Wheelock Anna Fdn

WILMINGTON, DE EIN: 13-6057279

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$232K

+2.8% YoY

Annual Giving

$14K

+25.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$14K

+25.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$18K$35K$53K$71K20202021202220232024
Metric202420232022
Total Assets$231,539$225,178$249,285
Revenue$24,653$-11,502$4,903
Expenses$18,399$15,257$13,975
Qualifying Distributions$15,789$12,895$10,975
Net Investment Income$22,123$5,176$3,555
Distributable Amount$12,466$11,684$12,306

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$9K$13K$18K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

OREGON HEALTH & SCIENCE$14K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Wheelock Anna Fdn fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

ARDEN TRUST COMPANYTRUSTEE$1K

From 2024 filing

NameTitleHoursCompensation
ARDEN TRUST COMPANYTRUSTEE1$1,441

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

PortlandPrtland

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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