Wheeler Charitable Trust Foundation
Wheeler Charitable Trust Foundation is a private foundation, based in Covington, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $805K in total assets. In 2025, it awarded 7 grants totaling $44K. Net investment income was $56K.
Wheeler Charitable Trust Foundation at a glance
In short: Wheeler Charitable Trust Foundation gave $44K across 7 grants in 2025 (avg $6K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $44,000
- +4.8% vs 2024
- Grants made (2025)
- 7
- +16.7% vs 2024
- Average grant
- $6,286
- -10.2% vs 2024
- Median grant
- $3,500
- Total assets
- $805,182
- +0.4% vs 2024
- Primary geography
- Kentucky (98% 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 Wheeler Charitable Trust Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Alexandria Community Church ($18K). Together the top 7 received $44K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 31 grants of 31 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Wheeler Charitable Trust Foundation gives
- Giving fell 30% from 2022 to 2025. Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). 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 $42K (2024) to $63K (2022). In 2025 it made 7 grants totaling $44K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Alexandria Community Church Alexandria, KY | General Purposes | $17,500 |
| Asbury Methodist Church Highland Heights, KY | General Purposes | $9,500 |
| Grant's Lick Baptist Church Alexandria, KY | General Purposes | $9,500 |
| Northern Kentucky University Highland Heights, KY | Scholarships | $3,500 |
| NKU Wesley Foundation Highland Heights, KY | General Purposes | $1,500 |
| The Kentucky United Methodist Home Versailles, KY | Childrens Home | $1,500 |
| Blood Cancer United Washington, DC | General Purposes | $1,000 |
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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 | $805,182 | $67,124 | $64,179 | $44,000 | 7 | $44,000 | $56,272 | $43,122 |
| 2024 | $802,237 | $37,957 | $58,198 | $42,000 | 6 | $42,000 | $51,235 | $42,830 |
| 2023 | $794,948 | $35,216 | $62,070 | $43,500 | 6 | $43,500 | $32,335 | $42,029 |
| 2022 | $814,114 | $31,943 | $81,257 | $63,000 | 6 | $63,000 | $18,636 | $43,784 |
| 2021 | $919,768 | $45,777 | $77,381 | $58,000 | 6 | $58,000 | $64,656 | $63,155 |
| 2020 | $918,062 | $28,833 | $67,460 | $50,000 | 6 | — | $48,043 | $58,411 |
Under IRS private-foundation payout rules, Wheeler Charitable Trust Foundation reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wheeler Charitable Trust Foundation's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
David Whitehouse
Trustee
On filings since 2020
0.5 hrs/week
$2K (2020) → $2K (2025)
James W. Morgan Jr.
Trustee
On filings since 2020
0.5 hrs/week
$2K (2020) → $2K (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 $2K, to David Whitehouse (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Wheeler Charitable Trust Foundation
How much does Wheeler Charitable Trust Foundation give each year?
Wheeler Charitable Trust Foundation gave $44K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $42K across 6 grants.
What is Wheeler Charitable Trust Foundation's typical grant size?
Wheeler Charitable Trust Foundation's median grant in 2025 was $3,500, and its average grant was $6,286, across 7 grants on its 2025 IRS Form 990-PF.
Where does Wheeler Charitable Trust Foundation give grants?
Wheeler Charitable Trust Foundation gives mostly in Kentucky: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Highland Heights, KY (3 grants) and Alexandria, KY (2 grants).
Does Wheeler Charitable Trust Foundation give general operating support?
Yes: 71% of Wheeler Charitable Trust Foundation's 2025 grants with a stated purpose (5 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Wheeler Charitable Trust Foundation's largest grantees?
Wheeler Charitable Trust Foundation's largest 2025 grantees include Alexandria Community Church ($17,500), Asbury Methodist Church ($9,500) and Grant's Lick Baptist Church ($9,500), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.
How large is Wheeler Charitable Trust Foundation?
Wheeler Charitable Trust Foundation reported $805K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).
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 2020–2025.
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 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Wheeler Charitable Trust Foundation funds
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