Open Foundations · Utah

Wheeler Foundation

Salt Lake Cty, Utah · EIN 870503163. Its Form 990-PF says giving is not restricted to organizations picked in advance, which is how a private foundation files that it accepts unsolicited requests. It paid $4.9M across 99 grants in 2023, a median of $25K each.

All Utah foundations · All states

$4.9M
paid in 2023
99
grants paid
$25K
median grant
18%
to first-time recipients
$80.7M
assets on file

How to apply, as filed

Straight off Part XV of the return. Where the foundation left a line blank, this says so rather than guessing.

Send requests to
WELLS FARGO PHILANTHROPIC SERVICES
Address
100 N Main St FL 5 D4001-052, WINSTON SALEM, NC, 27101
Phone
8003523705
Email
WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONGRANTS/WHEELER
Form the request should take
APPLICATIONS MUST BE SUBMITTED THROUGH THE ONLINE GRANT APPLICATION FORM
Submission deadline
FEBRUARY 1 AND AUGUST 1
Restrictions on awards
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.

As filed on the Form 990-PF for tax year 2023, IRS filing object id 202402999349100405. Printed word for word, including the entries that only say to see a website or an attachment.

What it funds, in its own words

The filing states only a general purpose, with nothing specific enough to pull out as recurring language.

Biggest grants in 2023

The 15 largest of the 99 grants paid in 2023, with the purpose the foundation wrote for each.

#RecipientStateAmountPurpose as filed
1University of UtahUT$402,500GENERAL OPERATING
2American National Red CrossDC$260,000GEN OP/DISASTER CYCLE UT &
3International Rescue Committee IncNY$250,000GENERAL OPERATING/RAI
4Brigham Young UniversityUT$160,000GENERAL OPERATING
5Farm Alliance of Baltimore IncMD$150,000GROWING HEALTHY FOOD &
6National Audubon Society IncNY$135,000BALTIMORE FOR BIRDS
7Catholic CharitiesAZ$125,000IMMIGRATION LEGAL SERVICES
8The Good Samaritan FoundationUT$120,000GEN OP/ROSE PARK NBHD
9The Producers Club of Maryland IncMD$120,000VISIONARY FD/CTR FOR MOVING
10Maryland Food Bank IncMD$100,000FOODWORKS PROGRAM &
11Moveable Feast IncMD$100,000HOME DELIVERED MEAL PROGRAM
12Yellowstone ForeverMT$100,000PRESERVE HERITAGE HISTORY
13Utah Chamber ArtistsUT$95,0002022-2023 CONCERT SEASON
14Operation Underground Railroad IncUT$90,000GENERAL OPERATING
15Shelter the Homeless Committee IncUT$90,000GENERAL OPERATING

Giving by year, and who received it

Grants paid by year

Every year of this foundation's grants that Civly holds
Tax yearGrantsPaid
20201$4.2M
20211$4.3M
2022105$4.9M
202399$4.9M

Where the money went

Share of 2023 grant dollars by recipient state
Utah47%
Oregon17%
Maryland13%
New York5%
District of Columbia4%

Who decides

Officers, directors and trustees as filed, with the year of the return they appeared on.

Alison W JensenV.P./DIRECTOR · 2023
Connie WheelerSEC. / DIRECTOR · 2023
Mary Katherine YounkerTREAS. / DIRECTOR · 2023
Rebecca DavisPRES. / DIRECTOR · 2023
Susan HoltV.P./DIRECTOR · 2023

Every figure on this page is that foundation's own latest filed year, which is 2022 or later. This foundation is listed because its Form 990-PF says it does not restrict giving to preselected organizations and it paid at least 5 grants totaling $100K or more that year. Latest-year grants and terms per foundation from IRS 990-PF e-file returns; the newest tax year is partial until the IRS finishes releasing it. Grants are de-duplicated on funder, year, recipient and amount, so identical repeat grants collapse into one and totals can run low. Full method.

Source: IRS Form 990-PF e-file releases (public domain). Analysis: Civly.

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