Nonprofit · EIN 36-7689530
ROBERT AND PATRICIA WHEELER FAM FOUNDATION
Also known as ROBERT H WHEELER ET AL TTEE
Tax-exempt · NAPERVILLE, IL 60540
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $34,781 | $48,637 | -$13,856 | $469,574 | $0 | $469,574 |
| June 30, 2024 | 990-PF | $121,183 | $28,848 | $92,335 | $471,520 | $0 | $471,520 |
| June 30, 2023 | 990-PF | $26,255 | $23,359 | $2,896 | $350,848 | $0 | $350,848 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $29,863
- Interest
- $8
- Net gain from sales of assets
- $4,910
Expenses
- Grants and similar amounts paid
- $45,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $45,000
- Excise tax on investment income
- $483
Balance sheet and other
- Total assets, start of year
- $471,520
- Total assets, end of year
- $469,574
- Total liabilities, end of year
- $0
- Net assets, end of year
- $469,574
- Fair market value of assets
- $469,574
- Qualifying distributions
- $45,000
- Net investment income
- $34,781
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert H Wheeler 1036 Olesen Dr, Naprville, IL 60540 | Co-Trustee | 1 | $0 |
| Patricia S Wheeler 1036 Olesen Dr, Naperville, IL 60540 | Co-Trustee | 0.2 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert H Wheeler 1036 Olesen Dr, Naprville, IL 60540 | Co-Trustee | 1 | $0 |
| Patricia S Wheeler 1036 Olesen Dr, Naperville, IL 60540 | Co-Trustee | 0.2 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert H Wheeler 1036 Olesen Dr, Naperville, IL 60540 | Co-Trustee | 2 | $0 |
| Patricia S Wheeler 1036 Olesen Dr, Naperville, IL 60540 | Co-Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1036 OLESEN DR, NAPERVILLE, IL 60540-8259
- In care of
- % ROBERT H WHEELER
- Signed the 990-PF
- Robert H Wheeler, C-Trustee
- Phone
- (630) 416-1230
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-7689530
- 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
- 2018
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $469,574
- Income (IRS master file)
- $151,856
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $34,781 | $48,637 | $469,574 | XML |
| 990-PF | June 2024 | $121,183 | $28,848 | $471,520 | XML |
| 990-PF | June 2023 | $26,255 | $23,359 | $350,848 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 36-7689530).
Questions about ROBERT AND PATRICIA WHEELER FAM FOUNDATION
- What is the EIN of ROBERT AND PATRICIA WHEELER FAM FOUNDATION?
- The employer identification number (EIN) of ROBERT AND PATRICIA WHEELER FAM FOUNDATION is 36-7689530.
- Is ROBERT AND PATRICIA WHEELER FAM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to ROBERT AND PATRICIA WHEELER FAM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND PATRICIA WHEELER FAM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND PATRICIA WHEELER FAM FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT AND PATRICIA WHEELER FAM FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ROBERT AND PATRICIA WHEELER FAM FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROBERT AND PATRICIA WHEELER FAM FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $34,781, expenses of $48,637 and total assets of $469,574 at year end.
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