Private foundation
WILLIAM A WHEELER & FLORENCE R FOUNDATION
BAKERSFIELD, CAEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
BAKERSFIELD, CAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $907,771 | $492,326 | $327,692 | $5,228,060 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 28% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| BOYS & GIRLS CLUB OF KERN COUNTYMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2025. Counted Oct 9, 2026.BAKERSFIELD, CA | TO FUND FACILITIES AND PROGRAMS FOR CHILDREN. | $122,000 | 2018 |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nancy L Wheeler | TRUSTEE | 8.00 | $49,000 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $5,181,554 |
| FY2024 | 990-PF | $527,284 | $497,803 | $324,641 | $4,932,358 | $4,766,109 |
| FY2023 | 990-PF | $103,903 | $409,841 | $270,455 | $4,778,194 | $4,737,350 |
| FY2022 | 990-PF | $929,279 | $398,436 | $246,633 | $5,043,288 | $5,043,288 |
| FY2021 | 990-PF | $222,451 | $386,062 | $285,500 | $4,512,445 | $4,512,445 |
| FY2020 | 990-PF | $304,589 | $457,645 | $346,200 | $4,676,056 | $4,676,056 |
| FY2019 | 990-PF | $257,389 | $452,998 | $335,625 | $4,829,345 | $4,829,112 |
| FY2018 | 990-PF | $647,481 | $443,135 | $334,755 | $5,024,721 | $5,024,721 |
| FY2017 | 990-PF | $330,623 | $420,893 | $318,190 | $4,820,375 | $4,820,375 |
| CALIFORNIA REIGNING HORSE ASSOCIATIONTEMECULA, CA | TO ADVANCE THE SPORT OF REINING WITH DEDICATION AND PASSION. | $117,500 | 2022 |
| FRIENDS OF KERN COUNTY FAIRBAKERSFIELD, CA | TO SUPPORT THE 15TH DISTRICT AGRICULTURAL ASSOCIATION, 4-H, AND FFA PROGRAMS. | $117,000 | 2019 |
| ST FRANCIS CHURCHBAKERSFIELD, CA | TO HELP CONTINUE GOD'S WORK TO BRING CHANGE TO THE WORLD. | $83,500 | 2017 |
| ALANO PINTADO EQUINE HEALTH FOUNDATIONLOS OLIVOS, CA | TO RESEARCH, DISCOVER AND SHARE ADVANCEMENTS IN EQUINE VETERINARY MEDICINE THAT WILL DIRECTLY IMPACT THE HEALTH AND PERFORMANCE OF THE HORSE. | $75,000 | 2023 |
| CALMBAKERSFIELD, CA | TO PROTECT AND PRESERVE THE WONDERS OF OUR LOCAL HABITAT. | $75,000 | 2023 |
| ST FRANCIS CHURCHBAKERSFIELD, CA | TO HELP CONTINUE GOD'S WORK TO BRING CHANGE TO THE WORLD. | $67,000 | 2018 |
| GARCES MEMORIAL HIGH SCHOOLBAKERSFIELD, CA | TO HELP NURTURE STUDENTS' SPIRITUALITY, DEVELOP THEIR INTELLECT AND THEIR CHARACTER. | $64,750 | 2025 |
| KERN COUNTY MUSEUMBAKERSFIELD, CA | TO SUPPORT OPERATIONS OF THE MUSEUM AND PRESERVATION OF HISTORICAL ARTIFACTS, DOCUMENTS, PHOTOGRAPHS, STRUCTURES, COLLECTIONS AND OTHER SUCH ITEMS. | $60,000 | 2021 |
| CALMBAKERSFIELD, CA | TO FUND FACILITIES FOR THE CONSERVATION OF CALIFORNIA NATIVE ANIMALS, PLANTS, AND ARTIFACTS. | $60,000 | 2017 |
| CMSF HERITAGE FOUNDATIONPASO ROBLES, CA | TO PRESERVE AND ENRICH THE HERITAGE OF THE 16TH DISTRICT AGRICULTURAL ASSOCIATION AND SHOWCASE AGRICULTURAL INDUSTRIES TO THE COMMUNITY; TO OFFER SUPPORT TO THE 4-H AND FFA PROJECTS AND CREATE AGRICULTURAL EDUCATION OPPORTUNITIES; MAINTAIN A STANDARD OF EXCELLENCE IN THE FACILITIES AND CREATE CAPITAL IMPROVEMENT OPPORTUNITIES AND TO SERVE AS AN ARM OF THE CALIFORNIA MID-STATE FAIR THAT CAN ACCEPT CHARITABLE DONATIONS. | $55,072 | 2025 |
| KERN COUNTY MUSEUMBAKERSFIELD, CA | TO SUPPORT OPERATIONS OF THE MUSEUM AND PRESERVATION OF HISTORICAL ARTIFACTS, DOCUMENTS, PHOTOGRAPHS, STRUCTURES, COLLECTIONS AND OTHER SUCH ITEMS. | $50,000 | 2020 |
