Private foundation (trust)EIN 630790958Est. 1980-08
JOE WHEELER MEMORIAL FOUNDATION
BIRMINGHAM, AL 35202
Total Assets
$3.4M
FY 2023
Annual Giving
$235K
FY 2023
Grants Made
4
FY 2023
Avg Grant
$59K
FY 2023
Grant Range
$59K–$59K
Typical
Deadlines
—
Applications
Financial Snapshot
2023 filing
Total Revenue
$523K
Total Expenses
$299K
Qualifying Distributions
$243K
Distributable Amount
$165K
Min. Investment Return
$171K
Undistributed Income
$119K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
20 grants
Grant Size Distribution
20 grants
Geographic Focus
6 states
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