Wheeler Charitable Trust Foundation
COVINGTON, KY EIN: 30-0178631
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does Wheeler Charitable Trust Foundation fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Kentucky $257K (100%)
States
Cities
AlexandriaHighland HeightsVersailles
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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