WHEELER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WHEELER FOUNDATION (EIN 34-1852595)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-15
- IRS object ID
- 202001679349100110
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-15T07:54:08-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341662414 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON & STEWART INC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7660 TYLER BOULEVARD | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341852595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHEELER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHEE | BusinessNameControlTxt |
| Phone | 4402551793 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8507 TYLER BLVD | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E WHEELER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4402551793 | PhoneNum |
| Signature | 2020-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J STEWART CPA | PreparerPersonNm |
| PTIN | P00184300 | PTIN |
| Phone | 4402691900 | PhoneNum |
| Preparation | 2020-06-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $3,016,745 | 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 | $234,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $80 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $80 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,440 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $64,366 | GrossSalesPriceAmt |
| Total Rev And Expnss | $321,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,520 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,260 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $16 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $866 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,520 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $25,831 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,232 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,232 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $15,017 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $15,017 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $15,017 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,692,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,773,406 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,963,496 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,718,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,826,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,016,745 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $25,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,693,904 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,776,655 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,693,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,776,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,718,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,826,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,693,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,480 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,783,384 | SubtotalAmt |
| Other Decreases | $6,729 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,776,655 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $83,034 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,906,700 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043549 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,748 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,356,943 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040347 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $698,985 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035766 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $561,270 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033852 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,377 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $342,657 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041957 | DistributionYr5Rt |
| Total Distribution | 0.195471 | TotalDistributionRt |
| Average Distribution | 0.039094 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,719,147 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $106,302 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $705 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $107,007 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $230,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $705 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $705 | SubtotalAmt |
| Tax Based On Investment Income | $705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $205 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS E WHEELER | IndividualWithBooksNm |
| Phone | 4402551793 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8507 TYLER BLVD | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440604231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS E WHEELER | ||||||||
| 8507 TYLER BLVD | MENTOR | OH | 440604231 | PRESIDENT | 0.40 | $0 | $0 | $0 |
| BETSY J WHEELER | ||||||||
| 8507 TYLER BLVD | MENTOR | OH | 440604231 | VICE-PRES | 0.20 | $0 | $0 | $0 |
| MICHELLE MEARS | ||||||||
| 8507 TYLER BLVD | MENTOR | OH | 440604231 | SECRETARY | 0.20 | $0 | $0 | $0 |
| REBECCA W LEWANDOWSKI | ||||||||
