2018-05-11T15:01:41-04:00 2017-12-31 341662414 WALTON & STEWART INC CPAS 7660 TYLER BOULEVARD MENTOR OH 44060 990PF 2017-01-01 341852595 THE WHEELER FOUNDATION WHEE 4402551793 8507 TYLER BLVD MENTOR OH 44060 THOMAS E WHEELER PRESIDENT 4402551793 2018-05-01 true MICHAEL J STEWART P00184300 4402691900 2018-05-01 2017 2022-09-23 18:48:47Z X 1903032 X 532981 193 193 25013 25013 7410 154002 565597 25206 1157 1157 0 0 55000 55000 56157 0 55000 509440 25206 218067 496598 496598 572960 829865 1406434 27000 818027 1326463 1903032 1004 1004 0 X 817023 1326463 817023 1326463 818027 1326463 817023 509440 1326463 1326463 false 25000 698985 0.035766 19000 561270 0.033852 14377 342657 0.041957 12409 293825 0.042233 11000 252097 0.043634 0.197442 0.039488 1356943 53583 252 53835 55000 X 252 252 252 400 400 148 148 false false false false false false false true true OH true false true false false true N/A THOMAS E WHEELER 4402551793 8507 TYLER BLVD MENTOR OH 440604231 false false false false false false false false false false false false false false false false false false false 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 000.00 0 0 0 REBECCA W LEWANDOWSKI 8507 TYLER BLVD MENTOR OH 440604231 TREASURER 0.20 0 0 0 NONE NONE N/A 1199226 178381 0 1377607 1377607 20664 1356943 67847 67847 252 252 67595 67595 67595 55000 55000 252 54748 67595 34586 2015 647 55000 34586 647 19767 47828 X AOPA FOUNDATION 421 AVIATION WAY FEDERICK MD 217014798 CHARITY PUBLIC CHARITY 5000 FOOD FOR THE POOR INC 6401 LYONS ROAD COCONUT CREEK FL 33073 CHARITY PUBLIC CHARITY 10000 UNIV N DAKOTA AEROSPACE FOUNDATION ROBIN HALL ROOM 303 4725 UNIVERSITY STOP9023 GRAND FORKS ND 582029023 CHARITY PUBLIC CHARITY 5000 KIRKLAND CC SCHOLARSHIP FUND 39438 KIRKLAND ROAD WILLOUGHBY OH 44094 CHARITY PUBLIC CHARITY 25000 COMMUNITY FOUNDATION LORAIN COUNTY 9080 LEAVITT ROAD ELYRIA OH 44035 CHARITY PUBLIC CHARITY 10000 55000 14 193 14 25013 18 7410 32616 32616 false false false false false false false false false false X X 1 BETSY J WHEELER 8507 TYLER BOULEVARD MENTOR OH 44060 250000 X 2 THOMAS E WHEELER 8507 TYLER BOULEVARD MENTOR OH 44060 282981 X YEAR ENDED: DECEMBER 31, 2017 FED ID 34-1852595 THE WHEELER FOUNDATION 8507 TYLER BLVD. MENTOR, OH 44060 TREATMENT OF QUALIFYING DISTRIBUTIONS ELECTION UNDER IRC SECTION 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE NONOPERATING PRIVATE FOUNDATIONELECTS TO TREAT CURRENT YEAR QUALIFIYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF: UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING: TAX YEAR: 2015 AMOUNT 647 NAME: THOMAS WHEELER TITLE: PRESIDENT, THE WHEELER FOUNDATION AMERICAN AIRLS GROUP INC-1,432 SHS 2015-02 DONATION 2017-12 73510 69973 3537 AMERICAN AIRLS GROUP INC-1,568 SHS 2015-05 DONATION 2017-12 80492 76619 3873 CINCINNATI FINANCIAL CORP-4,745 SHS 199204 355738 AMERICAN AIRLINES GROUP INC-455 SH 22233 23674 ABBVIE INCORPORATED-335 SHS 10341 32398 ALPHABET INCORPORATED CLASS C-11 SHS 1940 11510 ALPHABET INCORPORATED CLASS A-25 SHS 4436 26335 APPLE INC-203 SHS 9980 34354 AUTOMATIC DATA PROCESSING INC-245 SH 9635 28712 DANAHER CORPORATION DEL-246 SHS 5838 22834 EQUIFAX INC-220 SHS 8044 25942 EXPRESS SCRIPTS HLDG-200 SHS 3437 14928 FORTIVE CORPOR-123 SHS 1816 8899 GENERAL ELECTRIC-10,000 SHS 174905 174500 HOME DEPOT INC-200 SHS 7777 37906 JPMORGAN CHASE-332 SHS 14423 35504 KIMBERLY CLARK CORP-100 SHS 5964 12066 MICROSOFT CORPORATION-400 SHS 12922 34216 NASDAQ INCPOR-398 SHS 12913 30578 NIKE INCPOR CLASS B-148 SHS 2313 9257 SHERWIN WILLIAMS COMPANY-54 SHS 3216 22142 SNAP ON INCORPORATED-126 SHS 7574 21962 STRYKER CORPORATION-255 SHS 14423 39484 3M COMPANY-140 SHS 10525 32952 WELLS FARGO & COMPANY NEW-360 SHS 9555 21841 ISHARES TR SELECT DIVID ETF-1,000 SH 99166 98560 ISHARES TR CORE S&P SCP ETF- 1450 S 59392 111375 SPDR S&P ETF TRUST-520 SHS 117893 138767 DEPOSIT IN TRANSIT 26000 RECEIVABLE 1000 MARGIN BORROWING 4 CHECK IN TRANSIT 132 1000 TREASURER STATE OF OHIO 200 US TREASURER 957