2014-05-13T10:14:31-05:00 2013-12-31 WALTON & STEWART INC CPAS 7660 TYLER BOULEVARD MENTOR OH 44060 990PF 2013-01-01 341852595 THE WHEELER FOUNDATION WHEE 4402551793 8507 TYLER BLVD MENTOR OH 44060 THOMAS E WHEELER PRESIDENT 4402551793 2014-05-12 MICHAEL J STEWART P00184300 4402691900 2014-05-12 2013 2015-12-30 17:16:21Z X 333505 X X 8126 8126 957 957 957 9083 9083 10 300 100 410 0 0 12500 12500 12910 0 12500 -3827 9083 9571 253297 271171 333505 262868 271171 333505 12130 12130 X 262868 259041 262868 259041 262868 271171 262868 -3827 259041 259041 957 false 11000 252097 0.043634 10050 221691 0.045333 2800 204588 0.013686 2800 169708 0.016499 204840 0.119152 0.029788 293825 8752 91 8843 12500 X 91 91 91 91 false false false false false false false true true OH true false true false false 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 THOMAS E WHEELER 8507 TYLER BLVD MENTOR OH 440604231 PRESIDENT 0.20 0 0 0 BETSY J WHEELER 8507 TYLER BLVD MENTOR OH 440604231 VICE-PRES 0.10 0 0 0 MICHELLE MEARS 8507 TYLER BLVD MENTOR OH 440604231 SECRETARY 0.10 0 0 0 REBECCA W LEWANDOWSKI 8507 TYLER BLVD MENTOR OH 440604231 TREASURER 0.10 0 0 0 NONE NONE N/A 278539 19760 0 298299 298299 4474 293825 14691 14691 91 91 14600 14600 14600 12500 12500 91 12409 14600 12342 12500 12342 158 14442 X TREASURE CAY COMMUNITY FOUNDATION 990 OLD DIXIE HIGHWAY 14 FA171 LAKE PARK FL 33403 CHARITY PUBLIC CHARITY 5000 AOPA FOUNDATION 421 AVIZTION WAY FEDERICK MD 21701 CHARITY PUBLIC CHARITY 2500 CURE JM FOUNDATION 836 LYNWOOD DRIVE ENCINITAS CA 92024 CHARITY PUBLIC CHARITY 2500 CHICAGO WALDORF SCHOOL 1300 W LOYOLA AVENUE CHICAGO IL 60626 CHARITY PUBLIC CHARITY 2500 12500 14 8126 18 957 9083 9083 false false false false false false false false false false THOMAS E WHEELER BETSY J WHEELER MICHELLE MEARS REBECCA W LEWANDOWSKI CINCINNATI FINANCIAL CORP-4,372 SHS 172257 228962 RUSSELL GLOBAL EQUITY-298 SHS 2982 3372 RUSSELL LIFEPOINTS BALANCED- 1,388 S 16194 16401 RUSSELL GLOBAL REAL ESTATE -130 SHS 4533 4554 RUSSELL EMERGING MARKETS-120 SHS 2446 2019 RUSSELL STRATEGIC BOND-3364 SHS 36444 36510 RUSSELL INTERNATIONAL DEVELOPED-256 10742 9473 RUSSELL US SMALL CAP EQUITY -145 SHS 3482 4340 RUSSELL US DEFENSIVE EQUITY-336 SHS 11086 14063 RUSSELL US CORE EQUITY-347- SHS 11005 13811 EXPENSES RAYMOND JAMES INVESTMENT FEES 100 MARGIN BORROWING 4630 CHECK IN TRANSIT 112 5000 CHECK IN TRANSIT 114 2500 THOMAS E WHEELER 8507 TYLER BLVD MENTOR OH 44060 BETSY J WHEELER 8507 TYLER BLVD MENTOR OH 44060 TREASURER STATE OF OHIO 100 US TREASURER 173 FOREIGN TAXES 27