WHEELER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WHEELER FAMILY FOUNDATION (EIN 85-3587210)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349109768
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:05:52-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853587210 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEELER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHEE | BusinessNameControlTxt |
| Phone | 7143348211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SEA GREENS | AddressLine1Txt |
| City | NEWPORT COAST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WHEELER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7143348211 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | WHEELER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT M CORBIN | PreparerPersonNm |
| PTIN | P00184620 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,864,420 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,124,985 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,080 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $176,497 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,412 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,900 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,900 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,173,377 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,149 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,149 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,854 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,399 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $234,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $234,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $239,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,399 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,933,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,993 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $487,203 | CashBOYAmt |
| Cash EOY | $644,249 | CashEOYAmt |
| Cash EOYFMV | $644,249 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $691,927 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $698,762 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $453,934 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,538,484 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,521,409 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $941,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,874,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,864,420 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $941,137 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,874,660 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $941,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,874,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $941,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,874,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $941,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,933,523 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,874,660 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,874,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| EATON VANCE SHORT DURATION | 2020-12-16 | 2021-04-29 | $75,431 | $75,379 | $52 | $52 | |
| PIMCO INCOME INSTL | 2020-12-16 | 2021-04-29 | $19,980 | $19,991 | -$11 | -$11 | |
| VANGUARD SHORT-TERM FEDERAL ADM | 2020-12-16 | 2021-04-29 | $75,062 | $75,715 | -$653 | -$653 | |
| CAPITAL GAINS DIVIDENDS | $6,024 | $6,024 | $6,024 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,412 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $612 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $612 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $625 | OverpaymentAmt |
| Applied To ES Tax | $625 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7143348211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SEA GREENS | AddressLine1Txt |
| City | NEWPORT COAST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID WHEELER | ||||||||
| 6 SEA GREENS | NEWPORT COAST | CA | 92657 | PRESIDENT AND VOTING DIRECTOR | 2.00 | $0 | $0 | $0 |
| MABLE WHEELER | ||||||||
| 6 SEA GREENS | NEWPORT COAST | CA | 92657 | SECRETARY AND VOTING DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHASEN WHEELER | ||||||||
| 6 SEA GREENS | NEWPORT COAST | CA | 92657 | COO, CFO, AND VOTING DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,186,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $340,059 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,526,190 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,526,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,893 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,503,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,165 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,165 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $612 | TotalTaxAmt |
| Distributable Before Adj | $74,553 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,900 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,453 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,453 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $235,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,453 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $62,176 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,176 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,453 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $156,797 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $218,973 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $218,973 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $62,176 | ExcessFromYear1Amt |
| Excess From Current Year | $156,797 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID WHEELER | ContributingManagerNm |
| Contributing Manager | MABLE WHEELER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHINO VALLEY YMCA | ||||||
| 5665 EDISON AVE | CHINO | CA | 91710 | PC | GENERAL SUPPORT | $1,500 |
| CAPABLE KIDS FOUNDATION INC | ||||||
| 1922 LACYWOOD APT 2 | EDINBURG | TX | 78539 | PC | GENERAL SUPPORT | $15,000 |
| KIDWORKS COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 1902 W CHESTNUT AVENUE | SANTA ANA | CA | 92703 | PC | GENERAL SUPPORT | $75,000 |
| FREE WHEELCHAIR MISSION | ||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVINE | CA | 92618 | PC | GENERAL SUPPORT | $10,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PC | GENERAL SUPPORT | $15,000 |
| SPECIAL OLYMPICS SO CAL | ||||||
| 1600 FORBES WAY SUITE 200 | LONG BEACH | CA | 92810 | PC | GENERAL SUPPORT | $2,500 |
| BOY SCOUTS OF AMERICA OC | ||||||
| 2 IRVINE PARK RD | ORANGE | CA | 92869 | PC | GENERAL SUPPORT | $1,000 |
| ED TANDY MCGLASSON MINISTRIES | ||||||
| 17602 17 ST SUITE 102 322 | TUSTIN | CA | 92780 | PC | GENERAL SUPPORT | $10,000 |
| MULTIPLICATION NETWORK MINISTRIES | ||||||
| 22515 TORRENCE AVENUE | SAUK VILLAGE | IL | 60411 | PC | GENERAL SUPPORT | $15,000 |
| MARINERS CHURCH IRVINE | ||||||
| 5001 NEWPORT COAST DR | IRVINE | CA | 92603 | PC | GENERAL SUPPORT | $20,000 |
| LAND OF THE FREE FOUNDATION | ||||||
| 13191 CROSSROADS PKWY N FL 6 | CITY OF INDUSTRY | CA | 91746 | PC | GENERAL SUPPORT | $5,000 |
| SALVATION ARMY | ||||||
| 10200 PIONEER ROAD | TUSTIN | CA | 92782 | PC | GENERAL SUPPORT | $3,000 |
| THE PRAYER COVENANT | ||||||
| PO BOX 281 | NEW ALBANY | OH | 43054 | PC | GENERAL SUPPORT | $11,000 |
| CHOC FOUNDATION | ||||||
| 1201 W LA VETA AVENUE | ORANGE | CA | 92868 | PC | GENERAL SUPPORT | $5,000 |
| BIG BROTHERS BIG SISTERS LOS ANGELES | ||||||
| 3333 WILSHIRE BLVD SUITE 103 | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $3,000 |
| AMERICA ON TRACK | ||||||
| 600 W SANTA ANA BLVD SUITE 710 | SANTA ANA | CA | 92701 | PC | GENERAL SUPPORT | $5,000 |
| HOMEWORD | ||||||
| PO BOX 1600 | SAN JUAN CAPISTRANO | CA | 92693 | PC | GENERAL SUPPORT | $5,000 |
| FOCUS ON THE FAMILY | ||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | PC | GENERAL SUPPORT | $10,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | PC | GENERAL SUPPORT | $20,000 |
| MAJESTIC REALTY FOUNDATION | ||||||
| 13191 CROSSROADS PKWY N FL 6 | CITY OF INDUSTRY | CA | 917463497 | PF | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $234,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,080 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,412 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED DISTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $1,900 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,492 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,900 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,392 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | AMOUNTS INCLUDED IN THIS LINE INCLUDE CHARITABLE DISTRIBUTIONS FROM A PRIOR YEAR THAT WERE LATER VOIDED IN THE CURRENT YEAR. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID AND MABLE WHEELER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SEA GREENS | AddressLine1Txt |
| City | NEWPORT COAST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,124,985 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB #5955 BOND FUNDS | BondNm |
| EOY Book Value | $2,538,484 | EOYBookValueAmt |
| EOYFMV | $2,521,409 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB #5955 EQUITY FUNDS | $315,932 | $323,357 |
| CHARLES SCHWAB #5955 EXCHANGE VALUE FUNDS | $375,995 | $375,405 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RRF-1 FILING FEE | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $1,900 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,900 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,149 | Amt |
| Net Investment Income | $3,149 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID AND MABLE WHEELER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SEA GREENS | AddressLine1Txt |
| City | NEWPORT COAST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92657 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $55 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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