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Wheeler Family Charitable Foundation is a private trust based in SOMERSET, PA. The foundation received its IRS ruling in 1998. The principal officer is Joan M Wheeler. It holds total assets of $3.7M. Annual income is reported at $1.1M. Total assets have decreased from $6.3M in 2011 to $3.6M in 2023. The foundation is governed by 6 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2017 to 2023. Grantmaking is concentrated in Pennsylvania. According to available records, Wheeler Family Charitable Foundation has made 98 grants totaling $1.5M, with a median grant of $10K. Annual giving has decreased from $463K in 2020 to $194K in 2023. Individual grants have ranged from $1K to $80K, with an average award of $15K. The foundation has supported 30 unique organizations. Grants have been distributed to organizations in Pennsylvania and Florida and Tennessee. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$10K
Average Grant
$17K
Largest Grant
$80K
Based on 27 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 Family Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 98 grants. Its grantmaking reaches organizations primarily in PA, FL, TN.
Wheeler Family Charitable Foundation has distributed a total of $1.5M across 98 grants. The median grant size is $10K, with an average of $15K. Individual grants have ranged from $1K to $80K.
Wheeler Family Charitable Foundation is a private foundation. To inquire about grants, you can look up the foundation using their EIN (232938580) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Wheeler Family Charitable Foundation is headquartered in SOMERSET, PA. While based in PA, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Somerset Trust Company | TRUSTEE | $27K | $0 | $27K |
| Joan M Wheeler | CHAIRMAN-BOD & FOUNDATION | $0 | $0 | N/A |
| Paul J Wheeler | DIRECTOR | $0 | $0 | N/A |
| Harold W Wheeler Iii | DIRECTOR | $0 | $0 | N/A |
| Barbara Davies | DIRECTOR | $0 | $0 | N/A |
| David L Wheeler | DIRECTOR | $0 | $0 | N/A |
Total Giving
$233K
Total Assets
$3.6M
Fair Market Value
$7.8M
Net Worth
$3.6M
Grants Paid
$194K
Contributions
$185K
Net Investment Income
$134K
Distribution Amount
$344K
Total: $3.6M
Total Grants
98
Total Giving
$1.5M
Average Grant
$15K
Median Grant
$10K
Unique Recipients
30
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Salvation ArmyUNRESTRICTED CONTRIBUTION | Somerset, PA | $10K | 2023 |
| Meals On WheelsUNRESTRICTED CONTRIBUTION | Somerset, PA | $50K | 2023 |
| Somerset Food PantryUNRESTRICTED CONTRIBUTION | Somerset, PA | $50K | 2023 |
| Children'S Hospital Of PittsburghUNRESTRICTED CONTRIBUTION | Pittsburgh, PA | $20K | 2023 |
| Next Step CenterUNRESTRICTED CONTRIBUTION | Somerset, PA | $15K | 2023 |
| Camp ParcUNRESTRICTED CONTRIBUTION | Davidsville, PA | $10K | 2023 |
| Ronald Mcdonald House Charities Of PittsburghUNRESTRICTED CONTRIBUTION | Pittsburgh, PA | $10K | 2023 |
| Somerset Volunteer Fire DeptUNRESTRICTED CONTRIBUTION | Somerset, PA | $5K | 2023 |
| Shriners Hospital For ChildrenUNRESTRICTED CONTRIBUTION | Erie, PA | $5K | 2023 |
| Somerset County 4-H Development Fund IncRESTRICTED CONTRIBUTION 4-H PROGRAMS | Somerset, PA | $5K | 2023 |
| Community Foundation For The AllegheniesRESTRICTED CONTRIBUTION FOR SOMERSET COUNTY PARKS AND TRAILS | Johnstown, PA | $5K | 2023 |
| Outdoor Odyssey At Roaring RunUNRESTRICTED CONTRIBUTION | Boswell, PA | $5K | 2023 |
| Historical & Genealogical SocietyUNRESTRICTED CONTRIBUTION | Somerset, PA | $2K | 2023 |
| Laurel ArtsUNRESTRICTED CONTRIBUTION | Somerset, PA | $1K | 2023 |
| Prospect Riding CenterUNRESTRICTED CONTRIBUTION | Myakka City, FL | $25K | 2022 |
| Somerset County Shrine ClubUNRESTRICTED CONTRIBUTION | Berlin, PA | $10K | 2022 |
| Alzheimer'S Disease Research Center (Upmc)UNRESTRICTED CONTRIBUTION | Pittsburgh, PA | $10K | 2022 |
| Bakersville Volunteer Fire Department Of Jefferson TwpUNRESTRICTED CONTRIBUTION | Somerset, PA | $1K | 2022 |
WEST CONSHOHOCKEN, PA
LIGONIER, PA
PITTSBURGH, PA