Also known as: SCHOLARSHIP FUND
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Morris E & Ethel Carlton Wheeler Scholarship Fund is a private trust based in TULSA, OK. The foundation received its IRS ruling in 2000. The principal officer is Trust Co Of Okla. It holds total assets of $512K. Annual income is reported at $209K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Morris E & Ethel Carlton Wheeler Scholarship Fund has made 5 grants totaling $146K, with a median grant of $32K. Annual giving has decreased from $30K in 2020 to $14K in 2023. Grantmaking activity was highest in 2022 with $70K distributed across 2 grants. Individual grants have ranged from $14K to $35K, with an average award of $29K. Grant recipients are concentrated in Oklahoma. Contributions to this foundation are tax-deductible.
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.
Morris E & Ethel Carlton Wheeler Scholarship Fund primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in OK.
Morris E & Ethel Carlton Wheeler Scholarship Fund has distributed a total of $146K across 5 grants. The median grant size is $32K, with an average of $29K. Individual grants have ranged from $14K to $35K.
Morris E & Ethel Carlton Wheeler Scholarship Fund typically selects its grantees rather than accepting unsolicited proposals.
Morris E & Ethel Carlton Wheeler Scholarship Fund is headquartered in TULSA, OK.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| The Trust Company Of Oklahoma | Trustee | $6K | $0 | $6K |
Total Giving
$20K
Total Assets
$470K
Fair Market Value
$595K
Net Worth
$470K
Grants Paid
$14K
Contributions
N/A
Net Investment Income
$27K
Distribution Amount
$27K
Total: $460K
Total Grants
5
Total Giving
$146K
Average Grant
$29K
Median Grant
$32K
Unique Recipients
1
Most Common Grant
$35K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Osage Education ProgramEDUCATIONAL | Hominy Ok, OK | $14K | 2023 |
TULSA, OK
ARDMORE, OK
OKLAHOMA CITY, OK