Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WHEELER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 17208
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALT LAKE CITY, UT84117
A Employer identification number

87-0503163
B Telephone number (see instructions)

(801) 583-3593
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$102,479,972J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,035,439 1,885,205  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,635,928
b Gross sales price for all assets on line 6a 21,198,582
7 Capital gain net income (from Part IV, line 2)... 1,635,928
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-36,810 -37,397  
12 Total. Add lines 1 through 11........ 3,634,557 3,483,736  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 37,500     37,500
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
443,718 349,393   94,325
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
70,197 24,936   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
76,300 54,564   21,736
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 627,715 428,893 0 153,561
25 Contributions, gifts, grants paid....... 4,871,965 4,871,965
26 Total expenses and disbursements. Add lines 24 and 25 5,499,680 428,893 0 5,025,526
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,865,123
b Net investment income (if negative, enter -0-) 3,054,843
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 5,604,886 2,611,969 2,611,969
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 75,477,487 Click to see attachment
List of Attached Documents:
// Content
76,813,626 		99,868,003
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 81,082,373 79,425,595 102,479,972
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 81,082,373 79,425,595
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 81,082,373 79,425,595
30 Total liabilities and net assets/fund balances (see instructions). 81,082,373 79,425,595
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
81,082,373
2
Enter amount from Part I, line 27a .....................
2
-1,865,123
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
242,471
4
Add lines 1, 2, and 3 ..........................
4
79,459,721
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
34,126
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
79,425,595
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 785. ABBVIE INC   2021-01-11 2023-01-13
b 1425. ELECTRONIC ARTS INC   2020-03-30 2023-01-13
c 365. HOME DEPOT INC   2021-02-19 2023-01-13
d 3510. JPMORGAN CHASE & CO   2016-10-12 2023-01-13
e 3517. MASTERBRAND INC   2021-02-19 2023-01-13
1605. MERCK & CO INC NEW   2018-11-20 2023-01-13
1865. NIKE INC CL B   2020-03-30 2023-01-13
1190. RTX CORP   2020-03-30 2023-01-13
1431. SYSCO CORP   2020-05-04 2023-01-13
525. THERMO FISHER SCIENTIFIC INC   2019-07-30 2023-01-13
3500. UNILEVER PLC - ADR   2020-03-30 2023-01-13
725. UNITEDHEALTH GROUP INC   2016-09-12 2023-01-13
1851. GARMIN LTD   2020-05-28 2023-01-13
1701.92 FED HOME LN MTG CORP 3.000% 8/15/42   2014-05-14 2023-01-15
164. O'REILLY AUTOMOTIVE INC   2019-09-24 2023-01-18
537. MICROSOFT CORP   2020-10-16 2023-01-25
1555. PROLOGIS INC   2019-09-24 2023-01-25
52363.169 COHEN & STEERS PR SEC&INC-F #6639   2021-06-14 2023-02-06
500000. GS MORTGAGE SECURITI 3.727% 3/10/51   2021-02-03 2023-02-07
1143.19 FED HOME LN MTG CORP 3.000% 8/15/42   2014-05-14 2023-02-15
1404. ALPHABET INC CL A   2020-10-16 2023-02-16
1479. ABBVIE INC   2021-01-11 2023-03-03
3269. COGNIZANT TECH SOLUTIONS CRP COM   2016-10-12 2023-03-03
1048. ELECTRONIC ARTS INC   2019-04-18 2023-03-03
