William A Wheeler & Florence R Foundation
- Assets
- $4.8m
- Revenue
- $103.9k
- Investments
- $2.6m
- Employees
- 0
- Location
- Bakersfield, CA
- Founding
- 00/0000
- Data as of
- 05/2023
- EIN
- 88-0233486
Organization Overview
William A Wheeler & Florence R Foundation is located in Bakersfield, CA. The organization was established in 0000. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. William A Wheeler & Florence R Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2015, William A Wheeler & Florence R Foundation has awarded 167 individual grants totaling $2,430,331. 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
N/A
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $12,294 |
| Dividends & Interest | $150,650 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$60,581 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,540 |
| Total Revenue | $103,903 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $49,000 |
| Other employee salaries and wages | $45,000 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $8,289 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,337 |
| Total operating and administrative expenses | $139,386 |
| Contributions, gifts, grants paid | $270,455 |
| Total expenses and disbursements | $409,841 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,136,590 |
| 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 | $115,000 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,778,194 |
| 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 | $40,844 |
| Total liabilities | $40,844 |
Grants Awarded
Over the last fiscal year, William A Wheeler & Florence R Foundation has awarded $270,455 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
CAL POLY ANIMAL SCIENCE PURPOSE: TO EXPAND ACCESS TO APPLIED STUDENT-FACULTY RESEARCH, ENHANCE PROJECT-BASED, HANDS-ON LEARNING OPPORTUNITIES AND INCREASE INVESTMENT IN CUTTING-EDGE FACILTIES. | $5,000 |
MENDIBURU MAGIC FOUNDATION PURPOSE: TO PROVIDE SUPPORT FOR THE UNMET NEEDS OF CHILDREN AND THEIR FAMILIES THAT MAY BE FACING CANCER AND/OR OTHER CATASTROPHIC OR LIFE THREATENING ILLNESS. | $15,000 |
BOYS & GIRLS CLUB OF KERN COUNTY PURPOSE: TO HELP YOUNG PEOPLE IMPROVE SCHOLARTICALLY, DEVELOP SOCIALLY, AND PREPARE PROFESSIONALLY. | $30,000 |
SURFING FOR HOPE PURPOSE: TO HELP PEOPLE EASE THE DIFFICULTY OF CANCER THROUGH THE HEALING POWERS OF SURFING AND THE OCEAN LIFE. | $10,000 |
REDWINGS HORSE SANCTUARY PURPOSE: TO ELIMINATE THE CAUSES OF EQUINE SUFFERING THROUGH EDUCATIONAL AND COMMUNITY OUTREACH PROGRAMS, RESCUE ABUSED, ABANDONED, AND NEGLECTED EQUINES AND PROVIDE PERMANENT SANCTUARY OR SELECTED ADOPTIVE HOMES FOR THOSE EQUINES. | $7,500 |
ST FRANCIS SCHOOL FOUNDATION PURPOSE: TO PROVIDE EXCELLENCE IN CATHOLIC EDUCATION BY PREPARING CRITICAL-THINKING, DISCIPLINED, AND ACTIVE CHRISTIAN LEADERS. | $1,000 |