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Wheeler Charitable Trust is a private trust based in COVINGTON, KY. The foundation received its IRS ruling in 2003. The principal officer is John B Whitehouse. It holds total assets of $802K. Annual income is reported at $38K. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Kentucky. According to available records, Wheeler Charitable Trust has made 18 grants totaling $184K, with a median grant of $9K. Annual giving has grown from $58K in 2021 to $126K in 2022. Individual grants have ranged from $3K to $25K, with an average award of $10K. The foundation has supported 6 unique organizations. Grant recipients are concentrated in Kentucky. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$8K
Average Grant
$8K
Largest Grant
$20K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Wheeler Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 18 grants. Its grantmaking reaches organizations primarily in KY.
Wheeler Charitable Trust has distributed a total of $184K across 18 grants. The median grant size is $9K, with an average of $10K. Individual grants have ranged from $3K to $25K.
Wheeler Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Wheeler Charitable Trust is headquartered in COVINGTON, KY.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| James W Morgan Jr | TRUSTEE | $2K | $0 | $2K |
| David Whitehouse | TRUSTEE | $2K | $0 | $2K |
Total Giving
$62K
Total Assets
$795K
Fair Market Value
$860K
Net Worth
$795K
Grants Paid
$44K
Contributions
N/A
Net Investment Income
$32K
Distribution Amount
$42K
Total: $770K
Total Grants
18
Total Giving
$184K
Average Grant
$10K
Median Grant
$9K
Unique Recipients
6
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Alexandria United MethodistGENERAL PURPOSES | Alexandria, KY | $25K | 2022 |
| Grant'S Lick Baptist ChurchGENERAL PURPOSES | Alexandria, KY | $14K | 2022 |
| Asbury United MethodistGENERAL PURPOSES | Highland Heights, KY | $14K | 2022 |
| Northern Kentucky UniversitySCHOLARSHIPS | Highland Heights, KY | $5K | 2022 |
| Nku Wesley FoundationGENERAL PURPOSES | Highland Heights, KY | $3K | 2022 |
| The Kentucky United Methodist HomeCHILDREN'S HOME | Versailles, KY | $3K | 2022 |
FT MITCHELL, KY
LAGRANGE, KY
COVINGTON, KY