WHEELER FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WHEELER FOUNDATION (EIN 34-1852595)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201621339349101557
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-12T10:17:31-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341662414PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALTON & STEWART INC CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17660 TYLER BOULEVARDAddressLine1Txt
CityMENTORCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44060ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341852595EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WHEELER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHEEBusinessNameControlTxt
Phone4402551793PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18507 TYLER BLVDAddressLine1Txt
CityMENTORCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS E WHEELERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4402551793PhoneNum
Signature2016-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J STEWARTPreparerPersonNm
PTINP00184300PTIN
Phone4402691900PhoneNum
Preparation2016-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$635,831FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$253,689ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$13,779DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,779DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,672NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,672GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,672CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$272,140TotalRevAndExpnssAmt
Total Net Invst Incm$18,451TotalNetInvstIncmAmt
Interest Rev And Expnss$730InterestRevAndExpnssAmt
Taxes Rev And Expnss$266TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$996TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,996TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$252,144ExcessRevenueOverExpensesAmt
Net Investment Income$18,451NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$3,443CashEOYAmt
Cash EOYFMV$3,443CashEOYFMVAmt
Corporate Stock BOY$328,637CorporateStockBOYAmt
Corporate Stock EOY$562,888CorporateStockEOYAmt
Corporate Stock EOYFMV$632,388CorporateStockEOYFMVAmt
Total Assets BOY$328,637TotalAssetsBOYAmt
Total Assets EOY$566,331TotalAssetsEOYAmt
Total Assets EOYFMV$635,831TotalAssetsEOYFMVAmt
Other Liabilities BOY$14,494OtherLiabilitiesBOYAmt
Other Liabilities EOY$44OtherLiabilitiesEOYAmt
Total Liabilities BOY$14,494TotalLiabilitiesBOYAmt
Total Liabilities EOY$44TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$314,143UnrestrictedBOYAmt
Unrestricted EOY$566,287UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$314,143TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$566,287TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$328,637TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$566,331TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$314,143TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$252,144ExcessRevenueOverExpensesAmt
Subtotal$566,287SubtotalAmt
Tot Net Ast Or Fund Balances EOY$566,287TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,672CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,377AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$342,657NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041957DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,409AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$293,825NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042233DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$252,097NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043634DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,050AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$221,691NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045333DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,800AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$204,588NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.013686DistributionYr5Rt
Total Distribution0.186843TotalDistributionRt
Average Distribution0.037369AverageDistributionRt
Net Vl Noncharitable Assets$561,270NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,974AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$185NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$21,159AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$369InvestmentIncomeExciseTaxAmt
Subtotal$369SubtotalAmt
Tax Based On Investment Income$369TaxBasedOnInvestmentIncomeAmt
Tax Due$369TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS E WHEELERIndividualWithBooksNm
Phone4402551793PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18507 TYLER BLVDAddressLine1Txt
CityMENTORCityNm
State AbbreviationOHStateAbbreviationCd
ZIP440604231ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS E WHEELER
8507 TYLER BLVDMENTOROH440604231PRESIDENT0.40$0$0$0
BETSY J WHEELER
8507 TYLER BLVDMENTOROH440604231VICE-PRES0.20$0$0$0
MICHELLE MEARS
8507 TYLER BLVDMENTOROH440604231SECRETARY0.20$0$0$0
REBECCA W LEWANDOWSKI
8507 TYLER BLVDMENTOROH440604231TREASURER0.20$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$555,422AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,395AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$569,817TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$569,817AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,547CashDeemedCharitableAmt
Net Vl Noncharitable Assets$561,270NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,064MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,064MinimumInvestmentReturnAmt
Tax Based On Investment Income$369TaxBasedOnInvestmentIncomeAmt
Total Tax$369TotalTaxAmt
Distributable Before Adj$27,695DistributableBeforeAdjAmt
Distributable Before Ded$27,695DistributableBeforeDedAmt
Distributable As Adjusted$27,695DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,000ExpensesAndContributionsAmt
Qualifying Distributions$19,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$19,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,695DistributableAsAdjustedAmt
Undistributed Income PY$16,952UndistributedIncomePYAmt
Qualifying Distributions$19,000QualifyingDistributionsAmt
Applied To Year1$16,952AppliedToYear1Amt
Applied To Current Year$2,048AppliedToCurrentYearAmt
Undistributed Income CY$25,647UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TREASURE CAY COMMUNITY FOUNDATION
990 OLD DIXIE HIGHWAY 14FA171LAKE PARKFL33403CHARITYPUBLIC CHARITY$5,000
AOPA FOUNDATION
421 AVIZTION WAYFEDERICKMD21701CHARITYPUBLIC CHARITY$2,500
EVANS SCHOLARSHIP
ONE BRIAR ROADGOLFIL60029CHARITYPUBLIC CHARITY$1,500
UNITED WAY LAKE COUNTY
9285 PROGRESS PARKWAYMENTOROH44060CHARITYPUBLIC CHARITY$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,779ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,672ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,451ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,451TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
COMPONENT REPAIR TECHNOLOGIES INC
18507 TYLER BLVDMENTOROH44060$217,689Yes (X)
THOMAS E WHEELER
28507 TYLER BOULEVARDMENTOROH44060$36,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1AMERICAN AIRLINES -PUBLIC STOCK$43,4722015-01-22
1AMERICAN AIRLINES-PUBLIC STOCK$79,0352015-02-27
1AMERICAN AIRLINES-PUBLIC STOCK$95,1822015-05-06

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CINCINNATI FINANCIAL CORP-4,278 SHS$179,116$263,879
AMERICAN AIRLINES GROUP INC-4,445 SH$217,689$188,669
DELTA AIR LINES-1408 SHS$55,954$71,372
RUSSELL GLOBAL EQUITY-315 SHS$3,493$3,450
RUSSELL LIFEPOINTS BALANCED- 1,415 S$18,013$16,476
RUSSELL GLOBAL REAL ESTATE -141 SHS$5,272$5,112
RUSSELL EMERGING MARKETS-123 SHS$2,489$1,628
RUSSELL STRATEGIC BOND-3456 SHS$38,518$37,862
RUSSELL INTERNATIONAL DEVELOPED-258$10,825$8,725
RUSSELL US SMALL CAP EQUITY -156 SHS$4,086$4,145
RUSSELL US DEFENSIVE EQUITY-337 SHS$11,184$15,914
RUSSELL US CORE EQUITY-404- SHS$16,249$15,156

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
MARGIN BORROWING$7,494$44
CHECK IN TRANSIT 119$1,000
CHECK IN TRANSIT 121$6,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
TREASURER STATE OF OHIO$100
US TREASURER$123
FOREIGN TAXES$43

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