WHEELER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WHEELER FAMILY FOUNDATION (EIN 85-3587210)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-13
- IRS object ID
- 202512869349101181
- Schema version
- 2024v5.2
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-13T16:50:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SOUTH GRAND AVENUE STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2221 ROSECRANS AVE SUITE 150 | AddressLine1Txt |
| City | EL SEGUNDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90245 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WHEELER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7143348211 | PhoneNum |
| Signature | 2025-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE CHELIUS | PreparerPersonNm |
| PTIN | P02067258 | PTIN |
| Phone | 2135932300 | PhoneNum |
| Preparation | 2025-08-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,374,780 | 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 | $852,250 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $284,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $284,710 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,859,677 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,727 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,141,687 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,437 | 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 | $9,903 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,952 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,951 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,577 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,577 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,790 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,370 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,319 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,051 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $377,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $377,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $413,970 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,319 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $727,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $258,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,945 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,915,749 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,245,136 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,245,136 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $390,500 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,050,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,050,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,310,264 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,651,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,651,989 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,000,725 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,427,655 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,427,655 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,619,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,374,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,374,780 | 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 | $5,619,183 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,374,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,619,183 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,374,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,619,183 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,374,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,619,183 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $727,717 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,880 | OtherIncreasesAmt |
| Subtotal | $6,374,780 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,374,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB #5955 PUBLICLY TRADED SECURITIES | P | $1,839,165 | $1,854,950 | -$15,785 | -$15,785 |
| CAPITAL GAINS DIVIDENDS | P | $20,512 | $20,512 | $20,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,727 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,588 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,588 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,750 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,750 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,162 | OverpaymentAmt |
| Applied To ES Tax | $4,162 | 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 | Yes (1) | 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 | 2221 ROSECRANS AVE SUITE 150 | AddressLine1Txt |
| City | EL SEGUNDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90245 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | $3,990,543 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,186,475 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,177,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,177,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,084,363 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $304,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $304,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,588 | TotalTaxAmt |
| Distributable Before Adj | $300,630 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $300,630 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $300,630 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,651 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $382,651 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $300,630 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $62,176 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $156,797 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $219,906 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,915 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $488,794 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $382,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $300,630 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,021 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $570,815 | 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 | $570,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,176 | ExcessFromYear4Amt |
| Excess From Year3 | $156,797 | ExcessFromYear3Amt |
| Excess From Year2 | $219,906 | ExcessFromYear2Amt |
| Excess From Year1 | $49,915 | ExcessFromYear1Amt |
| Excess From Current Year | $82,021 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICA ON TRACK | ||||||
| 600 W SANTA ANA BLVD SUITE 710 | SANTA ANA | CA | 92701 | PC | TO SUPPORT LEADERSHIP DEVELOPMENT, MENTORING, ACADEMIC ACHIEVEMENT, FITNESS & NUTRITION, AND TOBACCO/DRUG USE PREVENTION. | $5,000 |
