Wheeler Foundation
Wheeler Foundation is a private foundation based in an individual recipient City, Utah. Its 2024 filing reports a grant of $4,303,750 to a recipient listed as “SEE ATTACHED” in Winston-Salem, North Carolina.
Wheeler Foundation at a glance
In short: Wheeler Foundation gave $4.3M across 1 grant in 2024 (avg $4.3M), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $4,303,750
- -11.7% vs 2023
- Grants made (2024)
- 1
- -99.0% vs 2023
- Average grant
- $4,303,750
- +8645.4% vs 2023
- Median grant
- $4,303,750
- Total assets
- $80,701,360
- +1.6% vs 2023
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Wheeler Foundation
- How to Apply
-
The 2024 filing says applications must be submitted through the online grant application form. Applicants must qualify as exempt organizations under Section 501(c)(3) of the Internal Revenue Code. The filing says the foundation does not consider financial aid or educational scholarships.
- Review Cycle
- The 2024 filing lists February 1 and August 1. Both dates have passed for 2026.
- Deadline
- The 2024 filing lists February 1 and August 1.
- Contact
Application contact: Wells Fargo Philanthropic Services
Mailing address: 100 N Main St Fl 5 D4001-052, Winston Salem, NC 27101
Phone: (800) 352-3705
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Wheeler Foundation funds
How this funder distributes its grants
Grant Size Distribution
207 grants across all recorded years
The most common grant size was under $50K: 128 grants of 207 (62%).
Geographic Focus
Where this funder awards grants
The foundation’s 2024 filing states that awards have no geographic limitations. Its reported 2024 grant went to a recipient listed in Winston-Salem, North Carolina. The 2023 grantees listed include organizations in Washington, DC; New York, New York; Baltimore, Maryland; and Bozeman, Montana.
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Wheeler Foundation gives
- Giving held roughly steady from 2021 to 2024 (+0%). Method
- In 2024 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $4.2M (2020) to $4.9M (2022). In 2024 it made 1 grant totaling $4.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Winston-Salem, NC | See Attached | $4,303,750 |
Ready to take the next step with Wheeler Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $80,701,360 | $6,157,619 | $5,112,556 | $4,303,750 | 1 | $4,527,885 | $5,608,832 | $5,322,178 |
| 2023 | $79,425,595 | $3,634,557 | $5,499,680 | $4,871,965 | 99 | $5,025,526 | $3,054,843 | $4,630,388 |
| 2022 | $81,082,373 | $4,781,429 | $5,521,686 | $4,879,000 | 105 | $5,034,228 | $4,371,405 | $4,616,888 |
| 2021 | $81,732,339 | $6,254,456 | $4,925,865 | $4,315,300 | 1 | $4,453,890 | $5,670,458 | $5,051,598 |
| 2020 | $80,521,243 | $4,304,867 | $4,757,540 | $4,174,800 | 1 | — | $3,666,461 | $4,416,856 |
Under IRS private-foundation payout rules, Wheeler Foundation reported a distributable amount of $5.3M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No formal mission statement is provided. The grantees listed in the foundation’s 2023 grants include organizations working in humanitarian relief, food access, conservation, and film and community arts. For example, the American National Red Cross describes its mission as preventing and alleviating suffering in emergencies, while the International Rescue Committee says it responds to humanitarian crises and helps people affected by conflict and disaster. The Maryland Food Bank describes its work as feeding people, strengthening communities, and ending hunger in Maryland.
Grantmaking
In 2024, the foundation reported one grant totaling $4,303,750; that was also the smallest, largest, and median grant for the year. The recipient was listed as “SEE ATTACHED” in Winston-Salem, North Carolina, with the purpose also listed as “SEE ATTACHED.” In 2023, it reported 99 grants totaling $4,871,965. Its 2024 filing, the latest on this page, reports 1 grant totaling $4.3 million.
Selected 2023 grants included $260,000 to the American National Red Cross & Its Constituent Chapters and Branches, $250,000 to the International Rescue Committee, $150,000 to Farm Alliance of Baltimore, $135,000 to the National Audubon Society, and $120,000 to The Producers Club of MD.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Rebecca Davis as president/director; Susan Holt and Alison W. Jensen as vice presidents/directors; Mary Katherine Younker as treasurer/director; and Connie Wheeler as secretary/director.
