Wheelock Anna Fdn
Wheelock Anna Fdn is a private foundation, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $232K in total assets. In 2024, it awarded 1 grants totaling $14K. Net investment income was $22K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$232K
+2.8% YoY
Annual Giving
$14K
+25.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$14K
+25.7% YoY
Under IRS private-foundation payout rules, Wheelock Anna Fdn reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.
About Wheelock Anna Fdn
Based on IRS filings
Wheelock Anna Fdn is a private foundation, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $232K in total assets. In 2024, it awarded 1 grants totaling $14K. Net investment income was $22K.
Ready to take the next step with Wheelock Anna Fdn?
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 | $231,539 | $225,178 | $249,285 |
| Revenue | $24,653 | $-11,502 | $4,903 |
| Expenses | $18,399 | $15,257 | $13,975 |
| Qualifying Distributions | $15,789 | $12,895 | $10,975 |
| Net Investment Income | $22,123 | $5,176 | $3,555 |
| Distributable Amount | $12,466 | $11,684 | $12,306 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Oregon Health & Science ($13,929).
| Recipient | Purpose | Amount |
|---|---|---|
| OREGON HEALTH & SCIENCE PRTLAND, OR | GENERAL OPERATING | $13,929 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ARDEN TRUST COMPANY | TRUSTEE | 1 | $1,441 |
Frequently Asked Questions
How large is Wheelock Anna Fdn?
As of 2024, Wheelock Anna Fdn holds $232K in total assets with $25K in annual revenue. It awarded 1 grants totaling $14K in 2024.
Where does Wheelock Anna Fdn operate?
Wheelock Anna Fdn has awarded grants in Oregon.
What size grants does Wheelock Anna Fdn award?
In 2024, Wheelock Anna Fdn awarded 1 grants totaling $14K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Wheelock Anna Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wheelock Anna Fdn reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wheelock Anna Fdn's EIN?
Wheelock Anna Fdn's EIN (Employer Identification Number) is 13-6057279. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Wheelock Anna Fdn'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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