Nonprofit · EIN 75-2838312
BARBARA F WHEELER FOUNDATION
Tax-exempt · ALEDO, TX 76008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $868,093 | $571,441 | $296,652 | $8,561,868 | $0 | $8,561,868 |
| December 31, 2023 | 990-PF | $697,841 | $616,293 | $81,548 | $8,309,182 | $35,655 | $8,273,527 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $641,785
- Interest
- $77,065
- Net gain from sales of assets
- $149,243
Expenses
- Grants and similar amounts paid
- $420,000
- Compensation of officers, directors and key employees
- $90,000
- Disbursements for charitable purposes
- $492,664
- Excise tax on investment income
- $8,897
Balance sheet and other
- Total assets, start of year
- $8,309,182
- Total assets, end of year
- $8,561,868
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,561,868
- Fair market value of assets
- $10,508,358
- Qualifying distributions
- $492,664
- Net investment income
- $718,850
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 |
|---|---|---|---|
| JAMES STAVENS PO BOX 180, ALEDO, TX 76008 | PRESIDENT | 2 | $45,000 |
| PHILIP STAVENS 833 MERION DR, BURLESON, TX 76028 | SECRETARY/TR | 2 | $45,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES STAVENS 3952 WEYBURN DR, FORT WORTH, TX 76109 | PRESIDENT | 0 | $45,000 |
| PHILIP STAVENS 3952 WEYBURN DR, FORT WORTH, TX 76109 | SECRETARY/TR | 0 | $45,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 180, ALEDO, TX 76008-0180
- In care of
- % BARBARA F WHEELER
- Signed the 990-PF
- PHILIP STAVENS, SECRETARY/TREASURER
- Phone
- (817) 980-3195
- Return prepared by
- GEORGE MORGAN & SNEED PC
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
- 75-2838312
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,561,868
- Income (IRS master file)
- $1,321,745
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $868,093 | $571,441 | $8,561,868 | IRS |
| 990-PF | December 2023 | $697,841 | $616,293 | $8,309,182 | 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 75-2838312).
Questions about BARBARA F WHEELER FOUNDATION
- What is the EIN of BARBARA F WHEELER FOUNDATION?
- The employer identification number (EIN) of BARBARA F WHEELER FOUNDATION is 75-2838312.
- Is BARBARA F WHEELER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BARBARA F WHEELER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARBARA F WHEELER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARBARA F 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 BARBARA F 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 BARBARA F WHEELER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $45,000 (JAMES STAVENS, PRESIDENT).
- How much revenue does BARBARA F WHEELER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $868,093, expenses of $571,441 and total assets of $8,561,868 at year end.
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All nonprofits in ALEDO · Texas · Philanthropy, voluntarism and grantmaking foundations