| CALIFORNIA 4H FOUNDATIONDAVIS, CA | TO ENGAGE YOUTH IN REACHING THEIR FULLEST POTENTIAL WHILE ADVANCING THE FIELD OF YOUTH DEVELOPMENT. | $50,000 | 2024 |
| BAKERSFIELD MEMORIAL HOSPITAL FOUNDATIONBAKERSFIELD, CA | TO SUPPORT HEALTH CARE CENTERS. | $50,000 | 2017 |
| CMSF HERITAGE FOUNDATIONPASO ROBLES, CA | TO PRESERVE AND ENRICH THE HERITAGE OF THE 16TH DISTRICT AGRICULTURAL ASSOCIATION AND SHOWCASE AGRICULTURAL INDUSTRIES TO THE COMMUNITY; TO OFFER SUPPORT TO THE 4-H AND FFA PROJECTS AND CREATE AGRICULTURAL EDUCATION OPPORTUNITIES; MAINTAIN A STANDARD OF EXCELLENCE IN THE FACILITIES AND CREATE CAPITAL IMPROVEMENT OPPORTUNITIES AND TO SERVE AS AN ARM OF THE CALIFORNIA MID-STATE FAIR THAT CAN ACCEPT CHARITABLE DONATIONS. | $45,191 | 2024 |
| HERITAGE FOUNDATIONWASHINGTON, DC | TO HELP FORMULATE AND PROMOTE CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE. | $45,000 | 2020 |
| BOYS & GIRLS CLUB OF KERN COUNTYMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2025. Counted Oct 9, 2026.BAKERSFIELD, CA | TO FUND FACILITIES AND PROGRAMS FOR CHILDREN. | $35,000 | 2020 |
| GARCES MEMORIAL HIGH SCHOOLBAKERSFIELD, CA | TO SUPPORT EDUCATIONAL CENTERS. | $33,510 | 2017 |
| HOFFMANN HOSPICEBAKERSFIELD, CA | TO CELEBRATE THE SANCTITY OF LIFE, PROVIDE COMPASSIONATE END-OF-LIFE CARE, AND COMFORT THE GRIEVING. | $31,120 | 2025 |
| GARCES MEMORIAL HIGH SCHOOLBAKERSFIELD, CA | TO SUPPORT EDUCATIONAL CENTERS. | $30,295 | 2018 |
| BOYS & GIRLS CLUB OF KERN COUNTYMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2025. Counted Oct 9, 2026.BAKERSFIELD, CA | TO HELP YOUNG PEOPLE IMPROVE SCHOLARTICALLY, DEVELOP SOCIALLY, AND PREPARE PROFESSIONALLY. | $30,000 | 2024 |
| MENDIBURU MAGIC FOUNDATIONBAKERSFIELD, CA | TO SUPPORT CHILDREN AND FAMILIES FACING LIFE THREATENING ILLNESSES. | $30,000 | 2020 |
| CATHOLIC CHARITIES OF THE DIOCESE OF FRESNOFRESNO, CA | TO PROVIDE PROGRAMS AND SERVICES TO FAMILIES IN CRISIS. | $30,000 | 2019 |
| HERITAGE FOUNDATIONWASHINGTON, DC | TO HELP FORMULATE AND PROMOTE CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE. | $30,000 | 2021 |
| BOYS & GIRLS CLUB OF KERN COUNTYMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2025. Counted Oct 9, 2026.BAKERSFIELD, CA | TO HELP YOUNG PEOPLE IMPROVE SCHOLARTICALLY, DEVELOP SOCIALLY, AND PREPARE PROFESSIONALLY. | $30,000 | 2023 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending May 31, 2024IRS bulk XML
Filing id 202530659349100623
Form 990-PF · FY2023 · period ending May 31, 2023IRS bulk XML
Filing id 202420969349101302
Form 990-PF · FY2022 · period ending May 31, 2022
Filing id 202322489349100722
Form 990-PF · FY2021 · period ending May 31, 2021
Filing id 202220989349100532
Form 990-PF · FY2020 · period ending May 31, 2020
Filing id 202120609349100227
Form 990-PF · FY2019 · period ending May 31, 2019
Filing id 202021259349102012
Form 990-PF · FY2018 · period ending May 31, 2018
Filing id 201920569349100067
Form 990-PF · FY2017 · period ending May 31, 2017
Filing id 201742849349100224
Form 990-PF · FY2016 · period ending May 31, 2016
Filing id 201632599349100123
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.