Form 990-PF.
Where does The Wheeler Trust XXX-XX-XXXX give grants?
The Wheeler Trust XXX-XX-XXXX gives mostly in New Hampshire: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Vermont (14%).
Does The Wheeler Trust XXX-XX-XXXX give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on The Wheeler Trust XXX-XX-XXXX's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (5 grants).
How large is The Wheeler Trust XXX-XX-XXXX?
The Wheeler Trust XXX-XX-XXXX reported $129K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2025.
What is The Wheeler Trust XXX-XX-XXXX's EIN?
The Wheeler Trust XXX-XX-XXXX's EIN (Employer Identification Number) is 03-6042384. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Wheeler Trust XXX-XX-XXXX by hand.
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