Wheeler Charitable Trust Foundation
Wheeler Charitable Trust Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COVINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $802K in total assets. In 2024, it awarded 6 grants totaling $42K. Net investment income was $51K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$802K
+0.9% YoY
Annual Giving
$42K
-3.4% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$7K
-3.4% YoY
Under IRS private-foundation payout rules, Wheeler Charitable Trust Foundation reported a distributable amount of $43K for 2024 — the minimum it must pay out in qualifying distributions.
About Wheeler Charitable Trust Foundation
Based on IRS filings
Wheeler Charitable Trust Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COVINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $802K in total assets. In 2024, it awarded 6 grants totaling $42K. Net investment income was $51K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $802,237 | $794,948 | $814,114 |
| Revenue | $37,957 | $35,216 | $31,943 |
| Expenses | $58,198 | $62,070 | $81,257 |
| Qualifying Distributions | $42,000 | $43,500 | $63,000 |
| Net Investment Income | $51,235 | $32,335 | $18,636 |
| Distributable Amount | $42,830 | $42,029 | $43,784 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Alexandria Community Church ($17,500), Asbury Methodist Church ($9,000), Grant's Lick Baptist Church ($9,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ASBURY METHODIST CHURCH HIGHLAND HEIGHTS, KY | GENERAL PURPOSES | $9,000 |
| ALEXANDRIA COMMUNITY CHURCH ALEXANDRIA, KY | GENERAL PURPOSES | $17,500 |
| NORTHERN KENTUCKY UNIVERSITY HIGHLAND HEIGHTS, KY | SCHOLARSHIPS | $3,500 |
| NKU WESLEY FOUNDATION HIGHLAND HEIGHTS, KY | GENERAL PURPOSES | $1,500 |
| GRANT'S LICK BAPTIST CHURCH ALEXANDRIA, KY | GENERAL PURPOSES | $9,000 |
| THE KENTUCKY UNITED METHODIST HOME VERSAILLES, KY | CHILDRENS HOME | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID WHITEHOUSE | TRUSTEE | 0.5 | $2,000 |
| JAMES W MORGAN JR | TRUSTEE | 0.5 | $2,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wheeler Charitable Trust Foundation?
Wheeler Charitable Trust Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COVINGTON, KY. It holds $802K in total assets as of 2024.
How large is Wheeler Charitable Trust Foundation?
As of 2024, Wheeler Charitable Trust Foundation holds $802K in total assets with $38K in annual revenue. It awarded 6 grants totaling $42K in 2024.
Where does Wheeler Charitable Trust Foundation operate?
Wheeler Charitable Trust Foundation has awarded grants in Kentucky.
What size grants does Wheeler Charitable Trust Foundation award?
In 2024, Wheeler Charitable Trust Foundation awarded 6 grants totaling $42K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Wheeler Charitable Trust Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wheeler Charitable Trust Foundation reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wheeler Charitable Trust Foundation's EIN?
Wheeler Charitable Trust Foundation's EIN (Employer Identification Number) is 30-0178631. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Wheeler Charitable Trust Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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