Nonprofit · EIN 23-2938580
WHEELER FAMILY CHARITABLE FOUNDATION
Tax-exempt · SOMERSET, PA 15501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $163,699 | $139,113 | $24,586 | $3,734,043 | $0 | $3,734,043 |
| December 31, 2024 | 990-PF | $694,835 | $258,561 | $436,274 | $3,708,663 | $0 | $3,708,663 |
| December 31, 2023 | 990-PF | $328,071 | $233,432 | $94,639 | $3,644,648 | $0 | $3,644,648 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $142,711
- Interest
- $12,566
- Net gain from sales of assets
- $7,827
- Other income
- $595
Expenses
- Grants and similar amounts paid
- $90,000
- Compensation of officers, directors and key employees
- $37,875
- Disbursements for charitable purposes
- $123,242
- Excise tax on investment income
- $2,097
Balance sheet and other
- Total assets, start of year
- $3,708,663
- Total assets, end of year
- $3,734,043
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,734,043
- Fair market value of assets
- $10,074,199
- Qualifying distributions
- $123,242
- Net investment income
- $163,104
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOMERSET TRUST COMPANY 131 NORTH CENTER AVE PO BOX 1330, SOMERSET, PA 15501 | TRUSTEE | 5 | $37,875 |
| HAROLD W WHEELER III 1908 HARBOURSIDE DRIVE UNIT 402, LONGBOAT KEY, FL 34228 | CHAIRMAN-BOD | 0 | $0 |
| ALLISON SCHLAEGLE 713 EDGEWOOD AVE, PITTSBURGH, PA 15215 | DIRECTOR | 1 | $0 |
| COLBY KAUFMAN 103 MARKETPLACE AVE, CORAOPOLIS, PA 15108 | DIRECTOR | 0 | $0 |
| CHRISTOPHER WHEELER 218 PINNACLE CIRCLE, SOMERSET, PA 15501 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOMERSET TRUST COMPANY 131 NORTH CENTER AVE PO BOX 1330, SOMERSET, PA 15501 | TRUSTEE | 5 | $32,995 |
| JOAN M WHEELER 198 PINNACLE CIRCLE, SOMERSET, PA 15501 | CHAIRMAN-BOD & FOUNDATION | 0.5 | $0 |
| HAROLD W WHEELER III 1908 HARBOURSIDE DRIVE UNIT 402, LONGBOAT KEY, FL 34228 | DIRECTOR | 0 | $0 |
| ALLISON SCHLAEGLE 713 EDGEWOOD AVE, PITTSBURGH, PA 15215 | DIRECTOR | 1 | $0 |
| COLBY KAUFMAN 103 MARKETPLACE AVE, CORAOPOLIS, PA 15108 | DIRECTOR | 0 | $0 |
| CHRISTOPHER WHEELER 218 PINNACLE CIRCLE, SOMERSET, PA 15501 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOMERSET TRUST COMPANY 131 NORTH CENTER AVE PO BOX 1330, SOMERSET, PA 15501 | TRUSTEE | 5 | $27,628 |
| JOAN M WHEELER 198 PINNACLE CIRCLE, SOMERSET, PA 15501 | CHAIRMAN-BOD & FOUNDATION | 0.5 | $0 |
| DAVID L WHEELER 9241 TIBET POINTE CIRCLE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
| HAROLD W WHEELER III 1908 HARBOURSIDE DRIVE UNIT 402, LONGBOAT KEY, FL 34228 | DIRECTOR | 0 | $0 |
| BARBARA DAVIES 169 OXFORD HEIGHTS ROAD, SOMERSET, PA 15501 | DIRECTOR | 1 | $0 |
| PAUL J WHEELER 235 WHEELER LANE, SOMERSET, PA 15501 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 466, SOMERSET, PA 15501-0466
- In care of
- % JOAN M WHEELER
- Signed the 990-PF
- SOMERSET TRUST COMPANY, TRUSTEE
- Phone
- (412) 256-8867
- Return prepared by
- HILL BARTH & KING LLC
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 | 990-PF 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
- 23-2938580
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $3,734,043
- Income (IRS master file)
- $441,241
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $163,699 | $139,113 | $3,734,043 | IRS |
| 990-PF | December 2024 | $694,835 | $258,561 | $3,708,663 | IRS |
| 990-PF | December 2023 | $328,071 | $233,432 | $3,644,648 | 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 23-2938580).
Questions about WHEELER FAMILY CHARITABLE FOUNDATION
- What is the EIN of WHEELER FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WHEELER FAMILY CHARITABLE FOUNDATION is 23-2938580.
- Is WHEELER FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to WHEELER FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHEELER FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHEELER FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHEELER FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WHEELER FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $37,875 (SOMERSET TRUST COMPANY, TRUSTEE).
- How much revenue does WHEELER FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $163,699, expenses of $139,113 and total assets of $3,734,043 at year end.
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All nonprofits in SOMERSET · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations