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Nonprofit · EIN 87-0503163

WHEELER FOUNDATION

Tax-exempt · SALT LAKE CTY, UT 84117

Financials

$3.6M$5.5M2023$6.2M$5.1M2024
Revenue Expenses · by fiscal year end
Financials of WHEELER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,157,619$5,112,556$1,045,063$80,701,360$0$80,701,360
December 31, 2023990-PF$3,634,557$5,499,680-$1,865,123$79,425,595$0$79,425,595
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,979,396
Net gain from sales of assets
$3,755,414
Other income
$422,809

Expenses

Grants and similar amounts paid
$4,303,750
Compensation of officers, directors and key employees
$37,500
Disbursements for charitable purposes
$4,527,885
Excise tax on investment income
$77,963

Balance sheet and other

Total assets, start of year
$79,425,595
Total assets, end of year
$80,701,360
Total liabilities, end of year
$0
Net assets, end of year
$80,701,360
Fair market value of assets
$115,481,947
Qualifying distributions
$4,527,885
Net investment income
$6,139,983

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
SUSAN HOLT
PO BOX 17208, SALT LAKE CITY, UT 84117
V.P./DIRECTOR3$7,500
ALISON W JENSEN
6261 S VINECREST DRIVE, SALT LAKE CITY, UT 84121
V.P./DIRECTOR3$7,500
REBECCA DAVIS
11396 NW RIDGE RD, PORTLAND, OR 97229
PRES. / DIRECTOR3$7,500
Mary Katherine Younker
1029 South 1200 East, SALT LAKE CITY, UT 84105
TREAS. / DIRECTOR3$7,500
CONNIE WHEELER
3035 ABELL AVENUE, BALTIMORE, MD 21218
SEC. / DIRECTOR3$7,500
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
SUSAN HOLT
PO BOX 17208, SALT LAKE CITY, UT 84117
V.P./DIRECTOR3$7,500
ALISON W JENSEN
6261 S VINECREST DRIVE, SALT LAKE CITY, UT 84121
V.P./DIRECTOR3$7,500
REBECCA DAVIS
11396 NW RIDGE RD, PORTLAND, OR 97229
PRES. / DIRECTOR3$7,500
Mary Katherine Younker
1029 South 1200 East, SALT LAKE CITY, UT 84105
TREAS. / DIRECTOR3$7,500
CONNIE WHEELER
3035 ABELL AVENUE, BALTIMORE, MD 21218
SEC. / DIRECTOR3$7,500

Address and contacts

Address (IRS master file)
PO BOX 17208, SALT LAKE CTY, UT 84117-0208
Signed the 990-PF
CONNIE WHEELER, VP and Director
Phone
(801) 583-3593
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-0503163
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$80,701,360
Income (IRS master file)
$28,939,915

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,157,619$5,112,556$80,701,360XML
990-PFDecember 2023$3,634,557$5,499,680$79,425,595XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-0503163).

Questions about WHEELER FOUNDATION

What is the EIN of WHEELER FOUNDATION?
The employer identification number (EIN) of WHEELER FOUNDATION is 87-0503163.
Is WHEELER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to WHEELER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WHEELER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WHEELER FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WHEELER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WHEELER FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $7,500 (SUSAN HOLT, V.P./DIRECTOR).
How much revenue does WHEELER FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,157,619, expenses of $5,112,556 and total assets of $80,701,360 at year end.

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