Wheelock Family Foundation

TARPON SPRINGS, FL EIN: 83-4388215

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

ArlingtonClearwaterCrazy HorseFalls ChurchHolidayIthacaJacksonvilleLittle RockMaitlandPahokeePalm HarborPinellas ParkPort RicheySanta BarbaraSpringfieldSterlingTampaTarpon SpringsWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$144K$288K$432K$576K202020212022202320242025
Metric202520242023
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

Giving Over Time

Total grant dollars and number of grants per year

$0$39K$78K$117K$157K3 grants202015 grants202111 grants20227 grants202315 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Runaways Animal Rescue$46KUpper Pinellas Youth Foo…$15K

Grant Size Distribution

50 grants across all recorded years

49<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Runaways Animal Rescue ($46,150), Upper Pinellas Youth Football Inc ($15,000).

RecipientPurposeAmount
Runaways Animal Rescue Port Richey, FLCharitable$46,150
Upper Pinellas Youth Football Inc Palm Harbor, FLCharitable$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
Gary K WheelockTrustee6

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.

What size grants does Wheelock Family Foundation award?

In 2025, Wheelock Family Foundation awarded 2 grants totaling $61K — an average of about $31K per grant, based on its IRS Form 990 filings.

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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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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