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.
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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
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 include Wilford Woodruff Papers Foundation ($20,000), Magic Yarn ($12,500), Engage Now Africa ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| A CHILD'S HOPE FOUNDATION OREM, UT | GENERAL PURPOSE | $5,000 |
| ACAD FOR CREATING ENTERPRISE LEHI, UT | GENERAL PURPOSE | $1,000 |
| AMBER BECKER OAKLEY, UT | SCHOLARSHIP AND COMMUNITY AWARD | $1,000 |
| ASHLEIGH FISCHER OAKLEY, UT | SCHOLARSHIP AND COMMUNITY AWARD | $4,000 |
| BIG OCEAN WOMEN SPANISH FORK, UT | GENERAL PURPOSE | $1,500 |
| BOYS & GIRLS CLUB OF GREATER CINCINNATI CINCINNATI, OH | GENERAL PURPOSE | $5,000 |
| BRIGHAM YOUNG UNIVERSITY PROVO, UT | GENERAL PURPOSE | $6,550 |
| CALIFORNIA FAMILY FOUNDATION - BEECHWOOD SCHOOL MENLO PARK, CA | GENERAL PURPOSE | $1,500 |
| CHILD CARE RESOURCE CENTER WINSTONSALEM, NC | GENERAL PURPOSE | $1,900 |
| DAGIM NAGOSH OAKLEY, UT | SCHOLARSHIP AND COMMUNITY AWARD | $9,283 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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.
Explore Open Grants
Browse active grant opportunities in Wheelwright Family Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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