Wheelock Anna Fdn
Wheelock Anna Fdn is a private foundation, based in Wilmington, DE. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $232K in total assets. In 2025, it awarded 1 grant totaling $13K. Net investment income was $16K.
Wheelock Anna Fdn at a glance
In short: Wheelock Anna Fdn gave $13K across 1 grant in 2025 (avg $13K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $12,540
- -10.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $12,540
- -10.0% vs 2024
- Median grant
- $12,540
- Total assets
- $231,696
- +0.1% vs 2024
- Primary geography
- Oregon (100% 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 Wheelock Anna Fdn funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Oregon Health & Science ($13K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Wheelock Anna Fdn gives
- Giving grew 26% from 2022 to 2025. Method
- In 2025 it paid out 114% 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 2019 to 2025, annual grant giving ranged from $3K (2020) to $18K (2021). In 2025 it made 1 grant totaling $13K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oregon Health & Science Prtland, OR | General Operating | $12,540 |
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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 | $231,696 | $18,141 | $17,922 | $12,540 | 1 | $14,761 | $15,581 | $12,937 |
| 2024 | $231,539 | $24,653 | $18,399 | $13,929 | 1 | $15,789 | $22,123 | $12,466 |
| 2023 | $225,178 | $-11,502 | $15,257 | $11,085 | 1 | $12,895 | $5,176 | $11,684 |
| 2022 | $249,285 | $4,903 | $13,975 | $9,942 | 1 | $10,975 | $3,555 | $12,306 |
| 2021 | $260,741 | $64,414 | $21,859 | $17,875 | 1 | $18,781 | $61,619 | $13,524 |
| 2020 | $218,740 | $9,095 | $7,874 | $2,928 | 1 | — | $6,408 | $12,043 |
| 2019 | $218,194 | $50,429 | $9,385 | $6,323 | 1 | — | $48,271 | $10,744 |
Under IRS private-foundation payout rules, Wheelock Anna Fdn reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wheelock Anna Fdn's only listed officer is Arden Trust Company, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Arden Trust Company
Trustee
On filings since 2019
1 hr/week
$1K (2019) → $1K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $1K, to Arden Trust Company (Trustee).
Frequently asked questions about Wheelock Anna Fdn
How much does Wheelock Anna Fdn give each year?
Wheelock Anna Fdn gave $13K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 1 grant.
How large is Wheelock Anna Fdn?
Wheelock Anna Fdn reported $232K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).
Where does Wheelock Anna Fdn operate?
Wheelock Anna Fdn has awarded grants in Oregon.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 6, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
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