Private Foundation

WHEELER CHARITABLE TRUST FOUNDATION

Based in COVINGTON, KY, WHEELER CHARITABLE TRUST FOUNDATION operates as a Private Foundation. The organization reported $38K in revenue, $58K in expenses, $802K in total assets for fiscal year 2024. Imperigo tracks 31 reported grants from this foundation totaling approximately $256K.

EIN: 300178631 COVINGTON, KY Latest filing: 2024

Total Revenue$38K

Total Expenses$58K

Total Assets$802K

Grants Given31

Grant Total$256K

Filing Years2020–2024

Sample Grants Given

ALEXANDRIA COMMUNITY CHURCH

ALEXANDRIA, KY · 2024

GENERAL PURPOSES

$17,500

ASBURY METHODIST CHURCH

HIGHLAND HEIGHTS, KY · 2024

GENERAL PURPOSES

$9,000

GRANT'S LICK BAPTIST CHURCH

ALEXANDRIA, KY · 2024

GENERAL PURPOSES

$9,000

NORTHERN KENTUCKY UNIVERSITY

HIGHLAND HEIGHTS, KY · 2024

SCHOLARSHIPS

$3,500

NKU WESLEY FOUNDATION

HIGHLAND HEIGHTS, KY · 2024

GENERAL PURPOSES

$1,500

Showing up to 5 of 31 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

$224,000 20 grants

SCHOLARSHIPS

$22,000 5 grants

CHILDREN'S HOME

$9,000 4 grants

CHILDRENS HOME

$1,500 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$38K	$58K	$802K
2023	$35K	$62K	$795K
2022	$32K	$81K	$814K
2021	$46K	$77K	$920K
2020	$29K	$67K	$918K

Between 2020 and 2024, reported annual revenue grew from $29K to $38K (+32%), with total assets most recently reported at $802K.

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

Grant Geography

Grants from this foundation were reported to recipients in KY.

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

See the full picture for WHEELER CHARITABLE TRUST FOUNDATION

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports