AUMdb

Wheeler Family Charitable Foundation

EIN 232938580 · 501(c)(3) · Private foundation · Somerset, PA · recognized 1998

Assets
$9.3M
Revenue
$695K
Expenses
$259K
Investment income
$144K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Somerset Trust Company Trustee $32,995 $0
Joan M Wheeler Chairman-bod & foundation $0 $0
Harold W Wheeler Iii Director $0 $0
Allison Schlaegle Director $0 $0
Colby Kaufman Director $0 $0
Christopher Wheeler Director $0 $0