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
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
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John T Reis Private Foundation
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Grants
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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