Funder DirectoryTHE CARROLL AND MARGUERITE WHEELER
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Private foundation (trust)EIN 827129734Est. 2018-11

THE CARROLL AND MARGUERITE WHEELER

AUSTIN, TX 78738

Accepts unsolicited proposals

Total Assets

$53.4M

FY 2023

Annual Giving

$2.7M

FY 2023

Grants Made

28

FY 2023

Avg Grant

$96K

FY 2023

Grant Range

$5K–$625K

Typical

Deadlines

Applications are reviewed quarterly. S…

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$4.3M

Total Expenses

$4.5M

Qualifying Distributions

$2.9M

Distributable Amount

$1.6M

Min. Investment Return

$1.6M

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

28 grants

Grant sizes from minimum $5K through median $20K to maximum $625K, 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

4 years

Giving over time from 2020 to 2023. Peak $6M in 2022. Hover bars for details.

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

Top Recipients

122 grants

TILDEN BAPTIST CHURCH
$2.7M
4 grants
MCMULLEN COUNTY COMMUNITY DEVELOPMENT CORPORATION
$1.6M
4 grants
TILDEN LIVESTOCK SCHOLARSHIP ASSOCIATION
$1.4M
4 grants
MAJESTY OUTDOORS
$1.3M
4 grants
ASSISTANCE LEAGUE OF PHOENIX
$755K
4 grants
MCMULLEN COUNTY ISD
$640K
4 grants
SAN ANTONIO ZOOLOGICAL SOCIETY
$550K
1 grant
HELPING HAND HOME FOR CHILDREN
$195K
4 grants

Grant Size Distribution

122 grants

<$10K
30
grants
$10–50K
62
grants
$50–250K
17
grants
$250K–1M
11
grants
$1–5M
2
grants
$5M+

Geographic Focus

5 states

Texas
$10.4M
92% of total
Arizona
$840K
7% of total
Oklahoma
$60K
1% of total
Florida
$20K
0% of total
Pennsylvania
$15K
0% of total

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THE CARROLL AND MARGUERITE WHEELER — Grants, Financials & Contact | Grantivo