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 |
|---|---|---|---|---|
| BAKERSFIELD COLLEGE FOUNDATIONBAKERSFIELD, CA | TO SUPPORT THE COLLEGIATE RODEO TEAM. | $30,000 | 2025 | |
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 |
| 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. |
| $30,000 |
| 2021 |
| MENDIBURU MAGIC FOUNDATIONBAKERSFIELD, CA | TO PROVIDE SUPPORT FOR THE UNMET NEEDS OF CHILDREN AND THEIR FAMILIES THAT MAY BE FACING CANCER AND/OR OTHER CATASTROPHIC OR LIFE THREATENING ILLNESS. | $30,000 | 2024 |
| MENDIBURU MAGIC FOUNDATIONBAKERSFIELD, CA | TO SUPPORT CHILDREN AND FAMILIES FACING LIFE THREATENING ILLNESSES. | $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 FUND FACILITIES AND PROGRAMS FOR CHILDREN. | $25,625 | 2019 |
| BOY SCOUTS OF AMERICAIRVING, TX | TO PROVIDE TRAINING TO YOUTH IN CHARACTER DEVELOPMENT, SELF-RELIANCE, AND CITIZENSHIP | $25,000 | 2018 |
| JACK'S HELPING HANDMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.SAN LUIS OBISPO, CA | TO PROVIDE COMMUNITY PROGRAMS THAT MEET THE UNIQUE CHALLENGES OF CHILDREN WITH CANCER OR SPECIAL NEEDS. | $25,000 | 2025 |
| CITY SERVEBAKERSFIELD, CA | TO HELP LOCAL CHURCHES CREATE GREATER IMPACT AND OFFER HOPE IN THE NAME OF JESUS. | $25,000 | 2022 |
| MENDIBURU MAGIC FOUNDATIONBAKERSFIELD, CA | TO SUPPORT CHILDREN AND FAMILIES FACING LIFE THREATENING ILLNESSES. | $25,000 | 2019 |
| GARCES MEMORIAL HIGH SCHOOLBAKERSFIELD, CA | TO HELP NURTURE STUDENTS' SPIRITUALITY, DEVELOP THEIR INTELLECT AND THEIR CHARACTER. | $25,000 | 2019 |
| GARCES MEMORIAL HIGH SCHOOLBAKERSFIELD, CA | TO HELP NURTURE STUDENTS' SPIRITUALITY, DEVELOP THEIR INTELLECT AND THEIR CHARACTER. | $25,000 | 2020 |
| GARCES MEMORIAL HIGH SCHOOLBAKERSFIELD, CA | TO HELP NURTURE STUDENTS' SPIRITUALITY, DEVELOP THEIR INTELLECT AND THEIR CHARACTER. | $22,933 | 2022 |
| FRIENDS OF KERN COUNTY FAIRBAKERSFIELD, CA | TO SUPPORT THE 15TH DISTRICT AGRICULTURAL ASSOCIATION, 4-H, AND FFA PROGRAMS. | $20,770 | 2017 |
| HOFFMANN HOSPICEBAKERSFIELD, CA | TO CELEBRATE THE SANCTITY OF LIFE, PROVIDE COMPASSIONATE END-OF-LIFE CARE, AND COMFORT THE GRIEVING. | $20,500 | 2024 |
| MENDIBURU MAGIC FOUNDATIONBAKERSFIELD, CA | TO SUPPORT CHILDREN AND FAMILIES FACING LIFE THREATENING ILLNESSES. | $20,000 | 2017 |
| 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. | $20,000 | 2022 |
| CATHOLIC CHARITIESBALTIMORE, MD | TO HELP END POVERTY. | $20,000 | 2017 |
| CATHOLIC CHARITIESBALTIMORE, MD | TO HELP END POVERTY. | $20,000 | 2018 |
| JUNIOR LEAGUE OF BAKERSFIELDBAKERSFIELD, CA | TO ADVANCE WOMEN'S LEADERSHIP FOR MEANINGFUL COMMUNITY IMPACT THROUGH VOLUNTEER ACTION, COLLABORATION, AND TRAINING. | $20,000 | 2025 |
| SURFING FOR HOPESAN LUIS OBISPO, CA | TO HELP PEOPLE EASE THE DIFFICULTY OF CANCER THROUGH THE HEALING POWERS OF SURFING AND THE OCEAN LIFE. | $20,000 | 2024 |
| JACK'S HELPING HANDMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.SAN LUIS OBISPO, CA | TO SUPPORT PROGRAMS THAT PROVIDE ASSISTANCE TO CHILDREN WITH CANCER AND SPECIAL NEEDS. | $20,000 | 2020 |
| MENDIBURU MAGIC FOUNDATIONBAKERSFIELD, CA | TO SUPPORT CHILDREN AND FAMILIES FACING LIFE THREATENING ILLNESSES. | $20,000 | 2018 |
| JACK'S HELPING HANDMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.SAN LUIS OBISPO, CA | TO PROVIDE COMMUNITY PROGRAMS THAT MEET THE UNIQUE CHALLENGES OF CHILDREN WITH CANCER OR SPECIAL NEEDS. | $20,000 | 2024 |
| GARCES MEMORIAL HIGH SCHOOLBAKERSFIELD, CA | TO HELP NURTURE STUDENTS' SPIRITUALITY, DEVELOP THEIR INTELLECT AND THEIR CHARACTER. | $18,580 | 2023 |
| GARCES MEMORIAL HIGH SCHOOLBAKERSFIELD, CA | TO HELP NURTURE STUDENTS' SPIRITUALITY, DEVELOP THEIR INTELLECT AND THEIR CHARACTER. | $17,500 | 2021 |
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.