Wheelock Family Foundation
Wheelock Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Tarpon Springs, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $543K in total assets. In 2025, it awarded 2 grants totaling $61K.
Key facts about Wheelock Family Foundation
In short: Wheelock Family Foundation gave $61K across 2 grants in 2025 (avg $31K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 83-4388215
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $61,150
- Grants made (2025)
- 2
- Average grant
- $30,575
- Median grant
- $30,575
- Total assets
- $543,071
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Quick answers about Wheelock Family Foundation
How much does Wheelock Family Foundation give each year?
Wheelock Family Foundation gave $61K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $89K across 15 grants.
How Wheelock Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Wheelock Family Foundation
- How to evaluate Wheelock Family Foundation as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$543K
+6.4% YoY
Annual Giving
$61K
-31.5% YoY
Grant Count
2
-86.7% YoY
Avg Grant Size
$31K
+413.9% YoY
Under IRS private-foundation payout rules, Wheelock Family Foundation reported a distributable amount of $773 for 2025 — the minimum it must pay out in qualifying distributions.
About Wheelock Family Foundation
Based on IRS filings
Wheelock Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Tarpon Springs, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $543K in total assets. In 2025, it awarded 2 grants totaling $61K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $543,071 | $510,202 | $497,674 |
| Revenue | $129,150 | $135,150 | $171,150 |
| Expenses | $96,281 | $122,622 | $186,428 |
| Qualifying Distributions | $79,329 | $106,049 | $168,992 |
| Net Investment Income | — | — | — |
| Distributable Amount | $773 | $860 | $770 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Runaways Animal Rescue Port Richey, FL | Charitable | $46,150 |
| Upper Pinellas Youth Football Inc Palm Harbor, FL | Charitable | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Wheelock Family Foundation is led by Gary K Wheelock, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Gary K Wheelock
Trustee
On filings since 2020
6 hrs/week
No compensation reported
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.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wheelock Family Foundation?
Wheelock Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Tarpon Springs, FL. It holds $543K in total assets as of 2025.
How large is Wheelock Family Foundation?
As of 2025, Wheelock Family Foundation holds $543K in total assets with $129K in annual revenue. It awarded 2 grants totaling $61K in 2025.
Where does Wheelock Family Foundation operate?
Wheelock Family Foundation has awarded grants in Arkansas, California, District of Columbia, Florida, Illinois, New York, South Dakota, Virginia.
How much is Wheelock Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Wheelock Family Foundation reported a distributable amount of $773 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wheelock Family Foundation's EIN?
Wheelock Family Foundation's EIN (Employer Identification Number) is 83-4388215. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.