EIN 30-0178631

Wheeler Charitable Trust Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2003
Most recent tax filings
2023-12-01
NTEE code, primary
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
$35,216
2023
Total expenses
$62,070
2023
Total assets
$794,948
2023
Num. employees
0
2023

Grants made by Wheeler Charitable Trust Foundation

GranteeGrant descriptionAmount
United Methodist Church and Its Affiliated Organizations / Alexandria United Meth ChurchGeneral Purposes$18,000
Northern Kentucky UniversityScholarships$3,500
Ky United Methodist Children's HomesChildren's Home$1,500

Personnel at Wheeler Charitable Trust Foundation

NameTitleCompensation
James W MorganTrustee$2,000

Financials for Wheeler Charitable Trust Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$35,216
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$35,216

Form 990s for Wheeler Charitable Trust Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-14990PFView PDF
2022-122023-09-19990PFView PDF
2021-122022-05-30990PFView PDF
2020-122021-08-03990PFView PDF
2019-122021-06-03990PFView PDF
...and 8 more Form 990s
Data update history
November 14, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 26, 2023
Used new vendors
Identified 1 new vendor, including
August 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
March 4, 2022
Posted financials
Added Form 990PF for fiscal year 2020
February 28, 2022
Posted financials
Added Form 990PF for fiscal year 2019
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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