Wheelwright Family Charitable
Wheelwright Family Charitable is a private foundation based in Oakley, Utah. Its website describes a mission of providing hope and education through shared family service, and its grantmaking includes scholarships, educational support, and grants to charitable organizations.
Wheelwright Family Charitable at a glance
In short: Wheelwright Family Charitable gave $153K across 43 grants in 2024 (avg $4K), top state Utah. 53% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $152,743
- +38.4% vs 2023
- Grants made (2024)
- 43
- +79.2% vs 2023
- Average grant
- $3,552
- -22.8% vs 2023
- Median grant
- $2,000
- Total assets
- $915,605
- +54.1% vs 2023
- New grantees (estimate)
- 53% first-time grantees (19 of 36, 2024)
- Primary geography
- Utah (47% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Wheelwright Family Charitable
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation’s website says it does not accept unsolicited grant proposals and that grants are funneled through a Wheelwright family member. The 2024 filing describes an application process for educational support and lists Steven C. Wheelwright as the contact. Applicants are asked for a copy of their application to the institution, three years of transcripts, a plan for studies and desired degree, and a budget showing sources and uses of funds. Applicants must demonstrate financial need and have no other resources to obtain an education.
- Review Cycle
- The filing says deadlines are the same as the admission deadlines for the university the applicant plans to attend.
- Deadline
- The filing says deadlines are the same as the admission deadlines for the university the applicant plans to attend.
- Contact
Application contact: Steven C Wheelwright
Mailing address: PO Box 21 - 1550 Weber Canyon Road, Oakley, UT 84055
Phone: (801) 718-1418
Email: swheelwright@hbs.edu
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Wheelwright Family Charitable funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Wilford Woodruff Papers Foundation ($20K). Together the top 10 received $94K.
Organizations only. It also paid 7 individual scholarships ($22,783), which are not listed by name.
Grant Size Distribution
148 grants across all recorded years
The most common grant size was under $50K: 147 grants of 148 (99%).
Geographic Focus
Where this funder awards grants
In 2024, 47% of grant dollars went to recipients in Utah, 13% to Washington, 10% to Ohio, 8% to Alaska, and 7% to Texas. The listed grants also included recipients in other states.
Grant Distribution by State
Share of 2024 grant dollars across all 43 itemized grants.
States
Cities
Is Wheelwright Family Charitable open to new grantees?
53%
first-time grantees, 2024
In 2024, 19 of 36 grantees (53%) were first-time recipients. First grants averaged $3K; repeat grants $4K. How we count
Medians: $1K first-time, $3K repeat.
- 28% of 2024 grantees were also funded in 2023. Method
- Giving grew 42% from 2021 to 2024. Method
- In 2024 it paid out 323% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $108K (2020) to $153K (2024). In 2024 it made 43 grants totaling $153K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wilford Woodruff Papers Foundation Seattle, WA | General Purpose | $20,000 |
| Magic Yarn Anchorage, AK | General Purpose | $12,500 |
| Engage Now Africa Holladay, UT | General Purpose | $10,000 |
| Fight the New Drug Salt Lake City, UT | General Purpose | $10,000 |
| Lone Buffalo | General Purpose | $10,000 |
| University of Cincinnati - Student Emergency Fund Cincinnati, OH | Scholarship | $10,000 |
| 7 individual scholarships Recipients not named | — | $22,783 |
| Brigham Young University Provo, UT | General Purpose | $6,550 |
| A Child's Hope Foundation Orem, UT | General Purpose | $5,000 |
| Boys & Girls Club of Greater Cincinnati Cincinnati, OH | General Purpose | $5,000 |
Ready to take the next step with Wheelwright Family Charitable?
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 | $915,605 | $477,240 | $155,932 | $152,743 | 43 | $153,117 | $1,146 | $47,460 |
| 2023 | $594,297 | $555,354 | $113,587 | $110,361 | 24 | $112,878 | $7,044 | $8,666 |
| 2022 | $155,208 | $111,522 | $137,440 | $132,563 | 25 | $137,228 | $9,135 | $10,056 |
| 2021 | $178,448 | $277,066 | $110,991 | $107,735 | 29 | $110,188 | $7,425 | $5,887 |
| 2020 | $12,373 | $112,786 | $109,607 | $107,687 | 27 | — | $12,786 | $2,500 |
Under IRS private-foundation payout rules, Wheelwright Family Charitable reported a distributable amount of $47K 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
The foundation’s stated mission is “Providing hope and education through shared family service.” Its goals include empowering others through education, training, and opportunities, and strengthening family love and unity through service.
The 2024 grants show support for scholarships and educational institutions, as well as a range of charitable organizations. Among the grantees, Fight the New Drug says it raises awareness about pornography’s harmful effects using science, facts, and personal accounts; A Child’s Hope Foundation says it works to improve care for orphans and vulnerable children; and Help Start Education Foundation says it raises funds for computers for students in need. These are descriptions of the grantees’ own missions.
Grantmaking
In 2024, the foundation reported 43 grants totaling $152,743. Grants ranged from $100 to $20,000, with a median of $2,000. The largest awards included $20,000 to Wilford Woodruff Papers Foundation, $12,500 to Magic Yarn, and $10,000 each to Engage Now Africa, Fight the New Drug, Lone Buffalo, and the University of Cincinnati Student Emergency Fund. Other listed grants included $6,550 to Brigham Young University, $5,000 each to A Child’s Hope Foundation, Boys & Girls Club of Greater Cincinnati, and the University of Texas at Arlington, and awards to individual recipients.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists ten trustees: Steven C. Wheelwright, Margaret S. Wheelwright, Marianne W. Lewis, Melinda W. Brown, S. Douglas Brown, Kristen W. Taylor, Robert M. Taylor, Matthew S. Wheelwright, Nancy H. Wheelwright, and Spencer D. Wheelwright.
