Wheeler Foundation Tr
- Assets
- $959.9k
- Revenue
- $9.0k
- Investments
- $904.3k
- Employees
- 0
- Location
- Huntington Beach, CA
- Founding
- 10/2001
- Data as of
- 12/2023
- 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 12/2023, Wheeler Foundation Tr generated $9.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (24.3%) each year. All expenses for the organization totaled $11.9k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (35.7%) per year over the past 9 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 | |
Jesse Stolzenburg Trustee | 1 | $0 | |
Max C Wheeler Trustee | 1 | $0 | |
Matt A Peasley Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $21,291 |
| Dividends & Interest | $218 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$12,478 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $9,031 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $220 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $4,358 |
| Total operating and administrative expenses | $11,920 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $11,920 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $50,097 |
| 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 | $1,466 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $4,026 |
| Total assets | $959,865 |
| Accounts payable and accrued expenses | $22,638 |
| Grants payable | $1,021,125 |
| 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 | $1,043,763 |
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 |