WHEELER FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WHEELER FAMILY FOUNDATION (EIN 83-0331386)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201101369349100245
- Schema version
- 2010v3.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T11:09:36-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTER MUIRHEAD CORNIA & HOWARD CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 WEST FIRST ST SUITE 800 | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830331386 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEELER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHEE | NameControl |
| Phone | 3074721000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5940 S CHESTNUT ST | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD WHEELER | Name |
| Title | PRESIDENT | Title |
| Phone | 3072348171 | Phone |
| Date Signed | 2011-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS R HOWARD CPA | Name |
| Phone | 3072654311 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2219194 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 138 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 26147 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 26147 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 92256 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2109871 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 92256 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 118541 | TotalRevenueAndExpenses |
| Total Net Investment Income | 118403 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2890 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2890 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2412 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2412 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 19528 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 19528 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 24830 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 24830 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 106000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 106000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 130830 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 24830 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 106000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -12289 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 93573 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 6271 | CashBOY |
| Cash EOY | 13326 | CashEOY |
| Cash EOYFMV | 13326 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 78232 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 56411 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 56411 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1777123 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1779600 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2149457 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1861626 | TotalAssetsBOY |
| Total Assets EOY | 1849337 | TotalAssetsEOY |
| Total Assets EOYFMV | 2219194 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2563624 | CapitalStockBOY |
| Capital Stock EOY | 2563624 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -701998 | RetainedEarningsBOY |
| Retained Earnings EOY | -714287 | RetainedEarningsEOY |
| Total Net Assets BOY | 1861626 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1849337 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1861626 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1849337 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1861626 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -12289 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1849337 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1849337 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| SCHWAB 3869 | P | 2009-01-01 | 2009-12-31 | 394376 | 406421 | -12045 | -12045 |
| SCHWAB 6383 | P | 2009-01-01 | 2009-12-31 | 1037206 | 934316 | 102890 | 102890 |
| SCHWAB 3873 | P | 2009-01-01 | 2009-12-31 | 678289 | 676878 | 1411 | 1411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 92256 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 154986 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1837259 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.084357 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 152000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2632249 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057745 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 151000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3202591 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047149 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 150000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2903023 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051670 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 212357 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2026320 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.104799 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.345720 | TotalDistributionRatio |
| Average Distribution Ratio | 0.069144 | AverageDistributionRatio |
| Net Noncharitable Assets | 2036902 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 140840 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 936 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 141776 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 106000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1871 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1871 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1871 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 86 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 86 | TotalCreditsAndPayments |
| Tax Due | 1785 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RICHARD E WHEELER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3074721000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5940 S CHESTNUT STREET | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RICHARD E WHEELER | ||||||||
| 5940 S CHESTNUT ST | CASPER | WY | 82601 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| LINDA S WHEELER | ||||||||
| 5940 S CHESTNUT ST | CASPER | WY | 82601 | SECRETARY | 0.00 | 0 | 0 | 0 |
| RICHARD S WHEELER | ||||||||
| 1709 MIRACLE DRIVE | CASPER | WY | 82609 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| PAULA M WHEELER | ||||||||
| 1709 MIRACLE DRIVE | CASPER | WY | 82601 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| WENDY W FENTON | ||||||||
| 6130 EAST LAST CAMP CIRCLE | SALT LAKE CITY | UT | 84108 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| STEVEN L FENTON | ||||||||