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY | ||||||
| 1801 E EDINGER AVE SUITE 101 | SANTA ANA | CA | 92705 | PC | TO HELP CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS. | $5,000 |
| BOY SCOUTS OF AMERICA OC | ||||||
| 2 IRVINE PARK RD | ORANGE | CA | 92869 | PC | TO HELP PREPARE YOUNG PEOPLE TO MAKE ETHICAL AND MORAL CHOICES OVER THEIR LIFETIMES. | $1,500 |
| CAPABLE KIDS FOUNDATION INC | ||||||
| 1223 E HACKBERRY AVE | MCALLEN | TX | 78501 | PC | TO HELP ENRICH THE LIVES OF FAMILIES WITH SPECIAL NEEDS. | $20,000 |
| CHILDHELP INC | ||||||
| 6730 NORTH SCOTTSDALE ROAD 150 | SCOTTSDALE | AZ | 85253 | PC | TO HELP THE VICTIMS OF CHILD ABUSE. | $21,100 |
| CHINO VALLEY YMCA | ||||||
| 5665 EDISON AVE | CHINO | CA | 91710 | PC | TO SUPPORT THE SPIRITUAL, MENTAL, PHYSICAL AND SOCIAL LIFE FOR FAMILIES AND CHINO VALLEY COMMUNITY. | $1,500 |
| CHOC FOUNDATION | ||||||
| 1201 W LA VETA AVENUE | ORANGE | CA | 92868 | PC | TO HELP PROVIDE HEALTHCARE TO CHILDREN. | $5,000 |
| ED TANDY MCGLASSON MINISTRIES | ||||||
| 17602 17TH STREET SUITE 102 322 | TUSTIN | CA | 92780 | PC | TO SUPPORT MEN IN EMBRACING THEIR IDENTITY AS BELOVED SONS OF OUR HEAVENLY FATHER. | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PC | TO SUPPORT COACHES AND ATHLETES ENTER INTO A GROWING RELATIONSHIP WITH JESUS CHRIST AND HIS CHURCH. | $15,000 |
| FOCUS ON THE FAMILY | ||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | PC | TO SUPPORT FAMILY ENTERTAINMENT CENTER AND FAMILY ACTIVITIES. | $15,000 |
| FREE WHEELCHAIR MISSION | ||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVINE | CA | 92618 | PC | TO SUPPORT BUILDING COST-EFFICIENT WHEELCHAIRS FOR PEOPLE WITH A DISABILITY. | $15,000 |
| HOMEWORD | ||||||
| PO BOX 1600 | SAN JUAN CAPISTRANO | CA | 92693 | PC | TO HELP FAMILIES BUILD STRONG MARRIAGES, CONFIDENT PARENTS, AND EMPOWERED KIDS. | $7,500 |
| KIDWORKS COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 1902 W CHESTNUT AVENUE | SANTA ANA | CA | 92703 | PC | TO HELP PROVIDE ACADEMIC ENRICHMENT PROGRAMS. | $150,000 |
| LAND OF THE FREE FOUNDATION | ||||||
| 13191 CROSSROADS PKWY N | CITY OF INDUSTRY | CA | 91746 | PC | TO SUPPORT MEN AND WOMEN OF THE US ARMED FORCES. | $5,000 |
| MARINERS CHURCH IRVINE | ||||||
| 5001 NEWPORT COAST DR | IRVINE | CA | 92603 | PC | TO SPONSER CHURCH RELATED PROGRAMS. | $10,000 |
| MARINERS CHURCH OUTREACH | ||||||
| 14156 MAGNOLIA BLVD STE 200 | SHERMAN OAKS | CA | 91423 | PC | TO SPONSER CHURCH RELATED PROGRAMS. | $10,000 |
| MULTIPLICATION NETWORK MINISTRIES | ||||||
| 22515 TORRENCE AVENUE | SAUK VILLAGE | IL | 60411 | PC | TO PROVIDE CHURCHES WITH THE TOOLS AND RESOURCES TO STRENGTHEN AND MULTIPLY HEALTHY CHURCHES. | $15,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | PC | TO HELP PROVIDE FOOD FOR PEOPLE FACING HUNGER. | $5,000 |
| THE PRAYER COVENANT | ||||||
| PO BOX 281 | NEW ALBANY | OH | 43054 | PC | TO HELP MAKE DISCIPLES AMONG THE CHILDREN AND YOUTH OF THE NATIONS. | $11,000 |
| THE WORLD BIBLE SOCIETY | ||||||
| 2521 ALTA VISTA | NEWPORT BEACH | CA | 92660 | PC | TO SUPPORT TRANSITIONAL HOME PROGRAMS. | $50,000 |
| WOUNDED WARRIOR PROJECT INC | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | SUPPORT FOR WOUNDED VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $377,600 | 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 | $284,710 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $289,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $289,437 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WHEELER FAMILY PARTNERSHIP NO 3 LP | ||||||
| 1 | 2221 ROSECRANS AVE SUITE 150 | EL SEGUNDO | CA | 90245 | $173,600 | Yes (X) |
| WHEELER FAMILY PARTNERSHIP NO 3 LP | ||||||
| 2 | 2221 ROSECRANS AVE SUITE 150 | EL SEGUNDO | CA | 90245 | $35,400 | Yes (X) |
| WHEELER FAMILY PARTNERSHIP NO 3 LP | ||||||
| 3 | 2221 ROSECRANS AVE SUITE 150 | EL SEGUNDO | CA | 90245 | $45,200 | Yes (X) |
| WHEELER FAMILY PARTNERSHIP NO 3 LP | ||||||
| 4 | 2221 ROSECRANS AVE SUITE 150 | EL SEGUNDO | CA | 90245 | $6,000 | Yes (X) |
| CHASEN S WHEELER | ||||||
| 5 | 1 CANYON RIM | NEWPORT BEACH | CA | 92657 | $247,500 | Yes (X) |
| CHASEN S WHEELER | ||||||
| 6 | 1 CANYON RIM | NEWPORT BEACH | CA | 92657 | $44,550 | Yes (X) |
| CHASEN S WHEELER | ||||||
| 7 | 1 CANYON RIM | NEWPORT BEACH | CA | 92657 | $300,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,903 | Amt |
| Net Investment Income | $4,952 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,951 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF PART VI-B; QUESTIONS 1A(3) | FormAndLineReferenceDesc |
| Medium Explanation | PURSUANT TO I.R.C. SECTION 4941(D)(2)(C) THE FURNISHING OF GOODS, SERVICES, OR FACILITIES BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION IS NOT AN ACT OF SELF-DEALING SINCE THE FURNISHING IS WITHOUT CHARGE AND THE GOODS, SERVICES, OR FACILITIES ARE USED EXCLUSIVELY FOR THE PURPOSES OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P SMALL CAP | $106,579 | $106,579 |
| ISHARES RUSSELL 1000 GROWTH | $80,316 | $80,316 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | $539,041 | $539,041 |
| SCHWAB FUNDAMENTAL EMERGING MARKETS | $85,117 | $85,117 |
| US TREASURY 2 YEAR NOTE | $490,245 | $490,245 |
| WISDOMTREE EMERGING MARKETS | $77,538 | $77,538 |
| SCHWAB FUNDAMENTL INTL | $48,819 | $48,819 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED HERMES | $136,690 | $136,690 |
| FPA CRESCENT | $182,876 | $182,876 |
| LEUTHOLD CORE INVESTMENT | $171,534 | $171,534 |
| NATIONWIDE GENEVA SMALL CAP | $83,236 | $83,236 |
| DOUBLINE TOTAL RETURN BOND | $635,651 | $635,651 |
| EATON VANCE SORT DURATION | $328,874 | $328,874 |
| PIMCO INCOME INSTL | $386,284 | $386,284 |
| RIVER CANYON TOTAL RETURN | $514,801 | $514,801 |
| SCHWAB FUNDAMENTAL INTL | $117,311 | $117,311 |
| SCHWAB FUNDAMENTAL US LA | $94,732 | $94,732 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,050,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,050,000 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $27,880 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $24,577 | Amt |
| Net Investment Income | $24,577 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHASEN S WHEELER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CANYON RIM | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92657 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,790 | Amt |
| Net Investment Income | $1,790 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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