Wheelwright Family Charitable's 2024 filing lists 11 officers; none of the 11 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alice Brown
Trustee
On filings since 2020
0.8 hrs/week
No compensation reported
Kristen W. Taylor
Trustee
On filings since 2020
1.5 hrs/week
No compensation reported
Margaret S. Wheelwright
Trustee
On filings since 2020
3.8 hrs/week
No compensation reported
Marianne W. Lewis
Trustee
On filings since 2020
0.4 hrs/week
No compensation reported
Matthew S. Wheelwright
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Melinda W. Brown
Trustee
On filings since 2020
1.5 hrs/week
No compensation reported
Nancy H. Wheelwright
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Robert M. Taylor
Trustee
On filings since 2020
1.5 hrs/week
No compensation reported
S. Douglas Brown
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Spencer D. Wheelwright
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Steven C. Wheelwright
Trustee
On filings since 2020
1.2 hrs/week
No compensation reported
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.
Frequently asked questions about Wheelwright Family Charitable
How much does Wheelwright Family Charitable give each year?
Wheelwright Family Charitable gave $153K across 43 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $110K across 24 grants.
What is Wheelwright Family Charitable's typical grant size?
Wheelwright Family Charitable's median grant in 2024 was $2,000, and its average grant was $3,552, across 43 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Wheelwright Family Charitable that year got $3K on average.
Where does Wheelwright Family Charitable give grants?
Wheelwright Family Charitable's top state is Utah, with 47% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Washington (13%) and Ohio (10%). The most frequent recipient cities were Cincinnati, OH (3 grants), Provo, UT (3 grants), Salt Lake City, UT (2 grants) and Holladay, UT (2 grants).
Does Wheelwright Family Charitable give general operating support?
Yes: 67% of Wheelwright Family Charitable's 2024 grants with a stated purpose (29 of 43) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Scholarship and Community Award" (10 grants) and "Scholarship" (3 grants).
Who are Wheelwright Family Charitable's largest grantees?
Wheelwright Family Charitable's largest 2024 grantees include Wilford Woodruff Papers Foundation ($20,000), Magic Yarn ($12,500) and Engage Now Africa ($10,000), according to its 2024 IRS Form 990-PF. It also paid 7 individual scholarships ($22,783), which are not listed by name. Together they received 28% of its itemized 2024 grant dollars.
How large is Wheelwright Family Charitable?
Wheelwright Family Charitable reported $916K in total assets on its 2024 IRS Form 990-PF. It paid out $153K in qualifying distributions that year, against a required minimum of $47K (roughly 5% of its investment assets).
What does Wheelwright Family Charitable fund?
The foundation’s stated mission is “Providing hope and education through shared family service.” Its goals include empowering others through education, training, and opportunities, and strengthening family love and unity through service. See mission & focus areas ↑
How do I apply for a grant from Wheelwright Family Charitable?
The foundation’s website says it does not accept unsolicited grant proposals and that grants are funneled through a Wheelwright family member. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Wheelwright Family Charitable's EIN?
Wheelwright Family Charitable's EIN (Employer Identification Number) is 87-0672839. IRS Form 990 filing data is available on this page for 2020–2024.
Does Wheelwright Family Charitable accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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
Live grants for the work Wheelwright Family Charitable funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Wheelwright Family Charitable's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
IBM International Foundation
Armonk, NY
The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$357.7M
Grants
16
Total Given
$11.7M
Legacy Global Foundation
Mesa, AZ
Legacy Global Foundation funds a broad range of charitable work, including education, health, social services, religion, the arts, environmental protection, and humanitarian relief. It gives in the United States and internationally; in 2023, it awarded 29 grants totaling about $3.85 million, with examples ranging from $10,000 to $40,000. It describes requests through people with advisory privileges, but does not state that it accepts unsolicited requests.
Assets
$266.7M
Grants
38
Total Given
$7.2M
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
McKesson Foundation Inc
Dallas, TX
The McKesson Foundation funds cancer support and care, healthcare workforce pathways, and emergency response, with grants mainly supporting organizations in the United States and Canada. Its 2025 grants had a median of $100,000, though amounts ranged from $10,000 to about $2.47 million. Its filing says it does not accept unsolicited requests, while its application page describes an online application process with stated submission windows.
Assets
$1.6M
Grants
76
Total Given
$16.6M
doTERRA Healing Hands Foundation
Pleasant Grove, UT
The doTERRA Healing Hands Foundation funds projects that support community self-reliance, including health, education, clean water, sanitation, crisis relief, microcredit, and anti-trafficking work, in the U.S. and more than 110 countries. Its 2024 grants ranged from $6,103 to $386,271, with a median of $20,000; its Match Program offers approved projects up to $10,000 in matching funds. It accepts applications through that program, but applicants must meet eligibility requirements and speak with the Executive Director before applying.
Assets
$6.6M
Grants
52
Total Given
$2.1M
More similar funders
More Funders in Utah
Cite this profile
Grantable. (2026). Wheelwright Family Charitable funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/wheelwright-family-charitable-morg_6a1c36812e694563a117f8986e9c8311
BibTeX
@misc{grantable_870672839_2026,
author = {{Grantable}},
title = {{Wheelwright Family Charitable funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/wheelwright-family-charitable-morg_6a1c36812e694563a117f8986e9c8311},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Wheelwright Family Charitable'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.
Wheelwright Family Charitable down — hundreds of funders to go?