2025-10-13T16:50:21-05:00 2024-12-31 331197384 ANDERSEN TAX LLC 350 SOUTH GRAND AVENUE STE 2000 LOS ANGELES CA 90071 990PF 2024-01-01 853587210 WHEELER FAMILY FOUNDATION WHEE 7143348211 2221 ROSECRANS AVE SUITE 150 EL SEGUNDO CA 90245 DAVID WHEELER PRESIDENT 7143348211 2025-08-20 1 1 GEORGE CHELIUS P02067258 2135932300 2025-08-20 2024 2025-03-06 01:10:19Z X 6374780 X 852250 284710 284710 4727 1859677 4727 1141687 289437 0 0 0 9903 4952 4951 24577 24577 0 1790 1790 0 100 0 100 36370 31319 5051 377600 377600 413970 31319 382651 727717 258118 1945 1915749 1245136 1245136 390500 1050000 1050000 2310264 2651989 2651989 1000725 1427655 1427655 5619183 6374780 6374780 0 0 X 0 0 0 0 5619183 6374780 5619183 6374780 5619183 6374780 5619183 727717 27880 6374780 0 6374780 CHARLES SCHWAB #5955 PUBLICLY TRADED SECURITIES P 1839165 1854950 -15785 -15785 CAPITAL GAINS DIVIDENDS P 20512 20512 20512 4727 3588 0 3588 0 3588 7750 0 0 0 7750 X 0 4162 4162 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A THE FOUNDATION 7143348211 2221 ROSECRANS AVE SUITE 150 EL SEGUNDO CA 90245 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 3990543 2186475 0 6177018 0 0 6177018 92655 6084363 304218 304218 3588 3588 300630 0 300630 0 300630 382651 0 382651 300630 0 0 62176 156797 219906 49915 488794 382651 0 0 0 300630 82021 0 0 570815 0 0 0 0 0 0 0 570815 62176 156797 219906 49915 82021 DAVID WHEELER MABLE WHEELER X 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. 5000 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. 5000 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. 1500 CAPABLE KIDS FOUNDATION INC 1223 E HACKBERRY AVE MCALLEN TX 78501 PC TO HELP ENRICH THE LIVES OF FAMILIES WITH SPECIAL NEEDS. 20000 CHILDHELP INC 6730 NORTH SCOTTSDALE ROAD 150 SCOTTSDALE AZ 85253 PC TO HELP THE VICTIMS OF CHILD ABUSE. 21100 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. 1500 CHOC FOUNDATION 1201 W LA VETA AVENUE ORANGE CA 92868 PC TO HELP PROVIDE HEALTHCARE TO CHILDREN. 5000 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. 5000 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. 15000 FOCUS ON THE FAMILY 8605 EXPLORER DRIVE COLORADO SPRINGS CO 80920 PC TO SUPPORT FAMILY ENTERTAINMENT CENTER AND FAMILY ACTIVITIES. 15000 FREE WHEELCHAIR MISSION 15279 ALTON PARKWAY SUITE 300 IRVINE CA 92618 PC TO SUPPORT BUILDING COST-EFFICIENT WHEELCHAIRS FOR PEOPLE WITH A DISABILITY. 15000 HOMEWORD PO BOX 1600 SAN JUAN CAPISTRANO CA 92693 PC TO HELP FAMILIES BUILD STRONG MARRIAGES, CONFIDENT PARENTS, AND EMPOWERED KIDS. 7500 KIDWORKS COMMUNITY DEVELOPMENT CORPORATION 1902 W CHESTNUT AVENUE SANTA ANA CA 92703 PC TO HELP PROVIDE ACADEMIC ENRICHMENT PROGRAMS. 150000 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. 5000 MARINERS CHURCH IRVINE 5001 NEWPORT COAST DR IRVINE CA 92603 PC TO SPONSER CHURCH RELATED PROGRAMS. 10000 MARINERS CHURCH OUTREACH 14156 MAGNOLIA BLVD STE 200 SHERMAN OAKS CA 91423 PC TO SPONSER CHURCH RELATED PROGRAMS. 10000 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. 15000 SECOND HARVEST FOOD BANK 8014 MARINE WAY IRVINE CA 92618 PC TO HELP PROVIDE FOOD FOR PEOPLE FACING HUNGER. 5000 THE PRAYER COVENANT PO BOX 281 NEW ALBANY OH 43054 PC TO HELP MAKE DISCIPLES AMONG THE CHILDREN AND YOUTH OF THE NATIONS. 11000 THE WORLD BIBLE SOCIETY 2521 ALTA VISTA NEWPORT BEACH CA 92660 PC TO SUPPORT TRANSITIONAL HOME PROGRAMS. 50000 WOUNDED WARRIOR PROJECT INC 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 PC SUPPORT FOR WOUNDED VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES. 5000 377600 0 14 284710 18 4727 0 289437 0 289437 0 0 0 0 0 0 0 0 0 0 X X 1 WHEELER FAMILY PARTNERSHIP NO 3 LP 2221 ROSECRANS AVE SUITE 150 EL SEGUNDO CA 90245 173600 X 2 WHEELER FAMILY PARTNERSHIP NO 3 LP 2221 ROSECRANS AVE SUITE 150 EL SEGUNDO CA 90245 35400 X 3 WHEELER FAMILY PARTNERSHIP NO 3 LP 2221 ROSECRANS AVE SUITE 150 EL SEGUNDO CA 90245 45200 X 4 WHEELER FAMILY PARTNERSHIP NO 3 LP 2221 ROSECRANS AVE SUITE 150 EL SEGUNDO CA 90245 6000 X 5 CHASEN S WHEELER 1 CANYON RIM NEWPORT BEACH CA 92657 247500 X 6 CHASEN S WHEELER 1 CANYON RIM NEWPORT BEACH CA 92657 44550 X 7 CHASEN S WHEELER 1 CANYON RIM NEWPORT BEACH CA 92657 300000 X ACCOUNTING FEES 9903 4952 4951 FORM 990-PF PART VI-B; QUESTIONS 1A(3) 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. ISHARES CORE S&P SMALL CAP 106579 106579 ISHARES RUSSELL 1000 GROWTH 80316 80316 ISHARES 3-7 YEAR TREASURY BOND ETF 539041 539041 SCHWAB FUNDAMENTAL EMERGING MARKETS 85117 85117 US TREASURY 2 YEAR NOTE 490245 490245 WISDOMTREE EMERGING MARKETS 77538 77538 SCHWAB FUNDAMENTL INTL 48819 48819 FEDERATED HERMES 136690 136690 FPA CRESCENT 182876 182876 LEUTHOLD CORE INVESTMENT 171534 171534 NATIONWIDE GENEVA SMALL CAP 83236 83236 DOUBLINE TOTAL RETURN BOND 635651 635651 EATON VANCE SORT DURATION 328874 328874 PIMCO INCOME INSTL 386284 386284 RIVER CANYON TOTAL RETURN 514801 514801 SCHWAB FUNDAMENTAL INTL 117311 117311 SCHWAB FUNDAMENTAL US LA 94732 94732 1050000 1050000 0 0 RRF-1 FILING FEE 100 0 100 UNREALIZED GAIN/LOSS 27880 INVESTMENT FEES 24577 24577 0 CHASEN S WHEELER 1 CANYON RIM NEWPORT BEACH CA 92657 FOREIGN TAXES PAID 1790 1790 0