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EIN 30-0178631

Wheeler Charitable Trust Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Covington
State
Kentucky
Year formed
2003
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
The Wheeler Charitable Trust Foundation is a private foundation located in Covington, KY that primarily funds general purposes, scholarships, and children's homes. Alexandria United Methodist and others are among its grantees. Last year, the foundation made six grants.
Total revenues
$31,943
2022
Total expenses
$81,257
2022
Total assets
$814,114
2022
Num. employees
n/a

Grants made by Wheeler Charitable Trust Foundation

GranteeGrant descriptionAmount
United Methodist Church and Its Affiliated Organizations / Alexandria United Meth ChurchGeneral Purposes$25,000
Northern Kentucky UniversityScholarships$5,000
Ky United Methodist Children's HomesChildren's Home$2,500

Personnel at Wheeler Charitable Trust Foundation

NameTitleCompensation
James W MorganTrustee$2,000

Financials for Wheeler Charitable Trust Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$31,943
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$31,943

Form 990s for Wheeler Charitable Trust Foundation

Fiscal year endingDate received by IRSFormPDF link
2021-122022-05-30990PFView PDF
2020-122021-08-03990PFView PDF
2019-122021-06-03990PFView PDF
2018-122019-06-04990PFView PDF
2017-122018-07-20990PFView PDF
...and 6 more Form 990s
Data update history
March 4, 2022
Posted financials
Added Form 990PF for fiscal year 2020
February 28, 2022
Posted financials
Added Form 990PF for fiscal year 2019
October 1, 2021
Updated personnel
Identified 2 new personnel
October 1, 2021
Used new vendors
Identified 1 new vendor, including
August 30, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
421 Madison Ave
Covington, KY 41011
Metro area
Cincinnati, OH-KY-IN
County
Kenton County, KY
Phone
(859) 491-9100
IRS details
EIN
30-0178631
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2003
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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