Steve & Sarah Wheeler Charitable Tr 9371934800
- Assets
- $2.5m
- Revenue
- $269.7k
- Investments
- $2.4m
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 04/1998
- Data as of
- 12/2023
- EIN
- 55-6132089
Organization Overview
Steve & Sarah Wheeler Charitable Tr 9371934800 is located in Chicago, IL. The organization was established in 1998. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Steve & Sarah Wheeler Charitable Tr 9371934800 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Steve & Sarah Wheeler Charitable Tr 9371934800 generated $269.7k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.2% each year. All expenses for the organization totaled $217.1k during the year ending 12/2023. While expenses have increased by 3.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Steve & Sarah Wheeler Charitable Tr 9371934800 has awarded 28 individual grants totaling $1,119,030. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $82,384 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $185,271 |
| Capital Gain Net Income | $185,271 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2,066 |
| Total Revenue | $269,721 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $41,220 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,158 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $43,378 |
| Contributions, gifts, grants paid | $173,694 |
| Total expenses and disbursements | $217,072 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $34,934 |
| Savings and temporary cash investments | $45,216 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $158,227 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,506,287 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Steve & Sarah Wheeler Charitable Tr 9371934800 has awarded $173,694 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
CABELL COUNTY PUBLIC LIBRARY PURPOSE: GENERAL | $17,369 |
HUNTINGTON MUSEUM OF ART PURPOSE: GENERAL | $69,478 |
MARSHALL UNIVERSITY FOUNDATION PURPOSE: GENERAL | $69,478 |
WEST VIRGINIA PUBLIC BROADCASTING PURPOSE: GENERAL | $17,369 |