TW Charles H Wheatley Trust
TW Charles H Wheatley Trust is a private foundation focused on religion, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 1 grant totaling $112K. Net investment income was $328K.
TW Charles H Wheatley Trust at a glance
In short: TW Charles H Wheatley Trust gave $112K across 1 grant in 2025 (avg $112K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $112,000
- -8.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $112,000
- -8.3% vs 2024
- Median grant
- $112,000
- Total assets
- $2,425,595
- +9.1% vs 2024
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who TW Charles H Wheatley Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First Presbyterian Church ($112K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How TW Charles H Wheatley Trust gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 88% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $112K (2025) to $132K (2023). In 2025 it made 1 grant totaling $112K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Americus, GA | General Operating | $112,000 |
Ready to take the next step with TW Charles H Wheatley Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,425,595 | $363,687 | $159,303 | $112,000 | 1 | $116,987 | $328,411 | $132,317 |
| 2024 | $2,222,680 | $396,049 | $163,136 | $122,143 | 1 | $126,635 | $363,152 | $126,438 |
| 2023 | $1,988,232 | $250,162 | $165,837 | $132,000 | 1 | $136,377 | $218,803 | $118,545 |
| 2022 | $1,907,424 | $41,877 | $172,280 | $132,000 | 1 | $136,478 | $48,513 | $127,930 |
| 2021 | $2,038,544 | $245,166 | $171,679 | $132,000 | 1 | $136,830 | $210,418 | $145,920 |
| 2020 | $1,965,490 | $94,208 | $164,122 | $128,000 | 1 | — | $63,043 | $128,090 |
Under IRS private-foundation payout rules, TW Charles H Wheatley Trust reported a distributable amount of $132K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
TW Charles H Wheatley Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$33K (2020) → $38K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $38K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about TW Charles H Wheatley Trust
How much does TW Charles H Wheatley Trust give each year?
TW Charles H Wheatley Trust gave $112K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $122K across 1 grant.
How large is TW Charles H Wheatley Trust?
TW Charles H Wheatley Trust reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $117K in qualifying distributions that year, against a required minimum of $132K (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 TW Charles H Wheatley Trust?
TW Charles H Wheatley Trust is a private foundation focused on religion, based in Saint Louis, MO. It holds $2.4M in total assets as of 2025.
Where does TW Charles H Wheatley Trust operate?
TW Charles H Wheatley Trust has awarded grants in Georgia.
What is TW Charles H Wheatley Trust's EIN?
TW Charles H Wheatley Trust's EIN (Employer Identification Number) is 58-6289284. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in TW Charles H Wheatley Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
One Foundation Incorporated
Cedar Rapids, IA
Assets
$2.1M
Grants
7
Total Given
$211K
Fish of Shelby County Inc
Sidney, OH
To provide emergency assistance to needy people residing in Shelby county, oh, in the form of food, clothing, medicine, and other necessities; and maintain a community thrift shop with donations of merchandise and volunteer workers from various area churches and organizations.
Assets
$574K
Grants
8
Total Given
$76K
Ernest G & Cecil B Williams
Birmingham, AL
The foundation supports a range of charitable organizations, including healthcare, education, religious, and community groups, primarily in Alabama and also in Texas. In 2025, grants ranged from $100 to $15,000, with a median of $1,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$269K
Grants
13
Total Given
$54K
Varnum-De Rose Trust
Pittsburgh, PA
The Varnum-De Rose Trust funds a range of charitable organizations, including educational, arts, health, and community groups, with most recent grants concentrated in New York, followed by Massachusetts, Connecticut, and New Jersey. Its 2025 grants ranged from $6,000 to $55,000, with a median of $13,500. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$7.4M
Grants
22
Total Given
$425K
HJ Brody Foundation
Greenville, NC
Assets
$3.4M
Grants
26
Total Given
$231K
Gause Foundation
Nashville, TN
The Gause Foundation funds a varied range of charitable organizations, including churches, arts and educational institutions, and groups working on food access and environmental protection. Its 2025 grants ranged from $200 to $20,500, with a median of $1,000; most funding went to Tennessee, followed by Georgia. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$406K
Grants
75
Total Given
$123K
More similar funders
More Funders in Missouri
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from TW Charles H Wheatley Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
TW Charles H Wheatley Trust down — hundreds of funders to go?