Nonprofit · EIN 20-7373591
GEORGE AND MARGARET MCLANE FOUNDATION
Also known as KRISTEN WHEELER ET AL CO TTEE
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $792,141 | $1,803,092 | -$1,010,951 | $5,060,965 | $0 | $5,060,965 |
| December 31, 2023 | 990-PF | $959,220 | $1,263,556 | -$304,336 | $6,071,916 | $0 | $6,071,916 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $367,718
- Interest
- $8,415
- Net gain from sales of assets
- $413,608
- Other income
- $2,400
Expenses
- Grants and similar amounts paid
- $1,555,750
- Compensation of officers, directors and key employees
- $84,000
- Disbursements for charitable purposes
- $1,555,750
- Excise tax on investment income
- $9,777
Balance sheet and other
- Total assets, start of year
- $6,071,916
- Total assets, end of year
- $5,060,965
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,060,965
- Fair market value of assets
- $17,567,324
- Qualifying distributions
- $1,555,750
- Net investment income
- $789,741
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER WHEELER 2482 ROYALVIEW COURT, CINCINNATI, OH 45244 | EXECUTIVE DI | 40 | $84,000 |
| KRISTEN WHEELER 2482 ROYALVIEW COURT, CINCINNATI, OH 45244 | TRUSTEE | 5 | $0 |
| JAMES L WELLINGHOFF 30 EAST CENTRAL PARKWAY 1202, CINCINNATI, OH 45244 | MEMBER | 0.35 | $0 |
| MARILYN WELLINGHOFF 30 EAST CENTRAL PARKWAY 1202, CINCINNATI, OH 45202 | VICE PRESIDE | 5 | $0 |
| MARY GRUBER ENGLERT 708 WASHINGTON AVENUE, NEWPORT, KY 41017 | MEMBER | 0.35 | $0 |
| ABIGAIL KORRELL 16 FOREST STREET, SAUGUS, MA 01906 | MEMBER | 0.35 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER WHEELER 2482 ROYALVIEW COURT, CINCINNATI, OH 45244 | EXECUTIVE DI | 40 | $78,000 |
| KRISTEN WHEELER 2482 ROYALVIEW COURT, CINCINNATI, OH 45244 | TRUSTEE | 5 | $0 |
| JAMES L WELLINGHOFF 30 EAST CENTRAL PARKWAY 1202, CINCINNATI, OH 45244 | MEMBER | 0.35 | $0 |
| MARILYN WELLINGHOFF 30 EAST CENTRAL PARKWAY 1202, CINCINNATI, OH 45202 | VICE PRESIDE | 5 | $0 |
| MARY GRUBER ENGLERT 708 WASHINGTON AVENUE, NEWPORT, KY 41017 | MEMBER | 0.35 | $0 |
| ABIGAIL KORRELL 16 FOREST STREET, SAUGUS, MA 01906 | MEMBER | 0.35 | $0 |
Address and contacts
- Address (IRS master file)
- 1106 RACE STREET, CINCINNATI, OH 45202-7278
- Signed the 990-PF
- CHRISTOPHER WHEELER, EXECUTIVE DIRECTOR
- Phone
- (513) 479-7999
- Website
- WWW.MCLANEFOUNDATION.ORG
- Return prepared by
- BRAMEL & ACKLEY PSC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-7373591
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,060,965
- Income (IRS master file)
- $1,289,738
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $792,141 | $1,803,092 | $5,060,965 | IRS |
| 990-PF | December 2023 | $959,220 | $1,263,556 | $6,071,916 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-7373591).
Questions about GEORGE AND MARGARET MCLANE FOUNDATION
- What is the EIN of GEORGE AND MARGARET MCLANE FOUNDATION?
- The employer identification number (EIN) of GEORGE AND MARGARET MCLANE FOUNDATION is 20-7373591.
- Is GEORGE AND MARGARET MCLANE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to GEORGE AND MARGARET MCLANE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE AND MARGARET MCLANE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE AND MARGARET MCLANE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGE AND MARGARET MCLANE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of GEORGE AND MARGARET MCLANE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $84,000 (CHRISTOPHER WHEELER, EXECUTIVE DI).
- How much revenue does GEORGE AND MARGARET MCLANE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $792,141, expenses of $1,803,092 and total assets of $5,060,965 at year end.
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