Nonprofit · EIN 52-1503237
CHARLOTTE AND EDWARD WHEELER FOUNDATION INC
Tax-exempt · WOODBRIDGE, NJ 07095
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $179,241 | $175,341 | $3,900 | $1,758,045 | $0 | $1,758,045 |
| December 31, 2023 | 990-PF | $92,742 | $127,672 | -$34,930 | $1,754,151 | $0 | $1,754,151 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $38,983
- Net gain from sales of assets
- $134,608
- Other income
- $5,650
Expenses
- Grants and similar amounts paid
- $165,400
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $168,400
- Excise tax on investment income
- $2,349
Balance sheet and other
- Total assets, start of year
- $1,754,151
- Total assets, end of year
- $1,758,045
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,758,045
- Fair market value of assets
- $2,454,531
- Qualifying distributions
- $168,400
- Net investment income
- $173,591
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 |
|---|---|---|---|
| IAN K SNOW 655 PARK AVENUE APT 3D, NEW YORK, NY 10021 | TREASURER & SECRETARY | 0 | $0 |
| KENDALL WHEELER 5201 NORWAY DRIVE, CHEVY CHASE, MD 20815 | PRESIDENT | 0 | $0 |
| FREDERICA JOHNSON 6700 CONNECTICUT AVENUE, CHEVY CHASE, MD 20815 | CHAIRMAN | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IAN K SNOW 655 PARK AVENUE APT 3D, NEW YORK, NY 10021 | TREASURER & SECRETARY | 0 | $0 |
| KENDALL WHEELER 5201 NORWAY DRIVE, CHEVY CHASE, MD 20815 | PRESIDENT | 0 | $0 |
| FREDERICA JOHNSON 6700 CONNECTICUT AVENUE, CHEVY CHASE, MD 20815 | CHAIRMAN | 0 | $0 |
Address and contacts
- Address (IRS master file)
- BESSEMER TR 100 WOODBRIDGE CTR DR, WOODBRIDGE, NJ 07095-0000
- In care of
- % BESSEMER TRUST
- Signed the 990-PF
- IAN K SNOW, TREASURER & SECRETARY
- Phone
- (516) 508-9623
- Return prepared by
- BESSEMER TRUST CO NA
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
- 52-1503237
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,758,045
- Income (IRS master file)
- $338,536
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $179,241 | $175,341 | $1,758,045 | XML |
| 990-PF | December 2023 | $92,742 | $127,672 | $1,754,151 | 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 52-1503237).
Questions about CHARLOTTE AND EDWARD WHEELER FOUNDATION INC
- What is the EIN of CHARLOTTE AND EDWARD WHEELER FOUNDATION INC?
- The employer identification number (EIN) of CHARLOTTE AND EDWARD WHEELER FOUNDATION INC is 52-1503237.
- Is CHARLOTTE AND EDWARD WHEELER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to CHARLOTTE AND EDWARD WHEELER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLOTTE AND EDWARD WHEELER FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLOTTE AND EDWARD WHEELER FOUNDATION INC 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 CHARLOTTE AND EDWARD WHEELER FOUNDATION INC 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 CHARLOTTE AND EDWARD WHEELER FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does CHARLOTTE AND EDWARD WHEELER FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $179,241, expenses of $175,341 and total assets of $1,758,045 at year end.
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