Funder DirectoryWHEELER CHARITABLE TRUST FOUNDATION
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Private foundation (trust)EIN 300178631Est. 2003-07

WHEELER CHARITABLE TRUST FOUNDATION

COVINGTON, KY 41011

Total Assets

$860K

FY 2023

Annual Giving

$44K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$7K

FY 2023

Grant Range

$2K–$18K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$35K

Total Expenses

$62K

Qualifying Distributions

$44K

Distributable Amount

$42K

Min. Investment Return

$42K

Undistributed Income

$42K

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

6 grants

Grant sizes from minimum $2K through median $7K to maximum $18K, 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 $63K in 2022. Hover bars for details.

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

Top Recipients

25 grants

Recipient names are missing from the available filing data for some grants.

ALEXANDRIA UNITED METHODIST
$86K
4 grants
ASBURY UNITED METHODIST
$46K
4 grants
GRANT'S LICK BAPTIST CHURCH
$46K
4 grants
NORTHERN KENTUCKY UNIVERSITY
$19K
4 grants
THE KENTUCKY UNITED METHODIST HOME
$9K
4 grants
NKU WESLEY FOUNDATION
$9K
4 grants
Name not available
1 grant

Grant Size Distribution

24 grants

<$10K
16
grants
$10–50K
8
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Kentucky
$215K
100% of total

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WHEELER CHARITABLE TRUST FOUNDATION — Grants, Financials & Contact | Grantivo