600. GILEAD SCIENCES INC   2020-03-30 2023-03-03
525. HOME DEPOT INC   2021-02-19 2023-03-03
1376. JPMORGAN CHASE & CO   2020-03-30 2023-03-03
9272. MANULIFE FINANCIAL CORP   2020-03-30 2023-03-03
2742. MERCK & CO INC NEW   2018-11-20 2023-03-03
4272. MONDELEZ INTERNATIONAL INC   2018-11-20 2023-03-03
1659. NIKE INC CL B   2020-03-30 2023-03-03
2670. RTX CORP   2020-03-30 2023-03-03
233. THERMO FISHER SCIENTIFIC INC   2019-07-30 2023-03-03
3401. UNILEVER PLC - ADR   2020-03-30 2023-03-03
263. UNITEDHEALTH GROUP INC   2016-10-12 2023-03-03
3109. MEDTRONIC PLC   2020-03-30 2023-03-03
1072. CME GROUP INC   2018-04-14 2023-03-08
459. PROCTER & GAMBLE CO   2022-03-11 2023-03-08
1576. PROCTER & GAMBLE CO   2019-09-24 2023-03-08
1919.19 FED HOME LN MTG CORP 3.000% 8/15/42   2014-05-14 2023-03-15
397. AMERICAN EXPRESS CO   2019-12-26 2023-03-28
949. HILTON WORLDWIDE HOLDINGS IN   2021-02-25 2023-03-28
1180. SCHWAB CHARLES CORP NEW   2019-09-24 2023-03-28
983.83 FED HOME LN MTG CORP 3.000% 8/15/42   2014-05-14 2023-04-15
860. TARGET CORP   2020-11-12 2023-05-04
899.46 FED HOME LN MTG CORP 3.000% 8/15/42   2014-05-14 2023-05-15
434. BROADCOM INC   2020-03-30 2023-05-17
569. META PLATFORMS INC   2021-02-19 2023-05-17
650. ELI LILLY & CO COM   2020-03-30 2023-05-17
800. NVIDIA CORP   2021-02-19 2023-05-17
1335. AMERICAN EXPRESS CO   2019-12-26 2023-05-23
377. COOPER COS INC COM NEW   2019-09-24 2023-05-23
250000. BLACKROCK INC 3.500% 3/18/24   2014-12-05 2023-05-31
350000. STARBUCKS CORP 4.000% 11/15/28   2021-05-06 2023-05-31
250000. TOYOTA MOTOR CREDIT 1.450% 1/13/25   2022-06-16 2023-05-31
3465. FIDELITY NATL INFORMATION SVCS INC   2023-01-13 2023-06-06
5958. US BANCORP   2020-03-06 2023-06-08
2091.6 FED HOME LN MTG CORP 3.000% 8/15/42   2014-05-14 2023-06-15
632. MERCK & CO INC NEW   2022-03-30 2023-06-22
2195.53 FED HOME LN MTG CORP 3.000% 8/15/42   2014-05-14 2023-07-15
875. ARISTA NETWORKS INC   2022-11-10 2023-07-19
578. ARISTA NETWORKS INC   2021-02-19 2023-07-19
758. ELI LILLY & CO COM   2020-03-30 2023-07-19
1654. MORGAN STANLEY   2021-02-19 2023-07-19
500000. CAPITAL ONE FINANCIA 3.750% 4/24/24   2018-10-02 2023-07-31
250000. CITIGROUP INC 3.750% 6/16/24   2014-11-14 2023-07-31
250000. FISERV INC 2.750% 7/01/24   2019-08-29 2023-07-31
250000. FLORIDA POWER & LIGH 3.250% 6/01/24   2018-02-09 2023-07-31
250000. AMERIPRISE FINANCIAL 3.700% 10/15/24   2014-11-14 2023-08-08
250000. KINDER MORGAN ENER 4.150% 2/01/24   2013-09-03 2023-08-08
1288.26 FED HOME LN MTG CORP 3.000% 8/15/42   2014-05-14 2023-08-15
2103.94 FED HOME LN MTG CORP 3.000% 8/15/42   2014-05-14 2023-09-15
64. BOOKING HOLDINGS INC   2020-03-30 2023-09-22
2087. BOSTON SCIENTIFIC CORP COM   2023-03-03 2023-09-22
1293.21 FED HOME LN MTG CORP 3.000% 8/15/42   2014-05-14 2023-10-15
.6667 VERALTO CORP   2022-11-10 2023-10-23
72568.94 ABERDEEN EMERG MARKETS-INST 5840   2021-05-17 2023-11-08
4000. VANGUARD INTERMEDIATE TERM B   2017-11-16 2023-11-08
733173.71 VANGUARD HIGH YIELD CORP-ADM 529   2020-09-01 2023-11-08
9361. VANGUARD REAL ESTATE ETF   2019-01-09 2023-11-08
244. ADOBE SYS INC   2021-03-10 2023-11-10
1738. MORGAN STANLEY   2022-11-10 2023-11-10
819. TARGET CORP   2020-11-12 2023-11-10
647. TRANE TECHNOLOGIES PLC   2020-10-16 2023-11-10
1008.82 FED HOME LN MTG CORP 3.000% 8/15/42   2014-05-14 2023-11-15
737. APPLE INC   2022-07-25 2023-11-30
211. BROADCOM INC   2020-03-30 2023-11-30
355. PALO ALTO NETWORKS INC   2021-02-19 2023-11-30
360. VERALTO CORP   2023-03-03 2023-11-30
206. VERALTO CORP   2022-11-10 2023-11-30
9765. NORWEGIAN CRUISE LINE HOLDING   2022-11-10 2023-11-30
