Private Foundation

WHEELER CHARITABLE TRUST FOUNDATION

Based in COVINGTON, KY, WHEELER CHARITABLE TRUST FOUNDATION operates as a Private Foundation. The organization reported $67K in revenue, $64K in expenses, $805K in total assets for fiscal year 2025. Imperigo tracks 38 reported grants from this foundation totaling approximately $300K.

EIN: 300178631 COVINGTON, KY Private Independent Foundations NTEE: T22 Latest filing: 2025
Total Revenue$67K
Total Expenses$64K
Total Assets$805K
Grants Given38
Grant Total$300K
Filing Years2021–2025

Sample Grants Given

ALEXANDRIA COMMUNITY CHURCH
ALEXANDRIA, KY · 2025
GENERAL PURPOSES
$17,500
ASBURY METHODIST CHURCH
HIGHLAND HEIGHTS, KY · 2025
GENERAL PURPOSES
$9,500
GRANT'S LICK BAPTIST CHURCH
ALEXANDRIA, KY · 2025
GENERAL PURPOSES
$9,500
NORTHERN KENTUCKY UNIVERSITY
HIGHLAND HEIGHTS, KY · 2025
SCHOLARSHIPS
$3,500
NKU WESLEY FOUNDATION
HIGHLAND HEIGHTS, KY · 2025
GENERAL PURPOSES
$1,500

Showing up to 5 of 38 total records — full history available with membership.

Officers & Directors

TRUSTEE David Whitehouse
TRUSTEE James W Morgan Jr

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL PURPOSES
$263,000 25 grants
SCHOLARSHIPS
$25,500 6 grants
CHILDREN'S HOME
$9,000 4 grants
CHILDRENS HOME
$3,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $67K $64K $805K
2024 $38K $58K $802K
2023 $35K $62K $795K
2022 $32K $81K $814K
2021 $46K $77K $920K

Between 2021 and 2025, reported annual revenue grew from $46K to $67K (+47%), with total assets most recently reported at $805K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, KY.

DCKY

Full geographic grant map with state-by-state breakdown available with membership.

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