Wheeler Foundation Tr
- Assets
- $1.3m
- Revenue
- $76.4k
- Investments
- $1.3m
- Employees
- 0
- Location
- Huntington Beach, CA
- Founding
- 10/2001
- Data as of
- 12/2021
- EIN
- 95-7106465
Organization Overview
Wheeler Foundation Tr is located in Huntington Beach, CA. The organization was established in 2001. According to its NTEE Classification (B12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wheeler Foundation Tr 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 12/2021, Wheeler Foundation Tr generated $76.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (5.2%) each year. All expenses for the organization totaled $366.3k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (7.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Wheeler Foundation Tr has awarded 12 individual grants totaling $3,600,000. 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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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Paul Licht PHD Trustee | 1 | $0 | |
Howard Fields MD PHD Trustee | 1 | $0 | |
Henry Hugh Wheeler III Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $6 |
| Dividends & Interest | $23,060 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $53,379 |
| Capital Gain Net Income | $53,379 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $76,445 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,450 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $7,726 |
| Total operating and administrative expenses | $16,294 |
| Contributions, gifts, grants paid | $350,000 |
| Total expenses and disbursements | $366,294 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,401 |
| Savings and temporary cash investments | $65,196 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $1,559 |
| 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 | $1,000 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $5,495 |
| Total assets | $1,327,745 |
| Accounts payable and accrued expenses | $14,904 |
| Grants payable | $1,287,749 |
| 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 | $1,302,653 |
Grants Awarded
Over the last fiscal year, Wheeler Foundation Tr has awarded $600,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF CALIFORNIA - BERKELEY PURPOSE: FUNDING FOR RESEARCH OF EMERGING AND NEGLECTED DISEASES. | $350,000 |
UNIVERSITY OF CALIFORNIA - BERKELEY PURPOSE: FUNDING FOR OPERATION OF WILLS NEUROSCIENCE INSTITUTE'S BRAIN IMAGING CENTER | $250,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
System Management Group San Diego, CA | $174,665,064 | $68,599,184 |
American Charter Schools Foundation Phoenix, AZ | $87,939,377 | $45,500,400 |
Salesforce Com Foundation San Francisco, CA | $419,674,142 | $105,083,193 |
Foundation For Grossmont And Cuyamaca Colleges El Cajon, CA | $30,579,750 | $41,100,641 |
Archival Foundation Beverly Hills, CA | $70,496,412 | $21,253,596 |
Provenance Duarte, CA | $16,793,106 | $20,000,682 |
Spark Sf Public Schools San Francisco, CA | $15,254,604 | $27,199,561 |
Great Public Schools Now Los Angeles, CA | $20,013,399 | $15,067,311 |
Institute For Supply Management Inc Tempe, AZ | $18,812,365 | $12,909,076 |
Gladstone Foundation San Francisco, CA | $27,923,141 | $22,078,581 |
George Lucas Educational Foundation San Rafael, CA | $6,425,809 | $14,665,129 |
The Parasol Tahoe Community Foundation Inc Incline Village, NV | $97,913,034 | $15,633,796 |