Nonprofit · EIN 30-0178631
WHEELER CHARITABLE TRUST
Tax-exempt · COVINGTON, KY 41011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $67,124 | $64,179 | $2,945 | $805,182 | $0 | $805,182 |
| December 31, 2024 | 990-PF | $37,957 | $58,198 | -$20,241 | $802,237 | $0 | $802,237 |
| December 31, 2023 | 990-PF | $35,216 | $62,070 | -$26,854 | $794,948 | $0 | $794,948 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $42,474
- Net gain from sales of assets
- $24,650
Expenses
- Grants and similar amounts paid
- $44,000
- Compensation of officers, directors and key employees
- $4,000
- Disbursements for charitable purposes
- $44,000
- Excise tax on investment income
- $782
Balance sheet and other
- Total assets, start of year
- $802,237
- Total assets, end of year
- $805,182
- Total liabilities, end of year
- $0
- Net assets, end of year
- $805,182
- Fair market value of assets
- $889,763
- Qualifying distributions
- $44,000
- Net investment income
- $67,124
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 |
|---|---|---|---|
| DAVID WHITEHOUSE 791 SHERWOOD DRIVE, LEXINGTON, KY 40502 | TRUSTEE | 0.5 | $2,000 |
| JAMES W MORGAN JR 128 E 2ND STREET, COVINGTON, KY 41011 | TRUSTEE | 0.5 | $2,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID WHITEHOUSE 791 SHERWOOD DRIVE, LEXINGTON, KY 40502 | TRUSTEE | 0.5 | $2,000 |
| JAMES W MORGAN JR 128 E 2ND STREET, COVINGTON, KY 41011 | TRUSTEE | 0.5 | $2,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID WHITEHOUSE 791 SHERWOOD DRIVE, LEXINGTON, KY 40502 | TRUSTEE | 0.5 | $2,000 |
| JAMES W MORGAN JR PO BOX 928, NEWPORT, KY 41076 | TRUSTEE | 0.5 | $2,000 |
Address and contacts
- Address (IRS master file)
- 128 EAST 2ND STREET, COVINGTON, KY 41011-2387
- In care of
- % JOHN B WHITEHOUSE
- Signed the 990-PF
- JAMES W MORGAN JR, TRUSTEE
- Phone
- (859) 491-9100
- Return prepared by
- CHAMBERLIN OWEN & CO INC
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
- 30-0178631
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $805,182
- Income (IRS master file)
- $552,068
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $67,124 | $64,179 | $805,182 | IRS |
| 990-PF | December 2024 | $37,957 | $58,198 | $802,237 | IRS |
| 990-PF | December 2023 | $35,216 | $62,070 | $794,948 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 30-0178631).
Questions about WHEELER CHARITABLE TRUST
- What is the EIN of WHEELER CHARITABLE TRUST?
- The employer identification number (EIN) of WHEELER CHARITABLE TRUST is 30-0178631.
- Is WHEELER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to WHEELER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHEELER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHEELER CHARITABLE TRUST 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 CHARITABLE TRUST 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 CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $2,000 (DAVID WHITEHOUSE, TRUSTEE).
- How much revenue does WHEELER CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $67,124, expenses of $64,179 and total assets of $805,182 at year end.
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