125000. US TREASURY NOTE 4.125% 11/15/32   2023-02-08 2023-12-11
500000. WORLD OMNI AUTO RECE 0.690% 6/15/27   2022-05-11 2023-12-12
300000. US TREASURY NOTE 4.125% 11/15/32   2023-02-08 2023-12-13
918.19 FED HOME LN MTG CORP 3.000% 8/15/42   2014-05-14 2023-12-15
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 120,043   85,778 34,265
b 178,250   139,767 38,483
c 120,488   102,372 18,116
d 501,294   297,441 203,853
e 28,822   37,914 -9,092
179,058   116,516 62,542
239,956   159,191 80,765
116,552   71,085 45,467
114,742   74,900 39,842
305,029   149,195 155,834
179,692   174,870 4,822
356,965   98,103 258,862
181,151   168,411 12,740
1,702   1,763 -61
132,420   75,117 57,303
129,609   118,402 11,207
195,191   135,401 59,790
654,016   759,185 -105,169
472,773   566,367 -93,594
1,143   1,184 -41
136,046   110,182 25,864
230,275   161,612 68,663
204,383   163,604 40,779
118,439   98,133 20,306
48,381   45,429 2,952
156,275   147,247 9,028
196,584   128,509 68,075
187,178   109,317 77,861
293,015   193,926 99,089
280,748   187,082 93,666
200,171   141,574 58,597
263,578   157,130 106,448
130,238   66,214 64,024
169,657   164,828 4,829
125,035   35,468 89,567
258,614   287,556 -28,942
193,953   204,210 -10,257
63,030   66,007 -2,977
216,418   205,906 10,512
1,919   1,988 -69
63,073   49,720 13,353
125,668   116,885 8,783
63,072   49,865 13,207
984   1,019 -35
130,574   168,268 -37,694
899   932 -33
286,010   107,078 178,932
138,280   148,913 -10,633
283,611   94,150 189,461
239,996   119,051 120,945
204,350   133,249 71,101
142,870   123,004 19,866
246,120   255,060 -8,940
338,982   399,070 -60,088
236,600   235,678 922
190,671   240,953 -50,282
196,629   264,236 -67,607
2,092   2,167 -75
71,847   51,879 19,968
2,196   2,274 -78
153,004   112,197 40,807
101,070   45,363 55,707
343,423   105,445 237,978
154,309   125,922 28,387
491,615   518,015 -26,400
245,835   254,390 -8,555
242,980   255,945 -12,965
245,170   253,858 -8,688
244,638   253,470 -8,832
247,623   245,005 2,618
1,288   1,334 -46
2,104   2,179 -75
197,235   103,837 93,398
112,451   100,082 12,369
1,293   1,340 -47
47   61 -14
911,466   1,500,000 -588,534
290,278   337,062 -46,784
3,797,840   4,292,281 -494,441
710,027   666,462 43,565
145,344   107,463 37,881
130,480   154,085 -23,605
88,528   130,989 -42,461
145,480   84,946 60,534
1,009   1,045 -36
139,106   112,654 26,452
195,030   50,338 144,692
103,807   46,905 56,902
27,683   31,861 -4,178
15,841   18,893 -3,052
149,056   166,045 -16,989
123,359   129,478 -6,119
465,469   468,750 -3,281
298,629   310,746 -12,117
918   951 -33
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
      27,790
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       34,265
b       38,483
c       18,116
d       203,853
e       -9,092
      62,542
      80,765
      45,467
      39,842
      155,834
      4,822
      258,862
      12,740
      -61
      57,303
      11,207
      59,790
      -105,169
      -93,594
      -41
      25,864
      68,663
      40,779
      20,306
      2,952
      9,028
      68,075
      77,861
      99,089
      93,666
      58,597
      106,448
      64,024
      4,829
      89,567
      -28,942
      -10,257
      -2,977
      10,512
      -69
      13,353
      8,783
      13,207
      -35
      -37,694
      -33
      178,932
      -10,633
      189,461
      120,945
      71,101
      19,866
      -8,940
      -60,088
      922
      -50,282
      -67,607
      -75
      19,968
      -78
      40,807
      55,707
      237,978
      28,387
      -26,400
      -8,555
      -12,965
      -8,688
      -8,832
