Funder DirectoryJAMES AND VIRGINIA WHEELER FOUNDATION
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Private foundation (trust)EIN 391818780Est. 1994-11

JAMES AND VIRGINIA WHEELER FOUNDATION

WHITEFISH BAY, WI 53217

Total Assets

$4.9M

FY 2023

Annual Giving

$229K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$33K

FY 2023

Grant Range

$3K–$90K

Typical

Deadlines

Applications

Programs & Activities

Program 1

The james and virginia wheeler foundation is organized andoperated for the sole purpose of making cash contributionsto qualifying public charities. The foundation does notengage in any other direct charitable activities.

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$269K

Total Expenses

$266K

Qualifying Distributions

$233K

Distributable Amount

$234K

Min. Investment Return

$237K

Undistributed Income

$224K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $3K through median $15K to maximum $90K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $229K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

30 grants

NATIVITY JESUIT ACADEMY
$162K
2 grants
ARTHRITIS FOUNDATION
$150K
3 grants
DOMINICAN HIGH SCHOOL
$150K
2 grants
MARQUETTE UNIVERSITY
$114K
1 grant
THE ARTHRITIS FOUNDATION
$100K
2 grants
ST MONICA SCHOOL
$85K
2 grants
MILWAUKEE ACADEMY OF SCIENCE
$15K
1 grant
BIG BROTHERS BIG SISTERS OF METRO MILWAUKEE
$10K
4 grants

Grant Size Distribution

30 grants

<$10K
17
grants
$10–50K
7
grants
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Wisconsin
$762K
93% of total
Georgia
$50K
6% of total
Illinois
$8K
1% of total

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JAMES AND VIRGINIA WHEELER FOUNDATION — Grants, Financials & Contact | Grantivo