Wheeler Foundation is led by Rebecca Davis, President & Director on every filing since 2020; all 5 officers listed in 2024 are compensated.
Officers on the 2024 filing
Rebecca Davis
President & Director
On filings since 2020
3 hrs/week
$8K (2020) → $8K (2024)
Alison W. Jensen
V.p. & Director
On filings since 2020
3 hrs/week
$8K (2020) → $8K (2024)
Connie Wheeler
Secretary & Director
On filings since 2020
3 hrs/week
$8K (2020) → $8K (2024)
Mary Katherine Younker
Treasurer & Director
On filings since 2020
3 hrs/week
$8K (2020) → $8K (2024)
Susan Holt
V.p. & Director
On filings since 2020
3 hrs/week
$8K (2020) → $8K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $8K, to Susan Holt (V.P./Director). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Wheeler Foundation
How much does Wheeler Foundation give each year?
Wheeler Foundation gave $4.3M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4.9M across 99 grants.
How large is Wheeler Foundation?
Wheeler Foundation reported $80.7M in total assets on its 2024 IRS Form 990-PF. It paid out $4.5M in qualifying distributions that year, against a required minimum of $5.3M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Wheeler Foundation fund?
No formal mission statement is provided. The grantees listed in the foundation’s 2023 grants include organizations working in humanitarian relief, food access, conservation, and film and community arts. See mission & focus areas ↑
How do I apply for a grant from Wheeler Foundation?
The 2024 filing says applications must be submitted through the online grant application form. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Wheeler Foundation make grants?
The foundation’s 2024 filing states that awards have no geographic limitations. Its reported 2024 grant went to a recipient listed in Winston-Salem, North Carolina. The 2023 grantees listed include organizations in Washington, DC; New York, New York; Baltimore, Maryland; and Bozeman, Montana.
What is Wheeler Foundation's EIN?
Wheeler Foundation's EIN (Employer Identification Number) is 87-0503163. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Other open foundation grants in Utah
Utah Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Wheeler Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
Sorenson Legacy Foundation
Midvale, UT
The Sorenson Legacy Foundation funds education, arts education, innovation, health care, and community initiatives, with a strong preference for work in Utah. In 2024, it made 266 grants ranging from $700 to $5.675 million, with a median award of $20,000. It accepts applications through its application process and lists quarterly deadlines of December 1, March 1, June 1, and September 1.
Assets
$465.5M
Grants
266
Total Given
$28.0M
The Community Foundation of Utah
Salt Lake City, UT
The Community Foundation of Utah supports nonprofit organizations addressing community needs, with work spanning areas such as homelessness, healthcare access, refugee support, and nonprofit capacity. Its 2024 grants had a median amount of $20,000, and it supports organizations serving Utah and the broader United States.
Assets
$190.4M
Grants
299
Total Given
$60.0M
Edwards Lifesciences Foundation
Irvine, CA
Edwards Lifesciences Foundation funds access to care for underserved structural heart patients, along with health, education, and economic-opportunity programs in communities where Edwards employees live and work; some specific projects outside the U.S. may also be eligible. Its 2024 grants had a median of $7,500, though awards ranged widely; it describes an annual application cycle but does not state whether it accepts unsolicited requests.
Assets
$81.4M
Grants
224
Total Given
$9.0M
Larry H Miller and Gail Miller Family Foundation
Sandy, UT
The foundation supports shelter and food security, jobs and economic self-reliance, and healthcare, with most of its giving focused on Utah. In 2024, it made 324 grants totaling $33.2 million; the median grant was $25,000, though awards ranged from $1,000 to over $10 million. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$773.9M
Grants
324
Total Given
$33.2M
Synchrony Foundation
Stamford, CT
In 2024, Synchrony Foundation supported charitable organizations across workforce development, education, financial assistance, and giving, with grants ranging from $150 to $2.6 million and a median of $10,000. Its largest shares of grant funding went to Connecticut, New York, and South Carolina, followed by the District of Columbia and New Jersey; it does not accept unsolicited requests and funds preselected organizations only.
Assets
$72.3M
Grants
394
Total Given
$20.5M
More similar funders
More Funders in Utah
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Wheeler Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Wheeler Foundation down — hundreds of funders to go?