      2,618
      -46
      -75
      93,398
      12,369
      -47
      -14
      -588,534
      -46,784
      -494,441
      43,565
      37,881
      -23,605
      -42,461
      60,534
      -36
      26,452
      144,692
      56,902
      -4,178
      -3,052
      -16,989
      -6,119
      -3,281
      -12,117
      -33
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,635,928
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 42,462
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 42,462
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 42,462
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 65,437
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 65,437
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 123
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 22,852
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow22,852 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowUT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5 D4001-052WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SUSAN HOLT V.P./DIRECTOR
3 		7,500    
PO BOX 17208
SALT LAKE CITY,UT84117
ALISON W JENSEN V.P./DIRECTOR
3 		7,500    
6261 S VINECREST DRIVE
SALT LAKE CITY,UT84121
REBECCA DAVIS PRES. / DIRECTOR
3 		7,500    
11396 NW RIDGE RD
PORTLAND,OR97229
Mary Katherine Younker TREAS. / DIRECTOR
3 		7,500    
1029 South 1200 East
SALT LAKE CITY,UT84105
CONNIE WHEELER SEC. / DIRECTOR
3 		7,500    
3035 ABELL AVENUE
BALTIMORE,MD21218
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
WELLS FARGO BANK N A AGENT 377,301
100 N MAIN ST
WINSTON SALEM,NC27101
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
91,940,801
b
Average of monthly cash balances.......................
1b
2,939,408
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
94,880,209
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
94,880,209
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,423,203
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
93,457,006
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,672,850
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,672,850
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
42,462
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
42,462
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,630,388
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,630,388
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,630,388
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
5,025,526
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,025,526
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,630,388
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4,462,089
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,025,526
a Applied to 2022, but not more than line 2a 4,462,089
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 563,437
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		4,066,951
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
WELLS FARGO PHILANTHROPIC SERVICES
100 N Main St FL 5 D4001-052
WINSTON SALEM,NC27101
(800) 352-3705
WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONGRANTS/WHEELER
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS MUST BE SUBMITTED THROUGH THE ONLINE GRANT APPLICATION FORM
cAny submission deadlines:
FEBRUARY 1 AND AUGUST 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTEES MUST QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(c) (3) OF THE INTERNAL REVENUE CODE. NO GEOGRAPHIC LIMITATIONS. NO FINANCIAL AID OR EDUCATIONAL SCHOLARSHIPS ARE CONSIDERED.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

