James & Virginia Wheeler Foundation Inc 9572172110
- Assets
- $4.6m
- Revenue
- $299.0k
- Investments
- $4.0m
- Employees
- 0
- Location
- Whitefish Bay, WI
- Founding
- 11/1994
- Data as of
- 12/2021
- EIN
- 39-1818780
Organization Overview
James & Virginia Wheeler Foundation Inc 9572172110 is located in Whitefish Bay, WI. The organization was established in 1994. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. James & Virginia Wheeler Foundation Inc 9572172110 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, James & Virginia Wheeler Foundation Inc 9572172110 generated $299.0k in total revenue. All expenses for the organization totaled $201.9k during the year ending 12/2021.
Since 2019, James & Virginia Wheeler Foundation Inc 9572172110 has awarded 22 individual grants totaling $446,772. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE JAMES AND VIRGINIA WHEELER FOUNDATION IS ORGANIZED ANDOPERATED FOR THE SOLE PURPOSE OF MAKING CASH CONTRIBUTIONSTO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOTENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Patrick B Mehigan Director | 1 | $2,635 | |
Stephen Schmidt Director | 1 | $0 | |
Michael B Wheeler Director/member | 1 | $0 | |
Mary C Mehan Director/member | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $116,189 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $182,788 |
| Capital Gain Net Income | $182,788 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $298,977 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $2,635 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $735 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $44,394 |
| Contributions, gifts, grants paid | $157,500 |
| Total expenses and disbursements | $201,894 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $182,189 |
| 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 | $395,428 |
| 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 | $0 |
| Other assets | $0 |
| Total assets | $4,562,171 |
| 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, James & Virginia Wheeler Foundation Inc 9572172110 has awarded $157,500 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
DOMINICAN HIGH SCHOOL PURPOSE: GENERAL SUPPORT | $75,000 |
ARTHRITIS FOUNDATION PURPOSE: GENERAL SUPPORT | $50,000 |
ST MONICA SCHOOL PURPOSE: GENERAL SUPPORT | $20,000 |
Milwaukee, WI PURPOSE: GENERAL SUPPORT | $2,500 |
ARCHDIOCESE OF MILWAUKEE STEWARDSHIP APPEAL PURPOSE: GENERAL SUPPORT | $2,500 |
Chicago, IL PURPOSE: GENERAL SUPPORT | $2,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
International Childrens Fund Inc Neenah, WI | $1,153,019 | $79,562,043 |
Van Andel Institute Grand Rapids, MI | $1,815,971,878 | $111,524,637 |
William Davidson Foundation Birmingham, MI | $1,107,938,800 | $127,279,050 |
Ronda E Stryker & William D Johnston Foundation Kalamazoo, MI | $63,637,902 | $79,561,320 |
Pritzker Family Foundation Chicago, IL | $156,116,781 | $25,309,600 |
Gilbert Family Foundation Detroit, MI | $122,833,560 | $20,538,766 |
Ghr Foundation Minneapolis, MN | $0 | $118,752,892 |
Paul M Angell Family Foundation Chicago, IL | $1,816,327 | $24,997,411 |
Alfred And Isabel Bader 2014 Charitable Trust Milwaukee, WI | $88,717,556 | $62,553,918 |
Anthony Pritzker Fam Foundation Chicago, IL | $0 | $37,184,888 |
Goodman Family Operating Foundation Chaska, MN | $298,216,479 | $15,439,155 |
Robert And Adele Schiff Family Foundation Inc Milwaukee, WI | $226,331,394 | $18,541,997 |