Wheelwright Family Charitable is a private foundation focused on Education, based in Oakley, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $916K in total assets. In 2024, it awarded 43 grants totaling $153K. Net investment income was $1K.
Key facts about Wheelwright Family Charitable
- EIN
- 87-0672839
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $152,743
- Grants made (2024)
- 43
- Average grant
- $3,552
- Median grant
- $2,000
- New grantees (estimate)
- 53% first-time grantees (19 of 36, 2024)
- Total assets
- $915,605
- Primary geography
- Utah (47% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Wheelwright Family Charitable funds
By grant dollars, the top recipient states for Wheelwright Family Charitable's 43 itemized 2024 grants were Utah (47%), Washington (13%) and Ohio (10%). The most frequent recipient cities were Oakley, UT (9 grants), Cincinnati, OH (3 grants), Provo, UT (3 grants) and Salt Lake City, UT (2 grants). 67% of grants with a stated purpose were for general or operating support. Recurring purposes include "Scholarship and Community Award" (10 grants) and "Scholarship" (3 grants).
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 IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Wheelwright Family Charitable
- How to evaluate Wheelwright Family Charitable as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$916K
+54.1% YoY
Annual Giving
$153K
+38.4% YoY
Grant Count
43
+79.2% YoY
Avg Grant Size
$4K
-22.8% YoY
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.
About Wheelwright Family Charitable
Based on IRS filings
Wheelwright Family Charitable is a private foundation focused on Education, based in Oakley, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $916K in total assets. In 2024, it awarded 43 grants totaling $153K. Net investment income was $1K.
Focus Areas
Ready to take the next step with Wheelwright Family Charitable?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 43 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $915,605 | $594,297 | $155,208 |
| Revenue | $477,240 | $555,354 | $111,522 |
| Expenses | $155,932 | $113,587 | $137,440 |
| Qualifying Distributions | $153,117 | $112,878 | $137,228 |
| Net Investment Income | $1,146 | $7,044 | $9,135 |
| Distributable Amount | $47,460 | $8,666 | $10,056 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
148 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Wilford Woodruff Papers Foundation ($20,000), Magic Yarn ($12,500), Engage Now Africa ($10,000).
| 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 |
| DAGIM NAGOSH Oakley, UT | SCHOLARSHIP AND COMMUNITY AWARD | $9,283 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Steven C Wheelwright | Trustee | 1.2 | — |
| Margaret S Wheelwright | Trustee | 3.8 | — |
| Marianne W Lewis | Trustee | 0.4 | — |
| Melinda W Brown | Trustee | 1.5 | — |
| S Douglas Brown | Trustee | 0.1 | — |
| Kristen W Taylor | Trustee | 1.5 | — |
| Robert M Taylor | Trustee | 1.5 | — |
| Matthew S Wheelwright | Trustee | 0.1 | — |
| Nancy H Wheelwright | Trustee | 0.1 | — |
| Spencer D Wheelwright | Trustee | 0.1 | — |
| Alice Brown | Trustee | 0.8 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wheelwright Family Charitable?
Wheelwright Family Charitable is a private foundation focused on Education, based in Oakley, UT. It holds $916K in total assets as of 2024.
How large is Wheelwright Family Charitable?
As of 2024, Wheelwright Family Charitable holds $916K in total assets with $477K in annual revenue. It awarded 43 grants totaling $153K in 2024.
Where does Wheelwright Family Charitable operate?
Wheelwright Family Charitable has awarded grants in Alaska, California, Hawaii, Idaho, Illinois, Massachusetts, North Carolina, New York, Ohio, Tennessee, Texas, Utah, Virginia, Washington.
What size grants does Wheelwright Family Charitable award?
In 2024, Wheelwright Family Charitable awarded 43 grants totaling $153K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Wheelwright Family Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wheelwright Family Charitable reported a distributable amount of $47K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.