KOSTOPULOS DREAM FOUNDATION

4180 EMIGRATION CANYON RD
SALT LAKE CITY,UT84108 		NONE PC YEAR-ROUND EDUCATION AND 20,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT068250000 		NONE PC INTERNATIONAL GENERAL 25,000

BYBEE LAKES LANDING HOPE CENTER

14355 N BYBEE LAKE CT
PORTLAND,OR97203 		NONE PC GENERAL OPERATING 10,000

EXPONENT PHILANTHROPY

1720 N ST NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 815

PHILADELPHIA INSURANCE COMPANIES

PO BOX 70251
PHILADELPHIA,PA19176 		NONE PC GENERAL OPERATING 750

NATIONAL AUDUBON SOCIETY INC

225 VARICK ST
NEW YORK,NY10014 		NONE PC BALTIMORE FOR BIRDS 135,000

UNITED STATES FUND FOR UNICEF

125 MAIDEN LANE 10TH FLR
NEW YORK,NY100384713 		NONE PC GENERAL OPERATING/END THE 30,000

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVENUE 1100N
BETHESDA,MD208140000 		NONE PC MEDICAL RESEARCH TOWARDS 20,000

MEDECINS SANS FRONTIERS USA INC

40 RECTOR ST 16TH FL
NEW YORK,NY100061751 		NONE PC GENERAL OPERATING 20,000

INTERNATIONAL RESCUE COMMITTEE INC

122 EAST 42ND STREET
NEW YORK,NY101680000 		NONE PC GENERAL OPERATING/RAI 250,000

SPECIAL HOOP CAMP INCORPORATED

16230 NW GIANOLA CT
BEAVERTON,OR970060000 		NONE PC GENERAL OPERATING 25,000

INTERNATIONAL CHILDRENS SURGICAL

8844 FIRCREST AVENUE
BOISE,ID837040000 		NONE PC GENERAL OPERATING 30,000

ROSE HAVEN CIC

1740 NW GLISAN ST
PORTLAND,OR972092225 		NONE PC DAY SHELTER EXPANSION NEW 20,000

CHARITY GLOBAL INC

PO BOX 5026
HAGERSTOWN,MD217415026 		NONE PC PIPED SYSTEMS WITH TAP 70,000

JDRF INTERNATIONAL

200 VESEY STREET28TH FLOOR
NEW YORK,NY102815504 		NONE PC RESEARCH TO IMPROVING LIVES 40,000

OREGON HEALTH AND SCIENCE UNIVERSITY FOU

2020 SW 4TH AVE STE 900
PORTLAND,OR972014978 		NONE PC CARDIOVASCULAR HEALTH AND 70,000

CHILDRENS THEATRE AND SCHOOL OF THE ARTS

3605 S STATE ST
S Salt Lake,UT841154710 		NONE PC GEN. OP, PERSINIUM/CURTAIN 42,500

PORTLAND CHOIR ORCHESTRA

PO BOX 6642
BEAVERTON,OR970070642 		NONE PC PROGRAM DEVELOPMENT & 80,000

HOPING HEARTS FOUNDATION INC

3948 E STATE ROUTE 73
WAYNESVILLE,OH450680000 		NONE PC WEBSITE ENHANCEMENT AND 25,000

MAMA BABY INTERNATIONAL

PO BOX 3061
NEWBERG,OR971325061 		NONE PC GENERAL OPERATING 59,500

AMERICA INC

1900 CAMPUS COMMON DRIVE 600
RESTON,VA201910000 		NONE PC GENERAL OPERATING 10,000

PACIFIC BALLROOM DANCE

1604 15TH ST SW STE 109
AUBURN,WA980010000 		NONE PC STUDIO EXP. PROJ./DANCING 50,400

SHRINERS HOSPITALS FOR CHILDREN

POST OFFICE BOX 31356
TAMPA,FL336310000 		NONE PC SUSTAINABILITY FUND 30,000

STERLING SINGERS

1460 E VINTRY CIR
SALT LAKE CITY,UT84121 		NONE PC GENERAL OPERATING 15,000

SENECA COUNTY COMMUNITY EMERGENCY
RESPONSE TEAM
3573 S TOWNSHIP ROAD 165
TIFFIN,OH44883 		NONE PC GENERAL OPERATING 25,000