| 8507 TYLER BLVD | MENTOR | OH | 440604231 | TREASURER | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,714,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,315 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,760,555 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,760,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,719,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $705 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $705 | TotalTaxAmt |
| Distributable Before Adj | $135,252 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $135,252 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $135,252 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $230,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $705 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $229,295 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,197 | UndistributedIncomePYAmt |
| Qualifying Distributions | $230,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,197 | AppliedToYear1Amt |
| Applied To Current Year | $135,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,551 | RemainingDistriFromCorpusAmt |
| Total Corpus | $35,551 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $35,551 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $35,551 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 25 UNITED INC | ||||||
| 33 SW FLAGLER AVE | STUART | FL | 349942140 | CHARITY | PUBLIC CHARITY | $15,000 |
| AOPA FOUNDATION | ||||||
| 421 AVIATION WAY | FEDERICK | MD | 217014798 | CHARITY | PUBLIC CHARITY | $50,000 |
| KIRKLAND CC SCHOLARSHIP FUND | ||||||
| 39438 KIRKLAND ROAD | WILLOUGHBY | OH | 44094 | CHARITY | PUBLIC CHARITY | $25,000 |
| COMMUNITY FOUNDATION LORAIN COUNTY | ||||||
| 9080 LEAVITT ROAD | ELYRIA | OH | 44035 | CHARITY | PUBLIC CHARITY | $40,000 |
| THE OHIO UNIVERSITY FOUNDATION | ||||||
| PO BOX 869 | ATHENS | OH | 457010869 | CHARITY | PUBLIC CHARITY | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,440 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,702 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $87,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,222 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | THOMAS E WHEELER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8507 TYLER BOULEVARD | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $234,400 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ACACIA COMMUN. INC 1,000 SHARES | NoncashPropertyDesc |
| Fair Market Value | $64,400 | FairMarketValueAmt |
| Received | 2019-07-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,260 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ACACIA COMMUNICATIONS INC-1000 | AssetDesc |
| Acquired | 2019-02 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2019-07 | SoldDt |
| Gross Sales Price | $64,366 | GrossSalesPriceAmt |
| Basis | $47,664 | BasisAmt |
| Total Net | $16,702 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CINCINNATI FINANCIAL CORP-4,998 SHS | $220,128 | $525,617 |
| AMERICAN AIRLINES GROUP INC-463.5 SH | $22,508 | $13,295 |
| ABBOTT LABS-289.6 SHS | $7,686 | $25,156 |
| ABBVIE INCORPORATED-617.3 SHS | $30,642 | $54,663 |
| ALIGENT TECHNOLOGIES-376.3 SHS | $15,475 | $32,109 |
| AIR PRODUCTS & CHEMICALS INC-97.1 SH | $7,271 | $22,829 |
| ALPHABET INCORPORATED CLASS C-11 SHS | $1,940 | $14,707 |
| ALPHABET INCORPORATED CLASS A-25 SHS | $4,436 | $33,485 |
| AMAZON COM-20 SHS | $16,582 | $36,957 |
| APPLE INC-366.9 SHS | $33,705 | $107,761 |
| AUTOMATIC DATA PROCESSING INC-372 SH | $23,168 | $63,428 |
| BLACKROCK INC-34.9 SHS | $10,558 | $17,592 |
| CIGNA CORP NEW-48 SHS | $3,391 | $9,818 |
| COSTCO WHOLESALE CORP NEW-95.9 SHS | $15,519 | $28,192 |
| DANAHER CORPORATION DEL-246.1SHS | $6,082 | $38,076 |
| EQUIFAX INC-224.1 SHS | $8,563 | $31,409 |
| FIDELITY NATIONAL INFORMA SVCS-197 S | $15,149 | $27,427 |
| FORTIVE CORPOR-123.6 SHS | $1,868 | $9,448 |
| GENERAL DYNAMICS CORP-93 SHS | $8,433 | $16,411 |
| GENERAL ELECTRIC-10,231.6 SHS | $177,724 | $114,186 |
| HOME DEPOT INC-345.9 SHS | $29,856 | $75,551 |
| JPMORGAN CHASE-345.8 SHS | $15,998 | $48,208 |
| KIMBERLY CLARK CORP-104.2 SHS | $6,482 | $14,332 |
| MICROSOFT CORPORATION-705.1 SHS | $35,548 | $111,204 |
| NANO DIMENSION LIMIT SPONS ADR-1000 | $33,653 | $2,530 |
| NASDAQ INCPOR-409.9 SHS | $14,014 | $43,909 |
| NIKE INCPOR CLASS B-149.9 SHS | $2,474 | $15,189 |
| OLD REP INTERNAT-CORP-11,008.8 SHS | $221,236 | $246,267 |
| PAYPAL HOLDINGS INC-298 SHS | $10,746 | $32,235 |
| PROCTER AND GAMBLE CO-231.1 SHS | $14,934 | $28,868 |
| SHERWIN WILLIAMS COMPANY-54.7 SHS | $3,555 | $31,938 |
| SNAP ON INCORPORATED-130.5 SHS | $8,302 | $22,107 |
| STRYKER CORPORATION-441 SHS | $38,985 | $92,597 |
| 3M COMPANY-146.5 SHS | $11,733 | $25,856 |
| WABATEC CORP-55.1 SHS | $4,303 | $4,291 |
| WELLS FARGO & COMPANY NEW-380.1 SHS | $10,578 | $20,451 |
| ISHARES TR SELECT DIVID ETF-2529 SH | $250,815 | $267,268 |
| ISHARES TR S&P MC 400GR-257.9 SHS | $31,649 | $61,421 |
| ISHARES TR CORE S&P SCP ETF- 1484 S | $62,051 | $124,438 |
| ISHARES TR S&P SML 600-190.8 SHS | $26,166 | $36,888 |
| SPDR S&P ETF -1028.7 SHS | $257,490 | $331,098 |
| SPDR S&P MIDCAP 400 ETF TRUST-277.8 | $52,010 | $104,284 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE NET ASSET ADJUSMENT | Desc |
| Amt | $6,729 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CHECK IN TRANSIT 148 | $25,000 | |
| CHECK IN TRANSIT 178 | $25,000 | |
| CHECK IN TRANSIT 179 | $25,000 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOAN RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $15,017 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| TREASURER STATE OF OHIO | $200 |
| US TREASURER | $666 |
Comments