Wheeler Eliza & Alfred Tua

SAINT LOUIS, MO EIN: 82-6024443

Wheeler Eliza & Alfred Tua is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $304K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$304K

-2.3% YoY

Annual Giving

$15K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$15K

+0.0% YoY

Under IRS private-foundation payout rules, Wheeler Eliza & Alfred Tua reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About Wheeler Eliza & Alfred Tua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Idaho $74K (100%)

States

Idaho

Cities

Rexburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$304,118	$311,184	$322,617
Revenue	$15,492	$10,805	$6,888
Expenses	$22,684	$22,184	$23,181
Qualifying Distributions	$17,231	$17,158	$17,106
Net Investment Income	$10,113	$5,055	$4,715
Distributable Amount	$17,448	$16,256	$17,283

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Brigham Young University Idaho ($15,000).

Recipient	Purpose	Amount
BRIGHAM YOUNG UNIVERSITY IDAHO REXBURG, ID	GENERAL OPERATING	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$5,881

Frequently Asked Questions

How large is Wheeler Eliza & Alfred Tua?

As of 2024, Wheeler Eliza & Alfred Tua holds $304K in total assets with $15K in annual revenue. It awarded 1 grants totaling $15K in 2024.

Where does Wheeler Eliza & Alfred Tua operate?

Wheeler Eliza & Alfred Tua has awarded grants in Idaho.

What size grants does Wheeler Eliza & Alfred Tua award?

In 2024, Wheeler Eliza & Alfred Tua awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Wheeler Eliza & Alfred Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Wheeler Eliza & Alfred Tua reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.