WHEELER FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WHEELER FOUNDATION (EIN 34-1852595)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201441339349101369
Schema version
2013v3.1
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)
Return2014-05-13T10:14:31-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALTON & STEWART INC CPASBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17660 TYLER BOULEVARDAddressLine1
CityMENTORCity
StateOHState
ZIP Code44060ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341852595EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WHEELER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWHEEBusinessNameControlTxt
Phone4402551793PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18507 TYLER BLVDAddressLine1
CityMENTORCity
StateOHState
ZIP Code44060ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS E WHEELERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4402551793PhoneNum
Signature2014-05-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J STEWARTPreparerPersonNm
PTINP00184300PTIN
Phone4402691900PhoneNum
Preparation2014-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$333,505FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,126DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,126DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$957NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$957GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$957CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,083TotalRevAndExpnssAmt
Total Net Invst Incm$9,083TotalNetInvstIncmAmt
Interest Rev And Expnss$10InterestRevAndExpnssAmt
Taxes Rev And Expnss$300TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$410TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,910TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,827ExcessRevenueOverExpensesAmt
Net Investment Income$9,083NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,571SavAndTempCashInvstBOYAmt
Corporate Stock BOY$253,297CorporateStockBOYAmt
Corporate Stock EOY$271,171CorporateStockEOYAmt
Corporate Stock EOYFMV$333,505CorporateStockEOYFMVAmt
Total Assets BOY$262,868TotalAssetsBOYAmt
Total Assets EOY$271,171TotalAssetsEOYAmt
Total Assets EOYFMV$333,505TotalAssetsEOYFMVAmt
Other Liabilities EOY$12,130OtherLiabilitiesEOYAmt
Total Liabilities EOY$12,130TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$262,868UnrestrictedBOYAmt
Unrestricted EOY$259,041UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$262,868TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$259,041TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$262,868TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$271,171TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$262,868TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,827ExcessRevenueOverExpensesAmt
Subtotal$259,041SubtotalAmt
Tot Net Ast Or Fund Balances EOY$259,041TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$957CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$252,097NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043634DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,050AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$221,691NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045333DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$204,588NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.013686DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$169,708NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.016499DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$204,840NetVlNoncharitableAssetsYr5Amt
Total Distribution0.119152TotalDistributionRt
Average Distribution0.029788AverageDistributionRt
Net Vl Noncharitable Assets$293,825NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,752AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$91NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,843AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$91InvestmentIncomeExciseTaxAmt
Subtotal$91SubtotalAmt
Tax Based On Investment Income$91TaxBasedOnInvestmentIncomeAmt
Tax Due$91TaxDueAmt

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 BLVDAddressLine1
CityMENTORCity
StateOHState
ZIP Code440604231ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS E WHEELER
8507 TYLER BLVDMENTOROH440604231PRESIDENT0.20$0$0$0
BETSY J WHEELER
8507 TYLER BLVDMENTOROH440604231VICE-PRES0.10$0$0$0
MICHELLE MEARS
8507 TYLER BLVDMENTOROH440604231SECRETARY0.10$0$0$0
REBECCA W LEWANDOWSKI
8507 TYLER BLVDMENTOROH440604231TREASURER0.10$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$278,539AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,760AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$298,299TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$298,299AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,474CashDeemedCharitableAmt
Net Vl Noncharitable Assets$293,825NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,691MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,691MinimumInvestmentReturnAmt
Tax Based On Investment Income$91TaxBasedOnInvestmentIncomeAmt
Total Tax$91TotalTaxAmt
Distributable Before Adj$14,600DistributableBeforeAdjAmt
Distributable Before Ded$14,600DistributableBeforeDedAmt
Distributable As Adjusted$14,600DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,500ExpensesAndContributionsAmt
Qualifying Distributions$12,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$91PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$12,409AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,600DistributableAsAdjustedAmt
Undistributed Income PY$12,342UndistributedIncomePYAmt
Qualifying Distributions$12,500QualifyingDistributionsAmt
Applied To Year1$12,342AppliedToYear1Amt
Applied To Current Year$158AppliedToCurrentYearAmt
Undistributed Income CY$14,442UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Address Line2RecipientUSAddress/AddressLine2CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient 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
CURE JM FOUNDATION
836 LYNWOOD DRIVEENCINITASCA92024CHARITYPUBLIC CHARITY$2,500
CHICAGO WALDORF SCHOOL
1300 W LOYOLA AVENUECHICAGOIL60626CHARITYPUBLIC CHARITY$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,126ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$957ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,083ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,083TotalIncomeProducingActyAmt

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (4 entries)

THOMAS E WHEELER
BETSY J WHEELER
MICHELLE MEARS
REBECCA W LEWANDOWSKI

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CINCINNATI FINANCIAL CORP-4,372 SHS$172,257$228,962
RUSSELL GLOBAL EQUITY-298 SHS$2,982$3,372
RUSSELL LIFEPOINTS BALANCED- 1,388 S$16,194$16,401
RUSSELL GLOBAL REAL ESTATE -130 SHS$4,533$4,554
RUSSELL EMERGING MARKETS-120 SHS$2,446$2,019
RUSSELL STRATEGIC BOND-3364 SHS$36,444$36,510
RUSSELL INTERNATIONAL DEVELOPED-256$10,742$9,473
RUSSELL US SMALL CAP EQUITY -145 SHS$3,482$4,340
RUSSELL US DEFENSIVE EQUITY-336 SHS$11,086$14,063
RUSSELL US CORE EQUITY-347- SHS$11,005$13,811

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
RAYMOND JAMES INVESTMENT FEES$100

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescEOY Book ValueEOYBookValueAmt
MARGIN BORROWING$4,630
CHECK IN TRANSIT 112$5,000
CHECK IN TRANSIT 114$2,500

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
THOMAS E WHEELER
8507 TYLER BLVDMENTOROH44060
BETSY J WHEELER
8507 TYLER BLVDMENTOROH44060

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
TREASURER STATE OF OHIO$100
US TREASURER$173
FOREIGN TAXES$27

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.