The Wheeler Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Wheeler Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 95-7106465

Foundation Overview

Based in Huntington Beach, CA, The Wheeler Foundation has awarded 12 grants totaling $3,800,000 to organizations in California. Individual grants range from $250,000 to $350,000, with a median award of $350,000.

Latest Tax Year
2023
Total Giving (all years)
$3,800,000
Total Assets
$902,575
Median Grant (all grants)
$350,000

Latest Form 990-PF Snapshot

Total Grants
0 (No grants in 2023)
Median Grant
$0
% Median Grant Decline
-100% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
California

100% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Berkeley (100%).

Funding Trajectory
-42%

Declining funding trend with 42% decrease over 6 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Healthcare + Education

Dual focus on healthcare (67%) and education, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Wheeler Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
University Of California - Berkeley $350,000 Berkeley, CA, US Funding For Research Of Emerging And Neglected Diseases. 2022
University Of California - Berkeley $350,000 Berkeley, CA, US Funding For Research Of Emerging And Neglected Diseases. 2022
University Of California - Berkeley $350,000 Berkeley, CA, US Funding For Research Of Emerging And Neglected Diseases. 2022
University Of California - Berkeley $350,000 Berkeley, CA, US Funding For Research Of Emerging And Neglected Diseases. 2021
University Of California - Berkeley $350,000 Berkeley, CA, US Funding For Research Of Emerging And Neglected Diseases. 2020
University Of California - Berkeley $250,000 Berkeley, CA, US Funding For Operation Of Wills Neuroscience Institute's Brain Imaging Center 2020
University Of California - Berkeley $350,000 Berkeley, CA, US Funding For Research Of Emerging And Neglected Diseases. 2018
University Of California - Berkeley $250,000 Berkeley, CA, US Funding For Operation Of Wills Neuroscience Institute's Brain Imaging Center 2018
University Of California - Berkeley $350,000 Berkeley, CA, US Funding For Research Of Emerging And Neglected Diseases. 2017
University Of California - Berkeley $250,000 Berkeley, CA, US Funding For Operation Of Wills Neuroscience Institute's Brain Imaging Center 2017
University Of California - Berkeley $350,000 Berkeley, CA, US Funding For Research Of Emerging And Neglected Diseases. 2016
University Of California - Berkeley $250,000 Berkeley, CA, US Funding For Operation Of Wills Neuroscience Institute's Brain Imaging Center 2016

Foundations Similar to The Wheeler Foundation

Discover 5 foundations with comparable assets ($678,142-$1,132,409), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 95-4254005 | 11 grants awarded
$857,528
(≈ Similar)
$250,000
median grant
Los Angeles, CA
Same state
98%
Excellent match

EIN: 20-3830425 | 15 grants awarded
$969,851
(≈ Similar)
$567,000
median grant
Palo Alto, CA
Same state
96%
Excellent match

EIN: 81-3029873 | 12 grants awarded
$711,900
(↓ Smaller)
$177,000
median grant
San Diego, CA
Same state
89%
Excellent match

EIN: 95-4296007 | 2 grants awarded
$678,142
(↓ Smaller)
$511,226
median grant
Los Angeles, CA
Same state
88%
Excellent match

EIN: 46-1989857 | 4 grants awarded
$1,132,409
(↑ Larger)
$338,120.5
median grant
Mill Valley, CA
Same state
87%
Excellent match

Contact Information

Official contact details for The Wheeler Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 95-7106465
Website N/A
Address 21031 MANESSA CIRCLE Huntington Beach, CA 92646-0000

Key People (6)

Board members, trustees, and key staff who oversee The Wheeler Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Paul Licht Phd
Trustee Howard Fields Md Phd
Trustee Henry Hugh Wheeler Iii
Trustee Jesse Stolzenburg
Trustee Max C Wheeler

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Wheeler Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.