OPERATION UNDERGROUND RAILROAD INC

PO BOX 57338
SALT LAKE CTY,UT841570338 		NONE PC GENERAL OPERATING 90,000

ONE REFUGEE

101 S 200 E STE 200
SALT LAKE CITY,UT84111 		NONE PC TEXTBOOKS/LAPTOPS 60,000

PIONEER PARK COALITION

440 S 700 E STE 101
SALT LAKE CTY,UT841022800 		NONE PC GENERAL OPERATING 25,000

REACHING OUT WORLDWIDE

1039 S 1200 E
SALT LAKE CTY,UT841051524 		NONE PC GENERAL OPERATING 20,000

THE INN BETWEEN

1216 E 1300 S
SALT LAKE CTY,UT841051949 		NONE PC END LIFE CARE, MED RESPITE 45,000

OTHER SIDE ACADEMY

667 EAST 100 SOUTH
SALT LAKE CITY,UT841020000 		NONE PC GENERAL OPERATING 20,000

YELLOWSTONE FOREVER

222 E MAIN ST STE 301
BOZEMAN,MT597154764 		NONE PC PRESERVE HERITAGE HISTORY 100,000

BRIGHAM YOUNG UNIVERSITY

A153 ASB
PROVO,UT846021014 		NONE PC GENERAL OPERATING 160,000

UTAH SYMPHONY OPERA

336 N 400 W
SALT LAKE CTY,UT841031228 		NONE PC 2022-23 EDUCATION AND 60,000

BALTIMORE INTERGROUP COUNCIL OF ALCOHOLI

8635 LOCH RAVEN BLVD
TOWSON,MD212860000 		NONE PC GENERAL OPERATING 5,000

TUERK HOUSE INC

2701 N CHARLES ST 2ND FL
BALTIMORE,MD212184351 		NONE PC GENERAL OPERATING 55,000

MARYLAND NEW DIRECTIONS INC

2700 N CHARLES ST STE 200
BALTIMORE,MD212184307 		NONE PC GENERAL OPERATING 30,000

MARYLAND FOOD BANK INC

2200 HALETHORPE FARMS RO
BALTIMORE,MD212270000 		NONE PC FOODWORKS PROGRAM & 100,000

BLUE WATER BALTIMORE

2631 SISSON STREET
BALTIMORE,MD212110000 		NONE PC PROTECTING THE HEALTH OF 70,000

MOVEABLE FEAST INC

901 N MILTON AVE
BALTIMORE,MD212051316 		NONE PC HOME DELIVERED MEAL PROGRAM 100,000

THE PRODUCERS CLUB OF MARYLAND INC

5 W NORTH AVE
BALTIMORE,MD212015903 		NONE PC VISIONARY FD/CTR FOR MOVING 120,000

FELLS POINT CREATIVE ALLIANCE INC

3134 EASTERN AVENUE
BALTIMORE,MD212240000 		NONE PC GENERAL OPERATING 50,000

NATIONAL CAMPAIGN TO STOP VIOLENCE INC

2021 MASSACHUSETTS AVENUE NW
WASHINGTON,DC200360000 		NONE PC GENERAL OPERATING 10,000

VILLAGE LEARNING PLACE INC

2521 SAINT PAUL ST
BALTIMORE,MD212184607 		NONE PC LINK INITIATIVE 80,000

BALTIMORE MUSEUM OF ART INC

10 ART MUSEUM DR
BALTIMORE,MD212183898 		NONE PC GENERAL OPERATING 15,000

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC200065310 		NONE PC GEN OP/DISASTER CYCLE UT & 260,000

