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THE CARROLL AND MARGUERITE WHEELER FOUNDATION

THE CARROLL AND MARGUERITE WHEELER FOUNDATION

AUSTIN, TX, US
•
501(c)(3)
•
EIN
82-7129734
•
WWW.THEWHEELERFOUNDATION.ORG/
•
Open for Solicitation
Private Foundation
Family Foundation
Regional Funder
funder logo

THE CARROLL AND MARGUERITE WHEELER FOUNDATION

AUSTIN, TX, US
•
501(c)(3)
•
EIN
82-7129734
•
WWW.THEWHEELERFOUNDATION.ORG/
•
Open for Solicitation
Private Foundation
Family Foundation
Regional Funder
Overview
Programs
990s
Income Statement
Balance Sheet
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Balance Sheet

Fiscal Year Start:
Jan 1
Assets in 2024 (Year End)

$52,722,449

Investments
69%
Other Assets
25%
Cash & Equivalents
6%
Receivables (Non-Related)
0%
Related-Party Receivables
0%
Inventories
0%
Prepaid Expenses
0%
Property, Plant, & Equipment (net)
0%
Liabilities in 2024 (Year End)

$733

Other Liabilities
>99%
Payables & Accruals
0%
Grants Payable
0%
Deferred Revenue
0%
Tax-Exempt Bond Liabilities
0%
Custodial & Escrow Liabilities
0%
Notes Payable / Debt (Non-Related)
0%
Related-Party Payables
0%
Tax-Exempt Bond Liabilities
N/A
Custodial & Escrow Liabilities
N/A
Assets
2023
2024
Change
Cash & Equivalents
$598,033
$3,216,393
+438%
Receivables (Non-Related)
-
-
-
Related-Party Receivables
-
-
-
Inventories
-
-
-
Prepaid Expenses
-
-
-
Investments
$34,739,284
$36,116,665
+4%
Property, Plant, & Equipment (net)
-
-
-
Other Assets
$15,424,619
$13,389,391
-13%
Total Assets
$50,761,936
$52,722,449
+4%
Liabilities
2023
2024
Change
Payables & Accruals
-
-
-
Grants Payable
-
-
-
Deferred Revenue
-
-
-
Tax-Exempt Bond Liabilities
N/A
N/A
N/A
Custodial & Escrow Liabilities
N/A
N/A
N/A
Notes Payable / Debt (Non-Related)
-
-
-
Related-Party Payables
-
-
-
Other Liabilities
-
$733
-
Total Liabilities
$0
$733
-
Net assets
2023
2024
Change
Restricted Net Assets
N/A
N/A
N/A
Unrestricted Net Assets
N/A
N/A
N/A
Net assets
2023
2024
Change
Net assets
+$50,761,936
+$52,721,716
+4%
Balance Sheet
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