Nonprofit · EIN 38-3392912
WHEELER FAMILY FOUNDATION INC
Tax-exempt · TROY, MI 48098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,855,739 | $566,802 | $1,288,937 | $12,437,763 | $0 | $12,437,763 |
| June 30, 2024 | 990-PF | $619,287 | $428,395 | $190,892 | $11,157,610 | $8,784 | $11,148,826 |
| June 30, 2023 | 990-PF | $237,908 | $2,590,598 | -$2,352,690 | $11,049,507 | $8,760 | $11,040,747 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $246,738
- Net gain from sales of assets
- $1,609,492
- Other income
- -$491
Expenses
- Grants and similar amounts paid
- $231,279
- Disbursements for charitable purposes
- $372,558
- Excise tax on investment income
- $23,303
Balance sheet and other
- Total assets, start of year
- $11,157,610
- Total assets, end of year
- $12,437,763
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,437,763
- Fair market value of assets
- $18,339,095
- Qualifying distributions
- $372,558
- Net investment income
- $1,855,739
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 |
|---|---|---|---|
| TMW ENTERPRISES INC 1111 W LONG LAKE ROAD STE 104, TROY, MI 48098 | N/A | 0 | $165,000 |
| ROBERT T HOWARD 1111 W LONG LAKE ROAD STE 104, TROY, MI 48098 | VICE PRES. | 1 | $0 |
| DOUGLAS S SOIFER 1111 W LONG LAKE ROAD STE 104, TROY, MI 48098 | VICE PRES./TREASURER | 3 | $0 |
| MARGARET M BARGARDI 1111 W LONG LAKE ROAD STE 104, TROY, MI 48098 | SECRETARY | 3 | $0 |
| THOMAS R WHEELER 1111 W LONG LAKE ROAD STE 104, TROY, MI 48098 | DIRECTOR | 1 | $0 |
| LISA HUZELLA 1111 W LONG LAKE ROAD STE 104, TROY, MI 48098 | DIRECTOR | 1 | $0 |
| MORGAN A BATZ 1111 W LONG LAKE ROAD STE 104, TROY, MI 48098 | DIRECTOR | 1 | $0 |
| THOMAS M HUZELLA 1111 W LONG LAKE ROAD STE 104, TROY, MI 48098 | DIRECTOR | 1 | $0 |
| GANNON WHEELER 1111 W LONG LAKE ROAD STE 104, TROY, MI 48098 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TMW ENTERPRISES INC 1111 LONG LAKE ROAD STE 104, TROY, MI 48098 | N/A | 0 | $180,000 |
| ROBERT T HOWARD 1111 LONG LAKE ROAD STE 104, TROY, MI 48098 | EXE. VICE PRES. | 1 | $0 |
| DOUGLAS S SOIFER 1111 LONG LAKE ROAD STE 104, TROY, MI 48098 | SECRETARY | 3 | $0 |
| THOMAS R WHEELER 1111 LONG LAKE ROAD STE 104, TROY, MI 48098 | DIRECTOR | 1 | $0 |
| MORGAN A WRIGHT 1111 LONG LAKE ROAD STE 104, TROY, MI 48098 | DIRECTOR | 1 | $0 |
| ERIN E WRIGHT 1111 LONG LAKE ROAD STE 104, TROY, MI 48098 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TMW ENTERPRISES INC 101 W BIG BEAVER RD STE 800, TROY, MI 48084 | N/A | 0 | $175,000 |
| ROBERT T HOWARD 101 W BIG BEAVER RD STE 800, TROY, MI 48084 | EXE. VICE PRES. | 1 | $0 |
| DOUGLAS S SOIFER 101 W BIG BEAVER RD STE 800, TROY, MI 48084 | SECRETARY | 3 | $0 |
| THOMAS R WHEELER 101 W BIG BEAVER RD STE 800, TROY, MI 48084 | DIRECTOR | 1 | $0 |
| MORGAN A WRIGHT 101 W BIG BEAVER RD STE 800, TROY, MI 48084 | DIRECTOR | 1 | $0 |
| ERIN R WRIGHT 101 W BIG BEAVER RD STE 800, TROY, MI 48084 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1111 W LONG LAKE ROAD, TROY, MI 48098-6308
- In care of
- % DOUGLAS S SOIFER
- Signed the 990-PF
- DOUGLAS S SOIFER, VICE PRESIDENT
- Phone
- (248) 705-3508
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
- 38-3392912
- 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
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $12,437,763
- Income (IRS master file)
- $5,698,102
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,855,739 | $566,802 | $12,437,763 | IRS |
| 990-PF | June 2024 | $619,287 | $428,395 | $11,157,610 | IRS |
| 990-PF | June 2023 | $237,908 | $2,590,598 | $11,049,507 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | 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 38-3392912).
Questions about WHEELER FAMILY FOUNDATION INC
- What is the EIN of WHEELER FAMILY FOUNDATION INC?
- The employer identification number (EIN) of WHEELER FAMILY FOUNDATION INC is 38-3392912.
- Is WHEELER FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to WHEELER FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHEELER FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHEELER FAMILY FOUNDATION INC 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 WHEELER FAMILY FOUNDATION INC 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 WHEELER FAMILY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $165,000 (TMW ENTERPRISES INC, N/A).
- How much revenue does WHEELER FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,855,739, expenses of $566,802 and total assets of $12,437,763 at year end.
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