NATIONAL ALLIANCE ON MENTAL ILLNESS

3729 S HICKORY RIDGE MALL
MEMPHIS,TN381158804 		NONE PC PEER EDU. PROGRAMS & 60,000

FEED THE CHILDREN INC

333 N MERIDIAN AVE
OKLAHOMA CITY,OK731076507 		NONE PC GENERAL OPERATING 30,000

YWCA

1020 19TH ST NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 70,000

SHELTER THE HOMELESS COMMITTEE INC

242 WEST PARAMOUNT AVE
SALT LAKE CITY,UT841150000 		NONE PC GENERAL OPERATING 90,000

WASATCH COMMUNITY GARDENS

629 E 800 S
SALT LAKE CTY,UT841023501 		NONE PC EMPOWER COMM. MEMBERS THRU 30,000

SALT LAKE EDUCATION FOUNDATION

440 E 100 S
SALT LAKE CTY,UT841111841 		NONE PC GENERAL OPERATING 50,000

THE GOOD SAMARITAN FOUNDATION

6925 UNION PARK CENTER STE 500
COTTONWOOD HEIGHTS,UT840470000 		NONE PC GEN OP/ROSE PARK NBHD 120,000

CHILDRENS CRANIOFACIAL ASSOCIATION

13140 COIT RD STE 517
DALLAS,TX752405715 		NONE PC FINANCIAL ASSISTANCE 20,000

FOUNDATION FOR ANCIENT AMERICAN STUDIES

2625 OAKWOOD DR
Bountiful,UT840103242 		NONE PC HOPI INDIAN, HUMANITARIAN 10,000

IMMIGRANT LEGAL SERVICES

715 E 3900 S
SALT LAKE CITY,UT841072182 		NONE PC ASYLUM FOR FAMILIES AND 50,000

FAMILY PROMISE OF GREATER WASHINGTON COU

PO BOX 1932
BEAVERTON,OR970751932 		NONE PC GENERAL OPERATING 10,500

FARM ALLIANCE OF BALTIMORE INC

2801 SISSON ST STE 202
BALTIMORE,MD212112902 		NONE PC GROWING HEALTHY FOOD & 150,000

LIGHTHOUSE SANCTUARY

2060 E 3035 S
SARATOGA SPGS,UT841092405 		NONE PC SUPPORT FOR THE KEY PLAYERS 30,000

OASIS HOUSING INC

6882 W CREST ST
W VALLEY CITY,UT841283853 		NONE PC GENERAL OPERATING 85,000

FINANCIAL BEGINNINGS OREGON

2705 E BURNSIDE ST STE 214
PORTLAND,OR972141768 		NONE PC CREATING FREE FINANCIAL 10,000

IMMIGRANT STORY

1915 NE STUCKI AVE STE 308
HILLSBORO,OR970066951 		NONE PC GENERAL OPERATING 5,000

HALE CENTRE THEATRE

9900 S MONROE ST
SANDY,UT840704418 		NONE PC 2022 STUDENT MATINEE 20,000

SALT LAKE TRIBUNE INC

90 S 400 WEST SUITE 700
SALT LAKE CITY,UT841010000 		NONE PC 2022 NEWSROOM PRIORITIES 25,000

CATHOLIC CHARITIES

4747 N 7TH AVE
PHOENIX,AZ85013 		NONE PC IMMIGRATION LEGAL SERVICES 125,000

CATHOLIC COMMUNITY SERVICES OF UTAH

224 N 2200 W 1
SALT LAKE CITY,UT841162921 		NONE PC IMMIGRATION LEGAL SERVICES 30,000

UTAH FOOD BANK

3150 S 900 W
S SALT LAKE,UT841192471 		NONE PC EMERGENCY FOOD ASSISTANCE 20,000

THE CHURCH OF JESUS CHRIST OF LATTERDAY

50 E NORTH TEMPLE FL 22
SALT LAKE CTY,UT841500022 		NONE PC PATHWAY WORLDWIDE, 50,000

CROSSROADS URBAN CENTER

347 S 400 E
SALT LAKE CTY,UT841112968 		NONE PC GENERAL OPERATING 10,000

BIG BROTHERSBIG SISTERS OF UTAH INC

2121 S STATE ST STE 201
S SALT LAKE,UT841152897 		NONE PC ONE-TO-ONE YOUTH MENTORING 10,000

THE FAMILY PLACE UTAH

PO BOX 6055
LOGAN,UT843416055 		NONE PC KID'S EMPOWERED 10,000

KIDS ON THE MOVE INC

475 W 260 N
OREM,UT840571970 		NONE PC AUTISM CENTER 2022 20,000

AMERICAN INDIAN SERVICES

170 S INTERSTATE PLZ STE 200
LEHI,UT840438602 		NONE PC GENERAL OPERATING 20,000

UTAH CHAMBER ARTISTS

9121 S MONROE PLAZA WAY STE C
SANDY,UT840704600 		NONE PC 2022-2023 CONCERT SEASON 95,000

FRIENDS OF GREAT SALT LAKE

150 S 600 E
SALT LAKE CITY,UT841020000 		NONE PC GENERAL OPERATING 30,000

HUNTSMAN CANCER FOUNDATION

500 HUNTSMAN WAY
SALT LAKE CITY,UT841080000 		NONE PC KIRK CENTER COMP. CANCER 20,000

LIVING PLANET INC

12033 S LONE PEAK PARKWAY
DRAPER,UT840200000 		NONE PC GENERAL OPERATING 20,000

SALT LAKE CHORAL ARTISTS

1359 E 6400 S
MURRAY,UT841212002 		NONE PC GENERAL OPERATING/YOUTH 25,000

THE OPPORTUNITY FOUNDATION

PO BOX 71324
SALT LAKE CITY,UT841710000 		NONE PC EAGLEEYES, HS VOLUNTEER, 15,000

OUELESSEBOUGOU ALLIANCE

525 E 4500 S STE F115
MILLCREEK,UT841072999 		NONE PC GENERAL OPERATING 20,000

SALT LAKE COMMUNITY COLLEGE

4600 S REDWOOD RD
SALT LAKE CTY,UT841233145 		NONE PC 2022-2023 STUDENT PARENT 20,000

