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Alice Colby Wheeler Scholarship Fund 1020003308 is a private trust based in ONTARIO, CA. The foundation received its IRS ruling in 1974. It holds total assets of $602K. Annual income is reported at $200K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of education. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in California. According to available records, Alice Colby Wheeler Scholarship Fund 1020003308 has made 12 grants totaling $149K, with a median grant of $13K. The foundation has distributed between $35K and $75K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $75K distributed across 6 grants. Individual grants have ranged from $12K to $13K, with an average award of $12K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
Smallest Grant
$12K
Median Grant
$12K
Average Grant
$12K
Largest Grant
$12K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Alice Colby Wheeler Scholarship Fund 1020003308 primarily funds organizations in the area of education. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in CA.
Alice Colby Wheeler Scholarship Fund 1020003308 has distributed a total of $149K across 12 grants. The median grant size is $13K, with an average of $12K. Individual grants have ranged from $12K to $13K.
Alice Colby Wheeler Scholarship Fund 1020003308 typically selects its grantees rather than accepting unsolicited proposals.
Alice Colby Wheeler Scholarship Fund 1020003308 is headquartered in ONTARIO, CA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Citizens Business Bank | TRUSTEE | $4K | $0 | $4K |
Total Giving
$40K
Total Assets
$609K
Fair Market Value
$685K
Net Worth
$609K
Grants Paid
$35K
Contributions
N/A
Net Investment Income
$17K
Distribution Amount
$35K
Total: $537K
Total Grants
12
Total Giving
$149K
Average Grant
$12K
Median Grant
$13K
Unique Recipients
3
Most Common Grant
$13K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Harvey Mudd CollegeEDUCATIONAL | Claremont, CA | $12K | 2023 |
| Califinstitute Of TechnologyEDUCATIONAL | Pasadena, CA | $12K | 2023 |
| Scripps CollegeEDUCATIONAL | Claremont, CA | $12K | 2023 |