The Wheelwright Family Charitable Foundation
- Assets
- $594.3k
- Revenue
- $555.4k
- Investments
- $515.4k
- Employees
- 0
- Location
- Oakley, UT
- Founding
- 04/2001
- Data as of
- 12/2023
- EIN
- 87-0672839
Organization Overview
The Wheelwright Family Charitable Foundation is located in Oakley, UT. The organization was established in 2001. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wheelwright Family Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Wheelwright Family Charitable Foundation generated $555.4k in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 36.0% each year . All expenses for the organization totaled $113.6k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Wheelwright Family Charitable Foundation has awarded 170 individual grants totaling $761,836. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONSTRUCTED A COMMUNITY SIDEWALK
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steven C Wheelwright Trustee | 1.2 | $0 | |
Margaret S Wheelwright Trustee | 3.8 | $0 | |
Marianne W Lewis Trustee | 0.4 | $0 | |
Melinda W Brown Trustee | 1.5 | $0 | |
S Douglas Brown Trustee | 0.1 | $0 | |
Kristen W Taylor Trustee | 1.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $547,725 |
| Interest on Savings | $464 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $7,165 |
| Total Revenue | $555,354 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $124 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,102 |
| Total operating and administrative expenses | $3,226 |
| Contributions, gifts, grants paid | $110,361 |
| Total expenses and disbursements | $113,587 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $78,866 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $515,431 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $594,297 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Wheelwright Family Charitable Foundation has awarded $110,361 in support to 24 organizations.
| Grant Recipient | Amount |
|---|---|
AMBER BAKER PURPOSE: SCHOLARSHIP AND COMMUNITY AWARD | $500 |
ASHLEIGH FISCHER PURPOSE: SCHOLARSHIP AND COMMUNITY AWARD | $5,000 |
CHRIST'S HAVEN PURPOSE: GENERAL PURPOSE | $500 |
COOK CHILDREN'S MEDICAL CENTER PURPOSE: GENERAL PURPOSE | $500 |
DAGIM NAGOSH PURPOSE: SCHOLARSHIP AND COMMUNITY AWARD | $5,000 |
DOWN SYNDROME PARTNERSHIP OF NORTHERN TEXAS PURPOSE: GENERAL PURPOSE | $500 |