The Wheeler Foundation

EIN 957106465

Huntington Beach, CA 92649 |(714) 963-7598

Total Given 2016–2022
$3.4M
11 grants · $479K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$350K
typical big bets · $250K–$350K
grant size
100%
deep partner · 1/1 multi-year
repeat
$903K
Assets (2023)
1
Distinct Recipients

About

The organization distributed a cash payment of $350,000 to University of California - Berkeley on July 5, 2022. The amount was in excess of 25% of the fair market value of assets as of the beginning of the year. The payment of $350,000 to University of California - Berkeley was made to satisfy a pledge made in earlier years. The pledge was to continue over the next three years at which time it is expected that all assets of the organization will be depleted. In the year 2023, the organization lost a trustee leaving less than an amount required for the organization to operate. Therefore, no pledge payment was made in 2023. The pledge payments should resume in 2024 and 2025 at which time all assets will have been liquidated.There has been no liquidation plan currently adopted.The $350,000 payment was made as follows: University of California - Berkeley 2080 Addison St Berkeley, CA 94720

Focus Areas

Health Human Services Science & Research

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person University of California - Berkeley
Phone (714) 963-7598

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $600K $3.7M $88K 2
2017 $600K $3.2M $104K 2
2018 $600K $2.6M $68K 2
2019 $600K $2.2M $108K 2
2020 $600K $1.9M $119K 2
2022 $350K $868K $-9K 1
2023 N/A $903K $9K N/A

Grant Size Distribution

Based on 11 grants on record

Minimum
$250K
25th Pctl
$250K
Median
$350K
Average
$305K
75th Pctl
$350K
Maximum
$350K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

PP
Paul Licht PhD 7+ yrs
Trustee
MP
Matt A Peasley
Trustee
MW
Max C Wheeler
Trustee
JS
Jesse Stolzenburg
Trustee
HW
Henry Hugh Wheeler III 7+ yrs
Trustee
HP
Howard Fields MD PhD 7+ yrs
Trustee

Grants Awarded (11 total)

Purpose
University of California - Berkeley Berkeley, CA $350,000 Funding for research of emerging and neglected diseases. 2020
University of California - Berkeley Berkeley, CA $350,000 Funding for research of emerging and neglected diseases. 2022
University of California - Berkeley Berkeley, CA $350,000 Funding for research of emerging and neglected diseases. 2019
University of California - Berkeley Berkeley, CA $350,000 Funding for research of emerging and neglected diseases. 2016
University of California - Berkeley Berkeley, CA $350,000 Funding for research of emerging and neglected diseases. 2017
University of California - Berkeley Berkeley, CA $350,000 Funding for research of emerging and neglected diseases. 2018
University of California - Berkeley Berkeley, CA $250,000 Funding for operation of Wills Neuroscience Institute's Brain Imaging Center 2020
University of California - Berkeley Berkeley, CA $250,000 Funding for operation of Wills Neuroscience Institute's Brain Imaging Center 2019
University of California - Berkeley Berkeley, CA $250,000 Funding for operation of Wills Neuroscience Institute's Brain Imaging Center 2016
University of California - Berkeley Berkeley, CA $250,000 Funding for operation of Wills Neuroscience Institute's Brain Imaging Center 2017
University of California - Berkeley Berkeley, CA $250,000 Funding for operation of Wills Neuroscience Institute's Brain Imaging Center 2018