WHEELER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WHEELER FAMILY FOUNDATION (EIN 83-0331386)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202001969349100030
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T13:00:14-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830220400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTER MUIRHEAD CORNIA & HOWARD CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2750 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | 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 | 830331386 | 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 | 3074721000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5940 S CHESTNUT ST | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD WHEELER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3072348171 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TABETHA L BERGE CPA | PreparerPersonNm |
| PTIN | P01262191 | PTIN |
| Phone | 3072654311 | PhoneNum |
| 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 | $4,165,343 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $63,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,705 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $953,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,705 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,440 | 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 | $3,735 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,735 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,297 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,108 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,108 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $245,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$132,840 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,300 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,744 | CashBOYAmt |
| Cash EOY | $69,844 | CashEOYAmt |
| Cash EOYFMV | $69,844 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $988,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $159,875 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $159,875 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,116,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,824,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,935,624 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,186,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,053,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,165,343 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,886,533 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,186,645 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $300,112 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$132,840 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,186,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,053,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,186,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,053,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,186,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$132,840 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,053,805 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,053,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $953,044 | GrossSalesPriceAmt |
| Cost Or Other Basis | $904,339 | CostOrOtherBasisAmt |
| Gain Or Loss | $48,705 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $48,705 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,705 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,610 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,787,128 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048219 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $186,571 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,515,826 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053066 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $178,917 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,255,516 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054958 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,412 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,480,140 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047530 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $122,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,449,302 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035369 | DistributionYr5Rt |
| Total Distribution | 0.239142 | TotalDistributionRt |
| Average Distribution | 0.047828 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,844,301 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $183,865 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $753 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $184,618 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $201,000 | 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 | $753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,690 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,690 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,937 | OverpaymentAmt |
| Applied To ES Tax | $2,937 | 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 | WY | 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 |
| Individual With Books | RICHARD E WHEELER | IndividualWithBooksNm |
| Phone | 3074721000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5940 S CHESTNUT STREET | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD E WHEELER | ||||||||
| 5940 S CHESTNUT ST | CASPER | WY | 82601 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LINDA S WHEELER | ||||||||
| 5940 S CHESTNUT ST | CASPER | WY | 82601 | SECRETARY | 0.00 | $0 | $0 | $0 |
| RICHARD S WHEELER | ||||||||
| 5940 S CHESTNUT ST | CASPER | WY | 82601 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAULA M WHEELER | ||||||||
| 5940 S CHESTNUT ST | CASPER | WY | 82601 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WENDY W FENTON | ||||||||
| 5940 S CHESTNUT ST | CASPER | WY | 82601 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEVEN L FENTON | ||||||||
| 5940 S CHESTNUT ST | CASPER | WY | 82601 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID N WHEELER | ||||||||
| 5940 S CHESTNUT ST | CASPER | WY | 82601 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CATHRINE J WHEELER | ||||||||
| 5940 S CHESTNUT ST | CASPER | WY | 82601 | DIRECTOR | 0.00 | $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 | $3,536,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,902,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,902,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,844,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,215 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,215 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $753 | TotalTaxAmt |
