Wheelock Family Foundation
- Assets
- $510.2k
- Revenue
- $135.2k
- Investments
- $0.0
- Employees
- 0
- Location
- Tarpon Springs, FL
- Founding
- 07/2019
- Data as of
- 06/2024
- EIN
- 83-4388215
Organization Overview
Wheelock Family Foundation is located in Tarpon Springs, FL. The organization was established in 2019. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wheelock Family Foundation 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 06/2024, Wheelock Family Foundation generated $135.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (5.0%) each year. All expenses for the organization totaled $122.6k during the year ending 06/2024. As we would expect to see with falling revenues, expenses have declined by (2.4%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Wheelock Family Foundation has awarded 51 individual grants totaling $506,373. 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 | $89,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $46,150 |
| Total Revenue | $135,150 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,438 |
| Depreciation | $15,261 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $14,048 |
| Total operating and administrative expenses | $33,372 |
| Contributions, gifts, grants paid | $89,250 |
| Total expenses and disbursements | $122,622 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $41,920 |
| Savings and temporary cash investments | $0 |
| 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 | $0 |
| Net Land, buildings, and equipment | $468,282 |
| Other assets | $0 |
| Total assets | $510,202 |
| 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, Wheelock Family Foundation has awarded $89,250 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
VINCENT HOUSE PURPOSE: CHARITABLE | $3,000 |
MAYO CLINIC PURPOSE: CHARITABLE | $5,000 |
NATIONAL RIGHT TO WORK LEGAL DEFENS PURPOSE: CHARITABLE | $500 |
FEAST FOOD PANTRY PURPOSE: CHARITABLE | $2,000 |
JUDICIAL WATCH PURPOSE: CHARITABLE | $500 |
HOMELESS EMPOWERMENT PROGRAM PURPOSE: CHARITABLE | $2,000 |