| 6130 EAST LAST CAMP CIRCLE | SALT LAKE CITY | UT | 84108 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DAVID N WHEELER | ||||||||
| 5015 HAROLD PLACE NE | SEATTLE | WA | 98105 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CATHRINE J WHEELER | ||||||||
| 5015 HAROLD PLACE NE | SEATTLE | WA | 98105 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1921684 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 146237 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2067921 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2067921 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 31019 | CashDeemedCharitable |
| Net Noncharitable Assets | 2036902 | NetNoncharitableAssets |
| Minimum Investment Return | 101845 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 101845 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1871 | TaxBasedOnInvestmentIncome |
| Total Tax | 1871 | TotalTax |
| Distributable Amount Before Adj | 99974 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 99974 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 99974 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 106000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 106000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 106000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 99974 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 114327 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 7715 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 20401 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 63151 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 205594 | TotalExcessDistriCarryover |
| Qualifying Distributions | 106000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 99974 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 6026 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 211620 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 114327 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 97293 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7715 | ExcessFromYear4 |
| Excess From Year2 | 20401 | ExcessFromYear2 |
| Excess From Year1 | 63151 | ExcessFromYear1 |
| Excess From Current Year | 6026 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD E WHEELER | ContributingManager |
| Contributing Manager | LINDA S WHEELER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CASA OF NATRONA COUNTY | |||||||
| 1701 EAST E STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| CENTRAL WYOMING RESCUE MISSION | |||||||
| 230 N PARK ST | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| CHILDHAVEN | |||||||
| 316 BROADWAY | SEATTLE | WA | 98104 | NONE | 501(C)(3) | GENERAL FUND | $3,000 |
| CLIMB WYOMING OUR FAMILIES OUR FUTURE | |||||||
| 1720 S POPLAR | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| CROSSROADS URBAN CENTER | |||||||
| 347 S 400 E | SALT LAKE CITY | UT | 84111 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| ENGLISH SKILLS LEARNING CENTER | |||||||
| 175 NORTH 600 WEST | SALT LAKE CITY | UT | 84116 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| GTNP FUND - YOUTH CONSERVATION PROGRAM | |||||||
| PO DRAWER 170 | MOOSE | WY | 83012 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| FOOD LIFELINE | |||||||
| 1702 NE 150TH STREET | SHORELINE | WA | 98155 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| KOSTOPOLUS DREAM FOUNDATION | |||||||
| 2500 EMIGRATION CANYON | SALT LAKE CITY | UT | 84108 | NONE | 501(C)(3) | GENERAL FUND | $3,000 |
| MEALS ON WHEELS | |||||||
| 1760 EAST 12TH STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| NEIGHBORCARE HEALTH | |||||||
| 905 SPRUCE STREE SUITE 300 | SEATTLE | WA | 98104 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| NEW BEGINNINGS | |||||||
| PO BOX 75125 | SEATTLE | WA | 98175 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| NATRONA COUNTY PUBLIC LIBRARY FOUNDATION | |||||||
| 307 E SECOND STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| RAINBOW RESCUES INC | |||||||
| 3055 TULIP | CASPER | WY | 82604 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| RONALD MCDONALD HOUSE | |||||||
| 1135 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | 501(C)(3) | GENERAL FUND | $4,000 |
| RONALD MCDONALD HOUSE | |||||||
| 5000 40TH AVENUE NE | SEATTLE | WA | 98105 | NONE | 501(C)(3) | GENERAL FUND | $4,000 |
| SENIOR SERVICES | |||||||
| 2208 2ND AVENUE | SEATTLE | WA | 98121 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| SPECIAL OLYMPICS OF WYOMING | |||||||
| 350 W A STREET SUITE 101 | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $4,000 |
| THE TEAM IN TRAINING | |||||||
| 6130 E LAST CAMP CIRCLE | SALT LAKE CITY | UT | 84108 | NONE | 501(C)(3) | GENERAL FUND | $3,000 |
| WYOMING MEDICAL CENTER FOUNDATION | |||||||
| 1233 E SECOND STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $10,000 |
| WYOMING PUBLIC TELEVISION FOUNDATION | |||||||
| 2660 PECK AVENUE | RIVERTON | WY | 82501 | NONE | 501(C)(3) | GENERAL FUND | $10,000 |
| YOUTH CRISIS CENTER | |||||||
| 915 S MCKINLEY STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| UTAH HUMANITIES COUNCIL | |||||||
| 202 WEST 300 NORTH | SALT LAKE CITY | UT | 84103 | NONE | 501(C)(3) | GENERAL FUND | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 106000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26,147 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $92,256 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $118,403 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 118403 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,890 | Amount |
| Net Investment Income | 2890 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | WHEELER FAMILY FOUNDATIONEIN #83-0331386IRC SECTION 754 STATEMENTTAX YEAR ENDING 12/31/2010THE WHEELER FAMILY FOUNDATION A TRANSFEREE PARTNER IN THE FOLLOWING PARTNERSHIP WHO HAS A SPECIAL ADJUSTMENT UNDER INTERNAL REVENUE CODE (IRC) SECTION 743(B) ELECTION MADE BY THE PARTNERSHIP. THE SPECIAL BASIS ADJUSTMENT WAS MADE IN ACCORDANCE WITH THE RULES PROVIDED IN IRC SECTION 743 AND 755 AND THE REGULATIONS THEREUNDER. DETAILED INFORMATION IS AVAILABLE IN THE OFFICE OF THE GENERAL PARTNER UPON REQUEST.MAGELLAN MIDSTREAM PARTNERS, L.P.TIN #73-1599053PO BOX 22186MAIL DROP 28TULSA, OK 74121-2186 | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB | NameOfStock |
| EOY Book Value | 1779600 | EOYBookValue |
| EOYFMV | 2149457 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 19404 | 19404 | 0 |
| LICENSES AND PERMITS | 25 | 25 | 0 |
| BANK CHARGES | 29 | 29 | 0 |
| MAGELLAN MIDSTREAM PARTNERS, L.P.OPERATING LOSS | 70 | 70 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $2,412 | Amount |
| Net Investment Income | 2412 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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