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Foundation Lookup

Form 990-PFTax year 2025EIN 30-0178631

Wheeler Charitable Trust Foundation

A private foundation in Covington, KY. Its return for tax year 2025 lists 7 grants and $44,000 paid in grants.

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Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests. It still lists the details below.

Contact
James W Morgan Jr
128 E 2nd Street
Covington, KY 41011
Form and materials
N/A
Deadlines
N/A
Restrictions
N/A

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $44,000

    Grants listed
    7
    Assets, end of year
    $805,182

  • Tax year 2024

    $42,000

    Grants listed
    6
    Assets, end of year
    $802,237

  • Tax year 2023

    $43,500

    Grants listed
    6
    Assets, end of year
    $794,948

  • Tax year 2022

    $63,000

    Grants listed
    6
    Assets, end of year
    $814,114

  • Tax year 2021

    $58,000

    Grants listed
    6
    Assets, end of year
    $919,768

  • Tax year 2020

    $50,000

    Grants listed
    7
    Assets, end of year
    $918,062

Grants paid in 2025

7 grants, largest first

As listed on the return.

  1. Alexandria Community ChurchAlexandria, KY

    General purposes

    $17,500
  2. Asbury Methodist ChurchHighland Heights, KY

    General purposes

    $9,500
  3. Grant's Lick Baptist ChurchAlexandria, KY

    General purposes

    $9,500
  4. Northern Kentucky UniversityHighland Heights, KY

    Scholarships

    $3,500
  5. Nku Wesley FoundationHighland Heights, KY

    General purposes

    $1,500
  6. The Kentucky United Methodist HomeVersailles, KY

    Childrens home

    $1,500
  7. Blood Cancer UnitedRye Brook, NY

    General purposes

    $1,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Health1 grant $1,000100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Kentucky6 grants $43,000
  2. District of Columbia1 grant $1,000

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • David WhitehouseTRUSTEE Hours 0.5Pay $2,000
  • James W Morgan JrTRUSTEE Hours 0.5Pay $2,000

The return

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