Barbara F Wheeler Foundation
- Assets
- $8.3m
- Revenue
- $697.8k
- Investments
- $8.1m
- Employees
- 0
- Location
- Aledo, TX
- Founding
- 02/2000
- Data as of
- 12/2023
- EIN
- 75-2838312
Organization Overview
Barbara F Wheeler Foundation is located in Aledo, TX. The organization was established in 2000. 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. Barbara F Wheeler 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 12/2023, Barbara F Wheeler Foundation generated $697.8k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 6.7% each year. All expenses for the organization totaled $616.3k during the year ending 12/2023. While expenses have increased by 3.1% per year over the past 9 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 2015, Barbara F Wheeler Foundation has awarded 159 individual grants totaling $4,022,000. 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 |
|---|---|---|---|
James Stavens President | 0 | $45,000 | |
Philip Stavens Secretary/tr | 0 | $45,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $68,994 |
| Dividends & Interest | $632,075 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$3,228 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $697,841 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $90,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,885 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5,851 |
| Total operating and administrative expenses | $146,293 |
| Contributions, gifts, grants paid | $470,000 |
| Total expenses and disbursements | $616,293 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $43,499 |
| Savings and temporary cash investments | $186,488 |
| 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 | $0 |
| Other assets | $0 |
| Total assets | $8,309,182 |
| 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 | $35,655 |
| Total liabilities | $35,655 |
Grants Awarded
Over the last fiscal year, Barbara F Wheeler Foundation has awarded $470,000 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN LEGION PURPOSE: VETERAN SUPPORT SERVICES | $10,000 |
ALZHEIMER'S ASSOCIATION PURPOSE: SUPPORT FOR ALHEIMER'S AND DEMENTIA | $10,000 |
ALEDO UNITED METHODIT CHURCH PURPOSE: YOUTH MISSIONS | $20,000 |
BEAUTIFUL FEET MINISTRIES PURPOSE: FOOD, CLOTHING, & HEALTH ASSISTANCE | $30,000 |
CATHOLIC WORLDVIEW FELLOWSHIP PURPOSE: MINISTRY/SPREAD THE GOSPEL | $10,000 |
CENTER OF HOPE PURPOSE: FOOD AND HOUSING ASSISTANCE TO POOR | $30,000 |