Nonprofit · EIN 34-1852595
WHEELER FOUNDATION
Tax-exempt · VERO BEACH, FL 32963
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $938,818 | $169,495 | $769,323 | $2,252,235 | $0 | $2,252,235 |
| December 31, 2023 | 990-PF | $78,316 | $152,860 | -$74,544 | $1,899,614 | $0 | $1,899,614 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $914,398
- Dividends
- $73,217
- Interest
- $49
- Net gain from sales of assets
- -$48,846
Expenses
- Grants and similar amounts paid
- $166,850
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $166,850
- Excise tax on investment income
- $1,015
Balance sheet and other
- Total assets, start of year
- $1,899,614
- Total assets, end of year
- $2,252,235
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,252,235
- Fair market value of assets
- $6,376,433
- Qualifying distributions
- $166,850
- Net investment income
- $73,266
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 |
|---|---|---|---|
| THOMAS E WHEELER 506 BAY DR, VERO BEACH, FL 32963 | PRESIDENT | 0.2 | $0 |
| BETSY J WHEELER 506 BAY DR, VERO BEACH, FL 32963 | VICE-PRESIDENT | 0.1 | $0 |
| MICHELLE MEARS 9915 KIRTLAND-CHARDON RD, CHARDON, OH 44024 | SECRETARY | 0.1 | $0 |
| REBECCA W LEWANDOWSKI 2302 ISABELLA ST, EVANSTON, IL 60201 | TREASURER | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS E WHEELER 8507 TYLER BLVD, MENTOR, OH 440604231 | PRESIDENT | 0.2 | $0 |
| BETSY J WHEELER 8507 TYLER BLVD, MENTOR, OH 440604231 | VICE-PRESIDENT | 0.1 | $0 |
| MICHELLE MEARS 8507 TYLER BLVD, MENTOR, OH 440604231 | SECRETARY | 0.1 | $0 |
| REBECCA W LEWANDOWSKI 8507 TYLER BLVD, MENTOR, OH 440604231 | TREASURER | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 506 BAY DR, VERO BEACH, FL 32963-2107
- In care of
- % THOMAS E WHEELER
- Signed the 990-PF
- THOMAS WHEELER, PRESIDENT
- Phone
- (440) 255-1793
- Return prepared by
- COHEN & CO ADVISORY 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 | 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
- 34-1852595
- 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)
- $2,252,235
- Income (IRS master file)
- $998,224
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $938,818 | $169,495 | $2,252,235 | IRS |
| 990-PF | December 2023 | $78,316 | $152,860 | $1,899,614 | 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 34-1852595).
Questions about WHEELER FOUNDATION
- What is the EIN of WHEELER FOUNDATION?
- The employer identification number (EIN) of WHEELER FOUNDATION is 34-1852595.
- Is WHEELER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to WHEELER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHEELER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHEELER 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 WHEELER 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 WHEELER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does WHEELER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $938,818, expenses of $169,495 and total assets of $2,252,235 at year end.
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All nonprofits in VERO BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations