Public nonprofit record
WHEELER CHARITABLE TRUST FOUNDATION
EIN 30-0178631 · Private Independent Foundations (T22)
What they do
WHEELER CHARITABLE TRUST FOUNDATION
Money
Tax year 2025Financial picture
Revenue$67,124
Expenses$64,179
Assets$889,763
Income$552,068
Grants given$300,500
Average grant$8,122
Stocks and bonds$863,734
Accounting fees$1,100
Investing fees$10,852
About this charity
- Recognized since
- January 2003
- Location
- 128 EAST 2ND STREET, COVINGTON, KY 41011
- County
- Kenton
- In care of
- JAMES W MORGAN JR
- Primary officer
- JAMES W MORGAN JR, TRUSTEE
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990PF
- Tax preparer
- CHAMBERLIN OWEN & CO INC
- NTEE classification
- Private Independent Foundations (T22)
- IRS tax category
- Private Independent Foundations
- Grant-giving organization
- Yes
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 1000
- Deductibility
- 1
- Foundation
- 04
- Organization
- 2
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