THE WHEELER TRUST XXX-XX-XXXX
$161K
Total Assets (2019)
$6K
Total Giving (2019)
26
Grants on File (2018–2023)
$2K
Avg Grant Size
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
Town of Bolton
Phone
8777731229
Deadlines
None
How to Apply
Letter to the Board that includes a letter of recommendation from a teacher or guidance counselor.
Restrictions
Applicants must be under 26 years old; residents of Chittenden County, demonstrate scholastic ability and financial need; for institutions of higher learning.
Financial Trends 2022 data appears limited (dashed line) because the IRS transitioned its e-filing system that year and only published 2 months of XML archives.
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $8K | $145K | $8K | 5 |
| 2019 | $6K | $161K | $7K | 4 |
| 2020 | $7K | $167K | $9K | 6 |
| 2021 | $6K | $175K | $12K | 4 |
| 2023 | $5K | $144K | $-3K | 7 |
Grant Size Distribution
Based on 26 grants on record
Minimum
$325
25th Pctl
$600
Median
$1K
Average
$1K
75th Pctl
$2K
Maximum
$3K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| TD BANK NA | Trustee | $3K |
Grants Awarded (26 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| LAYLA DRINKWATER | WATERBURY, VT | $3,000 | SCHOLARSHIP | 2021 |
| MAXWELL H SCHINDLER | WATERBURY, VT | $2,200 | SCHOLARSHIP | 2020 |
| MAXWELL H SCHINDLER | WATERBURY, VT | $2,000 | SCHOLARSHIP | 2019 |
| MAXWELL H SCHINDLER | WATERBURY, VT | $2,000 | SCHOLARSHIP | 2018 |
| MIRANDA GROVER | WATERBURY, VT | $1,800 | SCHOLARSHIP | 2020 |
| KURTIS M SWAHN | WATERBURY, VT | $1,750 | SCHOLARSHIP | 2019 |
| MIRANDA GROVER | WATERBURY, VT | $1,750 | SCHOLARSHIP | 2019 |
| KURTIS M SWAHN | WATERBURY, VT | $1,500 | SCHOLARSHIP | 2018 |
| CARLY E HANSEN | WATERBURY, VT | $1,500 | SCHOLARSHIP | 2021 |
| MIRANDA GROVER | WATERBURY, VT | $1,500 | SCHOLARSHIP | 2018 |
| JORDYN GOSSELIN | WATERBURY, VT | $1,500 | SCHOLARSHIP | 2018 |
| KATHRYN ANNE DEVLIN | WATERBURY, VT | $1,500 | SCHOLARSHIP | 2018 |
| ANDREW GERVIA | WATERBURY, VT | $1,300 | SCHOLARSHIP | 2023 |
| ANDREW GERVIA | WATERBURY, VT | $1,300 | SCHOLARSHIP | 2023 |
| SAMANTHA MONGEON | WATERBURY, VT | $1,000 | SCHOLARSHIP | 2019 |
| SAMANTHA MONGEON | WATERBURY, VT | $1,000 | SCHOLARSHIP | 2020 |
| MARIE HAVILAND | WATERBURY, VT | $900 | SCHOLARSHIP | 2020 |
| LAYLA DRINKWATER | WATERBURY, VT | $750 | SCHOLARSHIP | 2023 |
| LINCOLN DESLAURIERS | WATERBURY, VT | $750 | SCHOLARSHIP | 2023 |
| LIA CHIEN | WATERBURY, VT | $600 | SCHOLARSHIP | 2021 |
| LIA CHIEN | WATERBURY, VT | $600 | SCHOLARSHIP | 2020 |
| CARLY E HANSEN | WATERBURY, VT | $550 | SCHOLARSHIP | 2023 |
| MADELINE COHEN | WATERBURY, VT | $450 | SCHOLARSHIP | 2020 |
| MADELINE COHEN | WATERBURY, VT | $450 | SCHOLARSHIP | 2021 |
| MATTHEW CHIEN | WATERBURY, VT | $375 | SCHOLARSHIP | 2023 |