| Distributable Before Adj | $191,462 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $191,462 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $191,462 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $201,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $753 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $200,247 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,462 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $18,307 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,638 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,034 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,979 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $191,462 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,538 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,517 | 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 | $44,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $18,307 | ExcessFromYear3Amt |
| Excess From Year2 | $13,638 | ExcessFromYear2Amt |
| Excess From Year1 | $3,034 | ExcessFromYear1Amt |
| Excess From Current Year | $9,538 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD E WHEELER | ContributingManagerNm |
| Contributing Manager | LINDA S WHEELER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTCORE | |||||||
| 330 S CENTER ST 415 | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| BRAIN INJURY ALLIANCE | |||||||
| 123 W 1ST STREET STE 400 | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $4,000 |
| CAMP HOPE | |||||||
| 3920 WEST 45TH ST | CASPER | WY | 82604 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| CASA OF NATRONA COUNTY | |||||||
| 1701 EAST E STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $6,000 |
| CENTRAL WYOMING HOSPICE AND TRANSITIONS | |||||||
| 319 S WILSON | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $8,000 |
| CENTRAL WYOMING RESCUE MISSION | |||||||
| PO BOX 2030 | CASPER | WY | 82602 | NONE | 501(C)(3) | GENERAL FUND | $7,000 |
| CHAPS | |||||||
| 1590 SUGARLAND DRIVE STE B | SHERIDAN | WY | 82801 | NONE | 501(C)(3) | GENERAL FUND | $1,500 |
| CHILDHAVEN | |||||||
| 316 BROADWAY | SEATTLE | WA | 98104 | NONE | 501(C)(3) | GENERAL FUND | $6,000 |
| CLIMB WYOMING | |||||||
| 1720 S POPLAR STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $8,000 |
| COMMUNITY ENTRY SERVICES | |||||||
| 2441 PECK AVE | RIVERTON | WY | 82501 | NONE | 501(C)(3) | GENERAL FUND | $6,000 |
| CROSSROADS URBAN CENTER | |||||||
| 347 SOUTH 400 EAST | SALT LAKE CITY | UT | 84111 | NONE | 501(C)(3) | GENERAL FUND | $8,000 |
| ENGLISH SKILLS LEARNING CENTER | |||||||
| 175 NORTH 600 WEST | SALT LAKE CITY | UT | 84116 | NONE | 501(C)(3) | GENERAL FUND | $4,000 |
| FARESTART | |||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 98101 | NONE | 501(C)(3) | GENERAL FUND | $2,500 |
| FOOD LIFELINE | |||||||
| 1702 NE 150TH STREET | SHORELINE | WA | 98155 | NONE | 501(C)(3) | GENERAL FUND | $6,000 |
| GTNP FUND - YOUTH CONSERVATION PROGRAM | |||||||
| PO DRAWER 170 | MOOSE | WY | 83012 | NONE | 501(C)(3) | GENERAL FUND | $4,000 |
| HABITAT FOR HUMANITY HEART OF WYO | |||||||
| 145 N DURBIN STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $6,000 |
| NATRONA COUNTY MEALS ON WHEELS | |||||||
| 1760 E 12TH STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $7,000 |
| NEIGHBORCARE HEALTH | |||||||
| 905 SPRUCE STREET SUITE 300 | SEATTLE | WA | 98104 | NONE | 501(C)(3) | GENERAL FUND | $10,000 |
| NEW BEGINNINGS | |||||||
| PO BOX 75125 | SEATTLE | WA | 98175 | NONE | 501(C)(3) | GENERAL FUND | $8,000 |
| PEOPLE HELPING PEOPLE | |||||||
| 205 NORTH 400 | SALT LAKE CITY | UT | 84103 | NONE | 501(C)(3) | GENERAL FUND | $8,000 |
| POP IN THE SHOP | |||||||
| 1733 E YELLOWSTONE | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $3,000 |
| RAINBOW RESCUES INC | |||||||
| 3055 TULIP STREET | CASPER | WY | 82604 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| RONALD MCDONALD HOUSE | |||||||
| 1135 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| RONALD MCDONALD HOUSE | |||||||
| 5000 40TH AVENUE NE | SEATTLE | WA | 98105 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| SALT LAKE DONATED DENTAL SERVICES | |||||||
| 1383 SOUTH 900 WEST STE 128 | SALT LAKE CITY | UT | 84104 | NONE | 501(C)(3) | GENERAL FUND | $11,000 |
| SELF HELP CENTER | |||||||
| 918 EAST 2ND STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $3,000 |
| SETON HOUSE | |||||||
| PO BOX 1557 | CASPER | WY | 82602 | NONE | 501(C)(3) | GENERAL FUND | $7,000 |
| SOUND GENERATIONS MEALS ON WHEELS | |||||||
| 2208 2ND AVENUE | SEATTLE | WA | 98121 | NONE | 501(C)(3) | GENERAL FUND | $8,000 |
| SPECIAL OLYMPICS OF WYOMING | |||||||
| 350 WEST A STREET SUITE 101 | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| THE ROAD HOME | |||||||
| 210 S RIO GRANDE ST | SALT LAKE CITY | UT | 84101 | NONE | 501(C)(3) | GENERAL FUND | $3,000 |
| UTAH FOOD BANK | |||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | NONE | 501(C)(3) | GENERAL FUND | $7,000 |
| WYOMING DEMENTIA CARE | |||||||
| 1831 E 4TH STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| WYOMING FOOD BANK OF THE ROCKIES | |||||||
| 4976 PAIGE STREET | MILLS | WY | 82644 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| WYOMING MEDICAL CENTER FOUNDATION | |||||||
| 1233 E 2ND STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $10,000 |
| WYOMING MEDICAL CENTER SAFE KIDS | |||||||
| 1233 E 2ND STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $1,000 |
| WYOMING PUBLIC TELEVISION FOUNDATION | |||||||
| 2660 PECK AVENUE | RIVERTON | WY | 82501 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| YOUTH CRISIS CENTER | |||||||
| 1656 E 12TH STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $2,500 |
| YOUTHCARE | |||||||
| 2500 NE 54TH STREET | SEATTLE | WA | 981053142 | NONE | 501(C)(3) | GENERAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,735 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,705 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,440 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,440 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,735 | Amt |
| Net Investment Income | $3,735 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LPL FINANCIAL | StockNm |
| EOY Book Value | $2,824,086 | EOYBookValueAmt |
| EOYFMV | $3,935,624 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $28,043 | $28,043 | $0 |
| LICENSES AND PERMITS | $25 | $25 | $0 |
| MISCELLANEOUS EXPENSE | $3,040 | $3,040 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD E WHEELER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5940 S CHESNUT ST | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82604 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,297 | $2,297 | $0 |
| FEDERAL EXCISE TAX | $7,140 | $0 | $0 |
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