UNIVERSITY OF UTAH

201 PRESIDENTS CIR RM 411
SALT LAKE CTY,UT841129022 		NONE PC GENERAL OPERATING 402,500

FRIENDS FOR SIGHT

6715 S 1300 E STE 250
SALT LAKE CTY,UT841212775 		NONE PC FREE VISION SCREENING, EYE 20,000

STAND WITH UKRAINE

2124 AUTUMN LN
IDAHO FALLS,ID83404 		NONE PC GENERAL OPERATING 70,000

BACKROADS FOUNDATION

220 N HIGHLAND BLVD
BRIGHAM CITY,UT843022325 		NONE PC UKRAINE SUPPORT 70,000

BECOME MORE

172 N EAST PROMONTORY STE 300
FARMINGTON,UT840252960 		NONE PC GENERAL OPERATING 20,000

HIGH SCHOOL TO COLLEGE GUIDE FOUNDATION

8787 S REDWOOD ROAD
WEST JORDAN,UT840885708 		NONE PC GENERAL OPERATING 70,000

801 SALON

3575 E GOLDEN HILLS AVE
COTTONWD HTS,UT841216170 		NONE PC GENERAL OPERATING 15,000

PORTLAND YOUTH PHILHARMONIC ASSOCIATION

9320 SW BARBUR BLVD STE 140
PORTLAND,OR972195404 		NONE PC MAY 2022 PREP. AND PERF. BY 20,000

OREGON SYMPHONY ASSOCIATION

921 SW WASHINGTON ST STE 200
PORTLAND,OR972052800 		NONE PC GENERAL OPERATING 20,000

SISTERS OF THE ROAD

618 NW DAVIS ST
PORTLAND,OR972093617 		NONE PC GENERAL OPERATING 20,000

OREGON FOOD BANK INC

7900 NE 33RD DR
PORTLAND,OR972111918 		NONE PC HEALTHY FOOD SYSTEMS 25,000

MEDICAL TEAMS INTERNATIONAL

14150 SW MILTON CT
TIGARD,OR972248024 		NONE PC 2022 CORE MISSION FUND 35,000

CASA OF CLACKAMAS COUNTY

421 HIGH ST STE 108
OREGON CITY,OR970452202 		NONE PC A CASA FOR EVERY CHILD 10,000

CAMP ROSENBAUM FUND

14912 NE AIRPORT WAY
PORTLAND,OR972300000 		NONE PC GENERAL OPERATING 10,000

FRIENDS OF THE CHILDREN - NATIONAL
OFFICE
44 NE MORRIS ST
PORTLAND,OR97212 		NONE PC GENERAL OPERATING 20,000

WHEELER FARM FRIENDS INC

6351 S 900 E
MURRAY,UT841212438 		NONE PC RESTORATION HISTORIC 20,000

GRANITE EDUCATION FOUNDATION INC

2500 S STATE STREET
SALT LAKE CITY,UT841153164 		NONE PC GENERAL OPERATING 10,000

NATIONAL ABILITY CENTER

PO BOX 682799
PARK CITY,UT840682799 		NONE PC GENERAL OPERATING 30,000
Total .................................right arrow 3a 4,871,965
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 2,035,439  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,635,928  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP/S-CORP 		    1 -38,778  
bOTHER INCOME     1 1,968  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,634,557  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,634,557
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsOtherSchedule2
Name:
WHEELER FOUNDATION
EIN:
87-0503163
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED AT COST 76,813,626 99,868,003

TY 2023 OtherDecreasesSchedule
Name:
WHEELER FOUNDATION
EIN:
87-0503163
Description Amount
PURCHASE OF ACCRUED INTEREST ADJ 24,070
PY ROC ADJ 10,056


TY 2023 OtherExpensesSchedule
Name:
WHEELER FOUNDATION
EIN:
87-0503163
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ADMINISTRATIVE EXPENSE 21,736 0   21,736
INVESTMENT EXPENSES - ADR FEES 17 17   0
FROM PARTNERSHIP/S-CORP 54,547 54,547   0


TY 2023 OtherIncomeSchedule2
Name:
WHEELER FOUNDATION
EIN:
87-0503163
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 1,968 1,968  
PARTNERSHIP INCOME -38,778 -39,365  


TY 2023 OtherIncreasesSchedule
Name:
WHEELER FOUNDATION
EIN:
87-0503163
Description Amount
MUTUAL FUND TIMING ADJ 21,061
PARTNERSHIP ADJ 165,242
TAX LOT ADJ 37,914
COST BASIS ADJ 18,254


TY 2023 OtherProfessionalFeesSchedule
Name:
WHEELER FOUNDATION
EIN:
87-0503163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 66,417 66,417    
WF AGENT FEES 377,301 282,976   94,325


TY 2023 TaxesSchedule
Name:
WHEELER FOUNDATION
EIN:
87-0503163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 16,390 16,390   0
FEDERAL TAX PAYMENT - PRIOR YE 398 0   0
FEDERAL ESTIMATES - PRINCIPAL 44,863 0   0
FOREIGN TAXES ON NONQUALIFIED 8,546 8,546   0