The Wheeler Family Charitable Foundation
EIN 232938580Total Given 2017–2023
$2.2M
143 grants · $313K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $5K–$20K
grant size
64%
deep partner · 30/47 multi-year
repeat
$7.8M
Assets (2023)
47
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
BARBARA DAVIES
Phone
(814) 443-9201
Deadlines
NONE
How to Apply
NO PRESCRIBED FORM
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $485K | $5.3M | $230K | 31 |
| 2018 | $473K | $5.0M | $515K | 32 |
| 2019 | N/A | $5.5M | $187K | N/A |
| 2020 | $463K | $6.1M | $490K | 27 |
| 2021 | $348K | $7.7M | $901K | 20 |
| 2022 | $228K | $6.5M | $538K | 18 |
| 2023 | $194K | $7.8M | $328K | 15 |
Grant Size Distribution
Based on 143 grants on record
Minimum
$500
25th Pctl
$5K
Median
$10K
Average
$15K
75th Pctl
$20K
Maximum
$100K
Geographic Distribution
Officers & Directors
JW
Joan M Wheeler
7+ yrs
Chairman-Bod & Foundation
Leadership
PW
Paul J Wheeler
7+ yrs
Director
BD
Barbara Davies
7+ yrs
Director
HW
Harold W Wheeler III
7+ yrs
Director
DW
David L Wheeler
7+ yrs
Director
SC
Somerset Trust Company
7+ yrs
Trustee
JW
Joan M Wheeler
7+ yrs
Chairman-Bod & Foundation
Leadership
DW
David L Wheeler
7+ yrs
Director
HW
Harold W Wheeler III
7+ yrs
Director
BD
Barbara Davies
7+ yrs
Director
PW
Paul J Wheeler
7+ yrs
Director
SC
Somerset Trust Company
7+ yrs
Trustee
JW
Joan M Wheeler
7+ yrs
Chairman-Bod & Foundation
Leadership
BD
Barbara Davies
7+ yrs
Director
PW
Paul J Wheeler
7+ yrs
Director
HW
Harold W Wheeler III
7+ yrs
Director
DW
David L Wheeler
7+ yrs
Director
SC
Somerset Trust Company
7+ yrs
Trustee
JW
Joan M Wheeler
7+ yrs
Chairman-Bod & Foundation
Leadership
DW
David L Wheeler
7+ yrs
Director
PW
Paul J Wheeler
7+ yrs
Director
HW
Harold W Wheeler III
7+ yrs
Director
BD
Barbara Davies
7+ yrs
Director
SC
Somerset Trust Company
7+ yrs
Trustee
JW
Joan M Wheeler
7+ yrs
Chairman-Bod & Foundation
Leadership
HW
Harold W Wheeler III
7+ yrs
Director
DW
David L Wheeler
7+ yrs
Director
BD
Barbara Davies
7+ yrs
Director
PW
Paul J Wheeler
7+ yrs
Director
SC
Somerset Trust Company
7+ yrs
Trustee
JW
Joan M Wheeler
7+ yrs
Chairman-Bod & Foundation
Leadership
PW
Paul J Wheeler
7+ yrs
Director
BD
Barbara Davies
7+ yrs
Director
HW
Harold W Wheeler III
7+ yrs
Director
DW
David L Wheeler
7+ yrs
Director
SC
Somerset Trust Company
7+ yrs
Trustee
JW
Joan M Wheeler
7+ yrs
Chairman-Bod & Foundation
Leadership
DW
David L Wheeler
7+ yrs
Director
PW
Paul J Wheeler
7+ yrs
Director
BD
Barbara Davies
7+ yrs
Director
HW
Harold W Wheeler III
7+ yrs
Director
SC
Somerset Trust Company
7+ yrs
Trustee
Grants Awarded (143 total)
| Purpose | ||||
|---|---|---|---|---|
| Meals on Wheels | Somerset, PA | $100,000 | UNRESTRICTED CONTRIBUTION | 2017 |
| Somerset Hospital Foundation | Somerset, PA | $80,000 | RESTRICTED FOR IN TOUCH HOSPICE | 2020 |
| Children'S Hospital of Pittsburgh | Pittsburgh, PA | $80,000 | COLORECTAL CENTER PATIENT FAMILY SUPPORT FUND | 2021 |
| Children'S Hospital of Pittsburgh | Pittsburgh, PA | $50,000 | UNRESTRICTED CONTRIBUTION | 2018 |
| Meals on Wheels | Somerset, PA | $50,000 | UNRESTRICTED CONTRIBUTION | 2018 |
| Somerset Food Pantry | Somerset, PA | $50,000 | UNRESTRICTED CONTRIBUTION | 2018 |
| Somerset in Touch Hospice | Somerset, PA | $50,000 | UNRESTRICTED CONTRIBUTION | 2018 |
| Meals on Wheels | Somerset, PA | $50,000 | UNRESTRICTED CONTRIBUTION | 2020 |
| Somerset Food Pantry | Somerset, PA | $50,000 | UNRESTRICTED CONTRIBUTION | 2020 |
| Meals on Wheels | Somerset, PA | $50,000 | UNRESTRICTED CONTRIBUTION | 2021 |
| Meals on Wheels | Somerset, PA | $50,000 | UNRESTRICTED CONTRIBUTION | 2023 |
| Somerset Food Pantry | Somerset, PA | $50,000 | UNRESTRICTED CONTRIBUTION | 2023 |
| Somerset Food Pantry | Somerset, PA | $50,000 | UNRESTRICTED CONTRIBUTION | 2017 |
| Somerset in Touch Hospice | Somerset, PA | $50,000 | UNRESTRICTED CONTRIBUTION | 2017 |
| Meals on Wheels | Somerset, PA | $50,000 | UNRESTRICTED CONTRIBUTION | 2022 |
| Somerset Food Pantry | Somerset, PA | $45,000 | UNRESTRICTED CONTRIBUTION | 2021 |
| Children'S Hospital of Pittsburgh | Pittsburgh, PA | $45,000 | UNRESTRICTED CONTRIBUTION | 2017 |
| Somerset Food Pantry | Somerset, PA | $45,000 | UNRESTRICTED CONTRIBUTION | 2022 |
| Somerset Hospital Foundation | Somerset, PA | $39,000 | RESTRICTED FOR IN TOUCH HOSPICE | 2021 |
| Children'S Aid Home | Somerset, PA | $38,500 | RESTRICTED TO ASPIRE GRANT WRITING | 2020 |
| Children'S Aid Society Foundation | Somerset, PA | $31,000 | UNRESTRICTED CONTRIBUTION | 2018 |
| St Jude Research Hospital | Memphis, TN | $30,000 | UNRESTRICTED CONTRIBUTION | 2018 |
| St Jude Research Hospital | Memphis, TN | $30,000 | UNRESTRICTED CONTRIBUTION | 2020 |
| Somerset Volunteer Fire Dept | Somerset, PA | $30,000 | UNRESTRICTED CONTRIBUTION | 2017 |
| Somerset County Mobile Food Bank | Somerset, PA | $25,000 | UNRESTRICTED CONTRIBUTION | 2018 |