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Form 990-PFTax year 2024EIN 87-0503163

Wheeler Foundation

A private foundation in Salt Lake City, UT. Its return for tax year 2024 reports $4.3 million paid in grants, listed in an attachment that is not in the e-file.

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Tax year 2024 (period ending Dec 31, 2024), 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

Accepts applications

The return gives an application contact and rules, as below.

Contact
Wells Fargo Philanthropic Services
100 N Main St FL 5 D4001-052
Winston Salem, NC 27101
(800) 352-3705
www.wellsfargo.com/privatefoundationgrants/wheeler
Form and materials
Applications must be submitted through the online grant application form
Deadlines
February 1 and august 1
Restrictions
GRANTEES MUST QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(c) (3) OF THE INTERNAL REVENUE CODE. NO GEOGRAPHIC LIMITATIONS. NO FINANCIAL AID OR EDUCATIONAL SCHOLARSHIPS ARE CONSIDERED.

Assets and giving by year

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

  • Tax year 2024

    $4,303,750

    Grants listed
    In an attachment
    Assets, end of year
    $80,701,360

  • Tax year 2023

    $4,871,965

    Grants listed
    99
    Assets, end of year
    $79,425,595

  • Tax year 2022

    $4,879,000

    Grants listed
    105
    Assets, end of year
    $81,082,373

  • Tax year 2021

    $4,315,300

    Grants listed
    In an attachment
    Assets, end of year
    $81,732,339

  • Tax year 2020

    $4,174,800

    Grants listed
    In an attachment
    Assets, end of year
    $80,521,243

Grants paid in 2024

Grants listed in an attachment (not in the e-file)

As listed on the return.

  1. This return lists its grants in an attachment that is not in the IRS e-file: $4.3 million in all.

Officers, directors and trustees

5 people as filed

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

  • Susan HoltV.P./DIRECTOR Hours 3Pay $7,500
  • Alison W JensenV.P./DIRECTOR Hours 3Pay $7,500
  • Rebecca DavisPRES. / DIRECTOR Hours 3Pay $7,500
  • Mary Katherine YounkerTREAS. / DIRECTOR Hours 3Pay $7,500
  • Connie WheelerSEC. / DIRECTOR Hours 3Pay $7,500

The return

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