Wheeler Family Foundation
- Assets
- $5.4m
- Revenue
- $2.6m
- Investments
- $5.3m
- Employees
- 0
- Location
- Newport Coast, CA
- Founding
- Data as of
- 12/2022
- EIN
- 85-3587210
Organization Overview
Wheeler Family Foundation is located in Newport Coast, CA. According to its NTEE Classification (P20) the organization is classified as: Human Service Organizations, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wheeler 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 12/2022, Wheeler Family Foundation generated $2.6m in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 37.2% each year . All expenses for the organization totaled $459.9k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Wheeler Family Foundation has awarded 57 individual grants totaling $725,300. 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David Wheeler President And Voting Director | 2 | $0 | |
Mable Wheeler Secretary And Voting Director | 2 | $0 | |
Chasen Wheeler Coo, Cfo, And Voting Director | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,818,538 |
| Interest on Savings | $0 |
| Dividends & Interest | $145,415 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $628,749 |
| Capital Gain Net Income | $628,749 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,592,702 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,250 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $200 |
| Total operating and administrative expenses | $31,396 |
| Contributions, gifts, grants paid | $428,500 |
| Total expenses and disbursements | $459,896 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $83,962 |
| 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 | $700,320 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,367,333 |
| 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, Wheeler Family Foundation has awarded $428,500 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICA ON TRACK PURPOSE: GENERAL SUPPORT | $10,000 |
BIG BROTHERS BIG SISTERS LOS ANGELES PURPOSE: GENERAL SUPPORT | $5,000 |
BOY SCOUTS OF AMERICA OC PURPOSE: GENERAL SUPPORT | $1,500 |
CAPABLE KIDS FOUNDATION INC PURPOSE: GENERAL SUPPORT | $17,500 |
CHINO VALLEY YMCA PURPOSE: GENERAL SUPPORT | $1,500 |
CHOC FOUNDATION PURPOSE: GENERAL SUPPORT | $5,000 |