Wheeler Charitable Trust Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Wheeler Charitable Trust Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 30-0178631
Foundation Overview
Based in Covington, KY, Wheeler Charitable Trust Foundation has awarded 37 grants totaling $340,500 to organizations in Kentucky. Individual grants range from $1,500 to $25,000, with a median award of $7,250.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 6 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
100% of all grants are concentrated in Kentucky, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Kentucky, funding concentrates in Highland Heights (50%), Alexandria (33%), Versailles (17%).
Funding Trajectory
Declining funding trend with 13% decrease over 3 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on education (29%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Wheeler Charitable Trust Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Asbury United Methodist | $9,500 | Highland Heights, KY, US | General Purposes | 2023 |
| Alexandria United Methodist | $18,000 | Alexandria, KY, US | General Purposes | 2023 |
| Northern Kentucky University | $3,500 | Highland Heights, KY, US | Scholarships | 2023 |
| Nku Wesley Foundation | $1,500 | Highland Heights, KY, US | General Purposes | 2023 |
| Grant's Lick Baptist Church | $9,500 | Alexandria, KY, US | General Purposes | 2023 |
| The Kentucky United Methodist Home | $1,500 | Versailles, KY, US | Children's Home | 2023 |
| Asbury United Methodist | $14,000 | Highland Heights, KY, US | General Purposes | 2022 |
| Alexandria United Methodist | $25,000 | Alexandria, KY, US | General Purposes | 2022 |
| Northern Kentucky University | $5,000 | Highland Heights, KY, US | Scholarships | 2022 |
| Nku Wesley Foundation | $2,500 | Highland Heights, KY, US | General Purposes | 2022 |
| Grant's Lick Baptist Church | $14,000 | Alexandria, KY, US | General Purposes | 2022 |
| The Kentucky United Methodist Home | $2,500 | Versailles, KY, US | Children's Home | 2022 |
| Asbury United Methodist | $14,000 | Highland Heights, KY, US | General Purposes | 2022 |
| Alexandria United Methodist | $25,000 | Alexandria, KY, US | General Purposes | 2022 |
| Northern Kentucky University | $5,000 | Highland Heights, KY, US | Scholarships | 2022 |
| Nku Wesley Foundation | $2,500 | Highland Heights, KY, US | General Purposes | 2022 |
| Grant's Lick Baptist Church | $14,000 | Alexandria, KY, US | General Purposes | 2022 |
| The Kentucky United Methodist Home | $2,500 | Versailles, KY, US | Children's Home | 2022 |
| Asbury United Methodist | $14,000 | Highland Heights, KY, US | General Purposes | 2022 |
| Alexandria United Methodist | $25,000 | Alexandria, KY, US | General Purposes | 2022 |
| Northern Kentucky University | $5,000 | Highland Heights, KY, US | Scholarships | 2022 |
| Nku Wesley Foundation | $2,500 | Highland Heights, KY, US | General Purposes | 2022 |
| Grant's Lick Baptist Church | $14,000 | Alexandria, KY, US | General Purposes | 2022 |
| The Kentucky United Methodist Home | $2,500 | Versailles, KY, US | Children's Home | 2022 |
| Asbury United Methodist | $12,500 | Highland Heights, KY, US | General Purposes | 2021 |
| Alexandria United Methodist | $23,000 | Alexandria, KY, US | General Purposes | 2021 |
| Northern Kentucky University | $5,000 | Highland Heights, KY, US | Scholarships | 2021 |
| Nku Wesley Foundation | $2,500 | Highland Heights, KY, US | General Purposes | 2021 |
| Grant's Lick Baptist Church | $12,500 | Alexandria, KY, US | General Purposes | 2021 |
| The Kentucky United Methodist Home | $2,500 | Versailles, KY, US | Children's Home | 2021 |
| Asbury United Methodist | $10,000 | Highland Heights, KY, US | General Purposes | 2020 |
| $0 | , , US | 2020 | ||
| Alexandria United Methodist | $20,000 | Alexandria, KY, US | General Purposes | 2020 |
| Northern Kentucky University | $5,000 | Highland Heights, KY, US | Scholarships | 2020 |
| Nku Wesley Foundation | $2,500 | Highland Heights, KY, US | General Purposes | 2020 |
| Grant's Lick Baptist Church | $10,000 | Alexandria, KY, US | General Purposes | 2020 |
| The Kentucky United Methodist Home | $2,500 | Versailles, KY, US | Children's Home | 2020 |
Foundations Similar to Wheeler Charitable Trust Foundation
Discover 5 foundations with comparable assets ($843,248-$893,953), similar grant patterns, and geographic focus in KY that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Weldon H Johnson Family Foundation
EIN: 43-1781682 | 42 grants awarded |
$857,830
(≈ Similar) |
$10,000
median grant |
Bowling Green, KY
Same state |
|
|
Rouse Foundation Inc
EIN: 93-4237584 | 2 grants awarded |
$862,192
(≈ Similar) |
$11,000
median grant |
Lexington, KY
Same state |
|
|
Effie Kuhlman Charitable Trust
EIN: 35-6499672 | 31 grants awarded |
$873,478
(≈ Similar) |
$5,000
median grant |
Falls Of Rough, KY
Same state |
|
|
Harry L & June M Swaim Foundation Inc
EIN: 31-1106889 | 44 grants awarded |
$843,248
(≈ Similar) |
$13,000
median grant |
Louisville, KY
Same state |
|
|
Limestone Youth Orchestra Inc
EIN: 23-7111943 | 29 grants awarded |
$893,953
(≈ Similar) |
$4,800
median grant |
Washington, KY
Same state |
|
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Contact Information
Official contact details for Wheeler Charitable Trust Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 30-0178631 |
| Website | N/A |
| Address | 421 MADISON AVE Covington, KY 41011-1519 |
Key People (2)
Board members, trustees, and key staff who oversee Wheeler Charitable Trust Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | David Whitehouse |
|---|---|
| Trustee | James W Morgan Jr |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Wheeler Charitable Trust Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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